Forms to pre-populate a project card

agrtechnology April 19, 2023

Hi there, Recently switched to Jira for project management and wondering if it's possible to setup a form which I can get a link for and share with clients to capture initial project requirements with preset questions and options to upload files and mention other comments etc and then automatically put this into card for the  specific project. Any help with this would be really appreciated and if possible would be a huge timesaver.

2 answers

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Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 19, 2023

Hi @agrtechnology and welcome to the community,

If your client doesn't have a JWM license, then you can't really share anything from JWM in order to capture information. If they do have a license, you either let them inside the project or you can use forms to capture the necessary information https://support.atlassian.com/jira-work-management/docs/collect-information-for-your-team-with-a-form/.

agrtechnology August 8, 2023

Thank you Alex

0 votes
Kit Friend
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 19, 2023

Hey @agrtechnology

The simplest approach here would just be to setup your jira issues for the relevant projects so that the fields are the form you want their information inputted into - just configure the create screen fields to contain the questions and options you want. 

You could also explore Jira Product Discovery's ideation functions for a slick solution: https://www.atlassian.com/software/jira/product-discovery

agrtechnology August 8, 2023

Thank you will give that a go!

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