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JIRA 7 Essentials
JIRA 7 Essentials

JIRA 7 Essentials: Explore the great features of the all-new JIRA 7 to manage projects and effectively handle bugs and software issues , Fourth Edition

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JIRA 7 Essentials

Chapter 2. Using JIRA for Business Projects

JIRA initially started off as a bug-tracking system, helping software development teams to better track and manage the problems/issues in their projects. Over the years, JIRA has expanded on the concept and capabilities of projects by adding support for agile and later letting you run projects as a public facing service desk, each with its own features and user interface. With all these new additions, it became a bit confusing, especially to newcomers. So starting with JIRA 7, Atlassian has made improvements to help streamline how a project is used and help users to get started quickly.

In this chapter, we will focus on the most basic project type, the business project, which is available to all three JIRA applications, Core, Software, and Service Desk. We will then take a look at the various user interfaces that JIRA has for working with projects, both as an administrator and an everyday user. We will also introduce permissions for the...

Understanding project types

Starting with JIRA 7, a new concept called project type is introduced. Project types define the features available for your projects as well as the user interface that will be used to present information within the projects. Each project type also comes with one or more templates, with a set of predefined configurations to help you get started quickly. The following screenshot shows you the project types and their templates from an out-of-the-box JIRA Software installation.

Understanding project types

Note

Templates under Software are included in JIRA Software. If you are running JIRA Core instead, you will only have templates under Business.

If you create a project using the Scrum software development template under the Software project type, your project will come with a scrum board and a set of configurations designed to work with the scrum methodology. On the other hand, if you choose the Task management template under the Business project type, your project...

JIRA permissions

Before we start working with projects in JIRA, we need to first understand a little bit about permissions. Permissions are a big topic, and we will cover it in detail in Chapter 9Securing JIRA. For now, we will briefly talk about permissions related to creating and deleting, administering, and browsing projects.

In JIRA, users with the JIRA administrator permission will be able to create and delete projects. By default, users in the jira-administrators group have this permission, so the administrator user we created during the installation process in Chapter 1Getting Started with JIRA, will be able to create new projects. We will refer to this user and any other users with this permission as a JIRA Administrator.

For any given project, users with the Administer Project permission for that project will be able to administer the project's configuration settings. As we will see in the later sections of this chapter, this means that users with this permission...

Creating projects

To create a new project, the easiest way is to select the Create Project menu option from the Projects drop-down menu from the top navigation bar. This will bring up the Create project dialog. Note that, as we explained, you need to be a JIRA Administrator (such as the user we created during installation) to create projects. This option is only available if you have the permission.

From the Create project dialog, select the template you want to use under the Business heading and click on Next. On the next page, JIRA will display pre-defined configurations for the template you have selected. In our example, we have selected the Task management template, so JIRA provides us with two issue types, and a very simple workflow with two steps. Click on the Select button to continue.

Note

JIRA will create new configuration schemes based on the selected template once the new project is created.

Creating projects

Note

You can change these configurations once the project is created...

Project user interfaces

There are two distinctive interfaces for projects in JIRA. The first interface is designed for everyday users, providing useful information on how the project is going with reports and statistics, called project browser.

The second interface is designed for project administrators to control project configuration settings, such as permissions and workflows, and called Project Administration.

After creating a project, the first interface you see will be project browser. We will start our discussion around this interface and then move on to the Project Administration interface.

Understanding project types


Starting with JIRA 7, a new concept called project type is introduced. Project types define the features available for your projects as well as the user interface that will be used to present information within the projects. Each project type also comes with one or more templates, with a set of predefined configurations to help you get started quickly. The following screenshot shows you the project types and their templates from an out-of-the-box JIRA Software installation.

Note

Templates under Software are included in JIRA Software. If you are running JIRA Core instead, you will only have templates under Business.

If you create a project using the Scrum software development template under the Software project type, your project will come with a scrum board and a set of configurations designed to work with the scrum methodology. On the other hand, if you choose the Task management template under the Business project type, your project will have a different user...

JIRA permissions


Before we start working with projects in JIRA, we need to first understand a little bit about permissions. Permissions are a big topic, and we will cover it in detail in Chapter 9Securing JIRA. For now, we will briefly talk about permissions related to creating and deleting, administering, and browsing projects.

In JIRA, users with the JIRA administrator permission will be able to create and delete projects. By default, users in the jira-administrators group have this permission, so the administrator user we created during the installation process in Chapter 1Getting Started with JIRA, will be able to create new projects. We will refer to this user and any other users with this permission as a JIRA Administrator.

For any given project, users with the Administer Project permission for that project will be able to administer the project's configuration settings. As we will see in the later sections of this chapter, this means that users with this permission will have access...

Creating projects


To create a new project, the easiest way is to select the Create Project menu option from the Projects drop-down menu from the top navigation bar. This will bring up the Create project dialog. Note that, as we explained, you need to be a JIRA Administrator (such as the user we created during installation) to create projects. This option is only available if you have the permission.

From the Create project dialog, select the template you want to use under the Business heading and click on Next. On the next page, JIRA will display pre-defined configurations for the template you have selected. In our example, we have selected the Task management template, so JIRA provides us with two issue types, and a very simple workflow with two steps. Click on the Select button to continue.

Note

JIRA will create new configuration schemes based on the selected template once the new project is created.

Note

You can change these configurations once the project is created.

For the third and last...

Project user interfaces


There are two distinctive interfaces for projects in JIRA. The first interface is designed for everyday users, providing useful information on how the project is going with reports and statistics, called project browser.

The second interface is designed for project administrators to control project configuration settings, such as permissions and workflows, and called Project Administration.

After creating a project, the first interface you see will be project browser. We will start our discussion around this interface and then move on to the Project Administration interface.

Project browser


Project browser is the interface that most users will use with JIRA. It acts as the home page of the project, providing useful information, such as recent activities in the project, reports, and information from other connected systems, such as source control and continuous integration. The actual project browser interface depends on the project type, so it will vary from project to project. For example, the scrum software development project will display an agile board as its default view, as shown in the following screenshot:

For business projects such as general task management, project browser will display an activity stream showing the latest updates in the project, as shown in the following screenshot:

To access the Project Browser interface, simply select the project from the Projects drop-down or the project list via the View All Projects option. Note that you will also need to have the Browse Project permission. The project browser is made up of several tabs, which...

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Key benefits

  • Updated for JIRA 7, this book covers all the new features introduced in JIRA 7 with a dedicated chapter on JIRA Service Desk—one of the biggest new add-ons to JIRA
  • This book lays a strong foundation to work with agile projects in JIRA from both the administrator and end user's perspective
  • Work through step-by-step exercises at the end of each chapter for you to try out and reinforce your skills

Description

Atlassian JIRA is an enterprise-issue tracker system. One of its key strengths is its ability to adapt to the needs of the organization, ranging from building Atlassian application interfaces to providing a platform for add-ons to extend JIRA's capabilities. JIRA 7 Essentials, now in its fourth edition, provides a comprehensive explanation covering all major components of JIRA 7, which includes JIRA Software, JIRA Core, and JIRA Service Works. The book starts by explaining how to plan and set up a new JIRA 7 instance from scratch for production use before moving on to the more key features such as e-mails, workflows, business processes, and so on. Then you will understand JIRA's data hierarchy and how to design and work with projects in JIRA. Issues being the corner stone of using JIRA, you will gain a deep understanding of issues and their purpose. Then you will be introduced to fields and how to use custom fields for more effective data collections. You will then learn to create new screens from scratch and customize it to suit your needs. The book then covers workflows and business processes, and you will also be able to set up both incoming and outgoing mail servers to work with e-mails. Towards the end, we explain JIRA's security model and introduce you to one of JIRA’s new add-ons: JIRA Service Desk, which allows you to run JIRA as a computer support portal.

Who is this book for?

This book will be especially useful for project managers but it's also intended for other JIRA users, including developers, and any other industry besides software development, who would like to leverage JIRA’s powerful task management and workflow features to better manage their business processes.

What you will learn

  • Understand JIRA s data hierarchy and how to design and work with projects in JIRA
  • Plan and set up a new JIRA 7 instance from scratch for production use
  • Using JIRA for agile software projects, business process management, customer service support, and more
  • Understand issues and work with them
  • Design both system and custom fields to behave differently under different contexts
  • Create and design your own screens and apply them to different project and issue types
  • Gain an understanding of the workflow and its various components
  • Set up both incoming and outgoing mail servers to work with e-mails
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Language : English
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Table of Contents

11 Chapters
1. Getting Started with JIRA Chevron down icon Chevron up icon
2. Using JIRA for Business Projects Chevron down icon Chevron up icon
3. Using JIRA for Agile Projects Chevron down icon Chevron up icon
4. Issue Management Chevron down icon Chevron up icon
5. Field Management Chevron down icon Chevron up icon
6. Screen Management Chevron down icon Chevron up icon
7. Workflow and Business Process Chevron down icon Chevron up icon
8. E-mails and Notifications Chevron down icon Chevron up icon
9. Securing JIRA Chevron down icon Chevron up icon
10. Searching, Reporting, and Analysis Chevron down icon Chevron up icon
11. JIRA Service Desk Chevron down icon Chevron up icon

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