Book Image

Jira Work Management for Business Teams

By : John Funk
Book Image

Jira Work Management for Business Teams

By: John Funk

Overview of this book

Jira Work Management (JWM) is the newest project management tool from Atlassian, replacing Atlassian's previous product, Jira Core Cloud. While Jira Software focuses on development groups, JWM is specifically targeted toward business teams in your organization, such as human resources, accounting, legal, and marketing, enabling these functional groups to manage and enhance their work, as well as stay connected with their company's developers and other technical groups. This book helps you to explore Jira project templates and work creation and guides you in modifying a board, workflow, and associated schemes. Jira Work Management for Business Teams takes a hands-on approach to JWM implementation and associated processes that will help you get up and running with Jira and make you productive in no time. As you explore the toolset, you'll find out how to create reports, forms, and dashboards. The book also shows you how to manage screens, field layouts, and administer your JWM projects effectively. Finally, you'll get to grips with the basics of creating automation rules and the most popular use cases. By the end of this Jira book, you'll be able to build and manage your own Jira Work Management projects and make basic project-related adjustments to achieve optimal productivity.
Table of Contents (15 chapters)
Section 1: Jira Work Management Basics
Section 2: Enhancing Your JWM Project
Section 3: Administering Jira Work Management Projects

What this book covers

This book is a treasure trove for someone new to Jira. It is one of the best ways to get started with one of the most used and most powerful project management tools in the world. Each chapter walks you step by step through the key concepts and functionality of the tool.

Chapter 1, Why Choose Jira Work Management?, covers the concepts of Jira Work Management projects, including their principal use and for which situations they are best suited. This chapter compares the various Jira project types and their structures and how to determine the best case to use for your situation. It also describes the differences in the products to help ease the move into the next generation of the tool.

Chapter 2, Working with Project Templates, covers the use of templates in creating Jira Work Management projects. There are many classifications or groupings of templates in Jira Work Management. This chapter also explores the differences between each of the available templates and the underlying components.

Chapter 3, Creating Your First Project, covers the nuts and bolts of creating a new project. It begins by piggybacking on the templates discussion from Chapter 2 and ends with you completing your first project with the insights learned.

Chapter 4, Modifying the Board, Workflow, and Associated Schemes, covers how the creation of a project creates the initial board, workflow, and associated schemes. It also covers how to modify the board and workflow and the factors that should be considered when making those changes. Finally, the chapter shows how shared schemes can be updated.

Chapter 5, JWM Toolset: Summary, List, Timeline, and the Calendar, introduces the newest features of Jira Work Management. It walks through the set of tools provided in the product, including the function of the Summary section, List, Timeline, and the in-project calendar. As these are the features that set JWM projects apart from all other projects, the chapter delves into the workings of each tool.

Chapter 6, Forms, Issues, Dashboards, and Reports, guides you through the creation of simple Jira Work Management forms, along with other reporting functions such as Dashboards, Filters, and JWM Reports. The chapter also covers how issues appear in each reporting feature and the factors that should be considered when deciding which to use.

Chapter 7, Managing Fields, Screens, and Issue Layouts, covers the basic function of custom fields, screens, and issue layouts, including how to add custom fields and the placement of the fields on screens. The chapter also covers custom field contexts and how to limit the display of fields on screens based on the combination of projects and issue types.

Chapter 8, Configuring Permissions and Simple Administration, covers the configuration of permissions based on the permission scheme and project roles for the Jira Work Management project. It will also cover how to add users to your project and associate them with Project Roles. Finally, the chapter covers simple administration available for project administrators and differentiates these abilities from the organization-level Jira Administrator role.

Chapter 9, Duplicating Projects and Starting Outside of the Box, covers how to create new projects based on the structure and shared schemes of existing projects. The chapter also gives some helpful guidance on considerations when creating projects and issues outside of the normal, simple creation process, including APIs and CSV imports. Finally, the chapter covers migrating existing Jira projects to Jira Work Management.

Chapter 10, Using Project Automation, covers the creation of automation rules, which are configurable by the Project Administrator. While Jira automation is very extensive and a large collection of rules are available, the chapter covers only the basic and most popular use cases for the tool.