JIRA Basic Using

By: Binh Le
Course duration: 2 hour
Last update: Mar - 2012
Objectives
To provide a basic usage guidance for JIRA
Not to provide full guidance for all features of JIRA

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Roles and Responsibilities
For Admin role/ Department Manager (DM)
Request for a room on Jira
Edit related information
Add/ Remove people
Create component ( task group)
Create Tasks
Review timesheet/ team member activities

For Team Members
Create Tasks
Update Task & timesheet
View Timesheet
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Jira Introduction
JIRA site: https://gcsjira.cybersoft-vn.com/jira

Notes: Username & Password is your Username & Password to login to Windows

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Administration Tasks
Request a room on Jira ( Project)
Edit related information
Add/ Remove people
Create components ( task groups)

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Request a room on Jira
DM log in JIRA and select GCS Jira
Support (GCJS)
Create a task to request a room
on Jira with following information:
Department Name
Short Name
Name of Admin/ DM
The request is sent automatically
to GCS Jira support team.
JIRA Administrator will process the
request.
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Click on Administration
Select project
Click on Edit Project
Edit related information
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Add/ remove People
Click on Administration
Select project
Click on People
Noted:
For a project, Just ONE Project Lead are added but MANY Admin are allowed
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Create/ Edit/ Delete components ( Task Groups)
Click on Administration
Select a project
Click on Components
Define Component Name, Description
Assign Component Lead & Default Assignee
Click on Add button to save it
Noted: Click on Exit Administration after finishing all administration tasks
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Task Planning & Tracking
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Common workflow


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Create a task
Click on Create Issue
Select a Project and Issue Type
Fill out task information.
Click on Create button
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Create a Task (2)
Summary: Describe for the task in briefly
Description: Describe for the task in detail
Attachment: Add file for more detail (if any)
Assignee: Person who do this tasks
Components: which component/ task groups that task belong to
Security Level: Project Team as default
CC Groups: CC this task to the group which is entered.
CC Users: CC this task to the users which are entered.
Original Estimate : the amount of time is planned to do the task.
Remaining Estimate: the amount of time is required to do the task in its
current state.
Noted:
A time unit is w (weeks), d(days), h(hours) and m(minutes)
If you do not specify a time unit, hour will be assumed.
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Working with Tasks
Edit: to update any information related to that task
Assign/ Assign To Me: to assign person to handle that task.
Comment: To add comments.
Log Work: To report time spent for that task
Resolve issue: Assignee report the task is done
Close Issue: To close the task
More Actions: to show more action that we can do for this task
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More Actions - Watch issue
Watch issue is to receive notifications if any change related to that
Task
You can start or stop watching by double click on Watch/ Watching
link.
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More Actions - Sub-task
Sub-task is a child of a task.
Sub-task always belong to the same project with its parent .C
Create Sub-task is to create a child task
Convert to Sub-Task is to upgrade a sub-task to a task
Note: Cannot break a sub-task into smaller sub-tasks.
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More Actions - Clone
Clone: to create a task the same with a task.
Select the task that you want to
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Timesheet ( Log Work)
There 3 ways to fill timesheet on Jira
1. Click on Log Work button on detail page of task.
2. Click on Log Work button on tempo page.
3. Click on task & date on tempo page
1: Log work on Task Detail page
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Noted: Tasks of departments is Non-billable task
Select Task to show task detail page
Select Log Work
Log work page appear


2: Log work on Tempo page
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Click on Tempo menu
Click on Log Work
Log work page appear


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3: Log work Tempo page by clicking on Date & Task
Click on Tempo menu to view timesheet
Select user
Select task and date we want to fill timesheet
Log work page appear


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Edit timesheet
Click on Tempo menu to view timesheet
Select user
Select task and date we want to update timesheet
Click on the number to edit timesheet


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Review project timesheets on Tempo
Click on any user name or work log to view detail tasks & timesheet
View timesheet for:
User
Project
Team

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Search/ Filter
Simple Search
Click on Issues tab
Choose Search for Issues
Choose Project, Issue Type and
other options
Click Search button
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Advance Search
Click to Advanced link
Type the query in text box
Click Search
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Note: click to Syntax Help to refer more about Query
Export result
Click on Tools
Choose Configure Columns to add/ remove the column
Click on Views
Select file format to export

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Save filter
After searching, you can save the query as a filter for using later:
Click on Save link
Fill filter name, descriptions
Choose Shares options, click Add
Click Save
Note: Default value of sharing is Everyone
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Manage filter
All filters which you created/shared are managed as following:
Favorite: All filters which you mark as favorite
My: all filters which you created
Popular: Show the most popular filters.
Note: you can only edit/ delete filters which you create.
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Search & Re-use filters
You can search and reuse filters which is created by others
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Dashboard
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Create Dashboard
From Dashboard menu Select Manage Dashboards
Select Create new dashboard
Add gadget into the dashboard
Select dashboard
Click Add Gadget
Select Gadget
Click Add it Now to select any
gadget
Every gadgets have different
information
Provide required information in
the screen and save
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Edit gadgets
We can arrange gadget in one Dashboard by dragging it
and dropping it in new position in Dashboard.
To edit a gadget
Minimize or Expand gadget
Change color for header of
gadget
Delete gadget
Edit gadget
Refresh gadget
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Other functions for dashboard
To change lay out of
one dashboard, we can
select Edit layout and
choose one option

We can have other
functions for dashboards
such as: Copy, Edit, Share,
Delete, Find Dashboards.

Note Find Dashboard is the
same Search function of
Manage Dashboard .

Search & Reuse Dashboard
Search Dashboards by its name or description, author or
shares option.
Question and Answer
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Change Log History
DOCUMENT CHANGE LOG
Revision Description Author Date Approved Date
1.0 First version Binh Le Jun-11 Toan Ngo
2.0 Updated slides as
changes of Jira 5
Binh Le Mar-11 Toan Ngo Mar-11
This document has been generated from template TL-QMS-005 Revision 3.2
Appendix: Course detail form
Author Binh Le Duration 2 hours
Category Management skill Type Theory
Examination No examination needed
Intended Audience Any staff in supporting departments who is using Jira in daily activities
Pre-requisites N/a
Completion criteria for
the course
Attendee must join at least 80% of course length
Criteria for granting
training waivers
Those who has experience on JIRA already.
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The end