Strategy for Jira
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Rachel Wright is an entrepreneur, process engineer, and Atlassian Certified Jira Administrator. The JIRA Strategy Admin Workbook is different -- it's not documentation, it's strategy! It's about what you should do, what you shouldn't do, and why.
Strategy for Jira
10h ago
There are Jira screens for creating issues, viewing issues, editing issues (in Jira Server and Data Center), and collecting information during workflow transitions. How many screens does your Jira application have? Probably too many! It’s easy for the options to grow out of control. Before you know it, there are twelve pages of screens, which is probably ten too many!
So what should Jira admins do? I recommend creating one set of custom, reusable, screens for business tasks, development work, and support requests.
Check out my article on Salto’s website for step-by-step instructions and the st ..read more
Strategy for Jira
1w ago
Jira comes with many built-in reports to provide insights into progress, release health, time logged, forecasts, and more. Each Jira application type, deployment type and project type contain different reports however. I’ve compiled a list of the report types and their definitions in Jira Software, so you don’t have to!
Tip: Be sure to consider reporting options when choosing between project types.
Sections: Jira Software: Cloud | Company-managed Scrum Project |
Company-managed Kanban Project | Team-managed Scrum Project |
Team-m ..read more
Strategy for Jira
1w ago
Jira has multiple application types and each is built for a specific audience and use. The types are: Jira Work Management (JWM) in Cloud, Jira Software (JSW), Jira Service Management (JSM) and Jira Product Discovery (JPD) in Cloud. All types have the same look and feel but different features. The applications can be used separately or together. For example, your organization might use Jira Work Management and Jira Software but not Jira Service Management.
Additionally, each Jira application type contains different project types. Each has special features not available in other proje ..read more
Strategy for Jira
1w ago
Question
I’d like to make one field dependent on the data in another field. How do I do that in Jira?
Answer Basic Example
Types of selection fields
In addition to single or multi-select lists, Jira also a cascading selection type.
The cascading field type has two drop down menus. The options in the second menu are determined by the selection in the first menu.
This field works well for grouping work by two levels like category and sub-category. Sometimes this field is useful and other times, two separate fields are used instead. It all depends on whether one selection must be dependent on ano ..read more
Strategy for Jira
1w ago
Jira Service Management (JSM) includes a variety of features beyond what is available in Jira Software or Jira Work Management. One of the most powerful features is the ability to require an approval on any request. You can even require that a request be approved before an issue shows up in the service team’s queue.
Approvals are useful for traditional ITSM processes – think of change management – but are also one of the key features that makes JSM a great solution for non-tech teams. Consider how many HR or Finance processes need to be approved before they can be carried out.  ..read more
Strategy for Jira
1w ago
It’s always been true that nothing wins hearts and minds like good service. Providing good service is more important now than ever before. Customers expect support to be fast, accurate and easy to access. Service teams are required to develop efficient ways to serve internal and external customers, regardless of location. Many teams are now looking to Jira Service Management (JSM) as a solution.
My new Jira Service Management: Administration course will help you understand the unique features that JSM adds to Jira, how JSM can be used for ITSM processes, and how JSM differs between ..read more
Strategy for Jira
1w ago
My new Jira Service Management: Administration course is now available! Take the course on LinkedIn now. Access to my courses and others is included with your Premium subscription!
About the Course
Jira Service Management (JSM) is built on Jira and extends it so your organization can effectively manage incidents, problems, changes, and service requests. Jira Service Management takes support to the next level with queues, SLAs, a simple interface for your customers, and integration with Confluence as a knowledgebase.
In this course, you’ll learn how to set u ..read more
Strategy for Jira
1M ago
It’s shocking, but many organizations don’t have a test environment! I didn’t have one when I first started out either. But I quickly saw how important it was to be able to experiment and learn without impacting production data. You need a place to see how your changes work with real-life scenarios. Here are some options, depending on whether you have Jira Cloud, Jira Server, or Jira Data Center.
Contents:
Options for Jira Cloud
Options for Jira Server
Options for Jira Data Center
Options for Jira Cloud
Here are some test environment options for Cloud customers using the Atlassian hoste ..read more
Strategy for Jira
1M ago
A test environment is a vital asset for any Jira administrator. It’s easy to create your own Jira Server or Data Center sandbox for experimentation. You can install Jira on a proper server or on an old laptop under your desk. Here’s how.
Contents:
Step 1: Download Installer
Step 2: Run Installer and Select Options
Custom Installation Options
Jira Installation Tips
Note: Atlassian stopped selling new licenses of Server products in February 2021 and support ended in February 2024. But I know some of you are still using Server right now and for a variety of reasons, will continue to use it for ..read more
Strategy for Jira
2M ago
If you’re only using Jira issue types to classify different types of work, you’re missing out! In addition to their organization and classification value, issue types provide many additional useful features. Here’s a brief summary of each:
Icon
Icons serve as visual distinguishers in search results, reports, dashboards, boards, and more.
Tip: Make sure each issue type has a unique icon in each issue type scheme.
In the example scheme, both improvement and story have the same icon. I would change improvement so it has a different image and/or color.
Description
Each issue type has a user-facing ..read more