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Jira Process Documentation

Jira Process Documentation

[ 1 Features ] [ 1.1 Projects ] [ 1.2 Epics ] [ 1.3 Tasks ] [ 2 Recommended Learning ]

This documentation contains information about how work is performed within Teamapt’s Jira environment. It involves documenting workflows, issue types, statuses, transitions, screens, fields, and other configurations to ensure clarity, consistency, and efficiency in using Jira.

Features

Projects

Create project: The "Create Project" feature in Jira allows you to set up a new workspace for managing your work.
Steps in creating a project
Click on the create project button as shown in the screenshot below
Choose your type of project e.g software development
Select a pre-configured template e.g scrum or kanban
Give your project a clear and descriptive name
Create Project

Video tutorial link:

https://www.youtube.com/watch?v=U8j5SAV06Ng

Epics

Create Epic: An Epic is a large body of work which contains smaller tasks or user stories.
Steps in creating an epic
Go to the project where you want to create the Epic.
Access the create issue button
From the dropdown menu, choose the "Epic" issue type.
Fill in the necessary information, such as the Epic's summary, description, assignee, components, initiative or any other relevant fields
Once you've entered the required details, save the Epic.

NOTE: It is very important and compulsory that description is added to any epic created, so anyone reading the description can understand why the epic was created.

image-20240819-170113.png

Video Tutorial link:

https://www.youtube.com/watch?v=ObpjFsib3Lc

Tasks

Create Task/User story/Bug: These are different types of issues created to track various work items.
Steps in creating a task
Navigate to the desired epic
Click on the "Create" button.
Select "Task" “Story“ “Bug“ as the issue type.
Fill in the required fields: summary, description, assignee, sprint, components, or any other relevant fields
Click "Create".
image-20240819-170610.png

NOTE: It is very important and compulsory that description and acceptance criteria is added to any task created, so anyone reading the description can understand why the task was created.(see screenshot below)

 

 

 

NOTE: It is very important and compulsory that timelines are added to any task created, so there can be clarity on when a task or epic will be completed.(see screenshot below)

 

Video tutorial link:

https://www.youtube.com/watch?v=kkl7Aw6Y-sM

 

How to create a component(refer to the image below)

  1. Navigate to Your Project:

    • Go to your Jira project.

  2. Open Project Settings:

    • Click on the project's settings cog.

  3. Access Components Section:

    • Look for the "Components" section.

  4. Create a New Component:

    • Click the "Add" button or a similar option.

  5. Enter Component Details:

    • Provide a name for the component.

    • Optionally, add a description to explain the component's purpose.

    • Assign a lead or owner to the component (if applicable).

  6. Save the Component:

    • Click the "Save" button to create the component.

 

In teamapt, we link all epics to initiatives to track progress, make sure goals align, and make decisions.

How to link epic to an initiative:

 

Task transitions in Jira refer to the movement of an issue (or task) from one status to another within its workflow. This represents the progression of the task through its lifecycle.

Recommended Learning

https://community.atlassian.com/t5/Jira-articles/Video-Tutorial-Jira-Basics/ba-p/1389209

 

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