Book Image

Jira 8 Essentials - Fifth Edition

By : Patrick Li
Book Image

Jira 8 Essentials - Fifth Edition

By: Patrick Li

Overview of this book

Atlassian Jira enables effective bug tracking for your software and mobile applications and provides tools to track and manage tasks for your projects. Jira Essentials is a comprehensive guide, now updated to Jira 8 to include enhanced features such as updates to Scrum and Kanban UI, additional search capabilities, and changes to Jira Service Desk. The book starts by explaining how to plan and set up a new Jira 8 instance from scratch before getting you acquainted with key features such as emails, workflows, business processes, and much more. You'll then understand Jira's data hierarchy and how to design and work with projects. Since Jira is used for issue management, this book delves into the different issues that can arise in your projects. You’ll explore fields, including custom fields, and learn to use them for more effective data collection. You’ll create new screens from scratch and customize them to suit your requirements. The book also covers workflows and business processes, and guides you in setting up incoming and outgoing mail servers. Toward the end, you’ll study Jira's security model and Jira Service Desk, which allows you to run Jira as a support portal. By the end of this Jira book, you will be able to implement Jira 8 in your projects with ease.
Table of Contents (16 chapters)
Free Chapter
Section 1: Introduction to Jira 8
Section 2: Jira 8 in Action
Section 3: Advanced Jira 8

Managing workflows

Workflows are controlled and managed centrally from the Jira administration console, so you need to be an administrator to create and configure workflows. To manage workflows, perform the following steps:

  1. Log in to Jira as a Jira administrator.
  2. Browse to the Jira administration console.
  1. Select the Issues tab and then the Workflows option. This will bring up the View Workflows page:

From the View Workflows page, you will be able to manage all the available workflows and create new workflows. The page is divided into two sections, Active and Inactive. Active workflows are being used by projects, and inactive ones are not. By default, the Inactive section is collapsed, so the page will only display active workflows. The preceding screenshot shows the Inactive section being expanded.

Jira comes with a default read-only workflow called jira, mostly used to remain...