Book Image

Jira Work Management for Business Teams

By : John Funk
Book Image

Jira Work Management for Business Teams

By: John Funk

Overview of this book

Jira Work Management (JWM) is the newest project management tool from Atlassian, replacing Atlassian's previous product, Jira Core Cloud. While Jira Software focuses on development groups, JWM is specifically targeted toward business teams in your organization, such as human resources, accounting, legal, and marketing, enabling these functional groups to manage and enhance their work, as well as stay connected with their company's developers and other technical groups. This book helps you to explore Jira project templates and work creation and guides you in modifying a board, workflow, and associated schemes. Jira Work Management for Business Teams takes a hands-on approach to JWM implementation and associated processes that will help you get up and running with Jira and make you productive in no time. As you explore the toolset, you'll find out how to create reports, forms, and dashboards. The book also shows you how to manage screens, field layouts, and administer your JWM projects effectively. Finally, you'll get to grips with the basics of creating automation rules and the most popular use cases. By the end of this Jira book, you'll be able to build and manage your own Jira Work Management projects and make basic project-related adjustments to achieve optimal productivity.

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Table of Contents (15 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Share Your Thoughts
1
Section 1: Jira Work Management Basics
Section 1: Jira Work Management Basics
Free Chapter
2
Chapter 1: Why Choose Jira Work Management?
Chapter 1: Why Choose Jira Work Management?
Technical requirements
Comparing project types in Jira
Review of the Jira Core product
What's new in JWM?
New terms learned in this chapter
Summary
3
Chapter 2: Working with Project Templates
Chapter 2: Working with Project Templates
Technical requirements
What are JWM templates?
Exploring the information available for templates
Deciding which template to use
New terms learned in this chapter
Summary
4
Chapter 3: Creating Your First Project
Chapter 3: Creating Your First Project
Technical requirements
Let's create a project!
Accessing the Jira Work Management Administration components
New terms learned in this chapter
Summary
5
Section 2: Enhancing Your JWM Project
Section 2: Enhancing Your JWM Project
6
Chapter 4: Modifying the Board, Workflow, and Associated Schemes
Chapter 4: Modifying the Board, Workflow, and Associated Schemes
Technical requirements
Using the board
Accessing and modifying the workflow
The schemes used by JWM projects
Working with Atlassian Marketplace apps
New terms learned in this chapter
Summary
7
Chapter 5: JWM Toolset: Summary, List, Timeline, and the Calendar
Chapter 5: JWM Toolset: Summary, List, Timeline, and the Calendar
Technical requirements
The features of JWM
Issues and their relationships to the JWM features
JWM Summary section
Using the List
Working with the Timeline
Adding issues to the Calendar
New terms learned in this chapter
Summary
8
Chapter 6: Forms, Issues, Dashboards, and Reports
Chapter 6: Forms, Issues, Dashboards, and Reports
Technical requirements
Creating forms
Viewing issues
Accessing and using reports
Creating simple filters
Implementing dashboards and incorporating gadgets
New terms learned in this chapter
Summary
9
Chapter 7: Managing Fields, Screens, and Issue Layouts
Chapter 7: Managing Fields, Screens, and Issue Layouts
Technical requirements
Creating and using custom fields
Using screens to view and edit your work
How issue layouts affect the fields on your screens
Screen schemes
New terms learned in this chapter
Summary
10
Section 3: Administering Jira Work Management Projects
Section 3: Administering Jira Work Management Projects
11
Chapter 8: Configuring Permissions and Simple Administration
Chapter 8: Configuring Permissions and Simple Administration
Technical requirements
User management
Project roles and permissions
Configuring the permission scheme
Applying issue-level security
JWM project administrator capabilities
Jira administrators versus project administrators
New terms learned in this chapter
Summary
12
Chapter 9: Duplicating Projects and Starting Outside the Box
Chapter 9: Duplicating Projects and Starting Outside the Box
Technical requirements
Creating a project based on an existing project
Using shared schemes
Creating issues externally
Migrating existing Jira projects to Jira Work Management
Working with Marketplace apps – Deep Clone for Jira
Summary
13
Chapter 10: Using Project Automation
Chapter 10: Using Project Automation
Technical requirements
What is automation?
Creating automation rules
Using automation templates
Common automation use cases
New terms learned in this chapter
Summary
Further reading
Why subscribe?
14
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Migrating existing Jira projects to Jira Work Management

As we outlined in our very first chapter, Chapter 1, Why Choose Jira Work Management?, part of the target audience for this book is both those completely new to Jira and those who have used Jira before but are not familiar with the new JWM product.

As such, some of you may already have existing projects that use other Jira project types. And now, having seen the new features and capabilities of JWM, perhaps you would like to move some of your projects over to the new product. Remember that you cannot simply convert project types – you must create a new project and migrate issues from the old project to the new project.

If you have already done some project migrations before, this will not be anything new for you. But for those who have not, let's take a look. We will follow a basic flow that we will outline first and then add screenshots as we progress to reinforce the process:

  1. Create a new JWM project...
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