Task and Worklog Management for Marketing Teams

Features of Jira project and Tempo Timesheets - Jira Time Tracking you can try in this demo

Track your main Assets and other Tasks in a Jira Business type project
Main features of a Business type Jira project, like timeline or lists
How to work with your issues - change status, edit fields, etc.
How to add worklog to a Jira issue
How to get reports about your work and your team’s

Detailed solution use case description

You are part of the marketing team, and you send out weekly newsletters to your subscribers. You will have weekly automated tasks, but also you can add your own issues.

Every week, you start with a meeting to discuss what the content of the newsletter should be. As you work during the week on different articles, your colleague will work on blog posts, and at the end of the week, both of you will summarize these articles and blog posts, and your team will send out the company’s imaginary newsletter.

In our step-by-step tutorial, a member of the developer team contacted you and asked you to create a new logo for the company’s website. We will simulate that - or at least the issues in the Jira

In the tutorial, you can track and work with your issues in different views in the project:

List: track and edit your issues in a table. You can get an overview of the issues, you don’t have to open them one by one to check the status, assignee, due date, etc.
Board: your issues are represented as cards on the board. Every column represents a status, every card represents an issue. You can see some of the details of the issue, you can move them between the columns - according to their workflows.
Timeline: a GANTT chart-like view, your issues are on a timeline, from Start date to Due date. You can set up dependencies here also. Every row represents an issue.
Calendar: You can view your issues in a calendar view, every entry represents an issue, if you set up a Start date and a Due date

You can add your own issues, currently, there are two (plus one) issue types:

Asset/Task: You can add two different issue types to the project. They have similar fields, but the workflow behind them is different.
It represents that you can re-use Jira configuration items related to an issue like screens, fields, workflows, but they can be different as well.
+1 Sub-task: You can add additional subtasks for both of your assets and tasks. They work similarly to an issue, but they will have a parent link to the original “main” issue.

You can add your worklog to any issue in two different ways:

on the issue screen: if you have been working on an issue, you can easily add your worklog there with a click of a button
in Tempo Timesheets: in the add-on, you can have a calendar view, search for the issues that you have been working on, and log your work hours easily.

You can get reports about your and your team's working hours:

in Tempo Timesheets, you can customize your reports about worklogs in many aspects like timeframe, projects, users, teams, accounts, etc.

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In our imaginary scenario, your developer team asked you to create a logo for the company website, as you are a member of the marketing team.

You will have to:

have a meeting with the developers (→ Create a Task issue)
and then create the logo. (→ Create an Asset issue)
Your boss also wants to follow the progress of these tasks (→ Edit issues like change status, modify due date)
and you also have to track, how much time have you worked on them. (→ Add worklogs for issues)

Log in to the site

1. Open a browser, and go to https://metainfdemo.atlassian.net

2. Your login credentials are:

Username: minfdemo.marketing@gmail.com
Password: mardem456

Navigate to your Jira project

Once you logged in, navigate to your Marketing project, or simply click on this link

Create issues

Once you are in the project, you will create two issues.

1. Creating a task for the meeting:

Click on the Create button on the top navigation bar.
Select Task
Fill out the fields:
Summary is required, you can’t create an issue without a “name”.
We suggest to fill out the other fields like Start Date, Due date, Account

2. Creating an asset for the logo:

Click on the Create button on the top navigation bar.
Select Asset.
Fill out the fields:
Summary is required, you can’t create an issue without a “name”.
We suggest to fill out the other fields like Start Date, Due date, Account

View issues

As mentioned earlier, you can check these two newly created issues in different views. You can select them from the left navigation bar, or simply click on one of these links:

List view
simply click on a cell in the table, and you can easily edit the issue
Board view
simply drag a card, and drop it into a new column.
click on a card, and the issue details will come up
You can see, that tasks and assets have different options
Calendar view
simply drag an entry, and move it to a different day
click on an entry, and the issue details will come up
Timeline view
simply drag a line, and move it in the row
click on the issue in the first column, and the issue details will come up

You can try if you change e.g. the Start date and/or the Due date in your issues, and check them in the different views if the change has been done.

You can also use the different filters on the different views, feel free to try them!

You can learn more about Business type projects here.

Create a worklog

1. Log on an issue in the project

Open one of your issues
In the Tempo section, click on the Log time button
Fill out the duration (e.g. for three hours, add 3h) and add a description.
Click on the Log time button

2. Log on different issues in calendar view:

On the top navigation bar, click on Apps, then select Tempo, or simply click on this link
On the selected day, click on the “+” sign, then click on the Log time
Select an issue that you have created
Fill out the duration (e.g. for three hours, add 3h) and add a description.
Click on the Log time button

See reports about worklogs

1. On the top navigation bar, click on Apps, then select Tempo, and on the right side navigation bar, select the second icon, Reports, or simply click here.

2. Click on the Logged Time card

3. Click on the Create button on the pop-up window

You will see other projects as well, but you want to see only the Marketing project’s worklogs.

Click on Filter by:, select Projects
On the Search projects… dropdown select the Marketing project

Feel free to try different functionalities in the reports, like other filter options, how can you group by the data, different views, etc. More about Tempo reports here.

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