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

Authoring a workflow

So, let's take a look at how to create and set up a new workflow in Jira. To create a new workflow, all you need is a name and description:

  1. Browse to the View Workflows page
  2. Click on the Add Workflow button
  3. Enter a name and description for the new workflow in the Add Workflow dialog
  4. Click on the Add button to create the workflow

The newly created workflow will only contain the default create and open statuses, so you will need to configure it by adding new statuses and transitions to make it useful. Let's start with adding new statuses to the workflow using the following steps:

  1. Click on the Add status button.
  2. Select an existing status from the drop-down list. If the status you need does not exist, you can create a new status by entering its name and pressing the Enter key on your keyboard.
  3. Check the Allow all statuses to transition to this one...