Jira Work Management includes several project templates for marketing teams – from events planning to email campaigns. But why would a marketing team choose to use Jira, a tool originally designed for software development?
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Product: Jira Work Management
Apps: Issue Checklist for Jira Pro
Workflow & Issue Type: Content management project template
Set-up Tasks:
Workflow modifications
Content-type dropdown
Checklist Templates
Automation rule
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The JWM Content Management template creates an Asset issue type that includes a Content type text field. Replacing this text field with a Content-type dropdown field will allow it to be more easily used with automation (for example, to add a checklist appropriate to the content type).
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Workflows
Jira’s infinite flexibility means you have lots of options for your workflow. Here are a couple of examples from Atlassian.
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Checklist Templates
Creating a checklist template for each option in the Content type dropdown will ensure that all of the needed steps are carried out.
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Tip: If you’re already using Issue Checklist for Jira, you can copy and paste the items listed in step 5 into a checklist. |
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To create a checklist template:
Install Issue Checklist for Jira Pro.
Select Checklist from the left nav bar.
Click Create template.
Name Give the template a unique name that does not include any spaces (WebContent).
Add the required tasks to the checklist:
At least 1 keyword in title tag
Title tag 10-60 characters
At least 1 keyword in description
Description tag < 200 characters
Fewer than 10 keywords in keyword tag
Individual keyword density < 6%
All images have alt tags describing image
Links open to new tab
Loaded and scheduled on site
Click Save.
Repeat steps 3-6 for each option in the Content-type dropdown, creating an appropriate checklist for each.
Automation Rule
Ensure that the Apply checklist templates from issue labels global setting is enabled.
Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
Click Create rule.
Select the Issue transitioned trigger.
Leave the From status empty and select
as the To status.Status colour Blue title in review Click Save.
Click New condition and select If / else block.
Click Add conditions and select Issue fields condition.
Select Content type as the field, equals as the condition and Blog post as the value.
Click Add conditions and select Issue fields condition.
Select Checklist Text as the field and is empty as the condition. (This will keep the checklist from being added repeatedly when subsequent drafts are submitted for review.)
Click Save.
Click New action.
Select Edit issue.
Select Labels as the field to be edited.
Select or add the label that corresponds to the appropriate template.
Click Save.
Click on Add else.
Repeat steps 9-17 for each Content type and template.
Name the rule and click Turn it on.
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Issue Lifecycle
A new issue is raised for the creation of a new marketing asset (blog post).
The issue is transitioned to the
status and assigned to member of the marketing team who begins drafting the post.Status title draft When the draft is complete, the assignee transitions the issue to the
status and assigns the issue to their supervisor.Status colour Blue title in review Since the blog post is web content, the SEO checklist is automatically added to the issue.
The supervisor reviews the post for content and SEO. Seeing that the post meets all of the criteria, the supervisor approves the post.
Once the post has been approved, the marketing team loads and schedules the blog on the company website, and transitions the issue to
.Status colour Green title done
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