# Using the plugin ## Add Client The first thing to do with Clients List is to add your clients by clicking the Add Client button. For each client you will enter the following: * Short Name -- an appreviation of the client name, will be used as an identifier for this client, must be unique * Long Name -- the name of the client * Added Date -- the date you first started working with the client ## Manage Clients After having all your clients added to Clients List you can start managing them. You can see a table with all clients, each with their projects. You can edit the client the change its name. ## View projects without client The default view will show you the projects that are not assigned to clients. ## Assign Projects Assign projects to their respective client by clicking on the Assigne to client button next to the project. Do that by selecting a project and choosing which client they belong to and click Assign. ## Filters Clients List automatically creates a filter for each client. You can access the filter by clicking Filter Link next to the project. Filters can be used to create boards and view reports. Filters can also be used with other Jira plugins to only view data for a specific client. For Filters to work correctly, you have to assign all projects to their respective clients. ## Re-assign project to another client First remove the project from its current client and then assign it to the new client. ## Reset clients Clients List has an option to remove all the clients data at once for a temporary period. Be careful that this option will cause disruption to the plugin, use with care or when asked by support to do so. To run the Reset Clients option: Turn on the Edit Mode then open the options popup. # Using Wrokspace for Jira **Project Workspace for Jira** is a visual workspace designed for project managers, Scrum Masters, PMOs and operations teams who manage multiple Jira projects. Instead of navigating between projects, issue pages and browser tabs, Project Workspace provides a single shared workspace where you can browse project hierarchies, create and update work, and coordinate projects more efficiently. The workspace is fully configurable, allowing teams to define their own hierarchy, card layouts, views and quick actions while continuing to use Jira's existing permissions and workflows. *** ## Access the Plugin Open **Project Workspace** from the **Apps** section in the Jira project sidebar. *** ## Workspace Each workspace contains one or more Jira projects displayed in a visual hierarchy. Projects can be added or removed at any time, and changes are immediately available to everyone with access to the workspace. The hierarchy is configurable to match your Jira setup (for example: Project → Epic → Story → Task). Issue cards display the information most relevant to your team and can be customized through the Workspace Designer. *** ## Navigation Expand and collapse hierarchy levels to focus on the work that matters. Large workspaces are loaded progressively to maintain fast performance. *** ## Views Views let you see different perspectives of the same workspace without modifying it. Examples include: * My Projects * Active Work * High Priority * Operations Each view can apply different filters while using the same underlying workspace. *** ## Workspace Designer Workspace Designer allows administrators to tailor the workspace to their team's needs. ### Card Designer Choose which fields appear on issue cards and organize their layout. ### Hierarchy Configure the hierarchy displayed in the workspace to match your Jira implementation. ### Views Create and manage custom views with predefined filters for different teams or purposes. ### Quick Actions Configure buttons that trigger Jira Automations directly from issue cards. *** ## Permissions Project Workspace respects all Jira permissions. Users only see projects and issues they have permission to access. Restricted projects appear as placeholders to preserve the workspace structure. *** ## Support For questions, feature requests or bug reports, please contact us through the support portal. # Using Create and Link ## About the plugin Create and Link for Jira adds a simple and strait forward way to create a new ticket and link it to the current one. ## Access the plugin Access Create and Link from the **Apps** button on any issue.
## Use the plugin Simple choose what link type, issue type and write a summary for the new ticket. Change the direction to indicate which ticket is which. Click Create to creat the new ticket and link it to the current one. ## Support For any inquiries or bug reporting please use the support portal to raise a ticket. Support portal [link here](https://totallycalculated.atlassian.net/servicedesk/customer/portal/6) # Using Simple Points ## About the plugin Simple Points: Agile Poker Estimation adds a simple and straightforward way to estimate story points using planning poker directly within Jira issues. Team members can vote simultaneously, see real-time results, and reach consensus faster during sprint planning sessions. ### Access the plugin Access Simple Points from the issue context panel on any Jira issue. The "Estimation" panel appears automatically when viewing an issue. ### Use the plugin **To vote on story points:** 1. Open any Jira issue in your project 2. Locate the "Estimation" panel in the issue context area on the right 3. Select your story point estimate from the available options (0, 0.5, 1, 2, 3, 5, 8, 13, or ?) 4. Click "Submit" to cast your vote **To view results:** * Results update automatically in real-time as team members vote * View the bar chart showing vote distribution and consensus * Click "Show votes" to see individual team member estimates * Use the refresh button to manually update results **To change your vote:** * Click "New vote" to remove your current vote and vote again * Select a different story point value and submit **To skip voting:** * Click "Skip to results" if you're observing and don't need to vote * You'll still see the results and vote distribution **Planning Poker Values:** * 0, 0.5, 1, 2, 3, 5, 8, 13: Standard Fibonacci sequence for story point estimation * ?: Use when the issue needs clarification or is too complex to estimate ### Support For any inquiries or bug reporting please use the support portal to raise a ticket. Support portal [link here](https://totallycalculated.atlassian.net/servicedesk/customer/portal/6) # Using Work Stats ## About the plugin Get sum-ups about your work right on the dashboard. ## Add plugin to dashboard First add the gadget to one of the dashboards available (or create a new dashboard). Add the gadget like any other one by:\ 1- Click **Edit** on the dashboard.\ 2- Locate the **Work Stats** gadget on the list to the right.\ 3- Click **Add**. ## Configure the plugin Add the stats required on the configuration screen of the plugin. Each stat requires a name, filter id and a field to sum-up. By default sum-up will calculate the total summation of the values of the field in the given filter search results.
### Getting the Filter Id First make sure there's a saved fitler, not just a JQL search. While viewing the filter, the filter id will be written at the end of the URL of the page. Filter Id is a 5 digits number starting with 1 (example: 10023, 10008)

Example of where to find a filter id

## Use the plugin After successful configuration the plugin will display the stats configured each in a separate box. Each stat has the name and the stat value, additionally each stat value is a link to the filter used. ## Support For any inquiries or bug reporting please use the support portal to raise a ticket. Support portal [link here](https://totallycalculated.atlassian.net/servicedesk/customer/portals) # Setup and Use ## 1. Add the gadget to a dashboard You first want to add the gadget to one of your dashboards. Add the gadget like any other one by:\ 1- Click **Edit** on the dashboard.\ 2- Locate the **Dashboard Links** gadget on the list to the right.\ 3- Click **Add**. ## 2. Enter the links you want on the dashboard While in the edit mode of the dashboard, go to the configure gadget screen by clicking on the 3 dots. Enter the links by adding the link title and its address separated by a comma. Each link should be separated by the next using a comma. Links will appear in the same order you enterd the text. # Setup and Use ## 1. Add the gadget to a dashboard You first want to add the gadget to one of your dashboards. Add the gadget like any other one by:\ 1- Click **Edit** on the dashboard.\ 2- Locate the **Dashboard Projects List** gadget on the list to the right.\ 3- Click **Add**. ## 2. Select the columns to display In the first drop down list you can choose which columns to display. ## 3. Filter the right projects Using the Projects, Clients and Categories filter you can control which projects to be displayed on the gadget. The filters accept multiple values. ## 4. Choose the preferred order Use the Order By field to set which order you prefer for displaying the project. ## 5. Fetching Data You need to click on the **Fetch Data** button whenever you add a new Project, Client, or Category also when people assigned in project roles have been changed. You need to click on the **Fetch New Roles** button when a new role was added to Jira and you want to have it showing as a column. ## 6. Clients List App The clients used by the gadget are the same ones you assign using the [Clients List App](https://marketplace.atlassian.com/apps/1229903/clients-list-for-jira?tab=overview\&hosting=cloud). # Using the plugin ## 1. Add the gadget to a dashboard You first want to add the gadget to one of your dashboards. Add the gadget like any other one by:\ 1- Click **Edit** on the dashboard.\ 2- Locate the **Recently Created Projects** gadget on the list to the right.\ 3- Click **Add**. ## 2. Setup the gadget The gadget does not require any setup. You can start using it right away. ## 3. Use the gadget The gadget will record new projects as they get created. When first installed it won't show any projects as it didn't record anything yet. With time it'll show the projects that gets created.