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Jira 8 Essentials

By : Patrick Li

Jira 8 Essentials

By: Patrick Li

Overview of this book

Atlassian Jira enables effective bug tracking for your software and mobile applications and provides tools to track and manage tasks for your projects. Jira Essentials is a comprehensive guide, now updated to Jira 8 to include enhanced features such as updates to Scrum and Kanban UI, additional search capabilities, and changes to Jira Service Desk. The book starts by explaining how to plan and set up a new Jira 8 instance from scratch before getting you acquainted with key features such as emails, workflows, business processes, and much more. You'll then understand Jira's data hierarchy and how to design and work with projects. Since Jira is used for issue management, this book delves into the different issues that can arise in your projects. You’ll explore fields, including custom fields, and learn to use them for more effective data collection. You’ll create new screens from scratch and customize them to suit your requirements. The book also covers workflows and business processes, and guides you in setting up incoming and outgoing mail servers. Toward the end, you’ll study Jira's security model and Jira Service Desk, which allows you to run Jira as a support portal. By the end of this Jira book, you will be able to implement Jira 8 in your projects with ease.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

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Section 1: Introduction to Jira 8

Section 1: Introduction to Jira 8

Getting Started with Jira

Getting Started with Jira

Jira Core, Jira Software, and Jira Service Desk

The Jira architecture

System requirements

Installation options

Installing and configuring Jira

Post-installation configurations

Summary

Using Jira for Business Projects

Using Jira for Business Projects

Understanding project types

Jira permissions

Creating projects

Project user interfaces

Project browser

The Project Administration interface

Importing data into Jira

The HR project

Summary

Using Jira for Agile Projects

Using Jira for Agile Projects

Scrum and Kanban

Running a project with Scrum

Running a project with Kanban

Configuring agile boards

Grooming your backlog

Creating a new agile board for your project

Including multiple projects on a board

Summary

Section 2: Jira 8 in Action

Section 2: Jira 8 in Action

Issue Management

Issue Management

Understanding issues

Jira issue summary

Working with issues

Issue linking

Issue cloning

Time tracking

Issues and comments

Attachments

Issue types and subtasks

Subtasks

Issue type schemes

Issue priorities

The HR project

Summary

Field Management

Field Management

Understanding system fields

Understanding custom fields

Understanding field searchers

Custom field context

Managing custom fields

Field configuration

Screens

Field configuration scheme

The HR project

Summary

Screen Management

Screen Management

Jira and screens

Working with screens

Working with screen schemes

Issue type screen scheme

Associating an issue type screen scheme with a project

Delegating screen management

The HR project

Summary

Workflow and Business Process

Workflow and Business Process

Mapping business processes

Understanding workflows

Managing workflows

Using the workflow designer

Authoring a workflow

Updating an existing workflow

Workflow schemes

Applying a workflow scheme to projects

Delegated workflow management

Extending a workflow with workflow add-ons

The HR project

Summary

Emails and Notifications

Emails and Notifications

Jira and email

Mail servers

Working with outgoing mail

Mail queues

Manually sending emails

Events

Notifications

The notification scheme

Batching email notifications

Troubleshooting notifications

Incoming emails

The HR project

Summary

Section 3: Advanced Jira 8

Section 3: Advanced Jira 8

Securing Jira

Securing Jira

User directories

Users

User browser

Groups

Project roles

Jira permissions hierarchy

Application access

Global permissions

Project permissions

Permission schemes

Issue security

Issue security schemes

Troubleshooting permissions

Workflow security

Password policy

Whitelists

The HR project

Summary

Searching, Reporting, and Analysis

Searching, Reporting, and Analysis

Search interface and options in Jira

Issue navigator

Working with search results

Filters

Reports

Dashboards

Gadgets

The HR project

Summary

Jira Service Desk

Jira Service Desk

Jira Service Desk

Installing Jira Service Desk

Getting started with Jira Service Desk

Branding your customer portal

Service desk user types

Request types

Setting up fields

Setting up a workflow in Jira Service Desk

Service level agreement

Queues

Creating knowledge base articles

Process automation

Summary

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Working with screens

While many other software systems provide users with limited control over the presentation of screens, Jira is very flexible when it comes to screen customizations. You can create your own screens and decide what fields are to be placed on them and their order. You can also decide which screens are to be displayed for major issue operations. In Jira, you can create and design customized screens for the following operations:

Creating an issue in the create issue dialog box
Editing an issue when an issue is being updated
Viewing an issue after an issue is created and is being viewed by users
Transitioning an issue through a workflow (workflows will be covered in Chapter 7, Workflows and Business Process)

Screens are maintained centrally from the administration console, which means you need to be a Jira administrator to create and configure screens. Perform...

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