Optimize work types in your site
This feature is only available for Enterprise and Premium plans.
The Site optimizer provides insights into projects and schemes that exceed the recommended number of associated work types. It surfaces when action is required and allows administrators to easily review and manage the relevant schemes.
You must have the following to do the things described on this page.
Role: Site admin
To view the field clean-up tool:
Navigate to the Jira admin panel using the icon in the top nav.
Select System
In the sidebar, select Site optimizer, then Work types.
When you open the Site optimizer, you’ll find details relating to the work types on your site.
Understand project-level work types
This card surfaces your project's use of work types. The state changes depending on how close the project's are to the work type limit.
The card signals three different states:
Red: There are projects over the work type limit (150 work types limit per project). Action is required.
Yellow: There are projects reaching the limit (over 75% of the 150 work type limit) and need attention.
Green: All projects are under the limit.
Optimize work types in projects
There’s a few ways you can optimize the work types in your projects, directly from the project-level card.
If you’re not already there, navigate to the Site optimizer, then Work types.
For projects that are over, or reaching the limit, select Review and optimize.
For projects that are under the limit, select View details.
In both cases, you’ll be redirected to a screen that show the schemes state that helps you understand your work type scheme and the specific projects that are over the limit, reaching the limit, or just right.
Statistics about all global work type schemes, including scheme name, scheme ID, number of associated projects, work type usage percentage, status (over-limit, high usage, under-limit, unassociated) are also listed.
Select Optimize scheme (or Delete) to manage any over usage. More on optimizing schemes.
Use Refresh to update your usage data at any stage. Data will automatically refresh daily.
View past changes using the activity log
You can view past actions taken through the Site optimizer by selecting Activity log at the top of the page. Here, you’ll see information about:
What actions have been taken on your site using the Site optimizer
Who made those changes
The type of changes and
The amount of records removed or deleted with each change
You’ll also be able to either restore past changes or download the record as a CSV file using the menu on the corresponding line.
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