How to Create a RACI Matrix in JIRA (And Why ezRACI is the Easier Way)

Introduction

Managing Agile, DevOps, and IT projects requires clear role definition and accountability. One of the best ways to achieve this is by implementing a RACI matrix (Responsible, Accountable, Consulted, Informed). If you're using JIRA for project management, you can build a custom RACI matrix within JIRA, but it requires manual setup and customization.

Alternatively, instead of going through the tedious manual process, you can use ezRACI—a purpose-built tool for RACI and Gantt charts that seamlessly integrates with JIRA in just a few clicks. With ezRACI, you can:

• Sync all JIRA tasks directly into ezRACI.

• Invite unlimited collaborators to the RACI matrix.

• Mirror the RACI in a Gantt chart for better visibility.

This guide will walk you through how to create a RACI matrix manually in JIRA, followed by a much simpler alternative using ezRACI.

How to Manually Create a RACI Matrix in JIRA

Step 1: Open JIRA and Navigate to Custom Fields

1. Log into JIRA and go to JIRA Administration.

2. Under Issues, click Custom Fields.

3. Click Create Custom Field and choose the Text Field (multi-line) option.

4. Name the custom field RACI Role Assignment.

Step 2: Configure the RACI Matrix in JIRA

1. Edit your custom field and define four categories:

   • Responsible (R) – Who executes the task.

   • Accountable (A) – Who approves the work.

   • Consulted (C) – Who provides input.

   • Informed (I) – Who needs updates.

2. Apply this custom field to relevant issue types (e.g., Tasks, Epics, Stories).

Step 3: Assign Roles in JIRA Issues

1. Open any issue in JIRA (e.g., Sprint Task, Bug Fix, Feature Development).

2. Under RACI Role Assignment, enter the team members assigned to each role.

3. Save the issue, and repeat for all tasks.

Step 4: Generate a RACI Report in JIRA

1. Go to JIRA Dashboard and click Add Gadget.

2. Select Issue Statistics and filter by the RACI Role Assignment field.

3. Export the data to CSV for offline RACI tracking.

Challenges of Creating a RACI Matrix in JIRA Manually

• Manual entry required for every task.

• Limited visibility—no automatic reports or Gantt chart visualization.

• Cannot easily assign roles across multiple projects.

The Easier Way: Use ezRACI to Automate Your RACI Matrix in JIRA

Instead of manually configuring custom fields, reports, and exports, ezRACI automates everything:

• Easy-to-setup integration with JIRA at www.ezraci.com

• Syncs all JIRA tasks into a pre-built RACI matrix

• Invite unlimited collaborators to manage accountability

• Automatically generate Gantt charts from your RACI matrix

How to Set Up ezRACI with JIRA in Minutes

1. Sign up for free at www.ezraci.com.

2. Click Integrate with JIRA and authorize access.

3. Select your JIRA project and sync your tasks.

4. Assign RACI roles in an easy-to-use drag-and-drop interface.

5. Automatically mirror your RACI matrix into a Gantt chart for better tracking.

Why Choose ezRACI Over Manual JIRA Setup?

• No manual setup—instantly syncs with JIRA

• Real-time visibility with built-in RACI reports

• Smoother collaboration—invite unlimited users, for free.

• Gantt chart integration for easy timeline tracking

Conclusion

Building a RACI matrix manually in JIRA is possible, but it’s time-consuming, error-prone, and lacks automation. Instead, take the easier path with ezRACI—a dedicated tool that integrates with JIRA in just a few clicks, synchronizes tasks automatically, and gives you better RACI visibility with Gantt charts.

Save time and eliminate manual work. Try ezRACI today at www.ezraci.com!