Teamwork makes everything easier, also with Jira. In the software, teams ensure that all information on a project can be stored and processed in a single source of truth. Teams create perfect working conditions, independent of time and location.
But how do you create structured teams to which you can add Jira tasks or boards? Can you add multiple members with bulk operations? How to get the perfect overview of your created teams?
Report Builder for Jira has the "Teams" module, which allows you to do all the mentioned use cases quickly and easily in a single area with a few clicks. Save time and resources with this powerful tool! We'll show you how to use it efficiently.
Step 1: To create a team, first navigate to your Jira instance, select Report Builder, and click the Teams button in the left panel (1). By selecting the Create Team field (2), you create a new team.
Step 2: The following screen will show up:
Now first insert the name of the team (1). Then you need to specify a Team Lead (2). This person will act as the administrator of the team. Finally, the description of the team (3) is optional, but highly recommended to keep track of many teams.
Step 3: After you have created the team, you will be redirected to a page that looks something like this:
Step 4: Click on the team name, and you will see more descriptions and configuration options. For example, you can now add multiple users to your team in a bulk operation.
Step 5: As an example, we add all Jira software users to our test team.
Step 6: In the after overview you can now see the individual members, their role, and their commitment, i.e., whether they are assigned to a project 100% or less. In addition, you can see when the user joined or left the team.
Step 7: To perfectly serve the specific needs of your company or workspace, you can, of course, add people individually. To do this, first click on Add Members (1) and then fill out the screen (2).
Step 8: The real power of the tool is in the versatile linking options. First, select the Add Link function, and you can add different projects (2) and/or boards (3) to the team.
Step 9: To make teamwork as effective as possible, add external links as sources that all team members can access.
Step 10: The main overview allows you to filter teams by members, team leads or texts. This gives you a comprehensive impression of the existing structures. You can now easily create numerous reports based on these teams.
If you are responsible for large or multiple teams, Report Builder and its integrated Teams module is the perfect tool. Thanks to this integration, you can now track progress and calculate future tasks.
Bulk operations save precious working time and prevent human errors. The created teams serve as an ideal basis for creating reports with Report Builder. With Teams, you are up-to-date on team capacity and hours booked for a project.
Andreas Springer _Actonic_Marketplace Partner
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