© 2014 cPrime Inc., All Rights Reserved

JIRA User Essentials

Class Overview

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• This JIRA User essentials class will help you• Add/Edit/Respond to JIRA issues assigned to you• Do more work in JIRA, faster• Learn where to find answers to common questions

• This class is not intended to• Cover ALL aspects of JIRA (there’s just too much!)

• Address every situation you may encounter• Teach you how to configure JIRA from scratch

What is JIRA

• JIRA is• A virtual work planning and delivery tool• Customizable for your company and project needs• Provides transparency and real-time reporting

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What can JIRA do for you?

• JIRA can help you manage your projects• Manage and hold all your projects in one location• Track and organize enterprise-wide initiatives• Follow team activity with real-time reporting• Monitor single or multiple projects• Provide visibility and transparency

• Projects help us align resources to collaboratively create a product

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Product

JIRA Framework

ConfigurationVisualization and Utilization

Information

Agile Boards & DashboardsJIRA System Configuration

Searching & FiltersProject Configuration

Project Data

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Project Categories

Projects

Components (Work Categories) Versions (Releases)

Issues

Issue Type

Sub-Task

JIRA Issue Architecture

Sub-Task

Issue Type

Sub-Task Sub-Task

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Definitions

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Term Definition

Projects Collection of tasks with a common outcome

Project Categories Grouping of projects

Components Categorization of projects

Versions Releases (v1.0, v1.1, v2.0, etc)

Issues Describes work to be done

Issues Types Categorization of issue (Story, Bug, Request, etc)

Sub-Tasks Sub-steps required to complete an issue

JIRA Workflows

• JIRA uses a workflow to manage work states• Customized for team uses• Applied to projects and issue types

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JIRA Projects

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IssuesIssuesIssuesIssues

Product

People + Issues + Workflow

JIRA Projects

• What makes up a Project?• People working towards a common outcome: i.e. A

software product or a marketing project• A unique Project Key is created:

• External Website (Project Key = EXWEB)• Human Resources (Project Key = HR)

• This unique key is used to identify all issues• A Project Lead, manages the project

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What’s a Watcher

• Teams can receive many emails based on a Notification Scheme

• A Watcher is someone who signed up to received Notifications based on the Notification Scheme

• This allows users to “opt in” to project Notifications

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Components

• Components are project-specific categories• “Tag” an issue with a Component• Configure Version name, description, and

Assignee

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Components

• Issues may belong to many or no components• Components have a Component Lead• The Project Lead can configure a Project to

assign all issues automatically to the Component Lead

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Issues

Issues

Issues

Issues

Component 1

Issues

Component 2

Two Components

Demo

• Demo of your JIRA Instance

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Dashboards

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• System Dashboard area is where the login Dashboard is configured

• Configure the dashboard to suit your user needs

Workflow Introduction

• Workflows are a set of statuses and transitions that an issue goes through during its lifecycle

• Most powerful part of JIRA• Very customizable• Controls how a team interacts with JIRA• Automate and manage processes• Approval notifications• Reassign users• Permission restrictions

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Workflow Purpose

• An effective workflow helps teams be more productive• Streamline process, status tracking, accountability,

scalable

• Flexibility allows workflows to be used across a variety of teams and purposes• Software development – Bug tracking• Operations – Help desk• Marketing – Managing ad campaign• HR – Resume tracking• Project Management

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• A status represents where the issue currently is in the workflow

• Statuses color reflects the workflow phase• Blue State = New• Yellow State = In

Progress• Green State = Complete

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Status

Workflow Status

• A transition defines how an issue moves from one status to another

• Transitions are the directional link between statuses

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Transition

Workflow Transition

Example Workflow

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= Status

= Transition

Start Progress

Resolve IssueStop Progress

CreateIssue

Close Issue

Close Issue

Reopen IssueOpen

In Progress

Closed

Resolved

Sample Workflow

Where to look for solutions

• JIRA is a wide (WIDE) world – where to look for help

• Someone has had your problem before• Google search first• Ask other Admins• Ask Atlassian Answers• Ask an Expert Partner (cPrime)

• Try to narrow down where the problem comes from• Determine what causes it – permissions, project,

workflows, etc• Use the Helpers• Ask for help (other Admins, online support, Expert

Partners)

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Online ResourcesResource Location

JIRA User’s Guide https://confluence.atlassian.com/display/JIRA/JIRA+User's+Guide

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• JIRA is a wide (WIDE) world – where to look for help

• Someone has had your problem before• Google search first• Ask other Admins• Ask Atlassian Answers• Ask an Expert Partner (cPrime)

• Try to narrow down where the problem comes from• Determine what causes it – permissions, project,

workflows, etc• Use the Helpers• Ask for help (other Admins, online support, Expert

Partners)