Worksheet - The Swiss Army Knife for reporting, managing and organizing in your Jira

If managing 1,000+ Jira work items still involves opening them one by one … we need to talk. 🫠 Meet the ESU Worksheet: a Jira list view on steroids. Built for navigating hierarchies, bulk editing work items, creating reusable reports and managing LOTS of Jira data without losing your mind somewhere around work item #247. In this deep-dive tutorial, Johanna from our product team takes you through pretty much EVERYTHING the Worksheet in ESU (Enterprise Summaries) can do. Which is a lot. 😎 ✨ What you’ll learn: ✔️ How to open the Worksheet from Progress Bars, Counters, Boards, Backlogs & the Work Item Navigator ✔️ How to navigate Jira hierarchies without leaving the Worksheet ✔️ How to switch between hierarchy & list views ✔️ How to collapse and expand different hierarchy levels ✔️ How to add Jira fields, ESU Progress Bars, Counters & integrated app fields as columns ✔️ How to rearrange, resize & pin columns ✔️ How to search, filter & sort Jira work items ✔️ How to use predefined ESU filters ✔️ How to create reusable reporting layouts ✔️ How admins can build global layouts for entire teams ✔️ How to bulk edit Jira work items with copy & paste ✔️ How to use Copy Range Down for faster editing ✔️ How to create new work items directly from the Worksheet ✔️ How to work with 1,000+ work items at once ✔️ How to export Jira reports to Excel & CSV ✔️ How the Board Worksheet works ✔️ How to edit JQL directly inside the JQL Worksheet 🪄 Basically: if you find yourself doing the same thing to 200 Jira work items, ESU would very much like you to stop doing that manually. Need to change the assignee across a whole set of work items? Copy. Paste. Done. Need the same project report every Friday? Save it as a Layout. Export it next week. Done. Need different reporting templates across your organization? Create Global Layouts. Done. Need to understand a huge hierarchy without clicking back and forth between individual work items? You get the idea. 🤝 The Worksheet also connects your Jira data with other tools and views, including the ESU Timesheet, Counter Worksheets, Jira Work Item Navigator, Bulk Editor and supported integrations. And when you need to send a report to someone who doesn’t use Jira? Customize your view, select your saved Layout and export everything to Excel or CSV. Less repetitive Jira admin. More getting things DONE. 💜 This video is part of our ESU Feature Tour playlist, where Johanna walks you through Enterprise Summaries. From the basics to the “wait, it can do THAT?” features. Next up: ESU Timesheet. Because apparently we also need to know who logged how much time where. 👇 If this video helped you: 👍 Give it a thumbs up 👀 Subscribe for more ESU tutorials, Jira tips & use cases 💬 Tell us: which Worksheet feature would save YOU the most time?