Configure your type of ideas and their hierarchies

An idea is the unit of work in Jira Product An idea is the unit of work in Jira Product Discovery projects. You can create your own type of ideas, such as a user problem, a customer, a bet, an opportunity, a solution, and so on. An idea view has fields you can use to describe its key attributes, such as goals, team, priority score, or impact. On top of this, you can connect ideas through connection fields. For instance, you can have an opportunity type of idea and connect it to a solution type of idea through connection fields. These relationships don’t have a predetermined hierarchy, but you can visually represent one in your views by playing with filters, grouping, and fields.

Additionally, you can attach insights to an idea, such as user interview notes or support tickets. When the engineering team is ready to actively work on them, ideas are linked to work items in Jira.

Add new types of ideas

はじめる前に

• You must be a Creator with Administer project permissions.

手順

1. Next to your project name select (…) > Project Settings > Types.

2. Click +Add type, select an icon and enter the type name, then Save.

Add connections between idea types (Premium only)

はじめる前に

• This is a beta feature and therefore, you must be a site admin to enable it before you can add types and connections.

• To create a connection field you need to be a project admin.

• To edit the connection field on any idea you need Create and edit permission.

• You need to create and configure a field of the type Connection before you can see the Connection panel in the idea detail.

Enable the beta feature

1. At the top navigation bar, select > Products > Beta features.

2. Toggle on Enable connection fields on your site.

3. Go to your Jira Product Discovery project settings by selecting a project > (…) Project settings and click Connections, you can explore the feature and share your feedback.

Add a connection field

1. In a view, go to the header and click (+).

2. Type the name of the connection field you want to create and click Enter.

3. Select the field, type Connection, and click Create.

4. Configure the projects where you want the field to be available and select a type you created in the previous set of steps.

5. Once the connection has been created, click an idea and go to Connections.

6. Hover over the connection name and click (…) > Configure tab.

7. Toggle on the new connection and Save.

Now, for every type of configured connection field, you can add a new connection to a type and display them in different hierarchical levels, playing with view types and their filters and grouping options.

Configure a workflow for your idea types

A workflow is a set of statuses and transitions that a work item, such as a type of idea, moves through during its lifecycle. It typically represents a process within your organization. A workflow scheme can associate workflows with particular projects and, optionally, specific work types.

はじめる前に

• You must be a Creator with Administer project permissions.

手順

1. Next to your project name select (…) > Project Settings > Types.

2. Hover over the type you want to create a workflow for and click Edit workflow.

3. Once you are in the editor, check out this set of instructions.