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.