© 2014 cprime inc., all rights reserved jira user essentials
TRANSCRIPT
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© 2014 cPrime Inc., All Rights Reserved
JIRA User Essentials
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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
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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
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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
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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
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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
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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
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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
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• 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
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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
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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)