Book Image

Jira 8 Essentials - Sixth Edition

By : Patrick Li
Book Image

Jira 8 Essentials - Sixth Edition

By: Patrick Li

Overview of this book

This new and improved sixth edition comes with the latest Jira 8.21 Data Center offerings, with enhanced features such as clustering, advanced roadmaps, custom field optimization, and tools to track and manage tasks for your projects. This comprehensive guide to Jira 8.20.x LTS version provides updated content on project tracking, issue and field management, workflows, Jira Service Management, and security. The book begins by showing you how to plan and set up a new Jira instance from scratch before getting you acquainted with key features such as emails, workflows, and business processes. You’ll also get to grips with Jira’s data hierarchy and design and work with projects. Since Jira is used for issue management, this book will help you understand the different issues that can arise in your projects. As you advance, you’ll create new screens from scratch and customize them to suit your requirements. Workflows, business processes, and guides on setting up incoming and outgoing mail servers will be covered alongside Jira’s security model and Jira Service Management. Toward the end, you’ll learn how Jira capabilities are extended with third-party apps from Atlassian marketplace. By the end of this Jira book, you’ll have understood core components and functionalities of Jira and be able to implement them in business projects with ease.
Table of Contents (18 chapters)
Part 1: Introduction to Jira
Part 2: Jira in Action
Part 3: Advanced Jira

Using the workflow designer

Jira comes with a simple-to-use drag and drop tool called the workflow designer. This helps you create and configure workflows. If you are familiar with diagramming tools such as Microsoft Visio, you will feel right at home. There is also another older option, called text mode, available. However, since the designer is easier and has more features, we will focus on using the designer in this book.

Important note

As your workflow becomes more complicated, text mode can be a better option to manage statuses and transitions in the workflow.

The workflow designer is shown in the following screenshot. You have the workflow layout in the main panel and a few controls on top, namely the Add status and Add transition buttons. Note that the Diagram option is selected. If you click on the Text option, Jira will change to the old authoring tool:

Figure 7.4 – Workflow designer

From the workflow designer, you can drag and rearrange...