Set up the products

Every organization and team will define and track their project work according to their own needs within Atlassian Together. The following will help you understand what you need to review and consider as you prepare to launch Atlassian Together products within your organization.

Some of these tasks need to be done by people with admin access while others can be done by people driving project work.

Build places for teams to work

We recommend setting up Atlassian Together products for your teams and creating places for them to organize and track their work before rolling out the products.

We’ll use one example throughout to demonstrate our recommendations for set up. Keep in mind that not every organization will set up their Atlassian Together products in the same way.

EXAMPLE

The Client Services department is made of up three teams:

Client Relationships
Client Management
Client Analytics

These teams work on cross-functional projects with other teams and on projects within their department.

Team members need places to organize and track work for both kinds of projects, and they need places to organize, prioritize, and track their individual work.

Organize project details using Confluence spaces

Confluence spaces can be set up to support team-based spaces or project-based spaces. Partner with your project owners to find out how they would like to use Confluence to group and define their projects. Once you have an idea of how your teams think about and structure their projects, you can determine if your teams prefer spaces that are team-focused or project-focused.

A mix of team spaces and project spaces may be necessary, but developing consistent, organization-wide patterns will make it easier to connect work across products. Consistent patters will also make it easier to create new spaces as your teams move from project to project.

Understand the benefits of team-based spaces

When projects are the work accomplished by a specific team, and that team works on many projects, then a team-based Confluence space makes the most sense.

EXAMPLE

Create a Confluence team space called “Client Services” with a top-level page called “Teams” and sub-pages for each team in the department.

Client Services [space]

Teams [top-level page]

Client Relationships [sub-page]
Client Management [sub-page]
Client Analytics [sub-page]

--- OR ---

Create a Confluence team space for each team.

Client Relationships [space]
Client Management [space]
Client Analytics [space]

Understand the benefits of project-based spaces

When a project spans several teams, and the work on that project needs to be the focus of the space, then a project-focused spaces makes the most sense.

EXAMPLE

The Client Management team plans to migrate to a new customer relationship management (CRM) tool. This is a large project that involves many teams across the organization, so putting the project details in one team’s space doesn’t make sense.

Create a project-based Confluence space called “CRM migration.”

Learn more about using spaces to organize your work

Gather people with Atlassian Teams

Atlassian teams make it easier to communicate and collaborate across projects and products. A team may be the people you work with every day to achieve your project goals, or a team may be the people who do the same kind of work as you.

Teams are a completely optional way to organize people and have nothing to do with product access or permissions. Each team has its own profile page. A team profile is where the team identity is established. As an admin, you might create teams and let the team leaders fill in the purpose, goals, members, and team photo. After creating a team, be sure to remove yourself from the list of members.

Team profiles can be seen by other people in your organization, so everyone can find the profile and understand what a team is working on.

Learn more about working with Atlassian teams

To create a team:

Teams can be created in any product with the Teams button in the global navigation.

Navigate to Confluence.
Select Teams in the global navigation.
Select Create a team.
Invite a team lead and remove yourself.
Select Create team. The page refreshes and a flag appears at the bottom left.
Select View team to go to the team profile.

PRO TIP — Since teams are managed by the people within them, suggest to the team that someone be responsible for keeping the list of team members up-to-date.

Once a team has been created, the team can be @ mentioned in several places:

Confluence: pages or blogs, inline comments, or page comments
Jira Work Management: descriptions or comments
Atlas: the about and updates sections or when adding contributors to a project

EXAMPLE

Create the three teams:

Client Relationships
Client Management
Client Analytics

Decide how you want to use Trello workspaces

Trello is the place where people and teams organize their own work. You can create Trello workspaces for:

Each department — a team of teams — where people and the teams within the department can create boards as needed.
Each team, where people can create boards as needed.

The Atlassian Together bundle includes an Enterprise plan of Trello.

Learn more about being an enterprise admin

Learn more about enterprise permissions

To create an Enterprise workspace:

Navigate to Trello.
Select Create in the global navigation.
Select Create Enterprise Workspace.
Enter a name for your department or team.
Select a Workspace type.
Select the Enterprise to which the workspace will belong.
Select Create.

If you want members of the workspace to be able to create their own boards, you’ll need to review the board creation restrictions in Workspace settings.

EXAMPLE

Create workspaces for each team in the Client Services department, and the teams can create boards for the team-focused projects and their personal boards.

Client Relationships [workspace]

Team meeting agenda [board]
Client Reconciliation & Deduplication project [board]
New Client Outreach project [board]
Team onboarding for Jane [board]
Kenji’s Q1 To Dos [board]

Client Management [workspace]

Team meeting agenda [board]
Rena’s Q1 To Dos [board]
Team social time ideas [board]

Client Analytics [workspace]

Team meeting agenda [board]
Team priorities for Q1 [board]

Determine who will create projects in Jira Work Management

The way teams define projects varies from organization to organization, but Jira Work Management is flexible, so you can structure it to fit your needs.

Learn more about how teams use Jira Work Management

For teams just starting to use Atlassian’s work management products, starting with team-managed projects will let you get up and running faster.

Learn more about team-managed and company-managed projects

An organization admin can create projects in Jira Work Management, as can someone with the right permissions, like the project driver.

Project creators can invite people to the project and grant them different roles, like viewer, member, and administrator.
If you want a project driver to be able to create projects, invite them to be an Atlassian user and add them to the Jira Administration group, or edit their account and add them to the group.

Learn more about managing global permissions

To create a project:

Navigate to Jira Work Management.
Select Projects > Create project from the global navigation bar. You can also do this from the list of all projects. If you don't see the Create project action, you don’t have the right permissions and need to contact an admin.
Select the Project Management template from the Work Management category.
Enter the Name of the project.
Select Show more.
Select Team-managed from the Project type menu.
Review the text in the Key field and modify it if there is a better project identifier.
Type the names of the people you want to invite to the project and select the role you want to give them.
Select Create project.

EXAMPLE

The Client Management team plans to migrate to a new customer relationship management (CRM) tool. They need to work with other teams on this project. Create a Jira Work Management project called “CRM migration” and invite the cross-functional team as members.

PRO TIP — If teams have been tracking project tasks in another tool, you can import that data into Jira Work Management using a CSV (comma-separated value) file expored from elsewhere.

Create projects in Atlas

It's important to demonstrate to leadership how a team's work contributes to business goals both when establishing the project and over time.

Atlas projects serves as a single pane of glass to show you what work is being done on a project and why, the latest project updates, and details about who's working on each project. You can connect an Atlas project to other projects that are related and have a dependency on yours.

Goals are higher-level items that might take multiple streams of work to complete. Goals can have sub-goals, and any level of goal can be associated with a project.

Learn more about the relationship between projects and goals

Admins can create projects in Atlas, or they can leave project creation up to the project drivers. Atlas project creation isn’t restricted and anyone can do it.

To create an Atlas project:

Navigate to Atlas.
Select Create > Project from the global navigation bar.
Enter the name of the project.
Select an icon or change the emoji.
Decide if the project needs to be private. Learn more about how to restrict the viewing and editing of projects.
Select Create project. You will automatically be named as the owner. If you aren't the owner, assign ownership to the right person.

EXAMPLE

The Client Management team plans to migrate to a new customer relationship management (CRM) tool. They need to share the progress with leadership and others who need to know the status of the project. Create an Atlas project called “CRM migration,” and add the contributors and followers to the project.

Get started with administration

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