Intro
Cover Page
Title Page
Copyright Page
Dedication Page
About the Author
About the Technical Reviewer
Acknowledgements
Preface
Errata
Table of Contents
1. Getting Started with Agile, Jira, and Jira Terminologies
Introduction
Structure
History of Agile
Difference between Waterfall and Agile
Agile Mindset
4 Values and 12 Principles of Agile
4 Agile Values
Agile Principles
Various Agile Frameworks
Defining Scrum
Scrum Roles, Ceremonies, and Artifacts
Creating User Stories and Product Backlogs
Defining Kanban
Approaching Kanban
Comparison of Scrum and Kanban Frameworks
Estimating and prioritizing work in Agile
Agile metrics and performance tracking
About Jira
A step-by-step guide to creating a Jira site ١٨
Different Jira products
Jira's Popularity
Conclusion
Terminologies
2. Working with Project Templates
Introduction
Structure
Defining a Project in Jira Software
Definition and Purpose of Project Templates
Benefits of Using Project Templates in Jira
Step-by-Step Guide to Creating a Project
Choosing the Right Project Type: Team-managed vs Company-managed Projects
The Difference between Company-managed and Team-managed Projects
Factors to Consider While Choosing Team-managed Projects
Factors to consider while choosing Company-managed Projects
Exploring different Project Template Types and their Purpose
Configuring Projects
Examples of Successful Project Template Implementation and Configuration
Agile Scrum Software Development Template
Important Permissions
Managing Projects
People
Permissions
Notifications
Automation
Features
Workflows
Screens
Fields
Components
Development Tools
Scrum Boards
Agile Metrics
IT Service Management (ITSM) Project Template.
Creating an ITSM Project
Configuring Project Settings
Defining Request Types and Forms
Establishing Service Level Agreements (SLAs)
Creating Custom Queues and Workflows
Assigning and Managing Tickets
Monitoring and Report Generation
Important Use-cases
Conclusion
3. Creating Users, Groups, Roles, and Understanding Permissions
Introduction
Structure
Creating Users
Invite Statuses in Jira
Creating Groups
Creating Project Roles
Example of Creating a Project Role
Groups vs Project Roles
Understanding Permissions and Access Control
Global Permissions
Examples of Global Permissions
Project Permissions
Examples of Project Permissions
Issue Permissions
Voters and Watchers Permissions
Comments Permissions
Time Tracking Permissions
Attachments permissions
Jira Admin Helper to Troubleshoot Permissions
Issue Security Permissions
Permission Schemes
Associating a Permission Scheme with a Project
Conclusion
Points to Remember
Important links for reference:
4. Managing Backlog, Sprints, and Boards
Introduction
Structure
Steps to create an issue
Different ways to create issues and product backlog
Creating and grooming scrum product backlog
Creating and grooming the Kanban product backlog
Creating epic and version
Product backlog vs. sprint backlog
Sprint operations
Creating and customizing scrum and Kanban boards
Customizing scrum board
Customizing Kanban board
Scrum board vs. Kanban board
Conclusion
Points to remember
Use cases with References
5. Understanding Issue types and Issue type Schemes
Introduction
Structure
Understanding issues
Issue-Status, Priority and Resolutions
Understanding Parent and Child issues and issue-type hierarchy
Creating issue-type hierarchy levels.
Examples of Jira Products Issue types
Understanding issue types with an Example
Configuring issue types
Creating Sub-task Issue type
Understanding Issue-type schemes
Associating an issue-type scheme with a project
Understanding Issue Operations
Components
Issue Management Best Practices
Conclusion
Points to Remember
Use cases with Reference Links
6. Customizing Fields, Field Configuration schemes, Screens, and Screen schemes
Introduction
Structure
Understanding Fields and Creating Custom Fields
Types of Custom Fields in Jira with Examples
Adding Context to a Custom Field
Locked Custom Fields
Understanding Field Configuration
Field Configuration Scheme with an Example
Understanding Screens
Creating Screen Schemes, Issue-type Screen Schemes, and associating them with a Project
Use Cases of Screens and Screen schemes
Conclusion
Points to Remember
References
7. Configuring Workflows in Jira in Agile Projects
Introduction
Structure
Components of Workflow
Creating a Workflow with Example
Editing, Viewing, and Deleting a Workflow
Global transitions
Associating a Workflow with an Issue type
Adding a resolve issue screen to Workflow transition
Workflow Schemes
Conditions, Post-functions, Validators, and Triggers
Active vs. Inactive workflows
Workflows and Agile Boards
Mistakes to avoid while creating workflows
Conclusion
Points to Remember
Links for Reference and Use Cases
8. Filters, Dashboards, and Agile Reporting
Introduction
Structure
Understanding Basic search and Advanced search in Jira
Creating Jira filters
Step-by-step guide to create and save a Jira filter
Jira's built-in filters
Managing subscription, editing permissions, updating, copying, deleting filters
Working with search results.
Creating filters using advanced search
Step-by-step process to create an advanced filter
Understanding JQL Functions, Fields, Keywords, and Operators
Examples of important JQL for everyone
Understanding the importance of Dashboards
Step-by-step process to create a Dashboard and add Gadget
Choosing a Dashboard Layout
Copying, Sharing, and Deleting Dashboard
Adding and Customizing Gadgets to a Dashboard
Example Dashboards and Gadgets
Creating a Wallboard
Introduction to Reports
Steps to accessing Reports in Jira
Understanding Agile reports
Reports for Scrum Teams
Reports for Kanban Teams
Other Reports
Introduction and Overview of Atlassian Analytics
Conclusion
Points to Remember
References
9. Jira Automation Rules
Introduction
Structure
Understanding Automation Rules and its Importance
Accessing the Automation Rules on Jira Board
Knowing and Understanding Elements of Automation Rules
Triggers
Conditions
Actions
Rule Branching
Smart Values
Owner
Rule Actor
Scope
Allowing Rule Trigger
Notify on Error
Audit Log
Debugging Rules
Templates and Jira Automation Library
Jira Automation Playground
Checking Usage
Performance Insights
Import and Export Jira Automation Rules
Steps to Create an Automation Rule with Example
Essential Learning Examples
Conclusion
Points to Remember
Links for Reference and Use Cases
Resources
10. Managing Team- Managed Projects
Introduction
Structure
Understanding Team-managed projects
Setting up Team-managed projects
Adding People, Roles, and Access levels
Enabling Agile Features
Issue types in Team-managed project
Creating custom issue types
Configuring an issue types' workflow
Defining Status
Creating Transitions
Transition Properties.
Adding or Removing Workflow rules
Managing Backlog
Sprint operations
Agile Board Features
Understanding Insights
Timeline View
Reports
Migrating from team to company-managed projects
Conclusion
Points to Remember
References and Use Cases
11. Jira Best practices and Must-know Features in Advanced Roadmaps
Introduction
Structure
Dos and Don'ts for Product Owner
Dos and Don'ts for Scrum Master
Dos and Don'ts for Software Developers
Must-learn Features for Jira Admins
Importing issues in Jira
Creating a project with Sample data
Creating a project with multiple boards
Understanding Various Administrator Roles in Jira
Understanding Advanced Roadmap
Viewing a Sample Plan
Timeline View
Creating a Plan
Dependency Report
Setting up Teams
Creating Releases
Creating Cross-project Releases
Adding Filters
Configuring issues hierarchy above epics
Overview of Jira Product Discovery
All Ideas View
Impact Assessment View
Impact vs. Effort View
Roadmap View
Timeline View
Delivery Status View
Conclusion
Points to Remember
References and Use Cases
12. Atlassian Marketplace and Plugins
Introduction
Structure
Atlassian Marketplace
Selecting Applications from Atlassian Marketplace
Understanding Key Terminology of the Applications
Steps to Enable and Install Plugins
Admin-tool Plugins for Jira Administrators
Script Runner for Jira
Jira Miscellaneous Workflow Extensions
JSU Automation Suite for Jira workflow
Popular Plugins
Custom Charts for Jira Reports and Time in Status
X-ray Test Management for Jira
Zephyr Scale-Test Management for Jira
Conclusion
Points to Remember
References and Use Cases
Index.
Cover Page
Title Page
Copyright Page
Dedication Page
About the Author
About the Technical Reviewer
Acknowledgements
Preface
Errata
Table of Contents
1. Getting Started with Agile, Jira, and Jira Terminologies
Introduction
Structure
History of Agile
Difference between Waterfall and Agile
Agile Mindset
4 Values and 12 Principles of Agile
4 Agile Values
Agile Principles
Various Agile Frameworks
Defining Scrum
Scrum Roles, Ceremonies, and Artifacts
Creating User Stories and Product Backlogs
Defining Kanban
Approaching Kanban
Comparison of Scrum and Kanban Frameworks
Estimating and prioritizing work in Agile
Agile metrics and performance tracking
About Jira
A step-by-step guide to creating a Jira site ١٨
Different Jira products
Jira's Popularity
Conclusion
Terminologies
2. Working with Project Templates
Introduction
Structure
Defining a Project in Jira Software
Definition and Purpose of Project Templates
Benefits of Using Project Templates in Jira
Step-by-Step Guide to Creating a Project
Choosing the Right Project Type: Team-managed vs Company-managed Projects
The Difference between Company-managed and Team-managed Projects
Factors to Consider While Choosing Team-managed Projects
Factors to consider while choosing Company-managed Projects
Exploring different Project Template Types and their Purpose
Configuring Projects
Examples of Successful Project Template Implementation and Configuration
Agile Scrum Software Development Template
Important Permissions
Managing Projects
People
Permissions
Notifications
Automation
Features
Workflows
Screens
Fields
Components
Development Tools
Scrum Boards
Agile Metrics
IT Service Management (ITSM) Project Template.
Creating an ITSM Project
Configuring Project Settings
Defining Request Types and Forms
Establishing Service Level Agreements (SLAs)
Creating Custom Queues and Workflows
Assigning and Managing Tickets
Monitoring and Report Generation
Important Use-cases
Conclusion
3. Creating Users, Groups, Roles, and Understanding Permissions
Introduction
Structure
Creating Users
Invite Statuses in Jira
Creating Groups
Creating Project Roles
Example of Creating a Project Role
Groups vs Project Roles
Understanding Permissions and Access Control
Global Permissions
Examples of Global Permissions
Project Permissions
Examples of Project Permissions
Issue Permissions
Voters and Watchers Permissions
Comments Permissions
Time Tracking Permissions
Attachments permissions
Jira Admin Helper to Troubleshoot Permissions
Issue Security Permissions
Permission Schemes
Associating a Permission Scheme with a Project
Conclusion
Points to Remember
Important links for reference:
4. Managing Backlog, Sprints, and Boards
Introduction
Structure
Steps to create an issue
Different ways to create issues and product backlog
Creating and grooming scrum product backlog
Creating and grooming the Kanban product backlog
Creating epic and version
Product backlog vs. sprint backlog
Sprint operations
Creating and customizing scrum and Kanban boards
Customizing scrum board
Customizing Kanban board
Scrum board vs. Kanban board
Conclusion
Points to remember
Use cases with References
5. Understanding Issue types and Issue type Schemes
Introduction
Structure
Understanding issues
Issue-Status, Priority and Resolutions
Understanding Parent and Child issues and issue-type hierarchy
Creating issue-type hierarchy levels.
Examples of Jira Products Issue types
Understanding issue types with an Example
Configuring issue types
Creating Sub-task Issue type
Understanding Issue-type schemes
Associating an issue-type scheme with a project
Understanding Issue Operations
Components
Issue Management Best Practices
Conclusion
Points to Remember
Use cases with Reference Links
6. Customizing Fields, Field Configuration schemes, Screens, and Screen schemes
Introduction
Structure
Understanding Fields and Creating Custom Fields
Types of Custom Fields in Jira with Examples
Adding Context to a Custom Field
Locked Custom Fields
Understanding Field Configuration
Field Configuration Scheme with an Example
Understanding Screens
Creating Screen Schemes, Issue-type Screen Schemes, and associating them with a Project
Use Cases of Screens and Screen schemes
Conclusion
Points to Remember
References
7. Configuring Workflows in Jira in Agile Projects
Introduction
Structure
Components of Workflow
Creating a Workflow with Example
Editing, Viewing, and Deleting a Workflow
Global transitions
Associating a Workflow with an Issue type
Adding a resolve issue screen to Workflow transition
Workflow Schemes
Conditions, Post-functions, Validators, and Triggers
Active vs. Inactive workflows
Workflows and Agile Boards
Mistakes to avoid while creating workflows
Conclusion
Points to Remember
Links for Reference and Use Cases
8. Filters, Dashboards, and Agile Reporting
Introduction
Structure
Understanding Basic search and Advanced search in Jira
Creating Jira filters
Step-by-step guide to create and save a Jira filter
Jira's built-in filters
Managing subscription, editing permissions, updating, copying, deleting filters
Working with search results.
Creating filters using advanced search
Step-by-step process to create an advanced filter
Understanding JQL Functions, Fields, Keywords, and Operators
Examples of important JQL for everyone
Understanding the importance of Dashboards
Step-by-step process to create a Dashboard and add Gadget
Choosing a Dashboard Layout
Copying, Sharing, and Deleting Dashboard
Adding and Customizing Gadgets to a Dashboard
Example Dashboards and Gadgets
Creating a Wallboard
Introduction to Reports
Steps to accessing Reports in Jira
Understanding Agile reports
Reports for Scrum Teams
Reports for Kanban Teams
Other Reports
Introduction and Overview of Atlassian Analytics
Conclusion
Points to Remember
References
9. Jira Automation Rules
Introduction
Structure
Understanding Automation Rules and its Importance
Accessing the Automation Rules on Jira Board
Knowing and Understanding Elements of Automation Rules
Triggers
Conditions
Actions
Rule Branching
Smart Values
Owner
Rule Actor
Scope
Allowing Rule Trigger
Notify on Error
Audit Log
Debugging Rules
Templates and Jira Automation Library
Jira Automation Playground
Checking Usage
Performance Insights
Import and Export Jira Automation Rules
Steps to Create an Automation Rule with Example
Essential Learning Examples
Conclusion
Points to Remember
Links for Reference and Use Cases
Resources
10. Managing Team- Managed Projects
Introduction
Structure
Understanding Team-managed projects
Setting up Team-managed projects
Adding People, Roles, and Access levels
Enabling Agile Features
Issue types in Team-managed project
Creating custom issue types
Configuring an issue types' workflow
Defining Status
Creating Transitions
Transition Properties.
Adding or Removing Workflow rules
Managing Backlog
Sprint operations
Agile Board Features
Understanding Insights
Timeline View
Reports
Migrating from team to company-managed projects
Conclusion
Points to Remember
References and Use Cases
11. Jira Best practices and Must-know Features in Advanced Roadmaps
Introduction
Structure
Dos and Don'ts for Product Owner
Dos and Don'ts for Scrum Master
Dos and Don'ts for Software Developers
Must-learn Features for Jira Admins
Importing issues in Jira
Creating a project with Sample data
Creating a project with multiple boards
Understanding Various Administrator Roles in Jira
Understanding Advanced Roadmap
Viewing a Sample Plan
Timeline View
Creating a Plan
Dependency Report
Setting up Teams
Creating Releases
Creating Cross-project Releases
Adding Filters
Configuring issues hierarchy above epics
Overview of Jira Product Discovery
All Ideas View
Impact Assessment View
Impact vs. Effort View
Roadmap View
Timeline View
Delivery Status View
Conclusion
Points to Remember
References and Use Cases
12. Atlassian Marketplace and Plugins
Introduction
Structure
Atlassian Marketplace
Selecting Applications from Atlassian Marketplace
Understanding Key Terminology of the Applications
Steps to Enable and Install Plugins
Admin-tool Plugins for Jira Administrators
Script Runner for Jira
Jira Miscellaneous Workflow Extensions
JSU Automation Suite for Jira workflow
Popular Plugins
Custom Charts for Jira Reports and Time in Status
X-ray Test Management for Jira
Zephyr Scale-Test Management for Jira
Conclusion
Points to Remember
References and Use Cases
Index.