How to add a new initiative level to a Jira project

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  1. In Jira go to  > Issues > Issue types > + Add new issue type.
  2. Create a new issue type called Initiative and set it as Standard.
  3. Go to Issue type schemes > select the project and move the available initiative issue type to the issue types for current project list.

  4. Go back to the main Jiramenu > Portfolio > Settings > Portfolio Hierarchy Configuration.

  5. Click + Create level and create the new initiative level.

  6. Click Apply and Save changes.

  7. If your team doesn't want to see the initiatives in your Jira board, you can edit the agile board filter to exclude initiatives from the board and create a new filter that only includes the initiatives, and add that as an extra source to your plan.

  8. Connect your plan to both the project holding your initiatives, as well as the other projects or boards containing the epics and stories.

How to add the initiative level cross-project

An issue can live in a single Jira project but you might want your initiative to span multiple projects. If you are working with cross-project initiatives you can create a dedicated Jira project where the cross-project initiatives are stored and then use it as a source in your plan, then, follow the steps above to add the initiative.

Last modified on Jan 30, 2018

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