Jira for Beginners helps onboard new Jira users by covering the basics of Jira and creating a solid foundation for future Jira training. After this course, you will be able to find your way around Jira and know how to create an Issue, the basics of permissions, how to search and create filters in Jira , and how to manage Issues and data through editing options, built-in reports, and dashboards.
This training was written using Jira version 7.10.0.
Introduction and Overview to Jira
Say goodbye to being lost in a world of spreadsheets and tracking work through old emails. In this course, you'll learn how to use Jira to handle your work. In our first video of this chapter, we'll talk about what is and is not included in this Jira training course and introduce the fictional company used in our cases and lab exercises.
By way of introduction to Jira, our second video in the chapter explains what Jira is and how it is typically used. We'll teach you a bit of Jira's history, going back to GOJIRA and Atlassian's goal of unseating the reigning champion of the day, Bugzilla. Task management through issues is key to Jira, and we want to establish that foundation early in the course, so we cover that in the second video as well.
Next, we tackle how Jira is organized, starting with the different Jira application types (Jira Core, Jira Service Desk, and Jira Software). Projects fit into Project Categories, Issues are stored in Projects, and data rests in Fields on Project Screens. All if it makes a lot more sense when you can see it in the video, so be sure to check out the third section of this chapter!
After all of this, you may be wondering, "Where do I go first in Jira? Do you start with a project or a dashboard? How do I create issues?" In our fourth section of this chapter, Logging In and Navigating Jira, we walk you through logging in to Jira, viewing the System Dashboard, and using the Top Ribbon to find different parts of Jira. After this section of the course, you will be a pro at navigating Jira.
Creating an issue is the next step, so our fifth video in this chapter walks you through the issue detail screen to explain the different groupings of custom fields and what you need to think about as you are entering data into those fields.
And last, we go a bit deeper in regards to viewing an issue and all of the data that Jira is presenting to you. There's a lot to unpack, but we focus in on just the important bits so you can get started working with Jira.
Permissions and Security
By knowing how permissions work and are used in Jira, you can better understand what's happening if something doesn't work right, and who to ask for help. In our first section of this chapter, we cover how Jira handles permissions, and compare groups and roles. If you are wondering about why you can or can't do something–it probably has something to do with how your administrators set permissions for a project.
Next, we introduce you to issue security. Issue security works differently than the other options we have discussed previously in that you set the security level on each Jira issue. This gives you more fine-grained control over permissions, but it has to be enabled first by a Jira Administrator.
Searching and Creating Filters
Jira offers two search options: basic search and advanced search. Basic search provides several drop-downs to choose from when searching for issues in Jira–making it easy to find what you need easily. There are several default options and a more menu to offer more interface-based selections.
Basic search is helpful for quick and simple searches in Jira, or if you are still learning how to use the Advanced search. We'll start with basic, and then move on to the Jira Query Language, or JQL, and teach you how to switch back and forth between basic and advanced searching. After teaching you some JQL, we'll then cover how to combine searches to create more complex JQL statements.
In the third section of this chapter, you'll learn about the detail and list search views and how to work with them. List view allows you to set some default columns, so you see what you need for your searches. Detail view enables you to see details of an issue quickly. In both views, you have the option to share your results or export results to a file.
Once you complete a search in Jira, you may find that you want to save it. To save your search, you create a search filter. In our last section of this chapter, we cover creating, sharing, and managing your filters in Jira.
Working in Jira
Once Issues are set up, you can interact with them! There are many ways to work with your Issues in Jira. In this chapter, you'll learn how to edit issues, a bit about the Jira workflow and tracking the status of an issue, and the various notifications that Jira sends as work is done or changes are made to issues.
The first video training in this section covers ways you can manage issues, including editing issues and logging work.
Second, we'll spend some time teaching you about workflows. Behind every issue is a series of statuses and transitions known in Jira as a workflow. The status in a Workflow tells you at what point your issue is in during the workflow. We'll cover workflow functions, how workflows are used in Jira Software boards, and demonstrate the workflow.
Last, you'll learn about Jira's notifications, and most importantly you'll learn how to get the notifications you want while reducing unwanted notifications.
Creating Reports and Dashboards
JIRA includes many different reports, and some reports are only available to specific project templates. Built-in reports are reports that give you easy-to-access statistics on the various pieces of your project at a given moment. In the first section of this chapter, we talk about the basics of built-in reports.
Beyond the built-in reports, you can also create a custom dashboard to help you track your work. Dashboards are a helpful way to share information with a group or give you at a glance information on what is happening in your project or projects. In the second video in this chapter, we'll walk through creating and sharing dashboards and share some tips that will help you get started with dashboards and reporting.