How to Use JIRA for Project Management – Beginner’s Guide

how to use jira

Originally targeted at developers, Atlassian’s popular project management tool JIRA has now turned into an excellent organization tool for the entire company. Agile methodology is in-built and affords excellent flexibility and customization. Everything under the JIRA scheme can be configured including workflows, screens, custom fields, issue types, permissions, notification, and field configuration.

Let us take a comprehensive look at how to use JIRA effectively for project management:


Starting Off

It is quite easy to set up a new project and the app provides guidance all along. After creating a project, you can choose the type of project you want. Scrum is a good choice for those working on an iteration-based project which sees frequent updates or versions. Kanban is the way to go if you are a service-based team with a continuous workflow. Every member of the team who uses JIRA will have to be designated a user and for large teams, it is possible to nominate administrators. You can then move on to the different configurations to customize your project.


Understanding JIRA

After importing your project, you can begin creating issues and access features such as workflows, issue types, fields, screens, and issue attributes. JIRA offers two issue types schemes—Agile Scrum and Default. Besides these, you can also manually add new schemes. The following are some elements that will help you better understand how to use JIRA.

Components – These are sub-sections of a project and can bunch together issues within a project into smaller segments. Components are useful in collecting statistics, churning out reports, and displaying these on dashboards to name some.

Screen – Once an issue is created, it will be displayed and represented in various fields known as a screen. Different screen types can be assigned to individual issues.

Issue Attributes – Categorized as statuses, resolutions, and priorities, these are useful in updating the progress of the project and various tasks.

Issue Security Schemes – This gives you control over who can view the issues by assigning different security levels to the users.

System Administration – Audit log, issue linking, mail system, events, watch list, issue collectors, and development tools are some features that JIRA admin provides to its users.

Sub-Tasks – This is useful in breaking up parent issues into smaller tasks that can be individually assigned and tracked. You can either create a sub-task under the parent issue or turn an issue into a sub-task.

Workflows– It refers to the statuses and transitions that an issue passes through and usually has five stages – open, resolved, in progress, reopened, close.

Plug-ins – Salesforce, Gitbucket, Zendesk, and Github are just a few of the plug-ins that help enhance the effectiveness of JIRA.

Clone – As the term suggests, you can duplicate the issue and this comes in handy when there are two teams available to simultaneously attempt resolving the issue.

Reports and Filters – There are various chart options available in JIRA as also plenty of filters such as date, priority, component, and so on.

It can take a little while to get used to JIRA. But once you learn how to use JIRA it is likely that you will not be able to do without it. Besides software developers, JIRA can also be useful for marketing teams, compliance departments, and organizations using a large team of freelancers or employees working remotely.

About Sreeram Sreenivasan

Sreeram Sreenivasan is the Founder of Ubiq, a business dashboard & reporting platform for small & medium businesses. Ubiq makes it easy to build business dashboards & reports for your business. Try it for free today!