Jira Customization with tailored fields - Actonic – Unfolding your potential
We have outsourced our Atlassian licensing and services business to the newly founded Seibert Solutions GmbH. Actonic's products will be further developed under the usual name.

Jira Customization with tailored fields


This article was created by Bernhard Doleschel from our friends at Ease Solutions.

Within the realm of project management, achieving efficiency stands as a primary goal. One of the pillars contributing to this efficiency is the customization of Jira. Jira holds substantial appeal among agile teams owing to its vast array of customization features. Through the utilization of custom fields, Jira allows for tailored adaptations, aligning the platform precisely with the unique requirements of each team and user, thereby ensuring accurate and specific reporting.

This article explains the critical importance of customizing Jira projects and offers insights into effectively implementing these customizations using CM4J – Context Manager for Jira.

Why Jira Customization Matters: The Key Benefits

Jira from Atlassian stands tall as a frontrunner in agile project management on a global scale. According to a recent Digital.ai survey, two-thirds of respondents rely on Jira for certain reasons. But what distinguishes Jira in agile project management? One pivotal aspect distinguishes Jira from other tools is its remarkable level of adaptability and flexibility within the software. Here, the system molds itself to accommodate your needs, rather than requiring you to conform to it.

Jira caters to a wide spectrum of teams and projects, spanning software development, marketing, service management, bug tracking, and more. Its adaptability is highly customizable, tailoring itself to suit you and your team, rendering it a versatile solution across diverse industries.

Benefits of a Customized Jira

  • Enhanced User Satisfaction: Intuitive Jira usage elevates team morale and well-being. Happy users are often more productive, contributing to a positive work environment.

  • Increased Productivity: Tailoring Jira to your team’s needs boosts efficiency by offering precise project information, leading to smoother project execution.

  • Streamlined Collaboration: Diverse teams bring opportunities and complexities. Customizing Jira streamlines teamwork, fostering transparency crucial for effective collaboration.

How to Customize Jira?

Different ways allow classical and agile teams to adapt Jira to their needs. Some great examples:

  • Workflows
    In the realm of Jira, workflows act as the guiding blueprint that directs an issue’s path from its creation to its resolution. While basic workflows like ‘to do,’ ‘in progress,’ and ‘done’ are standard, agile teams, spanning marketing, development, or HR, frequently demand more complex processes, such as approval cycles. Crafting detailed workflows within your Jira setup empowers your team to oversee, adapt, and authorize issue progression, meticulously shaping them to align with your team’s unique requirements.

  • Project types
    Jira Cloud comes with two distinct project types: “team-managed” and “company-managed.” The primary contrast revolves around administration. Company-managed projects are overseen by Jira administrators, ensuring standardized practices. In contrast, team-managed projects grant project administrators greater control, enabling streamlined configurations within a self-contained environment. Choosing the appropriate project type enhances efficiency within your agile team.

  • Jira integrations
    Expanding Jira’s customization is achievable by seamlessly integrating it with diverse third-party applications and tools available on the Atlassian Marketplace. These integrations enhance Jira’s functionalities, providing features that surpass the usual configurations.

  • Customized time tracking
    Tailored solutions and applications designed for Jira empower teams to capture and analyze time data in alignment with their unique requirements. Leveraging a smart time tracking solution ensures a customized approach, enhancing the team’s efficiency in utilizing time and resources to achieve their objectives. A great solution for customized time tracking in Jira is, for example, the App Timesheet Builder by Actonic.

  • Custom fields
    Within Jira, custom fields serve as a versatile tool to gather project-specific details, spanning from dates and numbers to various lists. This adaptability permits users to tailor information precisely to meet their team’s requirements. Utilizing custom fields in Jira, as opposed to solely relying on system fields, significantly enhances project management efficiency and facilitates more comprehensive reporting capabilities. That is why we want to go into more detail on this aspect below.

Jira customization with CM4J

Context Manager for Jira empowers project administrators by granting them full autonomy to fine-tune custom field contexts specific to their projects, eliminating the need for system administrator alignment. No more waiting on approvals or dealing with unnecessary constraints. With CM4J, customization happens effortlessly at the project level, streamlining the entire process. This tool simplifies and accelerates custom field configuration, allowing for precise adjustments tailored specifically to each project’s unique needs, ensuring smoother and more efficient project management.

Create Project-Specific Context with simple customization

At the project level, custom field configuration puts the power in the hands of project administrators. This feature enables the creation of contexts specifically tailored to each project’s needs, providing the ability to seamlessly add, modify, delete, and enable/disable default values and options.

Project Administrators can define the field values their project needs

Limit Project-Specific Context to Selected Jira Project

While project administrators wield significant control, not all configurations should be within their purview. System administrators can regulate available fields for projects using a range of options, covering diverse use cases. Consider scenarios where:

  1. Each Jira project can establish its own unique context for a number of designated custom fields.

  2. Certain projects have project-specific contexts for certain custom fields, while other projects must adhere to the single truth of the Default Configuration Schemes of the fields in the global setup of Jira.

  3. Certain projects share a project-specific context for a custom field, managing the context independently of the Jira administrator.

  4. Some Jira projects share a project-specific context for a custom field between them, while others maintain their own project-specific contexts by themselves.

These scenarios showcase the varied approaches available to maintain control and security within project configurations.

Define configuration options for the projects

Migrate Project-Specific Context to Global Context

In scenarios where a classic or agile project team decides to no longer utilize a project-specific or shared context, CM4J offers a specialized tool for the Jira administrator. This tool facilitates the migration of issues that possess values differing from those outlined in the Default Configuration Scheme. The migration tool’s interface displays these issues with non-default values and enables a seamless transition, allowing for the migration of these issues to align with the values specified in the default scheme.

Migrate outdated field values

Key Features of CM4J

  • Project Administrator Freedom
    Define default values and selectable options for Jira’s custom fields on a per-project basis.

  • Jira System Administrator Support
    Configure which custom fields are enabled for different projects.

  • Migration Assistance
    A migration tool is provided to Jira administrators, allowing them to back out project customization and return to globally set values when it is no longer desirable.

Jira customization with Custom Fields

Jira’s adaptability is a cornerstone of effective project management. Going beyond Jira’s internal customizations, integrations, such as CM4J – Context Manager for Jira, offer extensive flexibility. Work dynamics vary day by day, and this app provides users, project administrators, and system admins with comprehensive oversight. From default field values to selection boxes and drop-down fields, you retain control over project settings and updates. Achieve improved project performance and effortlessly streamline your setup through this powerful integration.

Because your setup is the key to successful project work.

Support your users with CM4J – Context Manager for Jira!

After implementing Custom fields in your Jira projects, it’s time to customize your Jira Time Tracking with Timeesheet Builder.

Want to
know more?

Contact us to talk to our experts and have all your questions answered.

free offer

How useful was this post?

Click on a star to rate it!

Average rating 5 / 5. Vote count: 1

No votes so far! Be the first to rate this post.