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For Software projects there are 6 options:

  • Basic software development
  • Scrum software development
  • Kanban software development
  • Project management
  • Process management
  • Task management

Jira Core (Manage Business Projects or HR operations)

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Users can create a new issue via the Jira Customer Portal,  at Yamaha it is called Yamaha Motor Europe support portal. Instructions of the portal can be found here: Yamaha Support Portal Guide
Service management issues should only be created via the Jira Customer Portal as these can be submitted by pre-set forms.

Create a issue from the top navigation bar, anywhere in Jira

Agents (licensed user) can use the button anywhere in Jira from the top bar. The Create button should not being used for Service management issues!

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When using the create button the correct project and issue-type needs to be chosen and  some other fields as well.

Create a issue On the backlog

Via a Board a new issue can be created via the + Create issue button at the bottom of the screen.
On the backlogImage Modified

Create a Issue on your board (team-managed projects only)

In a teams board the+sign can be used to add a new issue to the team board.
On your board (agility boards only)Image Modified

Subtask creation

Issues can also have sub-tasks that are assigned and tracked individually. You might create sub-tasks for any of the following reasons:

  • To split an issue into even smaller chunks
  • To allow various aspects of an issue to be assigned to different people
  • To create a to-do list for an issue

To create a sub-task:

  1. Navigate to an issue, and select more ( ••• ) > Create Sub-Task.
  2. Fill in the details as needed, and then click Create.

or go to the Issue card in the board and select Create Sub-Task

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Jira Software comes with five standard issue types (Story, task, bug, subtask, and epic) so issues can have different fields, different workflows, or both, within the same Jira project. 

Issue Type

Atlassian’s Definition

Example Issue Summary (Title)

Image ModifiedStory

Functionality request expressed from the perspective of the userAs a bake sale attendee, I would like to eat brownies because I’m allergic to cake


OR

Make brownies for bake sale

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Task that needs to be doneBake a cake

Image ModifiedSub-task

Smaller task within a larger piece of workMix cake ingredients

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Problem that impairs product or service functionalityCake is burnt

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Large piece of work that encompasses many issuesMake deserts for bake sale

Relation of the issue types is as following:

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Additionally, Jira Service management adds four more standard types for support projects.

Issue Type

Atlassian’s Definition

Example Issue Summary (Title)

Image ModifiedIncident

System outage or incidentThe kitchen caught fire yesterday

Image ModifiedService request

General request from a user for a product or serviceFix microwave damaged during kitchen fire

Image ModifiedChange

Rollout of new technologies or solutionsChange the gas stove to an electric hot plate

Image ModifiedProblem

Track underlying causes of incidentsThe electric hot plate doesn’t get hot enough


OR

Train users on gas stove safety

Custom issue types

Per project additional Custom issue types can exists.  These were either added by Jira administrators, by additional Jira functions, or by third party apps and add-ons.

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For each of search options the following Syntax for searching text fields  can be applied.

Quick search

The quick search is the fastest way to define search criteria. However, it is less precise than other search methods for complex queries (e.g. project = Jira AND status = Open AND priority = High). It is most useful when your search criteria is not complex, for example, you know the project key and some key words for an issue.

To use the quick search: Enter your search criteria in the search box in the header bar of Jira and press Enter.
Tip: If you know the issue key or project key, enter it before other search terms, e.g. "JRA help link is broken".  


More detailed information can be found on the following Atlassian page: Quick searching 

Basic search

The basic search is more precise than the quick search, but easier to use than the advanced search. It provides a user-friendly interface that lets you define complex queries, without needing to know how to use JQL (advanced searching).

To use the basic search: Navigate to Issues (in header) > Search for issues, then enter your search criteria.
Tip: If the advanced search is shown instead of the basic search, click Basic next to the Image Modified icon.
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More detailed information can be found on the following Atlassian page: Basic Search 

Advanced search

The advanced search is the most powerful of the three search methods. You can specify criteria that cannot be defined in the other searches (e.g. ORDER BY clause). However, you need to know how to construct structured queries using the Jira Query Language (JQL) to use this feature.

To use the advanced search: Navigate to Issues (in header) > Search for issues, then enter your search criteria.
 Tip: If the basic search is shown instead of the advanced search, click Advanced next to the Image Modified icon.
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You can choose which details are shown about the results, by choosing the Columns that should be displayed.

More detailed information can be found on the following Atlassian page Advanced search in Jira 

Filters

The Jira Issue search functionality is enhanced by the ability to save searches, called filters in Jira, for later use.
More detailed information how to work with filters can be found on the following Atlassian page: Saving your search as a filter

Please note that a filter can be shared with other users. You can share a filter with:

  • Project: All members or members with specific project roles working on one or multiple projects.

  • Group: A group of Jira users.

  • Open: Any user who is logged-in to your Jira Cloud site. 

  • Public: Public sharing means sharing the dashboard with users who are not logged in to your Jira site. Note that if you share a filter publicly, it will be visible and searchable on the internet. 

  • Private: Only you can view the filter.

Filters can also be used in Dashboards to show a result.

Dashboards

A dashboard is a customizable page that can display many different types of information, depending on your areas of interest. Jira users can create and manage their own dashboards.

A shared dashboard is a dashboard whose creator has shared that dashboard with other users. You can share a dashboard with: 

  • Group: A group of Jira users.

  • Project: All members or members with specific project roles working on one or multiple projects.

  • Any logged-in user: Any user who is logged-in to your Jira site. 

  • Public: Public sharing means sharing the dashboard with users who are not logged in to your Jira Cloud site. Note that if you share a dashboard publicly, it will be visible and searchable on the internet. See Prevent or remove public access for more information.

When a dashboard is created by a user, that user:

  • Initially owns the dashboard.

  • Being the owner, can edit and modify the dashboard.

Viewing dashboards

You can view existing dashboards that have been created by you as owner or shared with your/public,.

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a. After opening Manage Dashboards select Search at the left column
b. User the search/owner field to find a board.
c. Select Search button to find a Dashboard.

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Select theImage Modified to add a Dashboard to your favorites list Image Modified.

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All favorite Dashboards can be opened form your Dashboards view if this is set as your homepage.

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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.

Editing dashboards

You can edit the gadgets displayed on the dashboard or change the dashboard's permissions and owners.

  1. Select the dashboard name. The dashboard will open.

  2. From there, you can:

    1. Edit the settings of every gadget that appears on the dashboard.

    2. Edit the dashboard itself, adding or changing the shares.

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Boards

A board displays your team's work as cards you can move between columns. You can see a team board as the coloured glasses through which we look at project data - we can customize a board to show the exact data you want to see.

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There are two types of boards available:

  • Scrum board: for teams that plan their work in sprints
  • Kanban board: for teams that focus on managing and constraining their work-in-progress

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

Using the issue detail view

Whether you're working on a Scrum or Kanban board, you can click on any issue to view it in more detail.

Displayed Issue details  are configured and customizable by your Board Administrator.

  1. Selected issue.
  2. Issue detail view.

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Board administrator

You can find your board administrator via Board - Configure

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