Speed, agility, and seamlessness are among the pillars of modern-day project and workflow management.
To consistently deliver value to stakeholders and drive productivity across teams, you need capabilities that can help you work quickly, easily, and flexibly.
This is why it’s important that teams can eliminate redundant processes and perform daily work management tasks without consuming too much of their time.
In Jira, a capability that can help you do work efficiently is the bulk change feature where you can make changes or edit multiple issues at once.
But what is the extent of Jira bulk change capabilities? What are the use cases of this feature? More importantly, how can you perform the operation, and boost your speed, agility, and seamlessness effectively on Jira?
Read on to learn more.
Bulk Change 101
Before going any further, it’s important to acknowledge the use cases for bulk edits in project management.
Having the ability to change and edit issues in bulk is highly instrumental for a number of operations – especially for processes that need to happen regularly.
|A scrum process that happens regularly each sprint. Issues must be regularly updated with the right priority level, assignee, due dates, and so on to help define the scope of a sprint.|
|Migrating from server to cloud (edit and align data)||As Atlassian retires Jira Server, a lot of businesses are starting to make the shift to the cloud. This requires admins to make extensive changes to issues to make sure that all issue data is up to date.|
|Migrating from other project management software to Jira (edit and align data)||When moving from other project management software to Jira, a lot of data alignment work needs to be done. Bulk editing is critical here. Most project managers will end up using Excel or Google Sheets, adding more screens to the migration process.|
|Migrating from Excel way of working to Jira||If you’re used to Excel or Google Sheets, you’d know how useful the spreadsheets can be when working with data. However, when you migrate to Jira, the interface is very different to what you’re used to, so it might be time consuming to learn the new bulk edit processes in Jira. Some team members might resort to still editing data outside of Jira to save time, and this will eliminate the element of single source of truth.|
Jira Bulk Change Capabilities
With the above use cases in mind, can Jira’s bulk change feature truly meet the editing requirements of agile teams?
Bulk Change Operations
Through Jira bulk change feature, you can do the following:
- Edit Issues
Edit field values of issues like priority, labels, assignee, reporter, security levels, and so on.
- Move Issues
Move issues to new projects and issue types.
- Transition Issues
Transition issues through workflow (to do, in progress, done and other custom workflows)
- Delete Issues
Permanently delete issues from Jira.
- Watch Issues
Watch all the selected issues. You will receive notifications when any of these issues are updated.
- Stop Watching Issues
Stop watching all the selected issues. You will no longer receive notifications when any of these issues are updated.
How to Perform Jira Bulk Change
Now, comes the most important part: How can you perform Jira bulk change operations?
The best way to go about this is through the Advanced Issue Navigator Screen. You can edit up to 1000 issues from all the issues you see on the screen, or you can filter your issues by project, JQL, or saved filters.
Once you’ve chosen the issues you want to bulk change, you have to go through four steps to actually perform the operation.
Jira Bulk Change Limitations
Now that we’ve covered the extent of Jira’s bulk change capabilities, it’s time to review its limitations.
- You can only bulk edit up 1000 issues at a time. While this limit can still be modified in the configuration setting, it is highly inadvisable as it can cause server overload. This is not ideal for enterprises dealing with thousands of issues at once.
- Some system fields are unavailable for bulk change operations. For instance, you can’t change issue type, parent, components, fix versions, affects versions, and linked issues in bulk.
- You need to go through four screens (or more) just to perform the bulk change. This isn’t only time consuming; it also reduces flexibility and undermines the fast-paced dynamics of agile teams.
While it’s helpful that Jira offers this feature, these limitations reduce the usability of Jira and prevent users from performing certain operations efficiently.
So, what can you do to overcome these limitations?
Alternative Bulk Edit Solutions
There are two alternative solutions that everyone can look into: Jira Work Management and a Jira bulk issue editor app.
Jira Work Management
An upgraded version of Jira Core, Jira Work Management was designed to support the transition from the Excel way of working to Jira. A couple of its interfaces mimic that of Excel to help business users adapt to a more digital way of working while still retaining some elements of spreadsheets – like the list view.
While this can be a good alternative, committing to another Jira program that has the same functions (and then some) of your Jira Software or Jira Service Management just to get more bulk editing capabilities is a stretch.
This is where Atlassian apps come into the picture.
Excel-like Issue Editor for Jira
One of the most comprehensive spreadsheet add-ons in the Marketplace, Excel-like Issue Editor for Jira is an app that enables users to bulk edit efficiently and extensively.
Users will be able to do the following:
- Edit up to 10,000 issues at once.
- Experience enterprise-grade performance as there are little to no lags.
- Maintain a single source of truth since Excel-like spreadsheets and tables are embedded in Jira itself.
- Eliminate the need to leave Jira just to align and edit data.
- Access familiar Excel interface and features like copy and paste, freeze column, as well as sort and filter.
- Import and export data from Excel to consolidate with Jira effectively.
All It Takes Is an App
Why go through the lengths of leaving Jira or committing to another large-scale platform just to meet your work management needs when there’s an effective app like Excel-like Issue Editor for Jira?
Experience the power of the app yourself. Try it today.