Sharing views in Jira Plans allows team members to access the same project information, facilitating collaboration and improving communication. This guide provides step-by-step instructions on how to share views, collaborate effectively, and best practices for teamwork in Jira Plans. Step 1: Access Your View in Jira Plans Log in to Jira: Open your web browser… Continue reading Sharing and Collaborating on Views in Jira Plans
Author: Steffy Thomas
Customizing Columns and Filters in Jira Plans
Customizing columns and filters in Jira Plans allows you to tailor the information displayed in your views, making it easier to track progress and manage tasks effectively. This guide provides step-by-step instructions on how to customize columns and apply filters in Jira Plans. Step 1: Access Your View in Jira Plans Log in to Jira:… Continue reading Customizing Columns and Filters in Jira Plans
Set Up Notifications in Jira
Jira notifications keep users informed about issue updates. Steps: Go to “Jira Settings” → “System” → “Notification Schemes”. Select or create a notification scheme. Assign notifications to users based on actions (e.g., issue created, updated, resolved). Click Save and apply it to a project. Tip: Users can also control their own notifications in Profile Settings.
Use Jira Reports for Tracking Progress
Reports help teams analyze performance and progress. Steps: Go to “Reports” in your project sidebar. Select a report type (Sprint Report, Velocity Chart, etc.). Choose a filter (project, sprint, or assignee). Click Generate Report to view insights. Tip: Sprint Reports help track team performance in Agile projects.
Bulk Edit Issues in Jira
Bulk editing helps update multiple issues at once. Steps: Use a JQL search to find issues you want to edit. Click Tools → Bulk Change. Select issues and choose an action (Edit, Transition, Delete, etc.). Apply the changes and confirm. Tip: Ensure you have bulk edit permissions before using this feature.
Set Up Jira Automation Rules
Jira automation helps reduce manual work by triggering actions. Steps: Go to “Project Settings” → “Automation”. Click “Create Rule” and set a trigger (e.g., “Issue Created”). Define conditions (e.g., “If priority = High”). Add an action (e.g., “Send email to Assignee”). Save and enable the rule. Tip: Use automation for reminders, status updates, and email… Continue reading Set Up Jira Automation Rules
How to Track Progress Using Jira Dashboards
Dashboards provide a visual summary of your project’s progress. Steps: Go to “Dashboards” → “Create Dashboard”. Add gadgets like Issue Statistics, Sprint Burndown, or Assigned to Me. Configure each gadget with a saved filter. Click “Save” to finalize the dashboard.
How to Create a New Issue Screen Scheme for the Testing Issue Type in Jira
Overview In Jira, Screen Schemes are used to define which screens (Create, Edit, View) are associated with different issue types. If you want to create a custom screen setup for a specific issue type like Testing, you can define a new Issue Screen Scheme and associate it with that issue type. This article provides step-by-step… Continue reading How to Create a New Issue Screen Scheme for the Testing Issue Type in Jira
How to Create a Custom “Severity” Field in Jira and Enable it for Bug Issue Type
Overview In Jira, custom fields allow you to collect additional information on issues. One such field is the Severity field, which is often used to classify the urgency or impact of issues, particularly bugs. This knowledge base article will guide you through the process of creating a custom Severity field as a Single Dropdown Field,… Continue reading How to Create a Custom “Severity” Field in Jira and Enable it for Bug Issue Type
How to Set Up Opsbar Sequence for Test Management in Jira
Overview In Jira, the Opsbar (Operations Bar) provides quick access to available actions that a user can perform on an issue, such as transitioning it between workflow statuses. In a Test Management workflow, you might have multiple stages of testing such as To Do, In Progress, In Code Review, In UAT/Sandbox, On Hold, and Done.… Continue reading How to Set Up Opsbar Sequence for Test Management in Jira