1. Jira basics

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

1.1 Projects

Data inside Jira is organised in 'projects'. A project is a collection of items that relate to the same topic.

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• Yamaha Applications Support Desk (SD) captures all requests from end-users, who experience difficulties with their day-to-day use of IT applications. These items are validated, then if valid resolved as soon as possible.
• Yamaha IS Projects (YIS) captures all work of scrum teams in the Agile Transformation. These processes are being streamlined to support scrum processes, and make Jira a tool for collaboration more than administration.
• Yamaha Portfolio Board (YPM) collects all ideas for IT initiatives, and validates the business case and expected rewards for implementing such initiatives before assigning work to development teams. It's very much about preparing work.
• Other projects capture work for teams that have not yet joined the Agile Transformation.

1.2 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.

1.2.1 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).

1.2.2 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.

1.3 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.

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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. 

1.4 Search

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. 

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

1.5 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.

1.5.1 How to setup/use the Dashboard

Login to Jira (As an Agent)  https://support.yamnet.com/
Same credentials can be used as Windows (Computer login)

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1. 1. Go to Dashboards and select Manage Dashboards
      
   2. Select Search
   3. Type P&A in the Search field
   4. Click on the Search button
      
   5. Click on the star to add your department Dashboard as a favorite (You can select multiple favorite Dashboards)
      
   6. Click on the Dashboard Name to open the Dashboard
      
2. From now onwards the selected Dashboard is set as your Jira Home page. If you are working on a ticket or anywhere else in Jira, click on the button to return to your Dashboard.
   
   1. In case your Dashboard is not set as homepage this can be changed in your profile settings via:
      Click on your Avatar (Main navigation bar at the top Right), Under MY JIRA HOME select Dashboard.
      

1.6 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. Tips & tricks

2.1 Quick keys

When you have an item selected and press "a" on the keyboard, the pop-up to assign the item appears. This is usually faster than navigating to the field for Assignee.

When you have an item selected and press "." on the keyboard, the 'more' menu pops-up, allowing you to quickly change (for example) the item status.

2.2 Quick filters

At the top of a team board you usually find Quick Filters. These are specifically designed for your team board.

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Your team board admin can maintain Quick Filters for you: change them, or add new ones.

2.3 Team Board admin

How can you find out who your team board admin is?

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