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TANYA GORDON | ATLASSIAN TEAM TECH LEADER | HP
Jira Customization
Finding the Perfect Balance
www.quickmeme.com
gfycat.com/annualdistinctazurevasesponge
Jira Customization: Finding the Perfect Balance
Israeli “Beresheet” first space craft lands on the moon
(www.spacewatch.global)
Photo by Kari Shea on Unsplash
Photo by Daria Nepriakhina on Unsplash
Photo by Edwin Andrade on Unsplash
Customization Categories
Out Of the Box
Custom fields, workflows,
issue types & more
Customization Categories
Out Of the Box
Custom fields, workflows,
issue types & more
Apps
From the Atlassian
Marketplace
Customization Categories
Out Of the Box
Custom fields, workflows,
issue types & more
Apps
From the Atlassian
Marketplace
In-house Development
Using scrips or a full app
development
Jira Admin Team
Jira Admin
Team
Jira Admin Team
Create a GREAT team and adjust team
members’ roles
Invest in Atlassian certifications
Atlassian
Team
Number of
Admins
Number of Admins
Keep it under 5
Atlassian
Team
Delegate
Delegate
Use Project Administrators as your
professional extension
Atlassian
Team
Look for the
of the
requirement
My group is broken !
RACHEL WRIGHT, JIRA STRATEGY ADMIN WORKBOOK
SET AND ENFORCE
STANDARDS
DETERMINE THE IMPACT
NOW AND IN THE FUTURE
POOR PRACTICES
Issue Types
POOR PRACTICES
Redundant
Statuses
POOR PRACTICES
Wrong Status
Category for
Similar Statuses
Standards
at HP
Sprint naming convention
Sprint names include dates
Standards
at HP
Centralized versions list
All teams use the same versions list, only
specific stakeholders have update permissions
Standards
at HP
Jira forum
Gather all relevant stakeholders to discuss Jira
customization challenges and solutions
Don't start with a full
blown customization at
once
Photo by Ryan McGuire on gratisography.com
EPIC STORY
STORY
STORY
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK
CUSTOMIZATION PLANNING AND EXECUTION PROCESS
There are no limits,
everything is possible,
but not everything should be done...
www. spacewatch.global
Clean up
Photo by Oliver Hale on Unsplash
Clean-up
Tips
Apps and Tools
Cleaner for Jira - Performance App
Custom Fields Optimizer for Data Center
Clean-up
Tips
Custom field context
No warning message is displayed on delete
Clean-up
Tips
Updated issues
Might affect filters, views and integrations
Project Archiving
NOTHING TO WEAR
www.katy-thequeenofthekings.blogspot.com
Jira Customization: Finding the Perfect Balance
7.10
Jira Data Center
Online Archiving
Hide or mark as Read Only
using permission scheme
Offline Archiving
Backup and Delete the
project completely
Project archiving work arounds
For Jira Server, Cloud and older Data Center versions
Reporting
Filters and Dashboards
JQL queries and a variety of dashboard gadgets
Filters and Dashboards
JQL queries and a variety of dashboard gadgets
Jira Board Reports
Out-of-the-Box not customizable reports
Filters and Dashboards
JQL queries and a variety of dashboard gadgets
Jira Board Reports
Out-of-the-Box not customizable reports
External Apps or BI systems
EazyBI, PowerBI, All-In-One Reports for Jira and
more

Reporting Customization Considerations
Generic fields
statuses and versions
Reporting Customization Considerations
Generic fields
statuses and versions
Appropriate type
Reporting Customization Considerations
Generic fields
statuses and versions
Appropriate type Master reports deck
Add Business
Value to
Reports
Backward Compatibility
Not only for upgrades

Backward
Compatibility
Check apps compatibility
Make sure that new apps are compatible with
existing solutions and reporting tools
Backward
Compatibility
Read ALL Release Notes
The devil is in the details so read carefully and
don’t skip on versions
Jira Customization: Finding the Perfect Balance
Backward
Compatibility
Testing Environment
Three-tier strategy is best
Dev -> Staging -> Production
www.devrant.com
You should
always aim for
simplicity to be
able to scale
SCALING CUSTOMIZATIONS
Jira Customization: Finding the Perfect Balance
www.researchgate.net
Adjust
customizations
to support
Data Center
SCALING CUSTOMIZATIONS
Document
Everything!
Jira Customization: Finding the Perfect Balance
Do right by
the next Jira
admin
www.writeofthemiddle.com
Service Desk
Better support your users and keep
all requests documented and
managed.
THE
CHECKLIST
Standards
Think Simple and Generic
Start small and expand gradually
Always look for the heart
Test backward compatibility
Document everything
The Perfect Balance
TANYA GORDON | ATLASSIAN TEAM TECH LEADER | HP
Thank you!

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Jira Customization: Finding the Perfect Balance