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JIRA Interface Guidelines: A Step-By-Step Guide On Managing An Agile Project On JIRA

The document provides a step-by-step guide for managing an Agile project in JIRA, including how to create a project, add team members, create issues like epics, user stories, subtasks and bugs, set up versions and sprints, and track progress by moving issues between To Do, In Progress, and Done states. Key steps include selecting the Scrum template when creating a project, adding administrators and team members to the project, prioritizing stories for sprints, and completing sprints to generate reports.

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0% found this document useful (0 votes)
169 views21 pages

JIRA Interface Guidelines: A Step-By-Step Guide On Managing An Agile Project On JIRA

The document provides a step-by-step guide for managing an Agile project in JIRA, including how to create a project, add team members, create issues like epics, user stories, subtasks and bugs, set up versions and sprints, and track progress by moving issues between To Do, In Progress, and Done states. Key steps include selecting the Scrum template when creating a project, adding administrators and team members to the project, prioritizing stories for sprints, and completing sprints to generate reports.

Uploaded by

MAURICIO CARDOZO
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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JIRA Interface Guidelines

A step-by-step guide on managing an Agile project on JIRA


Creating a Project

Log in to JIRA using your credentials. It is recommended to change the password after
logging in for the first time.
Once you have logged in, click on Projects > Create Project.
Choose Select Classic from the given options.
Enter the project name and retain the project key in its default value.

Note: Make sure the Scrum template is selected when creating the project.
On successfully creating the project, you are directed to the project backlog page.
Adding Team Members to Project

From the Project Settings tab in the Navigation panel, select People.
Click on Roles and select Administrators. Then, click on Add People.
You can add multiple users and groups, and select their respective roles.
Creating Issues in JIRA

Creation of Epic

Return to the Backlog page. Click on Epic and click Create Epic.
Update all the details and click on Create.

Creation of User Story


● Click the Create button placed at the top of the screen
● Change the issue type to Story and update all fields
Creation of Subtask
Once the issue or story is created, you must create several subtasks that represent the
work items required to implement the story. Subtask includes activities of BA,
developer, designer, UI, tester, deployment, and all review tasks.

● To create subtasks, click on Issues in the navigation panel


● Locate the parent story and click on the Create Subtask symbol highlighted in this
image.
Open the subtask created and update the relevant subtask details.
Creation of Bug

Click the Create button placed at the top of the screen. Change the issue type to Bug
and update all fields.
Creation of Task

Click the Create button placed at the top of the screen. Change the issue type to Task
and update all fields.

Note: Issues that are created automatically will move to Product Backlog.
Creating Versions

Versions are milestones in a project which help teams organize and schedule
releases.

Return to the Backlog page, click on Versions, and click Create Version
Update the fields and click on Create.
Creating a Sprint

On the Backlog page, click on Create Sprint after developing a list of Epic, User Stories,
and Bugs.

Note: Prioritize user stories and move the issues to the dotted box to formally start
the Sprint.
Click on Sprint Start and update all fields.
You will be directed to the Active Sprints page. Here, all issues are in the To Do
state.

Move the Stories and Subtasks to In Progress as and when they are worked on

On completion, move the Stories to Done

Click on Complete Sprint to close the Sprint. A Sprint Report is automatically


generated.
Once the entire project is complete, change the status of the Epic to Done.

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