Master Lean Project Management & Bulk Editing in Jira

Table of Contents

1. Introduction
2. Challenges of Project Management in Jira
3. How Epic Sum Up Enhances Jira's Functionality
4. Saving Time with Automated Project Data Aggregation and Tracking
5. A Simple Visual Project Overview with Epic Sum Up
6. Introducing the Summary Panel
7. The Power of Progress Bars
8. Identifying Budget Breaks and Risks
9. Real-Time Calculations and Live Reporting
10. Getting a Complete Overview with the Detail View Editor
11. Effortless Navigation between Parent and Child Issues
12. Editing Issues Like in Excel
13. Customization to Fit Any Company Size or Industry
14. Setting Up Epic Sum Up and Customizing Metrics
15. The Handy Dashboard Gadget
16. Tracking Progress for All Projects with Progress Bars
17. Inline Editing and Customization in the Dashboard Gadget
18. Saving Time with Epic Sum Up
19. Optus: Best-in-Class Customer Service and Support
20. Conclusion

Introduction

Managing projects effectively and efficiently in Jira can be a daunting task, especially when dealing with multiple projects and a large volume of issues. The need to track project scope, budget, and schedule on a daily basis can be time-consuming and cumbersome. However, there is a solution that can help streamline project management in Jira - Epic Sum Up. In this article, we will explore the challenges faced by project managers in Jira and how Epic Sum Up can enhance Jira's functionality to save time and improve efficiency.

Challenges of Project Management in Jira

Project managers in organizations, regardless of their size or industry, often face similar challenges when it comes to managing projects in Jira. The need for regular check-ins to track project progress, identify critical tasks, and avoid budget overruns can be overwhelming. Navigating through Jira boards and issue lists to Gather project data and gain a comprehensive overview of the project status can be time-consuming and inefficient. Without a unified and Simplified view of project metrics, project managers may struggle to identify and address issues causing project delays or risks.

How Epic Sum Up Enhances Jira's Functionality

Epic Sum Up is a Jira app that addresses the challenges faced by organizations like Tesla, Volkswagen, Adobe, Deloitte, and Siemens in managing their projects in Jira. It enhances Jira's native functionalities by introducing automated project data aggregation and tracking for all Jira hierarchies. With Epic Sum Up, project managers can save time by accessing a single view with real-time data and simple visualizations. This app allows project managers to edit individual or multiple issues at once, making project tracking and updates more efficient and effective.

Saving Time with Automated Project Data Aggregation and Tracking

One of the key features of Epic Sum Up is its ability to automate project data aggregation and tracking. Project managers can say goodbye to manual data gathering and tracking across multiple issues and boards. With Epic Sum Up, all project data is aggregated and presented in a single view, providing a comprehensive overview of the project's scope, budget, and schedule. This automation saves time and effort, allowing project managers to focus on analyzing and addressing critical tasks rather than spending hours gathering and organizing data.

A Simple Visual Project Overview with Epic Sum Up

To facilitate project management in Jira, Epic Sum Up provides a simple visual project overview through its summary panel feature. The summary panel allows project managers to Create a summary view for all issues in a hierarchy. This view can be customized to display key metrics such as time, story points, budgets, or any other numerical metric Relevant to the organization. The use of progress bars combined with intuitive color coding enables project managers to quickly identify potential issues causing project delays or budget overruns.

The Power of Progress Bars

Progress bars are a powerful tool offered by Epic Sum Up to highlight project progress and potential issues. By utilizing progress bars in the summary panel, project managers can easily identify whether tasks are on track, within budget, or exceeding the estimated time. The color coding in progress bars visually represents the status of each task, allowing project managers to Instantly identify potential budget breaks or unresolved issues. The use of progress bars combined with the summary panel provides a clear and concise visual representation of the project's Current status, saving time and effort in assessing project progress.

Identifying Budget Breaks and Risks

Managing project budgets is crucial for organizations to ensure financial stability and successful project delivery. Epic Sum Up's summary panel helps project managers identify potential budget breaks by highlighting tasks that have exceeded the estimated time or budget. The color-coded progress bars in the summary panel quickly indicate if a task is on track, within budget, or requires immediate Attention. This feature enables project managers to proactively address budget risks and take necessary actions to prevent budget overruns.

Real-Time Calculations and Live Reporting

Epic Sum Up provides real-time calculations and live reporting, allowing project managers to utilize the summary panel as a live report for project tracking. All percentages and sum-up values are calculated in real time, providing project managers with accurate and up-to-date information. This real-time reporting eliminates the need for manual calculations or generating reports from stale data. With a live report available at their fingertips, project managers can make informed decisions and take Timely actions Based on the current project status.

Getting a Complete Overview with the Detail View Editor

While a high-level overview is beneficial for project management, project managers often need to dive deeper into the details to understand the root causes of issues or monitor specific tasks. Epic Sum Up offers a detail view editor that provides project managers with a complete overview of all issues and metrics at once. By simply clicking on the progress bar in the summary panel, project managers can access the detail view editor and expand the view to see all issues within the project hierarchy. Navigating between parent and child issues is effortless, providing project managers with a comprehensive understanding of the project's structure and progress.

Effortless Navigation between Parent and Child Issues

Epic Sum Up's detail view editor simplifies the navigation between parent and child issues within a project hierarchy. Project managers can easily switch between different levels of issues, allowing them to track progress and address issues at various levels of granularity. The seamless navigation enhances project visibility and streamlines the process of monitoring and managing tasks at different levels within the project hierarchy.

Editing Issues Like in Excel

Epic Sum Up's detail view editor offers a user-friendly editing interface that resembles the functionality of Excel. Project managers can edit individual or multiple issues directly from the detail view editor, without the need for Jira's bulk edit functions. This feature saves time and effort in updating project-related information and allows project managers to make quick adjustments to tasks, such as changing time estimates or adding additional resources. The ability to edit issues in a familiar and intuitive interface enhances productivity and flexibility in project management.

Customization to Fit Any Company Size or Industry

Epic Sum Up is designed to cater to the needs of companies of all sizes and industries. Whether You are a startup or a Fortune 100 company, a bank or a hospital, a consultancy or a development firm, Epic Sum Up offers customization options to tailor the app to your specific project or product management use case. The flexibility of Epic Sum Up allows organizations to adjust the metrics and tracking matrix to what is most relevant to their projects, avoiding the unnecessary tracking of metrics that are not applicable.

Setting Up Epic Sum Up and Customizing Metrics

Setting up Epic Sum Up and customizing the metrics it tracks is straightforward and user-friendly. Project managers can easily define global settings for the summary panel and fine-tune these settings for specific projects or individual issues. The intuitive hierarchy of settings enables project managers to customize the metrics displayed in the summary panel according to their preferences and project requirements. Epic Sum Up supports all Jira custom fields and fields from other tools, providing extensive customization options to meet the unique needs of each organization.

The Handy Dashboard Gadget

Epic Sum Up offers a handy dashboard gadget that provides an overview of all projects in one place. The dashboard gadget utilizes progress bars to track project progress for all projects, based on the real-time calculated data. Project managers can easily monitor the status of multiple projects without the need to navigate through different boards or issues. The dashboard gadget also allows for inline editing, providing project managers with quick access to update project-related information directly from the dashboard. The gadget can be customized using JQL filters to set specific scopes for your project, providing flexibility and convenience in tracking project progress.

Tracking Progress for All Projects with Progress Bars

With Epic Sum Up's dashboard gadget, project managers can efficiently track the progress of all projects using progress bars. The progress bars provide a visual representation of project completion, enabling project managers to quickly identify projects that are on track and those that require attention. The live calculated data ensures that project managers are viewing real-time reports, eliminating the need for manual calculations or outdated information. Tracking progress with progress bars saves time, improves project visibility, and facilitates effective project management.

Inline Editing and Customization in the Dashboard Gadget

Epic Sum Up's dashboard gadget not only allows project managers to track project progress but also provides the convenience of inline editing. With just a few clicks, project managers can update project-related information directly from the dashboard gadget. This eliminates the need to navigate to individual issues or boards, saving time and effort in updating project details. Additionally, project managers can customize the dashboard gadget using JQL filters to set specific scopes or focus on specific projects, offering a tailored and personalized experience.

Saving Time with Epic Sum Up

The key AdVantage of using Epic Sum Up in project management is the significant time savings it offers. With automated project data aggregation, project managers no longer need to spend hours gathering data from multiple issues and boards. The simplified visual project overview and the power of progress bars allow project managers to quickly identify potential issues and risks, saving time in analyzing project status. The detail view editor provides a comprehensive overview of all issues, enabling efficient navigation and editing, similar to using Excel. Customization options ensure that Epic Sum Up fits the needs of any company size or industry, optimizing project tracking based on specific use cases. With the handy dashboard gadget, project managers can track progress for all projects in one place and make inline edits, offering convenience and flexibility. Overall, Epic Sum Up streamlines project management in Jira, empowering project managers to save time, improve efficiency, and achieve better project outcomes.

Optus: Best-in-Class Customer Service and Support

As an Atlassian Platinum Marketplace partner and a server solution partner with more than 10 years of experience, Optus offers best-in-class customer service and support for Epic Sum Up. Customer satisfaction is a top priority, and Optus is committed to understanding customer needs and incorporating their feedback into product improvements. With Optus's deep understanding of Atlassian solutions and extensive experience in helping users enhance their Jira experience, users can rely on Optus for reliable support and assistance in optimizing project management with Epic Sum Up.

Conclusion

Effective project management is crucial for the success of any organization. Jira, being a leading project management tool, offers powerful features, but the complexity of managing projects and tracking metrics can be challenging. Epic Sum Up is an essential app that enhances Jira's functionality and saves time for project managers. By automating project data aggregation, providing a simplified visual project overview, and offering the power of progress bars, Epic Sum Up streamlines project management processes and improves efficiency. With its detail view editor, customization options, and handy dashboard gadget, project managers have the flexibility and convenience to manage projects effectively. Optus, as a trusted marketplace partner, provides excellent customer service and support, ensuring the best experience for Epic Sum Up users. Get started with Epic Sum Up today and experience the benefits of enhanced project management in Jira.