Check out the detailed instructions below, which explain how to create new tasks and make changes to existing ones in Jira Software. This guide is designed to help users, especially developers, understand the steps involved in managing tasks effectively in Jira. Whether you’re starting a new task or updating an existing one, these instructions will walk you through the process of using Jira Software for smoother project management and improved collaboration in development projects.
Creating New Issues:
Log In to Jira:
- Open your web browser and navigate to your Jira instance. Log in with your username and password.
Select the Project:
- Once logged in, choose the project where you want to create a new issue from the Jira dashboard.
Navigate to the “Create” Button:
- In the project, look for the “Create” button. It is usually located at the top of the page or in the navigation menu.
Choose the Issue Type:
- Click on the “Create” button and select the appropriate issue type from the dropdown menu (e.g., Task, Story, Bug).
Fill in Issue Details:
- Complete the required fields for the issue, such as Summary, Description, and any other custom fields configured for your project.
Assign the Issue:
- Assign the issue to a team member responsible for the task. You can do this by selecting their name from the “Assignee” field.
Set Priority and Due Date:
- Choose the priority level for the issue and set a due date if applicable.
Add Attachments or Comments:
- Attach relevant files or add comments to provide additional context or details about the issue.
Configure Additional Settings:
- Depending on your project configuration, you may have additional settings to configure. Ensure all necessary information is filled out.
Click “Create”:
- Once all required information is entered, click the “Create” button to save the new issue.
Editing Existing Issues:
Log In to Jira:
- Log in to Jira using your credentials.
Navigate to the Issue:
- Go to the project where the issue is located. Use the search or board functionality to locate the specific issue.
Open the Issue:
- Click on the issue key or title to open the detailed view of the issue.
Click “Edit”:
- In the top-right corner of the issue view, click the “Edit” button.
Modify Fields:
- Update the fields you want to change. You can modify the Summary, Description, Assignee, Due Date, and any other editable fields.
Add Comments or Attachments:
- If needed, add comments or attach files to provide additional information or context.
Change Status:
- If your workflow allows, you may be able to transition the issue to a different status based on your progress.
Click “Update” or “Save”:
- After making the necessary changes, click the “Update” or “Save” button to save the edits to the issue.