JIRA User Basic Guide

Yue Ji
June 25, 2007
After you go through the following screenshots, you will understand
how JIRA works.
Main Concepts:
Everything starts from creating a new project.
One project can be anything, such as a new application, a report
instance from staff, Orbis upgrade plan, software upgrade etc.
Each project can have many issues.
All documentations can be attached into the issues. One project
named as Project Documentation is the home of
documentations.
If you think about project as a container, then issues can be
considered as the items in the container.
Three User Roles:
Reporter The person who creates the project or the issue.
Assignee The person who works on the issue. The assignee is
assigned by the reporter. The assignee can be reporter self or
anyone else.
Watcher The person who has the interest to know the progress
of the project/issue. Any JIRA users can assign the watcher. You
can assign yourself as watchers if you are interested with some
projects or issues, or assign someone else.

1. Create A New Project.

Click Administration.

Click Add Project.

- Type projects information.

- Select Notification Schemes as Default Notification Scheme.
- This allows that Current Assignee, Reporter, All Watchers receive emails whenever
the projects status gets changed.
- Then click ADD button.

Change the email address. This email address should be the Project Leads or whoever
you think is appropriate to send the email about this project.

Click Confirm after you change the mail address.

Congratulations, now you are done to create a new project!

2. CREATE A NEW ISSUE.

Click CREATE NEW ISSUES.
Select Project, and Issue Type from drop down list, then click Next.

The screen will be look like this:

Fill out the information for this issue. Then click Create.
There are 5 options from Priority drop down list: Blocker, Critical, Major, Minor,
Trivial. The highest priority is Blocker, and lowest priority is Trivial.
The Reporter is the person to create the issue.
The Assignee will be the person to work on this issue.
The Reporter assigns who should work on this issue to Assignee.
After click Create, the screen will look like this:

At the same time, reporter, assignee, and watcher will receive the email that looks like
below. This will notify the assignee there is the work for you. Assignee can click the link
from email to locate the new issue.

Congratulations, now you are done to create a new issue!

10

3. Find and Start Working on the issue.

Click FIND ISSUES.

Select project from Project drop down list, then click View.

The screen will look like this:

11

Click the issue that you are interested.

The screen will like this:

12

Under Available Workflow Actions,

If you decide to start working on this issue now, you should click Start Progress.
Then Current Assignee, Reporter, All Watchers will receive email that indicates
Work on FA-1 started by Yue Ji..
Similar, if you have resolved this issue, you should click Resolve Issue.
Or if you want to close this issue, you should click Close Issue.
The screen will look like following after click Resolve Issue (similar you click Close
Issue).
Select the Resolution from drop down list and write the brief comment.
Then click Resolve.

13

14

The screen will look like this:

If you are working on this issue, please look at the contents under Operations showed
here in the square frame.

Assign - you can re-assign this issue to someone else.

Watching:
You are watching this issue. You will be notified of all changes. Stop watching.
- You can add anyone who has interests to know this issues process.
- Or you can add yourself into Watching for any issues in any projects.
- The person in the watching list will receive the email whenever the issue status gets
changed.
4. Place Documentations.
There is a Project named as Project Documentation. All projects documentations
should be placed in this project. Each issues name in this project is each projects
name. One issue contains all documentations of one project.
Here are steps how to place the documentations.

15

Click CREATE NEW ISSUE.

Select Project as Project Documentation, and Issue Type as Doc. Then click
Next.

16

The screen will look like this:

Type the project name in Summary field.

Select Trivial at Priority field.
Leave other fields as their default value.
Then click Create.

17

The screen will look like this:

Attach file - Attach any documentations that related with this project.
Attach screenshot - Attach any screenshots that related with this project.
Click Attachment (click Attach screenshot if you want to attach screenshot).

18

The screen will look like this:

Find your file by clicking Browse, then click Attach.

19

The screen will look like this after attachment is on:

Click Attach another file if you have more files need to be attached.
If you dont have more attachments, click value of Key. In this example, click PD-3.
It will take you to the following screen.

20

The last step is to Close Issue in order to complete the attaching process.

Click Close Issue. It will take you to following screen:

21

Select Doc at Resolution field.

Leave other fields as their default value, then click Close Issue.
Congratulations, your document placement is done!
If you want to add more files later after you Close Issue, you can use FIND ISSUES
to find this project document issue.

22

The screen will be look like this:

Click Reopen Issue.

Then repeat the above steps.

23

5. Search Documentation.
Click FIND ISSUES.

Select Project Documentation from Project, and Doc from Issue Type.
Then click View.
The screen will look like above.
The Summary field lists all project name. Click whatever you are interested.
Anyone is able to add documentations for the projects, not necessary to be Reporter
or Assignee.

24