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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Leverage Jira's powerful task management and workflow features to better manage your business processes
Key Features
- The book covers all major applications of Jira, which are Jira Software, Jira Core, Jira Service Desk.
- Configure project workflows and the fields that will be used in the project with the help of Jira's features
- Create tickets for issues and manage your projects using the Jira software
Book Description
Jira is an issue tracker and project management system. With their latest release, the Jira team has now expanded their user base to agile teams as well as business teams. This book provides a comprehensive explanation covering all major components of Jira, including Jira Software, Jira Core, and Jira Service Desk.
This book starts with an introduction to Jira's unique features and how it can be used as an issue-tracking tool. It will then teach you about how a new project is created by a Jira administrator, what responsibilities there are, and using correct and relevant schemes in your project. You will then learn how to configure project workflows and fields for project screens.
You will understand the various permissions used in projects and the importance of project roles in Jira. Then, the book talks about the concepts of versions acting as milestones and using components when handling issues in your projects. It will then focus on analysing data using built-in reports and creating dashboards in Jira.
At the end, it will discuss various best practices for users as well as project managers or project administrators.
What you will learn
- Implement Jira as a project administrator or project manager
- Get familiar with various functionalities of Jira
- Configure projects and boards in your organisation's Jira instance
- Understand how and when to use components and versions in your projects
- Manage project configurations and Jira schemes
- Learn the best practices to manage your Jira instance
Who this book is 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 use Jira for project management.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 129
Veröffentlichungsjahr: 2019
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Jira Quick Start Guide
Copyright © 2019 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor:Richa TripathiAcquisition Editor:Aditi GourContent Development Editor:Smit CarvalhoTechnical Editor:Akhil NairCopy Editor:Safis EditingProject Coordinator:Pragati ShuklaProofreader:Safis EditingIndexer:Manju ArasanGraphics:Jason MonteiroProduction Coordinator:Nilesh Mohite
First published: January 2019
Production reference: 1230119
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-78934-267-3
www.packtpub.com
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Contributors
About the author
Ravi Sagar is an Atlassian consultant and Drupal expert with several years of experience in web development and business analysis. He has done extensive work implementing and customizing big Jira instances for project tracking, test management, support tickets, and Agile tracking.
Ravi founded Sparxsys Solutions Pvt. Ltd. in 2010—a start-up company that provides consultancy and training services on Atlassian tools and Drupal. He has a keen interest in building accessible websites, adhering to WCAG guidelines, and is the author of Mastering Jira 7 - Second Edition and multiple Jira 7 video training courses. In his free time, he loves blogging on his website, where he writes regularly about topics such as DevOps and programming.
About the reviewer
Raul Pelaez Mendoza is an Atlassian Jira Expert based in Barcelona with more than 7 years of experience in the Atlassian Ecosystem and more than 20 years of experience in the implementation of Java-based systems for project management offices in diverse public and private international corporations.
Specialist in business process outsourcing (BPO) and operations management. Currently working at Ankonan doing consulting services, training courses, and the administration of the Atlassian platforms of diverse companies.
Technical Engineer in Computer Systems, Technology Teacher Certificate, SNOMED-CT/HL7/CDA Certified. Specialist in Intellectual Property Expertise. IT-Forensics Expert. Certified Blockchain Solution Architect (CBSA).
Packt is searching for authors like you
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Table of Contents
Title Page
Copyright and Credits
Jira Quick Start Guide
Dedication
About Packt
Why subscribe?
Packt.com
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Conventions used
Get in touch
Reviews
Introducing Jira
What is Jira?
Jira Core
Jira Software
Jira Service Desk
The problems Jira solves
Challenges and problems that Jira solves
Lack of flexibility
Difficulty in customization
Difficulty in adoption by teams
Extensive training to learn the tool
Expensive
What are the main benefits of Jira?
Standard tool for teams of all sizes 
Simple licensing model
Lightweight tool
Low maintenance
Ease of use and intuitiveness
Increased productivity
Better visibility
Integration with other tools
Marketplace apps
A RESTful API for limitless possibilities
Atlassian Community
How to decide which application to use?
Deployment options
Cloud
Server
Data Center
Summary
Getting Started with Jira Core and Basic Usage
Getting started with Jira
Planning your Jira installation
How many users will be using Jira?
What problems are you trying to solve with Jira?
Which application and what apps would you need?
How many projects do you want to create in Jira?
What will be the projected usage in six months and one year from now?
Integration with other tools
Choosing a deployment
Setting up a Cloud instance
Using Jira Core for business teams
Creating a new project
Working on a Jira Core project
Summary
Activity
Statistics
Board
Issues and filters
Reports
Working on an issue in a Jira Core project
Summary
Using Jira Software for Development Teams
Using Jira Software for development teams
Enabling Jira Software
Overview of Agile concepts
What is Agile?
Scrum and Kanban methodologies
Key Agile concepts
Roles in Agile
Is Jira suitable for development projects?
Scrum board
Creating a sample Scrum project
Populating, ranking, and estimating a backlog using story points
Planning and creating sprints  
Configuring swimlanes, card colors, edit card fields, and quick filters
Swimlanes
Card colors
Card layout
Quick filters
Jira Software reports
The Burndown Chart
The Velocity Chart
Kanban board
Setting up a Kanban board
Column constraints
Summary
Using Jira Service Desk for Help Desks
Using Jira Service Desk for help desks
Enabling Jira Service Desk
Overview of Helpdesk
Basic features of any help desk
Help desk processes
Different ways to raise tickets
Creating a Jira Service Desk project
Using Jira Service Desk
Customer portal
Queues
Customer permissions
Configuring Jira Service Desk 
Request types
Portal settings
Email requests
Satisfaction settings
Knowledge base
SLAs
Automation
Jira Service Desk reports
Workload
SLA goals
Satisfaction
Requests deflected
Requests resolved
Created versus resolved
Time to resolution
SLA met versus breached
Incidents reported by priority
Summary
Jira Schemes and Configuring Project Workflow
The various types of user in Jira
User
Project administrator
Jira administrator
Overview of various schemes in Jira
Issue type schemes
Workflow schemes
Issue type screen schemes
Field configuration schemes
Permission schemes
Notification schemes
Customizing Jira workflow
New status
Creating a new workflow
Summary
Configuring Project Screens and Permissions
Adding new custom fields in Jira
Understanding Jira screens
Using the custom field in our project
Transition screens
Working with permissions
Summary
Reports and Dashboards
Jira Core reports
Average Age Report
Pie Chart Report
Jira Software reports
Burndown chart
Velocity chart
Jira Service Desk
SLA success rate
Satisfaction
Creating and sharing dashboards
Summary
Best Practices
Setting up a change control board
Documenting your configurations
Not creating too many statuses
Not creating lots of custom fields
Using contexts
Using project roles over groups
Not modifying default configurations
Jira customization process
Summary
Other Books You May Enjoy
Leave a review - let other readers know what you think
Preface
Jira Quick Start Guide is focused on getting you started with Jira very quickly, and is written specially with this objective in mind. Like any other tool, Jira also has a learning curve, but quite often, you don't want to spend weeks or even months just evaluating the product. This book will give you sufficient knowledge of using the tool not just as a user, but also as an administrator. The book starts by giving you a very good overview of Jira and how it can help you, then talks about Jira basics that will help you understand how it can be applied in your project. Later chapters are focused on exploring the customization capabilities of Jira to empower you with the knowledge of various schemes that cannot be ignored if you want to use Jira for your project.
Who this book is for
This book will be especially useful for project managers, but is 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. We will cover how to configure projects and boards, customize workflows, and manage project permissions in Jira. This book provides a comprehensive explanation covering all major applications of Jira, including Jira Software, Jira Service Desk, and Jira Core. It will cover planning and setting up a new Jira instance. We will talk about key features such as understanding the basic usage of the tools, setting up workflows for processes, and other things such as reporting in Jira and an understanding of various best practices.
Primarily, the book is focused on project managers, developers, and service desk agents, as well as business users with, of course, good exposure to Jira administration concepts.
This book will cover all the aspects of using Jira for project management, service desk operation, and business processes.
What this book covers
Chapter 1, Introducing Jira, gives you a comprehensive overview of what Jira is as a tool, what problems it tries to solve, and various types of Jira applications.
Chapter 2, Getting Started with Jira Core and Basic Usage, will teach you how to set up Jira and start using it immediately. This chapter is focused on Jira Core for business teams and will focus on the basic usage of the tool.
Chapter 3, Using Jira Software for Development Teams, covers how Jira can be used for software development using agile-based projects. This chapter will show you how agile boards work in Jira.
Chapter4, Using Jira Service Desk for Helpdesk, is focused primarily on using Jira Service Desk for your support desk. Here, we will cover various aspects of Jira Service Desk, including Portal, Queues, and SLAs.
Chapter 5, Jira Schemes and Configuring Project Workflow, starts the journey of Jira customization so you feel more empowered in using Jira in a way that suits you. This chapter will kick-start configuring your Jira instance by modifying the workflows.
Chapter 6, Configuring Project Screens and Permissions, continues the customization aspects of Jira. Here, we will show how to add new fields in your project, and also learn how to control who can do what in the project by looking at permissions.
Chapter 7, Reports and Dashboards, will show you how to analyze data in Jira by looking at the various reporting capabilities of the tool. We will look at project reports, as well as learn how to create our own custom dashboard.
Chapter 8, Best Practices, allows us to finally spend some time discussing various best practices that you should employ when using Jira in your organization. This will ensure top-notch performance of your Jira instance, and make sure that administration of your instance is not a daunting experience.
To get the most out of this book
This book requires you to have access to a Jira instance. Since we will be using a cloud version of Jira, you don't even need to install anything. Just sign up for a Jira Cloud instance and start following the book.
There are no prerequisites required to understand the Jira concepts mentioned in this book; however, a little awareness of agile and Service Desk, although not required, will help.
This book is written with a wide range of readers in mind. As long as you have the desire to learn Jira, this book will definitely help you.
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Type in boards"
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "In the Discover new products page then click on Free trial button right next to Jira Software"
Get in touch
Feedback from our readers is always welcome.
General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packt.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy
