{"id":6116,"date":"2025-10-23T09:30:47","date_gmt":"2025-10-23T07:30:47","guid":{"rendered":"https:\/\/www.theprojectgroup.com\/blog\/en\/?p=6116"},"modified":"2025-10-23T11:04:13","modified_gmt":"2025-10-23T09:04:13","slug":"jira-tips","status":"publish","type":"post","link":"https:\/\/www.theprojectgroup.com\/blog\/en\/jira-tips\/","title":{"rendered":"Jira Tips for Traditional \/ Agile Project Management \u2013 Filters, Dashboards &#038; Reports"},"content":{"rendered":"<p>This article is part of our blog article series on <a href=\"#Series\">\u201cJira for roles in project management\u201d<\/a> in which we illustrate <strong>Jira tips for traditional and agile project management<\/strong>. We provide helpful advice for the individual roles, such as Scrum Master and Product Owner. In this article of the series, you will get practical tips on how to work better with multiple parallel projects in Jira using <strong>filters, dashboards and automated reports<\/strong>.<\/p>\n<p>The article has the following chapters in store for you:<\/p>\n<ul>\n<li><a href=\"#Chapter1\">Why is control over your project pipeline important?<\/a><\/li>\n<li><a href=\"#Chapter2\">Jira tips for your project pipeline<\/a><\/li>\n<li><a href=\"#Chapter3\">Multi-project filters<\/a><\/li>\n<li><a href=\"#Chapter4\">Dashboards<\/a><\/li>\n<li><a href=\"#Chapter5\">Automated reports<\/a><\/li>\n<li><a href=\"#Chapter6\">Conclusion: Jira tips for traditional \/ agile project management<\/a><\/li>\n<\/ul>\n<p>Let us dive in!<\/p>\n<div id=\"id6957383e3aba6\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id6957383e3aba6\">\n                    <p><strong>PDF Download: <\/strong> Comparing PM Methodologies: Agile, Traditional, and Hybrid<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id6957383e3aba6\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id6957383e3aba6\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\">\n                <div class=\"iframecontainer__iframe__inner\">\n                    <p>This downloadable article about project management methodologies outlines the differences between agile, traditional and hybrid and will help you to choose the right method for your project.<\/p>\n<p>Please fill in the form.<br \/>\n<span style=\"font-size: xx-small;\">* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/span><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                \t<!-- ENGLISCH Wichtig: nur den Code in download-asset \u00e4ndern - definiert Download -->\r\n<script type='text\/x-ccm-loader' data-ccm-loader-src=\"https:\/\/js-eu1.hsforms.net\/forms\/embed\/developer\/146642994.js\" defer><\/script>\r\n\r\n<div class=\"hs-form-html\"\r\n     data-download-asset=\"CU5E\"\r\n     data-region=\"eu1\"\r\n     data-form-id=\"ed0008c7-47d5-4c2e-ad2f-000bd95b74c5\"\r\n     data-portal-id=\"146642994\"><\/div>\r\n\r\n<script>\r\n(() => {\r\n  const FORM_ID = 'ed0008c7-47d5-4c2e-ad2f-000bd95b74c5';\r\n  const FIELD   = '0-1\/download_asset';\r\n  const roots   = new Set();\r\n  const formsByRoot = new WeakMap();\r\n\r\n  const setViaApi = (root) => {\r\n    const code = root.dataset.downloadAsset || '';\r\n    const form = formsByRoot.get(root);\r\n    if (!code || !form) return;\r\n    form.setFieldValue(FIELD, code);\r\n  };\r\n\r\n  window.addEventListener('hs-form-event:on-ready', (event) => {\r\n    if (!window.HubSpotFormsV4) return;\r\n    const form = HubSpotFormsV4.getFormFromEvent(event);\r\n    if (!form || form.getFormId() !== FORM_ID) return;\r\n\r\n    const root = [...roots].find(r => r.contains(event.target));\r\n    if (!root) return;\r\n\r\n    formsByRoot.set(root, form);\r\n    setViaApi(root);\r\n  });\r\n\r\n  window.addEventListener('message', (event) => {\r\n    const d = event.data;\r\n    if (!d || d.type !== 'hsFormCallback' || d.eventName !== 'onFormSubmit') return;\r\n    if (d.id !== FORM_ID) return;\r\n\r\n    roots.forEach(setViaApi);\r\n  });\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    document.querySelectorAll('.hs-form-html[data-download-asset][data-form-id=\"' + FORM_ID + '\"]')\r\n      .forEach(r => roots.add(r));\r\n  });\r\n})();\r\n<\/script>\n                    <style>\/* Kompaktere Darstellung f\u00fcr HubSpot Formulare *\/\n[data-hsfc-id=\"Renderer\"] .hsfc-Step .hsfc-Step__Content { padding: 0 20px 20px !important; }\n[data-hsfc-id=Renderer] .hsfc-TextField>*:not(:last-child) { margin-bottom:4px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-Row { gap: 20px !important; margin-bottom: 12px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-NavigationRow { margin-top: 6px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-TextInput { padding: 8px !important; }<\/style>\n                <\/div>\n            <\/div>\n        <\/div><h2 id=\"Chapter1\">Why Is Control over Your Project Pipeline Important?<\/h2>\n<p>Projects can develop fast and gain in complexity. When organizing multiple parallel projects, it can also become difficult to keep track of everything and ensure that things run smoothly.<\/p>\n<p>Without an effective method of organizing your project pipeline, such an environment can quickly lead to chaos and frustration for all involved. As a powerful platform for task and project management, Jira can help you in the role of project manager. It supports you in staying on top of your project pipeline.<\/p>\n<p>In traditional and agile project management, Jira allows you to visualize your processes, set priorities and make better use of resources. This enables you to concentrate on the essentials and to maximize the results of your projects.<\/p>\n<p>From beginning to end, Jira makes it possible to see exactly where your project is and which steps are yet to come. This gives you the confidence that you are in control of all aspects of your project and can respond to potential issues proactively.<\/p>\n<blockquote><p><strong>Find out how 3 <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/product-owner-jira\/\" target=\"_blank\" rel=\"noopener\">Product Owner Jira<\/a> tips make using the tool really easy.<\/strong><\/p><\/blockquote>\n<h2 id=\"Chapter2\">Jira Tips for Your Project Pipeline<\/h2>\n<p>Jira is not only suited to the single project environment. Due to the versatile configuration options of this software, it can also be used for the project pipeline. To this end, you can <strong>make use of the board function in Jira<\/strong>.<\/p>\n<p>Using the board function, you can set up any number of boards for one project. In this context, boards are a <strong>customizable display of the project information<\/strong>.<\/p>\n<p>As the contents of the board are filtered freely, you can also set up <strong>boards across multiple projects<\/strong>. This allows you to map the following use cases, among others:<\/p>\n<ul>\n<li><strong>One Jira project and several project teams:<\/strong> Each team has its own team board on which only a subset of the information is displayed, e.g. filtered by label or category.<\/li>\n<li><strong>Several Jira projects and an aggregate board:<\/strong> The aggregate board also displays the contents of all other Jira projects. It is even possible that these Jira projects differ in their project type (software or business) or other properties.<\/li>\n<li><strong>Team-internal view and view for external viewers:<\/strong> In the team-internal view, all data is shown. With the aid of filters, only subsets are displayed in the view for external viewers, e.g. only tasks with the status \u201cIn progress\u201d.<\/li>\n<li><strong>Requirements management as a higher-level Kanban board:<\/strong> For instance, the requirements are described as Epics. And the teams working on them integrate these Epics via filters into their board.<\/li>\n<\/ul>\n<p>As you see, there are many different ways to configure Jira for the project pipeline and for multi-project management. Below, you will learn how to set up and use <strong>several Jira projects and an aggregate board with the overall status<\/strong> using an example.<\/p>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Project Management Newsletter TPG PMO Resource Management Agile PM Project Projects Projectmanager Projectmanagementoffice\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/08\/TPG_Banner-Blog_1400_Newsletter_EN.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2>Good Practices for Working with Jira in Your Project Pipeline<\/h2>\n<h3 id=\"Chapter3\">Multi-project filters<\/h3>\n<p>To display the information from <strong>several projects on one board<\/strong>, you must <strong>edit the board filter<\/strong>. To do this, click on the three dots at the top right of the board or the backlog and then click <em>Board Configuration<\/em>. In the <em>General<\/em> tab, open the filter query for the project by clicking on the link <em>Edit Filter Query<\/em>.<\/p>\n<figure id=\"attachment_6118\" aria-describedby=\"caption-attachment-6118\" style=\"width: 700px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/1_General-Filter-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6118\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/1_General-Filter-1.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 filters\" width=\"700\" height=\"401\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/1_General-Filter-1.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/1_General-Filter-1-300x172.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><figcaption id=\"caption-attachment-6118\" class=\"wp-caption-text\">Editing the board filter in Jira<\/figcaption><\/figure>\n<p>Now, you can edit the filter and, for example, load the Items of multiple projects. In the following example, we are loading all Items from the projects \u201cST\u201d and \u201cPIPE\u201d in one board. In addition, all Epics from the \u201cProjektplan\u201d project are displayed, provided their status is \u201cIn Progress\u201d.<\/p>\n<figure id=\"attachment_6119\" aria-describedby=\"caption-attachment-6119\" style=\"width: 602px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/2_Example_filter_query.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6119 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/2_Example_filter_query.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 board filters\" width=\"602\" height=\"60\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/2_Example_filter_query.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/2_Example_filter_query-300x30.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><figcaption id=\"caption-attachment-6119\" class=\"wp-caption-text\">Example of a filter query used in the board filter<\/figcaption><\/figure>\n<p>In this place, it would also be possible to filter by assigned team, category, label or other Issue properties. Hence, higher-level but also <strong>team-specific or lower-level boards and views can be freely configured<\/strong>.<\/p>\n<p>In the example presented here, there is a parent Jira project listing major requirements (i.e. \u201cAnforderung 123\u201d in the illustration below) and entire projects (e.g. \u201cProjekt A\u201d):<\/p>\n<figure id=\"attachment_6120\" aria-describedby=\"caption-attachment-6120\" style=\"width: 602px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/3_Parent_project_in_Jira.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6120 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/3_Parent_project_in_Jira.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 project with sub-projects\" width=\"602\" height=\"180\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/3_Parent_project_in_Jira.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/3_Parent_project_in_Jira-300x90.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><figcaption id=\"caption-attachment-6120\" class=\"wp-caption-text\">A parent project in Jira with subprojects<\/figcaption><\/figure>\n<p>What is more, there is a Scrum Team working on multiple projects and requirements that is presented with both of these as Epics in the Backlog:<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_6122\" aria-describedby=\"caption-attachment-6122\" style=\"width: 602px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/5_Team-specific_backlog.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6122 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/5_Team-specific_backlog.png\" alt=\"Project in Jira with subprojects \u2013 Backlog\" width=\"602\" height=\"331\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/5_Team-specific_backlog.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/5_Team-specific_backlog-300x165.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><figcaption id=\"caption-attachment-6122\" class=\"wp-caption-text\">Team-specific backlog consisting of multiple projects<\/figcaption><\/figure>\n<blockquote><p><strong>Are you a Scrum Master? <\/strong>Check out our<strong> 3 <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/scrum-master-jira\/\" target=\"_blank\" rel=\"noopener\">Scrum Master Jira<\/a><\/strong>\u00a0<strong>tips.<\/strong><\/p><\/blockquote>\n<p>The idea is to work on Epic basis only in the parent project. Therefore, the Backlog Items of the teams involved are not shown. This means that the filter of the PIPE project remains untouched. Yet, once you click on the Epic, you will get to see all linked Items from the other Jira projects, too, in this case the team\u2019s \u201cUser Story\u201d (see \u201cChild issues\u201d in the illustration below).<\/p>\n<figure id=\"attachment_6123\" aria-describedby=\"caption-attachment-6123\" style=\"width: 602px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/6_PIPE-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6123 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/6_PIPE-1.png\" alt=\"Project with sub-projects \u2013 User Story\" width=\"602\" height=\"296\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/6_PIPE-1.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/6_PIPE-1-300x148.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/6_PIPE-1-164x82.png 164w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><figcaption id=\"caption-attachment-6123\" class=\"wp-caption-text\">The User Story<\/figcaption><\/figure>\n<blockquote><p>Another interesting read:<strong> 7 <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/multi-project-management\/\" target=\"_blank\" rel=\"noopener\">Multi-Project Management<\/a><\/strong><strong> Success Factors<\/strong><\/p><\/blockquote>\n<h3 id=\"Chapter4\">Dashboards<\/h3>\n<p>In addition to the option of setting up team-specific backlogs, it is also possible to <strong>configure the reports in the dashboard individually<\/strong>. A multi-project view might show the statuses of the Epics, for example, as well as data across multiple projects.<\/p>\n<figure id=\"attachment_6124\" aria-describedby=\"caption-attachment-6124\" style=\"width: 602px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/7_Example_multi-project_dashboard.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6124 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/7_Example_multi-project_dashboard.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 multi-project dashboard\" width=\"602\" height=\"401\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/7_Example_multi-project_dashboard.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/7_Example_multi-project_dashboard-300x200.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><figcaption id=\"caption-attachment-6124\" class=\"wp-caption-text\">Example of a multi-project dashboard in Jira<\/figcaption><\/figure>\n<p>The example shows bugs across all projects and diverse project-specific or team-specific data. You have the options to either <strong>create a dashboard for yourself only or share it with your organization or your team<\/strong>.<\/p>\n<figure id=\"attachment_6126\" aria-describedby=\"caption-attachment-6126\" style=\"width: 500px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/8_Sharing_dashboards_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6126\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/8_Sharing_dashboards_1.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 Dashboards\" width=\"500\" height=\"217\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/8_Sharing_dashboards_1.png 602w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/8_Sharing_dashboards_1-300x130.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/a><figcaption id=\"caption-attachment-6126\" class=\"wp-caption-text\">Sharing dashboards in Jira with other people \u2013 Step 1<\/figcaption><\/figure>\n<p>To do this, click on the three dots in the top right corner and select <em>Rename or share<\/em>. In the subsequent dialog, you can add viewers and editors of the dashboard.<\/p>\n<figure id=\"attachment_6125\" aria-describedby=\"caption-attachment-6125\" style=\"width: 400px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/9_Sharing_dashboards_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6125\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/9_Sharing_dashboards_2.png\" alt=\"Sharing Dashboards with other people 2\" width=\"400\" height=\"358\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/9_Sharing_dashboards_2.png 437w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/9_Sharing_dashboards_2-300x268.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><figcaption id=\"caption-attachment-6125\" class=\"wp-caption-text\">Sharing dashboards in Jira with other people \u2013 Step 2<\/figcaption><\/figure>\n<blockquote><p><strong>Important note:<\/strong> Once you have made your selection, click <em>Add<\/em> before saving the result. Otherwise, the selection will not be applied.<\/p><\/blockquote>\n<h3 id=\"Chapter5\">Automated Reports<\/h3>\n<p>With the aid of automated reports, you will keep your tasks in view. You can also re-use the filters you previously set up for the dashboard or the multi-project view. For example, if you wish to receive an <strong>overview of the open issues by e-mail<\/strong> every Friday, this is how it works:<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Create filter or use an existing filter<\/li>\n<li>Add a new subscription in the filter details<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<figure id=\"attachment_6127\" aria-describedby=\"caption-attachment-6127\" style=\"width: 700px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/10_Setting_up_filter_subscriptions_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6127\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/10_Setting_up_filter_subscriptions_1.png\" alt=\"Jira tips for agile \/ traditional project management \u2013 E-mail notifications\" width=\"700\" height=\"428\" \/><\/a><figcaption id=\"caption-attachment-6127\" class=\"wp-caption-text\">Setting up e-mail notifications \u2013 Step 1<\/figcaption><\/figure>\n<p style=\"padding-left: 80px;\">3. Choose recipients, sending frequency and sending time<\/p>\n<figure id=\"attachment_6128\" aria-describedby=\"caption-attachment-6128\" style=\"width: 500px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/11_Setting_up_filter_subscriptions_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6128\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/11_Setting_up_filter_subscriptions_2.png\" alt=\"Setting up e-mail notifications for automated reports\" width=\"500\" height=\"430\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/11_Setting_up_filter_subscriptions_2.png 589w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/11_Setting_up_filter_subscriptions_2-300x258.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2023\/01\/11_Setting_up_filter_subscriptions_2-110x96.png 110w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/a><figcaption id=\"caption-attachment-6128\" class=\"wp-caption-text\">Setting up e-mail notifications \u2013 Step 2<\/figcaption><\/figure>\n<p>With this setting, you can have all possible filters evaluated and sent automatically by e-mail. Thus, you could also create a <strong>filter for open issues<\/strong> which have <strong>not been updated for X<\/strong> <strong>days<\/strong>. This would enable you to send reminders by e-mail to ensure tasks in Jira are kept up to date.<\/p>\n<blockquote><p><strong>Interested in reporting?<\/strong> Read our articles on the topic:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-status-report\/\" target=\"_blank\" rel=\"noopener\">Project Status Report<\/a><\/li>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/ppm-report\/\" target=\"_blank\" rel=\"noopener\">PPM Report<\/a><\/li>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/pmo-reports\/\" target=\"_blank\" rel=\"noopener\">PMO Reports<\/a><\/li>\n<\/ul>\n<\/blockquote>\n<h2 id=\"Chapter6\">Conclusion: Jira Tips for Traditional \/ Agile Project Management<\/h2>\n<p>Jira is a powerful tool for companies of every size. It is easy to customize and use. Used appropriately, Jira will enable you to plan and manage your projects in traditional \/ agile project management efficiently and identify problems before they arise.<\/p>\n<p>In addition, it will make collaboration with other people on your team easier for you. The wide range of reports and dashboards gives you a quick overview of the progress of your projects in the multi-project environment. You have received a few important tips for this in the article.<\/p>\n<h2 id=\"Series\">The Blog Series \u201cJira for Roles in Project Management\u201d<\/h2>\n<p>This article with Jira tips for traditional \/ agile project management is part of a series in which we describe the options Jira and Confluence provide for different roles. Find an overview below:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/product-owner-jira\/\" target=\"_blank\" rel=\"noopener\">Jira for Product Owners<\/a><\/li>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/scrum-master-jira\/\" target=\"_blank\" rel=\"noopener\">Jira for Scrum Masters<\/a><\/li>\n<li><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/jira-tips\/\" target=\"_blank\" rel=\"noopener\">Jira Tips for Filters, Dashboards and Reporting<\/a> (this article)<\/li>\n<\/ul>\n<blockquote><p><strong>Our final tips<\/strong><\/p>\n<p>Get to know the individually adaptable \u201cPPM Paradise\u201d \u2013 the optimal environment for your enterprise-wide project, program, portfolio and resource management. <a href=\"https:\/\/www.theprojectgroup.com\/data\/Downloads_eBooks\/TPG_PPM_Paradise_eBook_EN_-_TPG_TheProjectGroup.pdf\" target=\"_blank\" rel=\"noopener\">Download the eBook now<\/a> (just click, no form).<\/p>\n<p>And sign up for our <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" rel=\"noopener\">bi-weekly blog newsletter<\/a> to make sure you receive all our updates.<\/p><\/blockquote>\n<p>Further good tips are provided in the <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-training\/jira-training\" target=\"_blank\" rel=\"noopener\"><strong>three Atlassian Jira training courses<\/strong> offered by TPG as company seminars<\/a> that are taught online, partly <strong>by the author of this article<\/strong>.<\/p>\n<p><strong>Do you have further questions or comments regarding our Jira tips for traditional \/ agile project management? Let us know in the comment area.<\/strong><\/p>\n<div id=\"id6957383e3ae5d\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id6957383e3ae5d\">\n                    <p><strong>Subscribe to TPG BlogInfo:<\/strong> Never miss new practice-oriented tips &amp; tricks<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id6957383e3ae5d\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id6957383e3ae5d\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\" style=\"height: 520px;\">\n                <div class=\"iframecontainer__iframe__inner\">\n                \t<p>Every other week: Receive practical tips in TPG blog posts written by recognized experts in project, portfolio, and resource management.<br \/>\n* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                    <iframe src=\"https:\/\/scnem.com\/art_resource.php?sid=hqvs9.qdei48\" style=\"width: 100%; height: 520px;\"><\/iframe>\n                <\/div>\n            <\/div>\n        <\/div><hr \/>\n<blockquote><p><span style=\"color: #ff0000;\"><span style=\"color: #808080;\"><a style=\"color: #ff0000;\" href=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2022\/07\/2022_Patric_Eid_2_klein-683x1024-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-9514 size-thumbnail\" src=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2022\/07\/2022_Patric_Eid_2_klein-683x1024-1-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" \/><\/a><\/span><\/span><b>About the author:<\/b> Patric Eid has been a freelance trainer, consultant and agile coach for project management with a focus on <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/hybrid-project-management\/\" target=\"_blank\" rel=\"noopener\">hybrid<\/a> and <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/agile-project-management-methods\/\" target=\"_blank\" rel=\"noopener\">agile project management<\/a>, Scrum and software training (<a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-training\/jira-training\" target=\"_blank\" rel=\"noopener\">Jira<\/a> et al.) since 2013. Previously, he worked in the roles of Scrum Master, (agile) project manager and software developer, and he incorporates this experience into his consulting mandates and trainings.<\/p>\n<p>More on Patric Eid on <a href=\"https:\/\/www.linkedin.com\/in\/patric-eid\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a>.<\/p><\/blockquote>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/bit.ly\/3IFmguV\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Microsoft 365 Project Management TPG ProjectPowerPack: Best Practice Solution for Project & Portfolio Management Based on Microsoft 365 & Power Platform\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2025\/05\/csm_PPP_Blog_Banner2_EN_1300px_tiny_8e50efa17d.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n","protected":false},"excerpt":{"rendered":"<p>This article is part of our blog article series on \u201cJira for roles in project management\u201d in which we illustrate Jira tips for traditional and agile project management. We provide helpful advice for the individual roles, such as Scrum Master and Product Owner. In this article of the series, you will get practical tips on<\/p>\n<div class=\"read-more\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/jira-tips\/\" title=\"Read More\">Read More<\/a><\/div>\n","protected":false},"author":22,"featured_media":8775,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[66],"tags":[],"_links":{"self":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/6116"}],"collection":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/comments?post=6116"}],"version-history":[{"count":50,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/6116\/revisions"}],"predecessor-version":[{"id":6205,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/6116\/revisions\/6205"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media\/8775"}],"wp:attachment":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media?parent=6116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/categories?post=6116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/tags?post=6116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}