Yale Digital Conference 2019 Meredith Crawford Reilly Hartigan

Beyond IT: Using JIRA/Confluence for the Editorial Process Meredith Crawford, Reilly Hartigan, Laurie Toth

Raise your hand if… You’ve used JIRA or Confluence before You’re tired of searching

Presentation Roadmap What these tools are Why we use Atlassian tools JIRA and Confluence

Presentation Roadmap What these tools are JIRA and JIRAConfluence and Confluence Why we use

Wait, Pizza? Imagine you run a pizzeria What happens when a customer orders a

My Pizza Story ORDER PLACED PREP BAKING BOX OUT FOR DELIVERY DELIVERED

What are JIRA and Confluence TO DO IN PROGRESS DONE

What are JIRA and Confluence IN PROGRESS TO DO ORDER PLACED PREP BAKING BOX

What are JIRA and Confluence? JIRA is our “pizza tracker” JSD is “Customer Service”

Presentation Roadmap JIRA and JIRAConfluence and Confluence Why we use Atlassian tools How we

Enter JIRA BACKLOG (TO DO) All IN PROGRESS All DONE All

Enter JIRA OPEN All ASSIGNED All DRAFT All AWAITING EXTERNAL APPROVAL All IN REVIEW

How and Why We Use Confluence Content Planning Organization Historical Data

How and Why We Use Confluence Editorial Planning Better Collaboration Increased Transparency

How and Why We Use Confluence Publications Alumni Webinars Website Updates Analytics

Presentation Roadmap JIRA and JIRAConfluence and Confluence Advice for teams wanting to do the

Tips and Advice Keep it simple, especially to start. Do the legwork – “Build

Contact Us Meredith Crawford meredith. crawford@yale. edu Questions? Reilly Hartigan reilly. Hartigan@yale. edu Laurie

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Yale Digital Conference 2019 Meredith Crawford, Reilly Hartigan, Laurie Toth Yale School of Management Office of Communications

Beyond IT: Using JIRA/Confluence for the Editorial Process Meredith Crawford, Reilly Hartigan, Laurie Toth Yale School of Management Office of Communications

Raise your hand if… You’ve used JIRA or Confluence before You’re tired of searching your inbox for a lost email Duplicated work that your colleague already did You have an ever-growing to-do list You like pizza CONGRATULATIONS You’re in the right session!

Presentation Roadmap What these tools are Why we use Atlassian tools JIRA and Confluence How we use them day-to-day Advice for teams wanting to do the same

Presentation Roadmap What these tools are JIRA and JIRAConfluence and Confluence Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same

Wait, Pizza? Imagine you run a pizzeria What happens when a customer orders a pizza? How do you communicate the status of the pizza to your customer?

My Pizza Story ORDER PLACED PREP BAKING BOX OUT FOR DELIVERY DELIVERED

What are JIRA and Confluence TO DO IN PROGRESS DONE

What are JIRA and Confluence IN PROGRESS TO DO ORDER PLACED PREP BAKING BOX DONE OUT FOR DELIVERY DELIVERED

What are JIRA and Confluence? JIRA is our “pizza tracker” JSD is “Customer Service” Confluence is where pizza recipes, guidelines are written and discussed A pizza can be anything!

Presentation Roadmap What these tools are JIRA and JIRAConfluence and Confluence Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same

Presentation Roadmap JIRA and JIRAConfluence and Confluence Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same

Where we started

Enter JIRA BACKLOG (TO DO) All IN PROGRESS All DONE All

Enter JIRA OPEN All ASSIGNED All DRAFT All AWAITING EXTERNAL APPROVAL All IN REVIEW All WAITING FOR FINAL APPROVAL All READY FOR CMS All PUBLISHED All DONE All

Keeping it All Organized

How and Why We Use Confluence Content Planning Organization Historical Data

How we use

How and Why We Use Confluence Editorial Planning Better Collaboration Increased Transparency

How we use

How and Why We Use Confluence Publications Alumni Webinars Website Updates Analytics

Presentation Roadmap JIRA and JIRAConfluence and Confluence Why we use Atlassian tools How we use them day-to-day Advice for teams wanting to do the same

Presentation Roadmap JIRA and JIRAConfluence and Confluence Advice for teams wanting to do the same

Tips and Advice Keep it simple, especially to start. Do the legwork – “Build it and they will come”. Find Champions (e. g. others in your department, school). Make sure it’s the right solution for your team. This tool does not replace in-person collaboration and communication – remember the basics, don’t get caught up in how “cool” or “flashy” a new tool is!

Contact Us Meredith Crawford meredith. crawford@yale. edu Questions? Reilly Hartigan reilly. Hartigan@yale. edu Laurie Toth laurie. toth@yale. edu