How to Use Jira: 7 Steps to Get Started | Atlassian (2024)

Jira is a work management tool for software teams that need to organize and track their work. Jira is incredibly flexible and can be customized to work with your team’s unique workflow, meaning teams of all kinds can enjoy increased productivity and visibility as they march toward releasing amazing software.

How to Use Jira: 7 Steps to Get Started | Atlassian (1)

Signed up and ready to get started?

This guide help you set up your first project so you and your team can start getting the most out of Jira.

Haven’t signed up yet? Sign up for the free edition of Jira now.

Step 1 - Create a project

Log into your Jira site. In the top navigation, select the “Projects” dropdown and select “Create project”.

Step 2 - Pick a template

There are dozens of Jira templates, each of which is designed to get your team started quickly and successfully. Today, there are three templates specifically for software teams:

How to Use Jira: 7 Steps to Get Started | Atlassian (2)

Scrum

For agile teams that work from a backlog, plan and estimate their work in sprints, and deliver work on a regular schedule.

Learn more

Kanban

For agile teams that monitor work in a continuous flow (rather than in sprints), with a focus on managing in-progress work. (Includes the option of a kanban backlog.)

Learn more

How to Use Jira: 7 Steps to Get Started | Atlassian (4)

Bug tracking

For teams that don't need boards and prefer to manage development tasks and bugs in a list view.

Learn more

Select a template that aligns most closely with your team’s unique way of working.

Project Types

For the scrum and kanban templates only, you will also be prompted to choose a project type. The fundamental difference between the two project types is how they are administered, and whether that occurs at the team level or at a company/Jira admin level.

Team-managed projects are suited for independent teams who want to control their own working processes and practices in a self-contained space.

Company-managed projects are set up and maintained by Jira admins. This project type is designed for teams who want to standardize a way of working across many teams, such as sharing a workflow.

Learn more about company-managed vs team-managed projects

Step 3 - Set up your columns

In Jira, the board displays a selection of issues in columns, with each column representing a step in your team’s workflow for taking work through completion. Although there are many things you can configure on your board, we suggest just setting up columns for now. When you're getting started on a new Jira project, it's important to make your board reflect the way your team works.

Learn more about boards

How you setup the columns on your board in the scrum and kanban templates depends if you’re in a team-managed (directly from the board) or company-managed project (in board settings).

In team-managed projects:

  • Go to your board. Select (•••) in the top right and click Configure board.
  • Add a new column, change the name of column, delete a column, or a move a column as necessary.
Learn more

In company-managed projects:

  • Go to your board. Select (•••) in the top right and click Board settings.
  • Click the Columns tab.
  • Add a new column, change the name of column, delete a column, or a move a column as necessary.
Learn more

How to Use Jira: 7 Steps to Get Started | Atlassian (5)

How to Use Jira: 7 Steps to Get Started | Atlassian (6)

Step 4 - Create an issue

Issues are the building blocks of your Jira project. An issue can represent a story, epic, bug, feature to be built, or any other task in your project.

Select “Create” in the top navigation. Your issue will appear in the backlog or board of the project.

How to Use Jira: 7 Steps to Get Started | Atlassian (7)

How to Use Jira: 7 Steps to Get Started | Atlassian (8)

Step 5 - Connect your tools

You and your teams can spend less time managing work and more time building great software withover 3,000Jira apps that can be custom-tailoredto fit any and every use case. Build a unified workspace with 3000+ apps and integrations from the Atlassian Marketplace.

  1. Select the Cog in the right corner of the top navigation > Apps.
  2. Click Find new apps.
  3. Search by the app name, or choose a category.
  4. Follow the prompts to Install, Buy now, or start a Free trial.

Step 6 - Invite your team

It’s time to get the party started! Once you have enough work represented on your board, start inviting team members.

How to Use Jira: 7 Steps to Get Started | Atlassian (9)

How to Use Jira: 7 Steps to Get Started | Atlassian (10)

Step 7 - Move work forward

Now that your team has joined your Jira site, you're ready to collaborate and track work together. If you're in a scrum project, you'll need to create and start a sprint to begin tracking work. If you're in a kanban project, you can start tracking work on the board. To track work items, move an issue from one column to another as it progresses through your team's workflow.

How to Use Jira: 7 Steps to Get Started | Atlassian (11)

How to Use Jira: 7 Steps to Get Started | Atlassian (12)

Pro-tip

Stay connected, and move work forward – anywhere, anytime in the palm of your hand with the Jira Cloud app for iOS or Android.

Learn more

Curious to learn more about core concepts and principles of agile project management in Jira? Check out The Beginner’s Guide to Agile in Jira on Atlassian University!

How to Use Jira: 7 Steps to Get Started | Atlassian (2024)
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