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Welcome to JIRA Training

We offer three ways to get self trained!

Info

Don't worry if you don't fit perfectly into one of the columns, we provide overlap in all of them, so feel free to click on multiple ones to get more training!



Note

Have a question that isn't covered in any of these trainings?

Reach out to us on the #atlassian channel in slack or ask us a question →



Info


JIRA Training by Role

Section

ITS Employee


Section

Non ITS Employee


Section

Team Member


Section

Service Owner


Section

Project Manager


Section

Senior Leadership





JIRA Training by Topics



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titleBasics


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titleWhy JIRA


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titleBackground



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titleJIRA Terminology




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titleLogging in

SSO way: Navigate to its-pro.ucsd.edu

Old way: navigate to its-pro.ucsd.edu . In order to login, we use active directory to manage authentication. Make sure you don't include the "@ucsd.edu" in your username. The password will be the one you use to login to your work computer.


If you get an error logging in, reach out to us!


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titleNavigation

Jira has a lot of different views and screens. Below is an example of navigating the header between dashboards, projects, issue, tempo (timetracking), and boards.


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titleAdding a picture to your profile

It is important to add a picture to your profile (even if it isn't one of you), so it can help people find you if you have a common name.



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titleLogging time on issues

There are a few ways to log time.

  1. Logging time by going to an issue
  2. Logging time by going to Tempo → My Work (Timesheet view) → Log work
  3. Logging time y going to Tempo → My work (Calendar view) → List/Time view
  4. Moving a task to Closed and filling in time spent field.


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titleConfiguring tempo calendar view

The right panel of tempo calendar view makes it very easy to log time. You can search for issues, you can display filters, you can log time against internal issues (general time buckets), and you can favorite issues.



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titleSearching for Issues/Projects

You can search for issues using basic search and advanced search. This is really helpful when trying to find things. The "Contain text" and assignee fields are really useful if you don't know the project or issuetype.

If you want to look for projects, you can do so as well.


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titleCreating and editing Epics (Objects)

There are two ways to create epics:

  1. Epics can be created by clicking on the "Create" button.

  1. From a project's board backlog

Note: Make sure you select the correct project you want to create the epic in. Once you fill out all the required fields, it will bring you to the epic issue screen. In the demo below, I filled out fields that were also optional.




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titleCreating, editing, transitioning, commenting on issues

There are two ways you can create issues.

  1. From the create button (similar to epic)
  2. From already created Epic


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titleMoving or converting issues to another project

In case you created an issue in the wrong project, you can always move it to another project. There may be a case where you created a task, but really want it to be a bug. You can also use the same method to do so.



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titleIntermediate


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titleCreating and using Components

Components are useful to group and tag things in JIRA. Think of these as "tags". Components are project specific, so the options will only show up in the project they are created in (labels on the other hand are universal). There are two ways to create components:

  1. Creating components from the components sidebar
  2. Creating components on the fly (note: At least 1 component must exist for this option to activate. If no components exist it will just say "None" and you must use option 1)



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titleCreating and using FixVersion



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titleRequesting Project Creations



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titleRequesting Service Operational Project Creations



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titleSaving Filters

Once you have mastered searching for issues, you may want to save it so you can use it in other places (tempo, Jira boards, widgets on the dashboard, confluence macros, subscriptions, etc). Just make sure you set the correct permissions so people can also use it.


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titleCreating and Configuring Scrum Board


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titleCreate



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titleCreating Sprints



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titleStarting Sprints



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titleClosing Sprints



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titleConfiguring Columns



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titleConfiguring Estimation



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titleConfiguring Issue Detail View



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titleChanging the Board filter



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titleAllowing other people to manage the board




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titleCreating and Configuring Kanban Board



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titleUsing Board Reports



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titleUsing Tempo Reports



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titleSubscribing to Filters



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titleAdding users to a project





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titleAdvanced


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titleCreating Dashboards and Widgets



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titleUsing JIRA Portfolio



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titleEmbedding Jira Portfolio



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titleConfiguring Tempo Teams



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titleProject Automation


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titleSyncing fields



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titleSpecial Notifications



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titleCustomized Emails



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titleCloning Issues on Intervals






JIRA Training by Use

Section

Project Management




Section

Service Operations