JIRA Basic Using

By: Binh LeCourse duration: 2 hourLast update: Mar - 2012

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Objectives To provide a basic usage guidance for JIRA Not to provide full guidance for all features of JIRA

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Page *ConfidentialRoles and ResponsibilitiesFor 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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Page *ConfidentialJira IntroductionJIRA site: https://gcsjira.cybersoft-vn.com/jira

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

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Page *ConfidentialAdministration TasksRequest a room on Jira ( Project)Edit related information Add/ Remove people Create components ( task groups)

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Page *ConfidentialRequest a room on JiraDM log in JIRA and select GCS Jira Support (GCJS) Create a task to request a room on Jira with following information:Department NameShort Name Name of Admin/ DMThe request is sent automatically to GCS Jira support team.JIRA Administrator will process the request.

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Page *ConfidentialClick on AdministrationSelect projectClick on Edit ProjectEdit related information

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Page *ConfidentialAdd/ remove PeopleClick on AdministrationSelect projectClick on PeopleNoted: For a project, Just ONE Project Lead are added but MANY Admin are allowed

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Page *ConfidentialCreate/ Edit/ Delete components ( Task Groups)Click on AdministrationSelect a projectClick on Components Define Component Name, DescriptionAssign Component Lead & Default AssigneeClick on Add button to save itNoted: Click on Exit Administration after finishing all administration tasks

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Page *ConfidentialTask Planning & Tracking

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Page *ConfidentialCommon workflow

Page *ConfidentialCreate a taskClick on Create IssueSelect a Project and Issue TypeFill out task information.Click on Create button

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Page *ConfidentialCreate a Task (2)Summary: Describe for the task in brieflyDescription: Describe for the task in detailAttachment: Add file for more detail (if any)Assignee: Person who do this tasksComponents: which component/ task groups that task belong to Security Level: Project Team as defaultCC 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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Page *ConfidentialWorking with TasksEdit: 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 doneClose Issue: To close the task More Actions: to show more action that we can do for this task

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Page *ConfidentialMore Actions - Watch issueWatch issue is to receive notifications if any change related to that TaskYou can start or stop watching by double click on Watch/ Watching link.

Page *ConfidentialMore 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.

Page *ConfidentialMore Actions - Clone Clone: to create a task the same with a task. Select the task that you want to

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Page *ConfidentialTimesheet ( Log Work)There 3 ways to fill timesheet on JiraClick on Log Work button on detail page of task.Click on Log Work button on tempo page.Click on task & date on tempo page

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1: Log work on Task Detail pageConfidentialPage *Noted: Tasks of departments is Non-billable task Select Task to show task detail page Select Log WorkLog work page appear

2: Log work on Tempo pageConfidentialPage * Click on Tempo menu Click on Log WorkLog work page appear

Page *Confidential3: 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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Page *ConfidentialEdit 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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Page *ConfidentialReview project timesheets on TempoClick on any user name or work log to view detail tasks & timesheetView timesheet for:UserProject Team

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Page *ConfidentialSearch/ Filter

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Simple SearchClick on Issues tabChoose Search for IssuesChoose Project, Issue Type and other optionsClick Search buttonConfidentialPage *

Advance SearchClick to Advanced link Type the query in text box Click SearchConfidentialPage *Note: click to Syntax Help to refer more about Query

Export resultClick on ToolsChoose Configure Columns to add/ remove the columnClick on ViewsSelect file format to export

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Save filterAfter 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 SaveNote: Default value of sharing is EveryoneConfidentialPage *

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.ConfidentialPage *

Search & Re-use filtersYou can search and reuse filters which is created by othersConfidentialPage *

DashboardPage *Confidential

Create DashboardFrom Dashboard menu Select Manage DashboardsSelect 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

ConfidentialEdit gadgetsWe 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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ConfidentialOther 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 .

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Search & Reuse DashboardSearch Dashboards by its name or description, author or shares option.

Question and Answer

Page *ConfidentialChange Log History

DOCUMENT CHANGE LOG RevisionDescription Author Date Approved Date 1.0First versionBinh LeJun-11Toan Ngo2.0Updated slides as changes of Jira 5Binh LeMar-11Toan NgoMar-11This document has been generated from template TL-QMS-005 Revision 3.2

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Appendix: Course detail formPage *

AuthorBinh LeDuration2 hoursCategoryManagement skillTypeTheory

ExaminationNo examination neededIntended AudienceAny staff in supporting departments who is using Jira in daily activitiesPre-requisitesN/aCompletion criteria for the courseAttendee must join at least 80% of course lengthCriteria for granting training waiversThose who has experience on JIRA already.

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