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Table of Contents


1.

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Never worked with Jira before? No problem. In this chapter we cover some of the basics, so you know how to get started.

Projects

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Jira

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YME uses Jira mostly for IT work. As such, you can see that most projects relate to specific applications, for example for B2B or B2C.

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Three projects are different, and relate to the future YME way of working:

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YPM

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for

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Team board

The data within projects can be filtered and visualised per team, in specific team boards. You can see a team board as the coloured glasses through which we look at project data - we can customise a board to show the exact data you want to see.

There are two flavours available: Scrum boards and Kanban boards.

Scrum board

In the Agile Scrum framework, focus lies on short iterations of work: planning what can be done within (at YME) 2 weeks of time. 

  • As such, we see an active sprint with items in it (centre screen).
  • These items are organised into larger topics called Epics (left screen list, but also the coloured labels on centre screen items).
  • When one item is clicked, the details are shown (right screen sidebar).

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Kanban board

In the Agile Kanban framework, focus lies on limiting multi-tasking: by choosing fewer items to start, it's possible to complete each more quickly.

  • Here we see no epic list on the left.
  • In the centre we see all items progress through a workflow, with columns turning red if there are too many items in it.
  • When clicking one of the item cards, the details are shown on the right hand side.

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Issues

At the top of both Scrum and Kanban screens we see a big red "Create" button, which allows us to add new items. When doing so, the correct project and issue-type needs to be chosen.

There are different issue-types in Jira. Each issue-type has an icon that allows us to quickly recognise it.

These are the most often used ones, though available issue-types will differ per project.

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The easiest way to look at issues is on a team board, but it's also possible to Search or use Dashboards. 

Sometimes you may want to look for data that is not shown on a team board. For example, tickets that are done no longer show up for the team, allowing them to focus on remaining work. 

To search, choose "Issues" in the top menu, and then "Search for issues":

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The basic search allows you to choose values, filtering down until you see the data you want. If you want to add more criteria, click the "more" button and add a field to filter on.
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By saving the search, you create a Filter that can be used as basis for a Team Board or Dashboard.

The "advanced" search allows more features, but requires understanding of simple queries. Jira offers search help to build these queries.

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You can choose which details are shown about the results, by choosing the Columns that should be displayed.

Dashboard

If you are not part of a development team, but wish to understand more about how tickets are processed or other processes, it's possible to build a custom Dashboard that shows you all you require.

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Dashboards can collect visualisations of filtered data onto one page, letting you interpret data at a glance, or click on details to uncover the underlying data.

If you'd like to understand trends in Jira, but don't know how to build your own dashboard, feel free to contact the Jira COP so we can help you build what you need. (In the future we'll write a manual on how to create your own)

Recommended learning

Jira fundamentals (free, self-paced, 90 minutes, certification option)

Jira beginner's guide to Agile (free, self-paced, 90 minutes, certification option)

2. Jira SD for operational support

Customer portal

Issuetypes

Workflows

Field configuration

SD Classification field

New field SD Classification has been created. This field replaces the current EPIC’s used in Servicedesk.

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portfolio planning

Issuetypes

Workflows

Field configuration

Yamaha Team(s) field, for Programme and Project

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When set it will appear in the people section on the right hand side:

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2. Jira YIS for development

Issuetypes

Workflows

Field configuration

Yamaha Teams

Fix/version

When closing an item, you are often prompted to fill in the mandatory field for Fix/Version.

Jsox compliance

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3. Smart use of YIS

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Quick keys

Quick filters

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DOR

PO boards