When it comes to customizing Jira, the possibilities can seem endless. So, what is the best way to navigate all of these options and find the best fit for your teams? Join me to learn the do's and don'ts of Jira customization. From custom views, workflows, apps, and beyond, I will present the considerations you should take every step of the way and discuss the challenges raised by system scaling, upgrade efforts, testing environments, and more. Leave this talk with the knowledge on how to strike the perfect balance when extending the power of Jira.

1. TANYA GORDON | ATLASSIAN TEAM TECH LEADER | HP
Jira Customization
Finding the Perfect Balance

2. www.quickmeme.com

3. gfycat.com/annualdistinctazurevasesponge

5. Israeli “Beresheet” first space craft lands on the moon
(www.spacewatch.global)

6. Photo by Kari Shea on Unsplash

7. Photo by Daria Nepriakhina on Unsplash

8. Photo by Edwin Andrade on Unsplash

9. Customization Categories
Out Of the Box
Custom fields, workflows,
issue types & more

10. Customization Categories
Out Of the Box
Custom fields, workflows,
issue types & more
Apps
From the Atlassian
Marketplace

11. 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

12. Jira Admin Team

13. Jira Admin
Team
Jira Admin Team
Create a GREAT team and adjust team
members’ roles
Invest in Atlassian certifications
Atlassian
Team

14. Number of
Admins
Number of Admins
Keep it under 5
Atlassian
Team

15. Delegate
Delegate
Use Project Administrators as your
professional extension
Atlassian
Team

16. Look for the
of the
requirement

17. My group is broken !
RACHEL WRIGHT, JIRA STRATEGY ADMIN WORKBOOK

18. SET AND ENFORCE
STANDARDS

19. DETERMINE THE IMPACT
NOW AND IN THE FUTURE

20. POOR PRACTICES
Issue Types

21. POOR PRACTICES
Redundant
Statuses

22. POOR PRACTICES
Wrong Status
Category for
Similar Statuses

23. Standards
at HP
Sprint naming convention
Sprint names include dates

24. Standards
at HP
Centralized versions list
All teams use the same versions list, only
specific stakeholders have update permissions

25. Standards
at HP
Jira forum
Gather all relevant stakeholders to discuss Jira
customization challenges and solutions

26. Don't start with a full
blown customization at
once
Photo by Ryan McGuire on gratisography.com

27. EPIC STORY
STORY
STORY
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK
SUB-TASK

28. CUSTOMIZATION PLANNING AND EXECUTION PROCESS

29. There are no limits,
everything is possible,
but not everything should be done...
www. spacewatch.global

30. Clean up
Photo by Oliver Hale on Unsplash

31. Clean-up
Tips
Apps and Tools
Cleaner for Jira - Performance App
Custom Fields Optimizer for Data Center

32. Clean-up
Tips
Custom field context
No warning message is displayed on delete

33. Clean-up
Tips
Updated issues
Might affect filters, views and integrations

34. Project Archiving

35. NOTHING TO WEAR
www.katy-thequeenofthekings.blogspot.com

37. 7.10
Jira Data Center

38. 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

39. Reporting

40. Filters and Dashboards
JQL queries and a variety of dashboard gadgets

41. Filters and Dashboards
JQL queries and a variety of dashboard gadgets
Jira Board Reports
Out-of-the-Box not customizable reports

42. 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…

43. Reporting Customization Considerations
Generic fields
statuses and versions

44. Reporting Customization Considerations
Generic fields
statuses and versions
Appropriate type

45. Reporting Customization Considerations
Generic fields
statuses and versions
Appropriate type Master reports deck

46. Add Business
Value to
Reports

47. Backward Compatibility
Not only for upgrades…

48. Backward
Compatibility
Check apps compatibility
Make sure that new apps are compatible with
existing solutions and reporting tools

49. Backward
Compatibility
Read ALL Release Notes
The devil is in the details so read carefully and
don’t skip on versions

51. Backward
Compatibility
Testing Environment
Three-tier strategy is best
Dev -> Staging -> Production

52. www.devrant.com

53. You should
always aim for
simplicity to be
able to scale
SCALING CUSTOMIZATIONS

55. www.researchgate.net

56. Adjust
customizations
to support
Data Center
SCALING CUSTOMIZATIONS

57. Document
Everything!

59. Do right by
the next Jira
admin

60. www.writeofthemiddle.com

61. Service Desk
Better support your users and keep
all requests documented and
managed.

62. THE
CHECKLIST
Standards
Think Simple and Generic
Start small and expand gradually
Always look for the heart
Test backward compatibility
Document everything

63. The Perfect Balance

64. TANYA GORDON | ATLASSIAN TEAM TECH LEADER | HP
Thank you!