Placeholder with no JIRA Issue Associated

Owned by Instructor
Last updated: Aug 20, 2024 by Svitlana Samotis
3 min read

Apart from the ability to create a placeholder for JIRA ticket that is not ready for assignment, ActivityTimeline add-on allows creating a placeholder with no JIRA issue associated.

This is very useful for organizations that plan work several months ahead when no tasks are yet added to JIRA.

Create a Placeholder without any issue associated

To create a placeholder and not associate it with any JIRA ticket follow the steps:

  1. Click in the user's timeline to create a new item

  2. Choose Placeholder

  3. Enter Title and Estimate, and select Project:

     

  4. Click Create → Placeholder is scheduled on user's timeline. No JIRA ticket is associated with it.

Associate Placeholder with JIRA ticket later

  1. Click on the Placeholder item → Open

  2. In the Approval section check Associate existing JIRA task to this Placeholder option:

     

  3. In Quick Issue Search search for existing JIRA ticket → Click 'Proceed.

Update Issue with Placeholder title and estimate

When JIRA ticket is associated, in the Approval section, the user can update it with a placeholder title and estimate.

In the Approval section check Update Issue with Placeholder title and estimate option:

Click ‘Proceed’ and the placeholder is substituted with JIRA ticket on the user's timeline. JIRA ticket inherits the title and estimate of the placeholder no matter what title and estimate it had before. Previous values are overwritten.

Do not update the Issue with the Placeholder title and estimate

In case you do not want the actual ticket to inherit placeholder values, you can have your JIRA issue title and estimate remain the same as before by simply leaving ‘Udpate Issue with Placeholder’s title and estimate' option unchecked'

Placeholder with no JIRA Issue associated

Approving and replacing a placeholder with an actual Jira task is not mandatory. You have the flexibility to retain placeholders as capacity planning entities, which allows you to manage high-level allocations efficiently without committing to specific tasks. This approach enables you to maintain a strategic overview of your team’s workload while preserving the option to refine details as your planning evolves.

 

 

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