I want to set up a Jira board for my small business to organize major projects, minor projects, and random task items. Similar to what other companies do with platforms like Monday, Notion, etc., but I don't want to pay if I can set it up easily in Jira for free. I don't need it to be elaborate because there are only 3 of us, and we use Google Drive to manage most of our docs. So far, Jira has been our very simplified task and project management tool but we've probably been using it poorly and are now running into a few organizational issues.
We're a service-based business (therapy and coaching) with online courses. The consists of me (CEO + many other roles), an online business manager, and a virtual assistant.
We have a few large projects like a Company Rebrand or Online Course Launch where all of us work on the tasks for that project, but then we also have smaller projects that only 1 or 2 of us work on and should have access to. Also, some of the team is not particularly tech-savvy, so we don't want anything too complicated either.
Although we have used Agile in the past, it's not something we use regularly. Finding guidance about this without further training the team in Agile would be ideal.
Does anyone know of a good tutorial or YouTube video showing how we might use Projects, Epics, Stories, Tasks, and Subtasks to fit our needs?
Are there templates that companies like mine would find useful beyond Kanban? For instance, I saw the "Project Management" template and probably could use that, or I can imagine that there might be good templates within projects to use, but I haven't played around with them much and I would like to hear from others in similar situations so that I can save time instead of flailing about in a random Project Template that isn't actually best suited for our needs.
Thanks!
