Executive Program in Product

Management
Jira Software
Learning Objectives

By the end of this lesson, you will be able to:

Understand key terminologies of agile like sprint, story, and epic

Create and run an agile project in Jira

Automate features in Jira

Create dashboards for leadership review

Getting Started with Jira
 Jira

It is a software application used to manage projects and track issues.

It was developed by the Australian software company Atlassian.

 Jira

The primary purpose of Jira is to:

Manage agile and Organize Capture and

scrum teams project tasks record software bugs
 Features of Jira

Unfunk the workflow:

Set up, clean up, and easily manage even the most hectic project workflows

Stay on track:

Use new roadmaps to communicate plans with stakeholders

Ditch the spreadsheets:

Keep every detail of a project centralized in real-time

Source: https://www.atlassian.com/software/jira?&aceid=&adposition=&adgroup=93058445180&campaign=9124878606&creative=542638212425&device=c&keyword=jira
%20software&matchtype=e&network=g&placement=&ds_kids=p51242181059&ds_e=GOOGLE&ds_eid=700000001558501&ds_e1=GOOGLE&gclid=CjwKCAjwk_WVBhBZEiwAUH
QCmQhGhkzXD8LmK5Oc1gU7s7PFcYWN_H-rV-rhDxUNDDr4k_dA_A-IdRoCB4IQAvD_BwE&gclsrc=aw.ds
 Why Jira?

Jira Software supports any agile methodology for software development.

Estimation and work

Issue tracking Customizable workflows
logging

Progress reporting Scrum boards Project-level permissions

Project backlogs Email notifications Roadmaps

 Who Can Use Jira?

It can be used by all types of teams and businesses.

Software Marketing Human

Development Resources

Manage projects using Manage complex Streamline hiring and

Scrum or Kanban projects like events and onboarding processes
boards product launches by creating custom
workflows
 Getting Started

Navigate to the link https://www.atlassian.com/software/jira on the browser

 Getting Started

The software offers two paid plans and an enterprise-level

solution for large teams managing multiple projects.
 Getting Started

Sign up with a Google account or with an email id

Getting Started

Simpliuser

simpliuser@gmail.com

Enter site name

Select any of the three options

 Getting Started

Select your role in the organization or skip the questions

Getting Started

The site is created.

Getting Started
Project Setup
Project Setup: Template Selection

Choose the template suitable for the project

Project Setup: Template Selection
Project Setup: Template Selection

Select the project type

 Project Setup

Project name
Project Setup
 Board Features

Toggle between Create Automation

Create issues
projects dashboards features

Add different
team members

Add more
categories
 Backlog Features

Add issues

Create a new epic Change issue Create a new

type sprint
 Issue Types

Epic

• It is a big user story that needs to be broken down.

• They group together bugs, stories, and tasks to illustrate the progress of a larger
initiative.
• In agile development, epics usually represent a significant deliverable.

Bug

It is a problem which prevents a product from functioning as expected.

Story

A user story is the smallest unit of work that needs to be completed.

 Issue Types

Task

It represents the work that must be done.

Subtask

It is a piece of work required to complete a task.

Backlog

It contains outstanding issues for a team to work on.

Agile Project Orientation
 Problem Statement

Helski is a hypermarket located in Worli, Mumbai. Seeing the trend of online

payments, they plan to make their vendor payments using online wallets and
UPI.
They have shortlisted Google Pay, Paytm, and PhonePe as wallets.
 Problem Statement

The problem is broken down into two parts:

Objective How to achieve

Integrate Google
Enable online Pay, PhonePe,
payments Paytm, and other
UPI
 Epic and Story

Epic

Enable online
payments

Story Story Story Story

Integrate Integrate Integrate

Integrate
Google Pay Paytm PhonePe
Other UPI

Sub-task Sub-task Sub-task Sub-task

• Integrate • Integrate Paytm • Integrate • Integrate Other
Google Pay API API PhonePe API UPI API
• Add payment • Add payment • Add payment • Add payment
button button button button
 Epic Creation

First, create the epic.

 Epic Creation

Enter the epic name

 Story Creation

Create user stories in the Backlog

Story Creation

Enter the
story name
 Story Creation

Status of the task is changed

as the task progresses

Sprint option will get enabled, don’t click now

Add all 4 Stories

Add all 4 Stories

New stories
created
Integrate Other UPI
 Sprint Creation

Nothing appears on the board until the sprint starts.

 What Is a Sprint?

Sprints are short periods of time used by the development team in Agile to finish particular tasks.

The timeline for completing the stories is mentioned at the beginning of the sprint.
 Sprint Initiation

Click ‘Start sprint’ to begin a sprint

Integrate Other UPI

 Sprint Details

Write the sprint

name
Select duration
Select the sprint
Auto selected as per start date
duration

Start the sprint

 Invite Team Members

Invite team members to the project

Invite Team Members

Add the team members

email addresses
 Subtask Set Up

Click on ‘Integrate
Google Pay’

Integrate Other UPI

 Subtask Setup

Create a subtask for the story: Integrate Google Pay.

 Subtask Setup

Enter subtask 1
 Subtask, Epic, and Story: Color Scheme

Green represents ‘Stories’

Blue represents ‘Subtasks’

Assigning Team Members

Assign the task to

a team member
 Board View

Integrate Other UPI

 Board View

All the stories are assigned to the team members.

Integrate Other UPI

Backlog View

Integrate Other UPI

Automation
 Getting Started with Automation

Jira Automation allows users to fully automate their project management processes.
Getting Started with Automation
Automation: Email Notification

Trigger an email when a new issue is created

 Automation: Email Notification

Examine the Jira automations that are already in place

Getting Started with Automation

Select the trigger ‘Issue created’

Getting Started with Automation

Save the trigger

 Automation: Email Notification

To add a new component, use ‘New action’ option

Automation: Email Notification

Select ‘Send email’ option

Automation: Email Notification

Fill in all the information

simpliuser@gmail.com
Automation: Email Notification

Provide a name to the rule

 Automation: Email Notification

Toggle the automation on and off at any time

Automation: Email Notification

Create a new issue in the Backlog

Integrate Other UPI

Automation: Email Notification

Integrate Other UPI

New issue is
created
 Automation: Email Notification

An email is received
for the issue created
 Board View: Issue Addition

A new issue is added in the sprint board.

Integrate Other UPI

Complete the Sprint
 Complete the Issues

TO DO IN PROGRESS DONE

Integrate Other UPI

 Complete the Issues

The status of the story can be changed.

 Complete the Issues

The subtasks should be completed to close the sprint.

Integrate Other UPI

 Complete the Subtask

Change the status of all the subtasks to DONE

Do this for all the stories

Complete the Issues

Move all the issues to DONE

Integrate Other UPI

Complete the Sprint

Now complete the sprint

Integrate Other UPI

 Complete the Sprint

Click on ‘Complete sprint’ option

Integrate Other UPI

Complete the Sprint

The sprint is complete.

Dashboards
 Dashboard

Dashboards provide a comprehensive overview of the project's progress and activities.

Their purpose is to display gadgets that help organize projects,

assignments, and achievements.
Dashboard Initiation
Dashboard Initiation

Provide a name for

the dashboard
Dashboard View

Gadgets
 Dashboard Gadgets

Different gadgets help get an overall view of the project.

Examples
 Dashboard Gadgets

Add the gadget ‘Activity Stream’ to the dashboard

 Dashboard Gadgets

Add another gadget ‘Create vs. Resolved Chart’ to the dashboard

 Dashboard Gadgets

Add the project

name
 Dashboard Gadgets

Use the graph to resolve several questions

Created issues

Resolved issues
 Dashboards

The ‘Activity Stream’ gadget provides a log of the project's activities.

 Full Screen View

Get a full-screen view of the dashboard

 Wallboard

Wallboard is a dashboard gadget that serves as an information radiator, giving quick visual
insight into the team and project progress.

Source: https://support.atlassian.com/jira-software-cloud/docs/set-up-a-wallboard/
Wallboard View
Wallboard View
Filters
 Create Filters

It helps to identify the status of the issues.

Create Filters
 Create Filters

Choose the project and the issue types

Knowledge Check
Knowledge 1 Stories are represented with which color icon?
Check

Yellow
A.

Red
B.

Green
C.

Blue
D.
Knowledge 1 Stories are represented with which color icon?
Check

Yellow
A.

Red
B.

Green
C.

Blue
D.

The correct answer is C

Green is for story and blue is for subtask.
Knowledge 2 Wallboard view is used in________
Check

Board
A.

Dashboard
B.

Backlog
C.

None of the above

D.
Knowledge 2 Wallboard view is used in________
Check

Board
A.

Dashboard
B.

Backlog
C.

None of the above

D.

The correct answer is B

Wallboard view enables a holistic view of a dashboard making it easy to analyze project activity
Knowledge 3 What is created first?
Check

Bug
A.

Epic
B.

Story
C.

D. Subtask
Knowledge 3 What is created first?
Check

Bug
A.

Epic
B.

Story
C.

D. Subtask

The correct answers are B

Based on the epic, stories and subtasks are created.
Key Takeaways

Based on the epic, stories and subtasks are created.

All subtasks must be completed for the sprint to finish.

The board gives a view of the project’s progress.

The dashboards are used to generate insights from the project.