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Jira The Basics

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In this Page you will find: 

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titleClick to Explore

Table of Contents
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Jira Project

Jira Project

Projects

Definition

A Jira Project represents a Syensqo IT initiative (for example: Pricing, customer Portal, Lab Booster, ERP Rebuild, etc.) 

Projects

is

 is the module you will use the most.


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Click on(1) Projects

>

→ Click on (2) View all projects

> 

→  Search and find the name of the IT

initiative

Initiative(s) you are working on.

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Note 1: Use the favorite Jira feature (Star icon) to mark your Jira Project(s) as your favorite so that it shows up as the first option(s) in the Projects menu.  

Note 2: If you are admin of your Jira project, you can modify the configuration of you project by clicking on Image Modifiedat the bottom of the left panel.



Create a Jira Project

Before creating a Jira project, please MAKE SURE:

  • It is associated to an IT initiative (a budget) validated by the Portfolio Team
  • A Jira project represents a perimeter (program) of Project/Product/Initiative Lead with one or multiple initiative(s) 

While creating a project, please MAKE SURE:

  • Choose between two types of project templates:
    • For Waterfall, Kanban project: pick a KANBAN template
    • For Agile Scrum: pick the SCRUM template  
  • ALWAYS Select a company-managed project
  • Start with an existing configuration by clicking Image Removed
    • If you chose KANBAN template: pick "IT E2E SC (IES)"
    • If you chose SCRUM template: pick "Lab Booster"

Once create, make sure to go to the project settings to add the people in your team that needs to have access to the project.

Then you can create boards (section below).

Issue

To create a Jira Project (Space), please create a SyRa Ticket or contact SHAIKH, Sahil . 


Issue

Issue Definition

In Jira, an issue is a generic term for any task, bug, story, epic, or work item that needs to be tracked and managed within a project. It represents

a

an unit of work that a team needs to complete.


Below represents the hierarchy between the different type of issues

.

:

Hierarchy

Issue Type

Definition

#1

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IT Initiative (like the One-Pager)

#2

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In Jira, an Epic is a large body of work that is broken down into smaller, manageable issues such as stories, tasks, or bugs.
It represents a high-level objective that typically spans multiple iterations.

#3

Image Modified

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(For Agile)

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(For Agile)

 

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(For Waterfall)

A bug is an issue that represents a defect, error, or unexpected behavior in the system.

A spike is a research or exploration task used to gain knowledge or reduce uncertainty before implementing a feature. Spikes help teams make informed decisions about architecture, tools, or technical solutions.

A

Story in

Story in Jira represents a small, independent unit of work that delivers value to the user. It is written from the user's perspective and describes a feature, functionality, or improvement needed for the product. See HERE for more information on how to create a User Story

A task is a standard work item representing a piece of work that needs to be done but does not fall under a Bug or Story. Tasks are often used for technical work, operational activities, or general to-do items.

#4

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A Subtask is a smaller unit of work that breaks down a Story, Task, Bug, or Spike into more manageable pieces. It is used when a larger work item needs to be divided among multiple team members.


Create an Issue

You create Jira issues to track your team work within your project.

You can create these issues from:

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Within a column of your board or backlog (if you have the option) by

clicking 

clicking Image Modified:

  • With this option you do not need to fill out the all the fields within the issue, only the title called the summary in Jira.
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The top main menu by clicking the Image Modified button

  • Fill out the necessary fields to create the issue (Be careful fields marked with a red Asterix are mandatory)
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To create a subtask: within a story/task/bug, click the Image Modified button and click Image Modified

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Note 1: When you need more information about what to select or type in a Jira field, HOVER on the title of the field, the tooltip icon "i" will show up, HOVER on the "i" and you will see a description if any.

Note 2: If there is no description please, contact Jira admins to ask or add/update description.

Main issue fields:

FieldsDescription
SummaryThis is the title a Jira issue
Issue Types
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Image Modified

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Parent

To link parent issue. The issue on top of the issue being created or edited.

Example:

  • If the issue is an Epic/Feature, its parent
is
  • can be an Initiative
  • If the issue is a Story/Task/bug, its parent
is
  • can be an epic/feature
  • If the issue is a sub-task, no parent needed

    • Image Modified

    TeamThe team that will work on the issue
    Start dateThe start date of the issue
    Due dateThe due date of the issue
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    television WATCH Jira Demo

    Video 4 - How to create an Issue? (e.g., Epic, Task)


    Automation Rule to Create Epics (Milestones) - How to use it? 

    We have created a new Automation Rule in Jira to make your work easier, especially if you are managing a Waterfall project.

    Portfolio and SyWay have agreed on the following recommended structure, which is strongly advised for initiatives using the Waterfall methodology—particularly those impacting SyWay. The structure is as follows:

    • Plan [Design] – (Initiative/Sub-Initiative Name)
    • Deliver [Build] – (Initiative/Sub-Initiative Name)
    • Deliver [Test] – (Initiative/Sub-Initiative Name)
    • Deliver [UAT] – (Initiative/Sub-Initiative Name)
    • Deliver [Deployment] – (Initiative/Sub-Initiative Name)
    • Go-Live – (Initiative/Sub-Initiative Name)

    Replace (Initiative/Sub-Initiative Name)with your actual initiative or sub-initiative name. 

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    television WATCH Jira Demo

    Video 6 - How to use the Automation Rule to Create Epics Template (Milestones)


    Boards

    Boards Definition

    Boards are a fundamental component of Jira, serving as a visual representation of work being done within a project. Here's a detailed look at their definition and functionality:

    • A Jira Project can have one or multiple
    board(s).
    • boards;
    • An IT
    initiative
    • Initiative can have multiple scopes/teams, then multiple boards
    .
    • ;
    • A
    board
    • Board encompasses a group of issues being worked on by one team
    .
    • ;
    • The
    board
    • Board(s) in a Jira project can be found at the top of the left panel.

    Issues travel though multiple statuses from the first to the last column of the board. 

    Note: If you are admin of your Jira project, you can configure your board by clicking the Image Modified at the top right corner of your screen.

    Create a board

    Within your

    project:

    Jira Project:

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    Click the selection field on the top of the left panel under "Planning" and

    click create a board

    Click Image Added

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    Choose between a Scrum or a Kanban

    board

    Board

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    Select "Board from an existing project" and choose the current project you are in

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    Give it a name and save

    .

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    Once create go to the Image Modified at the top right corner of your screen and click "Configure Board"

    .

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    Go to columns to edit the columns of your board

    .

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    television WATCH Jira Demo

    Video 2 - How to create a Board?


    Plan (Timeline)

    A Plan shows you the whole hierarchy of your issues in a Timeline format (Gantt Chart).

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    To access a Plan,

    click the 

    Click on Image Modified button in the top menu and pick an existing Plan

    .

     Note

    Note: Use the favorite Jira feature (Star icon) to mark

    your

    your Timeline(s) as your favorite so that it shows up as the first option(s) in the Plan menu.  

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    Once you are in the selected Plan: you can either choose the Timeline (Gantt Chart) or the List view (selected fields):  Image Modified

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    television WATCH Jira Demo

    Video 3 - How to create a Plan (Timeline)?


    Search

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    In the top right corner you can conduct a search though Jira to find specific issue(s) you are looking for

    ,


    Team

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    In the top menu you can create a team and add your team members

    .

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    You can select the team(s) in you

    initiative.

    IT Initiative

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    television WATCH Jira Demo

    Video 5 - How to create a Team?

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    USEFUL LINKS

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