Jira Quick Reference

Account Info

How do I request an account?

Account requests are submitted through the Ferguson ServiceHub→ Other Forms→ Jira and Confluence New User Request.

Project Leads should submit the request and include the Group the user needs to be added

Groups:

eComm
Integrations
OPS
Order (Order Capture/Order Fulfillment)
Other
Pathways
Price Mgmt
Procurement
Security
Supply Chain
Wos. Int.

How do I activate the account?

Once the account is created, you will receive an email with a link. Click on the "Join them now" link

Login

You will set up your password when you set up your account.

Login is email address - not currently connected to Ferguson account - but we have plans to connect to AD.

New Atlassian Account

If you do not already have an Atlassian account it will look like this.

Enter your full name (ex John Doe - NOT your email address) and create a password.

What if I already have an Atlassian account in another instance?

If you already have an Atlassian account from another instance, you can use the same credentials here. If you are using your Ferguson.com account, Atlassian is using SSO for login so will not be able to change a password here. Other domains will use the Atlassian account and can change their password with Atlassian.

Can view your profile by clicking on the button on the top right of your screen

Profile: (In Jira and Confluence)

Allows you to change your preferences

Navigation

Navigation is done in the top pane.

Jira Confluence

Switch to - allows you to switch to another recent project, or Confluence or Jira or Bitbucket.

Projects - shows a list of projects, with most recent shown as cards on the top of the page.

Filters - list of your favorite filters. Filters are saved searches. Searches use JQL (Jira Query Language) and can be used to create Dashboards. View all "shared" filters at the bottom

Dashboards - your list of favorite Dashboard. To view all "shared" dashboards, scroll to the bottom and click on View all dashboards.

People - Search for people within the instance. You can also use this option to see if someone has an active account.

Plans - This is the shortcut to Advanced Roadmaps. You can also use this option to see or create a shared Team.

Apps - list of apps/plugins installed in the instance for added functionality.

Create - used this button to create new issues.

Search - you can search for issues, projects, boards, filters, plans or people.

Notifications - when someone mentions you in a story, edits a page you created, issues you are watching.

Help - a list of helpful links to documentation and shortcuts.

Searching for Projects

Project can be searched by keyword, Type or Category .Projects can be sorted by column. Each project will also have a Key. The key will preface all stories in that project to identify which project that story belongs.

Project Navigation

Scrum Board	Kanban Board

Scrum Board	Kanban Board

Boards

Can have as many Boards as you want within a project. Be mindful of which board you are on as they can be different and could affect what you are trying to do and what you see. Sprints created on one Board may not show up on another board of the same project.

The "Board" will affect what you are viewing in the Backlog, Kanban Board, Sprints and Reports. We will come back to Board configurations after we look around.

You can have both a Scrum and Kanban board for the same project.

Select Boards from the drop down

Backlog - bucket of stories for future use. They can be prioritized here. Stories in the Backlog list may not show up on the Kanban Board until they are moved to one of the statuses in the first column of the board. Each column can hold more than one status. Moving the story from Backlog to another status in the Backlog (Kanban) or Sprint (Scrum) will enable you to see the story on the Kanban/Active Sprint Board (Note, stories will only show on Active Sprint board if Sprint is active

Clicking on a story in on the Backlog view will show you the details in a side window. To open full screen click on the Issuekey. Opens in a new window so you can go back to Backlog by just closing the issue.

Can also edit in the side window by selecting the field you wish to edit and start typing. Select the check mark to save your changes.

Kanban Board - where we track the work.

Can transition statuses by dragging and dropping. Hovering over parts of a card on the board reveal different information.

3 additional fields can be displayed on each card. Can be configured differently for Backlog and Kanban/Active Sprint Board

Standard fields on cards:

Summary (title)

Issuetype

Days in Column

Issue Key

Assignee (avatar)

Configured Examples

Rapid Release Planning Estimate

SM9 Reference Number

Clicking on an item will pop up the issue in the side window. Only click once.

You will see Summary (title) Icons for quick actions (Add attachment, Create sub-tasks, link issues, etc.), Status, Description, Assignee, etc.

As with the side window in Backlog view, you can edit all fields from here. You can add a comment from the bottom of your browser window. The "Add a comment"... box is always visible in the side window

If you want a full screen view of the story, click on the issue key.

Board settings - only Board Admins can view this area. Project Admins are already Board Admins. You can add additional users as Board Admins. If you create a Board, you are automatically the Board Admin.

General - details of the board, who admins it, what query does it use to decide what stories to show you. Can have multiple projects on one board, can have a subset of stories from one project on one board.

Columns - where we configure which status will go in which column. Can configure WIP limits for each column and multiple statuses in one column. Can add and remove columns. The last column is DONE. What Jira uses to determine if an issue is closed.

Swimlanes - By Story, by Assignee, etc.

Quick Filters - allows you to create your own filters using JQL (Boba example)

Card colors - used to indicate Issue types, Priorities, Assignees, etc

Colors show as stripes on the side of the card.

Card layout - 3 fields seen on the cards.

Estimation - - pulls this information for some reports. Where you indicate if you are using Time Tracking

Working days - used for some reports Burndown Chart, Sprint Report, Epic Report, Version Report, Control Chart; and the following gadgets: Sprint Health Gadget, Burndown Gadget.

Creating and transitioning issues

Several ways/areas to create an issue.

You can create an issue from anywhere in Jira by selecting Create in the top navigation bar.

Verify you are in the correct project and have selected the correct issue type.

You can create an issue from the Backlog - at the bottom. Only required field when creating an issue is the Summary, so you can type in a summary here and it will create the issue. Clicking on the icon on the left lets you determine issue type. You can cancel from here or click on the ... to bring up the same screen we saw when we created from top navigation bar.

Fields that could be on Create Issue screen

Issue types - Story, Bug, Spike, Epic, Task

Summary - Required - title of the issue

Attachments - drag and drop or browse

Description - details of the issue

Linked issues - where you can associate an issue with another issue. Good for seeing progress on the others issues from within the ticket.

Reporter is required but auto-fills. You can change it. Reporter is usually notified of updates on the ticket.

Assignee - defaults to Automatic - that can be determined a few ways, configured in project, component leads, etc. Can be changed or self-assigned here

Workflows - transitioning an issue - a few ways to do this.

On the board - drag and drop from one column to another. If multiple statuses in that column you will get a choice as to what status

In the side window or full screen view - drop down menu on the big status button

Search for issues in a project

If you're looking for issues and already know which project they're in, you can head directly to that project and use a set of handy, pre-configured filters to find what you're looking for.

From your project's sidebar, select Issues and filters.
Select a filter (Viewed recently or Reported by me, for example).

Search all of Jira

1. Start a search

To get to the issue search page:

Choose Filters from the top navigation bar
Select Advanced issue search

2. Define your search criteria

You can use either basic or advanced search modes to define your search criteria.

Basic search

Basic is the default mode for searching in Jira, and will work for most common searches. This mode provides user-friendly filters that let you define complex queries without needing to know JQL (Jira Query Language).

If you're already in advanced search mode, choose Basic towards the top-right of your screen.

Advanced search

This mode lets you specify advanced criteria that can't be defined in the other searches (for example, the ORDER BY clause) using JQL (Jira Query Language). Choose Switch to JQL to the right of the search filters if in Basic search to access this mode.

See Advanced searching for more info on using JQL.

3. Change your view of the search results

Once you've run your search, you can change how the results are displayed by changing the view, sort order, and columns shown.

Choose list or detail view

Choose the view toggle ( or ) at the top-right of the search screen and select List view or Detail view. List view is where each issue is a row and its details are in columns (similar to a spreadsheet). In the detail view, issues are shown on the left and the selected issue's details appear on the right.

Change the sort order

In list view, click the column name to change sort order.

In detail view, Choose ˅to the right of Order by above the issues list and search for a field to set the order.

Show/hide columns in list view

Click Columns above the search results on the right, and pick the columns you'd like to show.

4. Edit issues in search results

The issue navigator lets you action individual issues or the entire set of issues returned by your search.

Individual issues

View the issue: Click the issue key or name.
Action individual issues: Hover over an issue row, click more (•••) for that issue, then select an option.

All issues in the search results

Export the search results to different formats, like Excel and XML: Select Export () and choose the desired format.
Share the search results: Click share (), then enter the recipient's details.
Create an RSS feed: Select Export () > RSS or RSS (with comments).
Bulk modify issues in search results: Click more (•••) above the search results, then select Bulk changeall <n> issue(s).

For a more detailed explanation of what you can do with issues in search results, see Working with search results.

5. Save your search

If you often run the same search, you can save it as a filter to save you from having to manually redefine the search criteria every time.

Click Save as at the top of the search results page
Enter a name for the filter and choose Submit

Your new filter appears under the Filters button in the top navigation bar.

Dashboards

Can create from a filter, start from new or copy an existing dashboard. If you favorite a shared dashboard, not created by you, you will not be able to edit it. You can copy that Dashboard and edit your copy.

Create new - Dashboards - View All Dashboard - Create dashboard

Can start from Blank or an existing Dashboard. Make it a favorite so it shows up in the sidebar, and share it with groups.

Add gadget - from button or link in the square. Can edit layout for column choices. Can be done even after gadgets are added. Most gadget rely on saved queries (filters) to get their information. Would recommend saving some filters and then playing with the gadgets to see what information you get.