1. © 2014 cPrime Inc., All Rights Reserved JIRA User Essentials

2. Class Overview 2 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

3. 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 3

4. 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 4 Product

5. JIRA Framework Configuration Visualization and Utilization Information Agile Boards & Dashboards JIRA System Configuration Searching & Filters Project Configuration Project Data 5

6. Project Categories Projects Components (Work Categories) Versions (Releases) Issues Issue Type Sub-Task JIRA Issue Architecture Sub-Task Issue Type Sub-Task 6

7. Definitions 7 TermDefinition ProjectsCollection of tasks with a common outcome Project CategoriesGrouping of projects ComponentsCategorization of projects VersionsReleases (v1.0, v1.1, v2.0, etc) IssuesDescribes work to be done Issues TypesCategorization of issue (Story, Bug, Request, etc) Sub-TasksSub-steps required to complete an issue

8. JIRA Workflows JIRA uses a workflow to manage work states Customized for team uses Applied to projects and issue types 8

9. JIRA Projects 9 Issues Product People + Issues + Workflow

10. 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 10

11. 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 11

12. Components Components are project-specific categories “Tag” an issue with a Component Configure Version name, description, and Assignee 12

13. 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 13 Issues Component 1 Issues Component 2 Two Components

14. Demo Demo of your JIRA Instance 14

15. Dashboards 15 System Dashboard area is where the login Dashboard is configured Configure the dashboard to suit your user needs

16. 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 16

17. 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 17

18. 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 18 Status Workflow Status

19. A transition defines how an issue moves from one status to another Transitions are the directional link between statuses 19 Transition Workflow Transition

20. Example Workflow 20 = Status = Transition Start Progress Resolve Issue Stop Progress Create Issue Close Issue Reopen Issue Open In Progress Closed Resolved Sample Workflow

21. 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) 21

22. Online Resources ResourceLocation JIRA User’s Guide https://confluence.atlassian.com/display/JIRA/JI RA+User's+Guide 22 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)