Managing and Usage of JIRA

24/06/2014

THD-Ecom Ranch off

Documentum Offshore

Muthulakshmi Raman
Retail

[email protected]
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About this Document

Purpose
This document will help you understand the how to create, manage and usage of JIRA.

Intended Audience
This document is primarily intended for TCS employees, who will be using, working on or supporting
Constraint-based task management, and for iteration planning projects

Organization of the Document

Information in this document is organized as per the ‘Table of contents’ given in the next page.

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 Table of Content

1. Introduction .............................................................................................................................................................. 5
2. Getting started with JIRA .......................................................................................................................................... 6
2.1 Creating JIRA ..................................................................................................................................................... 6
2.2 Steps for creating a filter in JIRA ....................................................................................................................... 8
2.3 Steps for creating an Agile Board in JIRA ........................................................................................................ 15
3. Generating a Report (Helps to track the progress of the project) .......................................................................... 19
3.1 Average Age Report ........................................................................................................................................ 20
3.2 Created vs. Resolved Issues Report ................................................................................................................ 21
3.3 Latest Activity Report ...................................................................................................................................... 21
3.4 Pie Chart Report .............................................................................................................................................. 22
3.5 Recently Created Issues Report ...................................................................................................................... 22
3.6 Resolution Time Report .................................................................................................................................. 23
3.7 Single Level Group by Report .......................................................................................................................... 23
3.8 Time since Report ........................................................................................................................................... 24
3.9 Time Tracking Report ...................................................................................................................................... 24
3.10 User Workload Report .................................................................................................................................... 25
3.11 Version Workload Report................................................................................................................................ 25
3.12 Workload Pie Report ....................................................................................................................................... 26

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1. Introduction

JIRA is the tracker for teams planning and building great products. Thousands of teams choose JIRA to capture and
organize issues, assign work, and follow team activity. At your desk or on the go with the new mobile interface,
JIRA helps your team get the job done.
.

IT teams will have their own JIRA project based on the feature stream. Each IT team is responsible for
component(s) delivery. One user story requirements are ready for IT consumption for delivery business pushes
them into respective IT team queue (During this requirement moves for business queue. IT teams work on two
weeks incremental sprint for delivery. Each IT project in JIRA will have their product backlog which will have the
requirements prioritized by the business for execution. Each team will have their agile board where they can “Plan,
Work, Report” for the work stream they own.

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2. Getting started with JIRA

JIRA URL: http://olt.com/jira

User need to enter their LDAP ID and password credentials for login into the JIRA.

User need to enter their LDAP ID and password credentials for login into the JIRA.

2.1 Creating JIRA

Click the Create issue for creating a new JIRA ticket.

Create Issue Pop up is opened

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User can customize the field by clicking the configuration fields.

Provide the required fields

Give the complete details about the issue in the Description field.

Give the Assignee

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For creating another ticket, checks create another checkbox.
Otherwise click the create issue for creating the ticket

2.2 Steps for creating a filter in JIRA

Go to Issues --> Search for Issues

For Basic search use the highlighted fields

As per user requirement, type the Project

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As per the user requirement, select the Issue Type.

As per the user requirement, check the Status.

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As per the user requirement, check the Assignee.

If the user wants to search by label or by date or theme, they can use more option

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As per user requirement, select the Columns

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Click Save As and give the Filter Name, and click the Submit, it get saved as filter.

We can use the filter by clicking issues->filter which created(for e.g.:DCTM_Test_Filter)

We can view the issues by List view or Detail view by clicking the view icon .
Here we shown the example for List View

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Here we shown the example for Detail View

For Advanced search,

Go to -->Issues  search for Issues
Click Advanced

In Advanced search, we can use JQL query for fetching the selected fields.
Note:
All logical operation is done by advanced search using JQL query.

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We can manage the Filters created by us by setting the permission for project, users.

And also, we can view the other filters shared with us.

In Manage filter, we can search by Filter Name or by Owner Name.

In Shared with field, we set the project, users who are all wants to share the filter.

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After setting the filter, we can export the details as Excel or word etc.

2.3 Steps for creating an Agile Board in JIRA

Go to Agile  Getting Started

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JIRA Agile has two primary modes, Kanban for constraint-based task management, and Scrum for iteration
planning. If you're not sure which one is right for your needs you can check out the learning links we've provided.

Create an Agile board by using existing project or existing saved filter

After selecting anyone, click next.
Here we use Board from an existing saved filter

Give the Board Name

Select the filter which has been already saved.
Click Create board

For viewing the agile board,

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Go to Agile  Manage Boards
Click agile board which have been created

We can Configure, Copy and Delete the agile board which have been created
Note:
Only the owner of the filter is able to configure, Copy and Delete.

Click Configure

We can add new column and also we can set Quick filter by executing JQL query.

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For viewing the agile board which have been created

Go to Agile  Test_Board(Agile board which we created)

We can view the open, in progress, resolved issue in the board.

For open issue, we are going to start working means, click Start progress

If the issue is resolved means, click Resolve issue and select appropriate resolution.

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3. Generating a Report (Helps to track the progress of the project)

Go to ProjectsView All Projects

It shows the list of projects. Select the project from the list

Click the Report

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3.1 Average Age Report

A report showing the average age of unresolved issues for a project or filter.

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3.2 Created vs. Resolved Issues Report

A report showing issues created vs. issues resolved.

3.3 Latest Activity Report

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Show the latest activity in all visible Projects.

3.4 Pie Chart Report

A report showing the issues for a project or filter as a pie chart

3.5 Recently Created Issues Report

A report showing the number of issues recently created.

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3.6 Resolution Time Report

A report showing the length of time taken to resolve issues for a project or filter

3.7 Single Level Group by Report

This report allows you to display issues grouped by a certain field

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3.8 Time since Report

A report showing time since a chosen field for each issue for a project or saved filter

3.9 Time Tracking Report

This report shows the time tracking details for a specific project.

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3.10 User Workload Report

This report shows the details of a user's current workload, showing the number of unresolved issues assigned and
workload remaining on a per project basis.

3.11 Version Workload Report

This report shows the details of the current workload for the specified version - showing the number of unresolved
issues assigned to each user and workload remaining.

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3.12 Workload Pie Report

A report showing the issues for a project or filter as a pie chart

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 Thank You

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