Getting started - company managed project layout

[Jannis]

Hello everyone,

As usual, I hope this question in this form has not been asked too often before, but I have not been able to find anything similar in my searches so far.

We are currently setting up the foundation for our planned larger-scale implementation of Jira, and I am trying to establish a standard project layout. The current idea is that projects should generally be created as company-managed to ensure standards are followed. In this setup process, I have been struggling to keep an overview of the necessary steps among all the options for screens, schemes, fields, issues, and so on.

Is there a step-by-step guide on how to set up a company-managed project standard layout, including customized issues, what information is displayed in issues, workflows, possibly other important information and how to activate these for a project/set them as default? This would be extremely helpful for me.

Thanks in advance.

[Seon Shakespeare · Accepted solution]

Hi @Jannis,

Welcome to the community!

Atlassian has a free learning path that's perfect for what you're trying to achieve: "Streamline projects across Jira with shared configurations".

It covers everything from project layouts and workflows to screens, schemes, and permissions. You'll find step-by-step instructions and examples to help you set up a consistent structure for your Jira projects.

Here's the link: https://university.atlassian.com/student/path/1928323-streamline-projects-across-jira-with-shared-configurations

Hope this helps!

[Jannis]

Hi @Seon Shakespeare 

exactly what I was trying to find. Seems I was looking at the wrong spot.

Thanks for the quick help on this!