Business situation:
You wish to manage different types of issues, assignees, developers, estimation with possible financial data, see task <-> sub-task relations in a simple excel-like table.
Technical conditions:
You have one or more Jira projects which contain various issue types - epic, story, task, sub-task, bug, etc., several Jira custom fields containing relevant issue data. Custom field types can be single- or multi-line text, number, radio button, checklist, single or multiple choice, date picker, date-time picker, etc.
You may have a simple Jira workflow to represent tasks to be executed, but in case you have stricter processes, JExcel respects possible workflow steps, conditions and validators.
Custom fields used for the example:
Developer (user picker)
Product (radio button)
Developer hourly rate (number)
Developer total cost (this is a special JExcel calculated “column”, technically it is like you have created a scripted Jira custom field without script knowledge and without Jira admin permissions/knowledge. Columns like this exist only in your workbook so you can imagine the benefits of such “virtual fields”, e.g. fields visible only to you)
CRM lead workflow: