Capture an update on an Initiative

[Drew Watson]

Currently we have teams add a weekly update to a Google sheet.  But half the data is already in Jira (or could be with a couple of extra fields).

I'd like some way for users to kick off an 'add a weekly update' action that prompts them to review/update certain fields (target date, RAG status etc) and add a text update for the week.

I then want to then update the Initiative issue fields with this data.

I had hoped I could pop up some sort of 'Add an update' screen (nope), or a form from a manual trigger (can't capture dates).

[Drew Watson · Accepted solution]

So, to get around this I added a second tab to my Initiative screen and called it 'Updates'.

I moved the fields there that I want to be updated each week, so teams can:

Open their initiative
Switch to the update tab
Update the fields

Done - I can then extract what I need into Sheets using an extension.