JIRA tutorial – A complete beginner’s guide

JIRA tutorial Part 1: Navigation

What is JIRA?

JIRA is software that assists with planning, tracking, reporting, and releasing of projects. It started primarily as a tool for software development, but over the last few years, customers and all sorts of industries have adopted it. From manufacturing, to insurance, ecommerce, to the military, almost every industry has a need for the process monitoring tools available in JIRA and its compatible software. By digitally copying your various processes into workflows in JIRA, you can open tickets or issues and push them through the various statuses of your processes, entering in relevant information every step of the way.

In your work with JIRA, you may find you are working in rather simple workflows, or more complicated ones depending on the level of complexity in the process itself. JIRA is a great tool for transparency and progress reporting. In this JIRA tutorial, we will systematically discover how to use JIRA.

SETUP

Step 1: Click the below URL

JIRA tutorial – A complete beginner’s guide

Step 2: Select Software

  • There are several instances of the software available. However, what we want is the basic free version of the software
  • Select the option in the left most corner (Step 2 Image 1)
  • Account registration page will appear

Step 2 Image 1

JIRA tutorial – A complete beginner’s guide
JIRA tutorial – A complete beginner’s guide

Step 3: Register

  • Once you are redirected to the account registration page enter the details (Step 3 Image 1)
  • Choose your site name, which will be affixed to the Atlassian website (we are creating a cloud site)
  • Fill in your name, email address and password
  • Click start now

Image 3 Image 1

JIRA tutorial – A complete beginner’s guide

JIRA tutorial – A complete beginner’s guide

Step 4: Enter account details

  • Log into the email account you registered with and click the verify email address link (Step 4 image 1)
  • A loading screen appears (Step 4 image 2)
  • Select the language that you want and click continue icon (Step 4 image 3)
  • You will be redirected to a choose avatar screen, just click next
  • Once you click next you will be redirected to the “Welcome To JIRA” page as shown in (step 4 image 4)

Step 4 image 1

JIRA tutorial – A complete beginner’s guide

Step 4 image 2

JIRA tutorial – A complete beginner’s guide

Step 4 image 3

Step 4 image 4

Alternate way to sign in once you verify your email address

  • Enter the site name that you entered during registration in the search bar (Step 4 image 5)
  • You will be redirected the login page (Step 4 image 6)
  • Use the username and password you used during registration to log in

Step 4 image 5

Step 4 image 6

JIRA tutorial – A complete beginner’s guide

Step 5: Create sample project

  • Once you log in you will be presented with the create project screen (Step 5 image 1). Click on the create sample project icon
  • A popup appears, select Kanban software development and click next (Step 5 image 2)
  • Enter name and key as “Demo” (Step 5 image 3) and click on submit icon

Step 5 image 1

Step 5 image 2

Step 5 image 3

Step 6: Tour

  • Select start tour to get familiarized with the navigation and available panes (Step 6 Image 1)
  • You will be presented with a series of screens, click on the icons as directed by Aaron

Step 6 Image 1

JIRA tutorial – A complete beginner’s guide

Step 7: Kanban board

  • On the top left corner click the JIRA symbol
  • You will be redirected to System dashboard

Step 7 Image 1

Step 7 Image 2

JIRA tutorial – A complete beginner’s guide

Step 8: Navigation

Step 8 Image 1 : Application selection button

Starting from the left, we have the following elements. This is the application selection button. JIRA is just one component of the Atlassian Suite. If you install other items like Bit bucket or confluence, they will be available here.

Step 8 Image 2 JIRA button
  • The next button is the JIRA button. By default, it returns you to your homepage.
  • color scheme can vary and customized according to the company’s needs.
  • Your demo instance will look very similar to the screen shots shown.
  • If you ever find yourself losing track of where you are, simply click the JIRA icon and you will be navigated back to the main screen

Step 8 Image 3 Dashboards
  • Dashboards are user customizable interfaces that display data in a variety of different ways.
  • By clicking this button, you are going to your dashboard, which by default is the System dashboard.

Step 8 Image 4 Projects
  • Projects are the special containers that store a variety of elements for a team, a team container.
  • For example, if you had a construction company using JIRA, you would not create a project for one home painting assignment. Rather, you would have a painting project and the home assignment would be one of many tickets contained in it. Older tickets might be for finished assignments, other tickets could contain equipment requests etc.
  • In your initial setup of this instance, you created the demo project, but as a user, you’ll most likely be assigned to already existing projects created by your JIRA administrator.
  • This dropdown allows you to look at all the projects you have access to.
  • Just because a project is in the system does not mean you will see it here.
  • Not all of the company’s projects are visible. Only specific users or groups can see projects allocated by an administrator.

Step 8 Image 5 Issues
  • Issues dropdown contains selections for searching issues and accessing previously created issues.
  • The term issues and tickets are interchangeably used. This element is an individual entry within a project.
  • You will also see options for filter and importing.

Step 8 Image 6 Boards
  • We can create special Kanban and Scrum boards for our team’s planning and review phases using special elements called filters.

Step 8 Image 7: Create Button
  • This middle button is the Create button and as a JIRA user, you’ll be using it quite a bit. Go ahead and give it a click to bring up the create issue screen and close or cancel the popup.

Step 8 Image 8 Search box

Quick search box allows us to perform a quick search based on a standard keyword or a project.

Step 8 Image 9 Feedback button

Feedback button allows you to contact Atlassian with suggestions and comments about JIRA software.

Step 8 Image 10 Documentation drop down
  • Documentation drop down is full of valuable information.
  • As you get acquainted with JIRA, you will notice that UI changes a bit.
  • When something changes or when you need help use this feature.

 

Step 8 Image 11 Admin drop down
  • As a standard user, you may not even see this option.
  • To prevent any accidental changes, you should stay away from this drop down this jira tutorial.

Step 8 Image 12 Account settings drop down
  • The last option is your account settings drop down.
  • Click the first option in this drop down to bring up our user’s profile.
  • On this profile, we see our activity stream on the right, which gives a timeline style update of all our recent additions and changes to this instance.
  • Toward left, we see our user information, which gives us info like our name and what groups we belong to which can control project and permissions.

JIRA tutorial – A complete beginner’s guide