Suitable Jira Sales Template

[Pete Piro]

Hello,

I'm looking for a template that would be a cross between a service project with internal and external communications and a business/software project with a kanban board.   

I want to use it for sales to communicate with customers but also allow for internal discussions while providing a visual where each ticket is within the workflow.

The Sales Pipeline doesn't allow for internal/external communication.

Any suggestions?

Pete

[Ste Wright]

Hi @Pete Piro 

You'll need a Jira Service Management Project for external communication.

You can add a Board to a Jira Service Management Project though if required:

1. Go to the search bar in the top-right
2. Select Boards at the bottom of the iFrame which appears
3. Press the Create board button
4. Choose to create a Kanban Board
5. Select Board from an existing Project
6. Give it a name, select your JSM Project, and give it a location
7. Create the board

Note: The only limitation here is the location must be a Jira Software Project - so you'd need to locate it under another Project, or create a dummy JSW Project to house it.

---

Or, the alternative is to keep Service Management, and internal task management Projects, separate.

This is my preference. Plus, you can still...

• Have Issues from both Projects on the same board, by modifying the filter (assuming they're both Company-managed, and the internal Project is a Software type)
• Link Issues together, to show dependencies
• Automate the passage of data between tickets using Automation - for example...
  • Create an internal task to fix a customer bug, when raised on the portal
  • Send a customer a comment when an internal task is complete
  • ...etc

---

Let us know your thoughts on these options!

Ste