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Best practice in organizing monthly team projects and tasks

My team of 10 people is currently using Google Sheets to organize our monthly projects. The worksheet is essentially a giant table that includes our client, the deliverable type (our projects are either monthly, quarterly, or semi-annual), the analysts working on them, and the Jira ticket associated with it, and various due dates for each of the subtasks in each project. Each subtask is assigned to a different analyst. There has GOT to be a better way to organize all of this in Jira.


We already use Jira to create tickets with subtasks for each project, and that works great. What we want now is to have an easy way of seeing all of those tickets and the overall due dates in one place.


2 answers

0 votes
Jess Thompson _Adaptavist_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
Oct 07, 2022

Hi Julia,

Another option is connecting your Jira and a Confluence instance. You can then use a saved JQL filter to pull a list of tickets into a Confluence page. Atlassian's guide to it can be found here.

You can do this across different pages/filters to create different lists (for each staff member, or by month, for instance), and for each page you can choose exactly which fields will show in the table it generates.

I use this method to create a list of work completed in the previous week for reporting purposes, but obviously with the filters you can alter it to meet your specific needs.

Hope this helps!


0 votes
Brant Schroeder
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 04, 2022

@Julia Scanlan welcome to the Atlassian community

If you are looking for ways to organize your work I would suggest using the tools available in Jira work management.  You should take a look at the following:

All of these tools are built into Jira work management and can be used to monitor your team's work.  I would suggest that you check them out and learn about each tool, then you can use the tools that work best for your team.

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