Customer Relationship Management

  • Store Customer Information in a separate Jira project and issue type.

  • Create a Customer field using the Issue Reference field type, and configure the JQL for the field with ”issuetype = Customer and status = Active”.

  • When you create an issue related to one of your customers, use the Customer field to relate the new issue to the relevant Customer.

  • To find all issues related to a single customer use JQL like “Customer.key = CUST-123”

Asset Management

  • Create an Asset Management project and an issue type Asset.

  • Create an Asset field using the Issue Reference field type, and configure the JQL for the field with ”issuetype = Asset and status = Active”.

  • When an incident related to a particular Asset (e.g. an employees laptop), use the Asset field to select the related employees laptop from the list.

Issue Hierarchies

  • Add a Program issue type. Add another issue type to represent Initiatives.

  • Programs can contain one or more Initiatives. And Initiatives contain Epics, which contain Stories etc.

  • Create two Issue Reference fields - Initiative Link will be used by Epics (”issuetype = Initiative”), and Program Link (”issuetype = Program”) will be used in Initiatives.

  • Epics can be linked to Initiatives using the Initiative Link field.

  • Initiatives can be linked to Programs using the Program Link field.