10 Ways Clockwork Helps You Get More Out of Jira Worklogs
Wondering where all the time goes? Discover how you can use Jira worklogs to get insights into how your team spends their time.
Jira Work Management includes several project templates for marketing teams – from events planning to email campaigns. But why would a marketing team choose to use Jira, a tool originally designed for software development?
There are many advantages of moving processes into Jira. You hired your marketing team were hired for their creativity, but they spend a big chunk of their time doing administrative busy work. Moving repeated processes into Jira standardizes and streamlines tasks like responding to sponsorship requests and managing logo licensing, allowing your professional marketers more time to use the talent you hired them for. Jira also makes their work more visible while it’s in progress, and more measurable when it’s complete. Managers can see all the work their teams do and allocate resources accordingly.
This use case shows how a marketing team using Jira Work Management can implement checklists and automation to keep their workflows simple while ensuring that all tasks get completed for every type of marketing asset.
Here’s what you’ll need:
The JWM Content Management template creates an Asset issue type that includes a Content type text field. Replacing this text field with a Content-type dropdown field will allow it to be more easily used with automation (for example, to add a checklist appropriate to the content type).
Jira’s infinite flexibility means you have lots of options for your workflow. Here are a couple of examples from Atlassian.
This one is from an Atlassian blog post entitled Marketing project management with Jira Core, designed for managing the publication of blog posts:
The workflow includes a DRAFT – REVIEW loop, allowing the content to be revised as many times as needed before it’s approved. It also acknowledges that finalizing the content is not the end of the road. It still needs to be optimized for keywords, loaded and scheduled on your website, and analyzed for performance.
Here’s a simpler workflow – the one that’s included in the Content Management template in JWM.
This more streamlined workflow doesn’t include separate statuses for web tasks and going live. However, we can still ensure that those tasks get completed by including a checklist. Indeed, one of the advantages of using checklists is that you can simplify your workflows while still ensuring everything gets done.
If you’re using a Company-managed project, you may want to change the final status from PUBLISHED to a more generic DONE. This will make the workflow appropriate for additional process beyond content creation. For instance, a legal team could use the workflow for drawing up contracts, and HR could use it for implementing new policies. Sharing Jira assets such as workflows is a good way to simplify administration and keep you instance from getting bloated.
Finally, you might want to add a Workflow Condition restricting who can transition issues from the IN REVIEW status to ensure only the right people can approve the issues.
Creating a checklist template for each option in the Content type dropdown will ensure that all of the needed steps are carried out.
Tip: If you’re already using Issue Checklist for Jira, you can copy and paste the items listed in step 5 into a checklist.
To create a checklist template:
17. Click More options and insert the following, using the appropriate custom field ID and the appropriate template ID.
18. Click Save.
19. Click on Add else.
20. Repeat steps 9-17 for each Content type and template.
21. Name the rule and click Turn it on.
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