Jira is one of the most widely used project planning and status tracking applications in the world, with a wealth of features and customization points. This course is focused on what you need to know to make efficient daily use of Jira.
Jira is a very widely used project planning and tracking tool, but it has so many features, options, and customization points that getting started can be challenging. In this course, Jira: Getting Started, you'll focus on getting up to speed and ready to use the tool on a daily basis on your own projects and with your own teams. First, you’ll learn core Jira concepts and terminology, how to create issues and plan upcoming work, how to track the status of efforts on boards, how to customize boards, and how to search for and report on issues. Next, you’ll see how to make use of code commit information in Jira, how to create custom dashboards, and how to choose from project templates. When you’re finished with this course, you’ll be ready to dive into Jira for your own efforts.
Understanding Jira's Major Concepts Hi, I'm Jim Weaver for Pluralsight, and this course is Jira: Getting Started. Jira is possibly the most widely used status tracking software tool in the world, and this course is focused entirely on getting you up to speed quickly on what you need to know to use it effectively for your work on a daily basis. This is a beginner-level course, so we won't cover advanced topics such as installing or administering Jira, choosing between Jira and other products, extending Jira with plugins, creating custom fields or issue types, or advanced issue querying. But fear not, the Jira Fundamentals course right here at Pluralsight is an excellent resource for those topics, and throughout this course, when there is additional coverage of a particular topic in the fundamentals course, I'll refer you there. What we will cover is all the basic functionality you need to know to make efficient use of your Jira installation. We'll cover using and customizing boards, understanding workflows, finding and reporting on issues, using and customizing dashboards, using Jira with a code repository, and basic project creation. Jira's been around for almost 20 years now, so it's very mature and has a wealth of great features, but can also be a little hard to figure out where things are and how to accomplish a few tasks from time to time. Hopefully this course will give you a great head start using your Jira instance. In this module, we'll get an overview of Jira before we dive into the details of particular features in subsequent modules. We'll cover the key concepts that underlie all projects in Jira, get an introduction to the sample projects we'll be tracking during the course, and we'll take a quick navigational tour through Jira to get a high-level feel for where things are. Let's get started.
Working with Issues and Boards Now that we understand the major concepts in Jira and how to find our way around the application a bit, it's time to get stuck into the primary features that help you plan and track work in Jira. Working directly with issues and boards is where most of that happens. In this module, we'll learn about the various types of projects and boards with a primary focus on Scrum and Kanban. If you don't know what Scrum or Kanban are, fear not, we'll briefly cover that as well. We'll create and edit issues for our two Carved Rock projects, we'll plan our work in preparation for opening day, and track status as the employees get to work on those projects. We'll create and customize boards to tailor our view of that work, and we'll learn how to resolve some common problems Jira users often run into. This module should get you a long way towards being able to work with Jira on your own. Of course, I'd love for you to stick around for the rest of this course after this module, but after this one, Jira should feel pretty comfortable to you. Okay, let's find out about Scrum and Kanban, or Kanban, or Kanban, or however it's supposed to be pronounced. Onward!
Understanding and Maintaining Workflows We've been focused on things that are very visible in Jira so far, issues and boards, but the behind-the-scenes engine of a project in Jira is its workflow. The workflow controls the overall lifecycles of issues in your project and what happens when an issue transitions from one status to another. In this module, we'll learn about workflow-related concepts in Jira in a bit more detail. We'll learn where to locate and view the workflow for your project, we'll learn about simplified versus standard Jira workflows, and we'll make a common modification to the Fitness Tracker project's simplified workflow. We aren't going to learn how to build and maintain a Jira workflow from scratch in this module. That's a more advanced topic and one that the Jira Fundamentals course here at Pluralsight goes into bit more detail on, but we will learn enough to understand why tapping in Jira as status changes occur in a project and what some of the possibilities are. So, let's get with the flow.
Finding and Reporting on Issues But what if we need to find issues that aren't shown on boards anymore or scattered across too many boards? What kind of reports are available to show progress independent of boards? Jira provides a number of features to search for and report on issues. In this module, we'll search for issues using both the basic and advanced search features provided by Jira. We'll customize search results and export them to a spreadsheet. We'll save a search as a filter and set permissions for that filter so others can run the same search. We'll use the bulk edit functionality on search results, and we'll take a tour of a few canned Jira reports provided to projects. So while Jake's trying to explain to Rachel why he's spending so much time testing the climbing walls, let's see if we can find a few issues.
Using and Customizing Dashboards to Save Your Team Time Now that we're up to speed on using boards and finding issues, another great information radiator provided by Jira is a dashboard. Dashboards can display information or activity from multiple projects, and since you can view them easily as soon as you log in, they can save you time digging for key information in other places. In this module, we'll create a dashboard, see how to share and manage dashboards, take a look at some of the dashboard gadgets offered by Jira, and add some of those gadgets to our new dashboard to help the Carved Rock team. All right, let's go go gadget.
Using Jira with a Repository We've been using Jira to track progress being made by the Carved Rock team, and all the status information we've tracked so far on reports, dashboards and boards has all been created in Jira itself. If you're using Jira with a team that's creating software, your source code repository in your version control system can be integrated with Jira and provide valuable information about what's happening to the code related to Jira issues, and that information can be viewed right inside of Jira. In this module, we'll discuss some the options available for connecting source code repositories to Jira, we'll discuss some of the benefits you can get from integrating information from your source repository with Jira, and we'll see examples of repository change information related to the Fitness Tracker application the Carved Rock team is building shown within the Jira system. If you won't be using Jira for software development projects, feel free to skip over this module. I promise not to cry too loudly.
Creating and Configuring a Project Both the Fitness Tracker and Grand Opening projects I created for this course before we started. We talked about creating projects early in the course and different types of project templates, but we haven't created one ourselves yet. In this module, we'll take a look at the variety of project templates Jira offers and the things you may want to consider when choosing a template. We'll create a project from a template and also discuss creating a project from another project's configuration, and we'll take a tour of some of the ways you can configure projects using project settings.