Learn about JIRA in project management

Tram Ho

1. What is JIRA Core?

JIRA Core is a job management system that allows you to set up your own processes to suit the way you work. At the heart of all these systems is the workflow, moving workflows from A to B. JIRA Core lets you do your work from as easy as complex as you need, giving you the free to focus on work, not required to follow any restrictive process at all. JIRA Core can be used in a variety of ways. For example, you can use it to run a t-shirt business, set up workflows that can manage your internal processes such as your design process, sales process. your, your manufacturing process, and even control your stock. Features of JIRA Core are what bind your work and how you do it! JIRA Core users in software testing management are divided into 3 groups: Administrators, Project administrators and Users Following, I would like to share some information about using JIRA in software testing management for the Users group Users are responsible for working on specific JIRA Core projects. Users are allowed access to the project issues and, depending on their rights, exploit these issues by commenting on them, passing it over to their work, and closing when done. This tutorial shows you how to work basically with JIRA Core in a day. Here is what you can rely on:

  • How to access your projects?
  • How to work with issues?
  • How to look for issues? Business projects can be viewed as containers of issues. Each project has a related job, and this work is applied to all organizational topics in the project. Start working on your assigned tasks by visiting and viewing the projects they are holding.

2. Access to a project

When you have access to a project and you log in for the first time, you will see the projects listed in the Projects dropdown menu . Let’s check it out.

  1. Select Projects > View All Projects . A list of all projects you can access will display.
  2. Select Dragon Design Tees . You will be on the project summary page, which displays recent activity and allows you to easily track the status of issues in this project.
  3. If you are involved in many projects, you can easily see one of the projects you are working on, by selecting Projects and searching by the current project.

3. View the issues of the project

You can view and filter issues within the project you are assigned to. In your project, select Issues from the project side. From here, you will be able to preview issues and selectively configure them to change which issues are displayed.

4. Create your first issue

Create an issue to track the creation of a new t-shirt design.

  1. Select Create in the JIRA Core header.
  2. Fill in the fields using the sample data shown below. Only fields with * are required.
  • Project : Dragon Design Tees
  • Issue Type : Task
  • Summary : Create a contractor resources spreadsheet
  • Description : The spreadsheet must contain a breakdown of all contractors and specific skill sets.
  • Leave all other fields blank or their default values.
  1. Select Create to create your new issue. A confirmation message will display for a few seconds. Take note of the main issue of your new issue (eg DT-1). Create one or two more issues to get used to this process.

5. Edit an issue

You can easily edit your issue to add information, attach new files or screenshots, and more. Inline editing is the fastest way to edit an issue. To access all areas of the issue, including empty fields that do not appear when editing inline, you can use the Edit Issue dialog box .

  1. In your project, select Issue from the project side and open the first issues you created.
  2. Hover the mouse over the Priority field. Click on the Pencil icon to edit the field.
  3. Change Priority to ” Critical ” and click anywhere outside this field to save your changes. This issue will be updated immediately. Now, let’s see how to start working on an issue.

6. Editing of an issue

Every issue has a life cycle. In JIRA Core, the issue life cycle is managed by a workflow. A workflow consists of issue states (eg To Do ) and transitions between states (e.g., Start progress ). In this step, you will start working on your issue by switching it from To Do to In Progress status.

  1. Open the first issue you created (for example DT-1). This issue must be in To Do status.
  2. Select Progress Start . The status of your issue will be changed to In Progress .
  3. You can then choose to stop the issue, or close the issue by marking it as Done and select the resolution. Note that resolving the issue will prompt you to enter more information, while starting to progress on this issue. Some transitional issues have screens associated with them in your project-related work. Remember, a project can only have one job associated with it.

7. Specify the issue for other users

You can better manage your work by assigningissues to other members of your team.

  1. Open one of the issues you created (for example DT-2).
  2. Select Assign on this issue.
  3. Enter Emma (other user name) in the Assignee list and select her as the assignee from the drop-down list.
  4. Enter (do not copy and paste) the text in the Comment section, then select Assign . Hi @emma , I’ve assigned this issue to you to work on this week. (!) You will need to keep a few things in mind when you enter your comment:
  • When you start typing after the @ symbol, you will be prompted to select a user: emma, in this example. Emma will receive an email notification that links to the issue, when you save. This feature is called mentioning a user.
  • About choosing Assign: This issue will be delivered to Emma with a comment added to it. A link will be automatically created to issue issues in the issue comments. You have created some issues, edited an issue and assigned them to a member of your team. You are really exposed to how to work with issues. Now, you will learn how to find the best for the issues you need to work on.

8. Create some other issues

Before you begin, you will need a few more issues. Create some details in the JIRA Core project, using the sample data below. Issue Type = Task and Summary = Brainstorm new designs Issue Type = Task and Summary = Approve new t-shirt design Issue Type = Task, Summary = Send mockup to printers and Assignee = kate

9. Search for an issue

In this example, we are going to solve a common scenario: search for all the unresolved issues assigned to you. You can often run a search like this to check your work backlog.

  1. From the Cloud JIRA Core website title, select Issue > Search for Issues . You will see issues from your project being demonstrated and any other projects that you can access.
  2. Set Assignee = Current User in the search criteria. (!) Notice that the new search results when you select new criteria.
  3. Select More > type Resolution then select it.
  4. Set Resolution = Unresolved . The search results will display issues that have not been resolved and delivered to you. If you’re thinking it would be helpful to be able to run this search again, we’ve got the recovred! Hover over the Search-filterspopout icon in the upper left and select My Open Issues . Hold this screen for the next steps.

10. Save the search

If you run a search with the same criteria regularly, you might want to save it as a filter. This allows you to run searches again with a single click, instead of selecting the same criteria each time. For example, you can use a filter to review your backlog of the day. In this step, you will search for all the tasks assigned to Kate in the Tees Dragon Design Project, and then save this search as a filter.

  1. Select Issue > Search for Issues to start a new search.
  2. Set Project = Dragon Design Tees and ** Assignee = kate ** as the criteria. You will see at least one issue.
  3. Select Save As (on search criteria), enter Kate Dragon Design at Filter Name and save it. Hover over the Searching for issues and filtering icon at the upper left. You can see your new filter under Favorite Filters . Just click it to run it. Now consider some of the ways you can use your new issue filter.

11. Share your search results

Realizing your group on this page is also easy with sharing filters. You can share a filter with your team that shows unresolved stories for a repetition, or important issues in a backlog that need assistance. Here are two ways that you can share search results: a) Email the search results Run the filter you want, then select Share . Enter the users you want to share the filters with and they will be emailed a link to your filter (if you have an email notification set up). b) Share search results via a control panel The control panel is the screen that all JIRA Core users see when they first log in. You can display the result of a filter on a dashboard and share it with other users.

  1. Select Dashboards > Manage Dashboards , then select Create new dashboard.
  2. Name your control panel Dragon Design Tees and select the + Add button next to Add Shares to share it with everyone. Leave other fields and select Add. Select Dragon Design Tees in the Favorite Dashboard s section to configure it. Select Add a new gadge t to open the Gadget Directory . Enter filtered results in the search box and select Add It Now . Enter Kate Dragon Design issues in Saved filter and select Save . Other users can now add this panel by selecting it as a favorite. You have now done some searches and filters, and learned how to save and share them with your team. You are ready to jump right in and experience the full power of JIRA Core!

Source: https://confluence.atlassian.com/jiracoreserver073/getting-started-as-a-user-861255667.html

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