User Guide

Page ii
Document Information
Document Name User Guide: BI Tech Ops POR
Project Name BI Tech Ops POR
Document Status Draft
Date Released December 10, 2014
Version Control
Date Version Description Authored/Revised By
11/5/14 Version 1.0 New Deborah Obasogie
Version ControlVersion Control
Review/Approval
n Control
Date Name Organization/Title Comments

Page iii
Table of Contents
1. Purpose..........................................................................................................................................................1
2. Basic Concepts ...............................................................................................................................................1
2.1 What is a Project?..........................................................................................................................................1
2.2 What is an Issue?...........................................................................................................................................2
2.2.1 Issue Type ..............................................................................................................................................3
2.2.2 Priority ...................................................................................................................................................4
2.2.3 Status .....................................................................................................................................................4
2.3 What is Workflow? ........................................................................................................................................5
3. Getting Started...............................................................................................................................................6
3.1 Logging into System.......................................................................................................................................6
3.2 Exploring the Interface...................................................................................................................................6
3.2.1 To Return to the Board ........................................................................................................................12
3.3 Using Keyboards Shortcuts ..........................................................................................................................12
3.3.1 Global Shortcuts ..................................................................................................................................12
3.3.2 'View Issue' and 'Issue Navigator' Shortcuts........................................................................................12
3.3.3 Form Shortcuts ....................................................................................................................................12
3.3.4 Modifier Keys.......................................................................................................................................12
3.3.5 Accessing the Keyboard Shortcuts Dialog Box.....................................................................................13
3.3.6 Disabling and Re-enabling Keyboard Shortcuts...................................................................................13
3.4 Using the Issue Navigator............................................................................................................................13
3.4.1 List View...............................................................................................................................................13
3.4.2 Detail View...........................................................................................................................................13
3.4.3 Filters ...................................................................................................................................................14
3.4.4 Working with issues.............................................................................................................................15
3.4.4.1 Viewing individual issues .................................................................................................................15
3.5 Using Filters .................................................................................................................................................15
3.5.1 Running a filter ....................................................................................................................................17
3.5.2 Saving a search as a filter.....................................................................................................................17
3.5.3 Managing your existing filters .............................................................................................................17
3.5.4 Searching for a filter ............................................................................................................................18
3.5.5 Updating a filter...................................................................................................................................19
3.5.5.1 To update the search criteria of one of your existing filters: ..........................................................19
3.5.6 Deleting a filter ....................................................................................................................................20
3.5.7 Cloning a Filter.....................................................................................................................................20
3.5.8 Adding a filter as a favorite..................................................................................................................20
3.5.9 Sharing a filter......................................................................................................................................20
3.5.10 Share an existing filter using Manage Filters:......................................................................................22
3.5.11 Defining a filter-specific column order ................................................................................................22
3.5.12 Add a column layout to a saved filter:.................................................................................................22
3.5.13 Remove a filter's saved column layout:...............................................................................................22
3.5.14 Exporting Column Ordered Issues .......................................................................................................22
4. Working with Issues.....................................................................................................................................23
4.1 Create an issue.............................................................................................................................................23
4.2 Attaching a File............................................................................................................................................23
4.3 Attaching a Screenshot................................................................................................................................24
4.3.1 Capturing Screenshots.........................................................................................................................24
4.4 Cloning an Issue ...........................................................................................................................................24
4.4.1 Creating a Clone Issue..........................................................................................................................25

Page iv
4.4.2 Cloned Issue Linking Behavior .............................................................................................................25
4.4.3 Cloned Issue Summary Field Prefix......................................................................................................25
4.4.4 Cloning and Sub-Tasks .........................................................................................................................26
4.5 Commenting on an Issue..............................................................................................................................26
4.5.1 Adding a comment...............................................................................................................................26
4.5.2 Collapsing and expanding a comment.................................................................................................27
4.5.3 Editing a comment...............................................................................................................................27
4.5.4 Deleting a comment ............................................................................................................................28
4.5.5 Linking to a comment ..........................................................................................................................28
4.6 Creating a Sub-Task .....................................................................................................................................28
4.6.1 Working with sub-tasks .......................................................................................................................28
4.6.2 Searching for sub-tasks........................................................................................................................29
4.6.3 Converting a standard issue to a sub-task...........................................................................................30
4.6.4 Converting a sub-task to a standard issue...........................................................................................30
4.7 Editing an Issue............................................................................................................................................31
4.7.1 Find and Edit the issue.........................................................................................................................31
4.8 Editing Rich-Text Fields ................................................................................................................................32
4.9 Resolve the issue..........................................................................................................................................33
4.10 Assign the issue to another user ..................................................................................................................34
4.11 Emailing an Issue .........................................................................................................................................34
4.11.1 To share an issue with one or more JIRA users or any email addresses:.............................................35
4.11.2 Emailing an issue to users by mentioning them ..................................................................................35
4.12 Labeling an Issue..........................................................................................................................................36
4.12.1.1 Adding and removing labels for an issue .....................................................................................36
4.13 Linking Issues ...............................................................................................................................................37
4.13.1.1 Creating a link to another issue on the same JIRA site ................................................................38
4.13.1.2 Creating a link to an issue on another JIRA site...........................................................................38
4.13.1.2.1 Troubleshooting ......................................................................................................................39
4.13.1.3 Creating a link to a Confluence page ...........................................................................................40
4.13.1.3.1 Troubleshooting ......................................................................................................................40
4.13.1.4 Creating a link to any web page URL ...........................................................................................41
4.13.1.5 Deleting a link ..............................................................................................................................41
4.13.1.6 Searching for linked issues...........................................................................................................41
4.14 Logging Work on an Issue............................................................................................................................41
4.14.1 About time tracking .............................................................................................................................41
4.14.2 Specifying time estimates....................................................................................................................43
4.14.3 Logging work on an issue.....................................................................................................................43
4.14.4 Logging work while resolving or closing an issue ................................................................................45
4.14.5 Editing a work log entry.......................................................................................................................45
4.14.6 Deleting a work log entry.....................................................................................................................46
4.15 Moving an Issue...........................................................................................................................................46
4.15.1 Move an Issue......................................................................................................................................47
4.15.2 Moving related issues..........................................................................................................................48
4.16 Scheduling an Issue......................................................................................................................................48
4.16.1 Using Simple Search.............................................................................................................................48
4.16.2 Fixed Date Searches.............................................................................................................................48
4.16.3 Relative Period Search .........................................................................................................................48
4.16.4 Due Date Popup...................................................................................................................................48
4.16.5 Relative Period Search Syntax..............................................................................................................49
4.17 Setting Security on an Issue .........................................................................................................................49
4.17.1 Security setting ....................................................................................................................................49

Page v
4.18 Watching and Voting on an Issue ................................................................................................................50
4.18.1 Issue voting..........................................................................................................................................50
4.18.2 To view a list of people who have already voted on an issue:.............................................................50
4.18.3 Issue watching .....................................................................................................................................51
4.18.4 To view existing users of, add new users to or remove existing users from an issue: ........................51
5. Searching For Issues .....................................................................................................................................52
5.1 Basic Searching ............................................................................................................................................52
5.1.1 Performing a basic search....................................................................................................................52
5.1.2 Saved search ........................................................................................................................................53
5.1.3 Troubleshooting...................................................................................................................................54
5.2 Using Quick Search ......................................................................................................................................55
5.2.1 Smart querying ....................................................................................................................................55
5.2.2 Free-text searching ..............................................................................................................................57
5.2.3 Searching JIRA issues from your browser's search box .......................................................................57
5.3 Performing Text Searches ............................................................................................................................58
5.3.1 Query terms.........................................................................................................................................58
5.3.2 Term modifiers ....................................................................................................................................58
5.3.2.1 Wildcard searches: ? and * ..............................................................................................................58
5.3.2.2 Fuzzy searches: ~ .............................................................................................................................58
5.3.2.3 Proximity searches...........................................................................................................................59
5.3.3 Boosting a term: ^................................................................................................................................59
5.3.4 Boolean operators ...............................................................................................................................59
5.3.4.1 OR ....................................................................................................................................................59
5.3.4.2 AND..................................................................................................................................................59
5.3.4.3 Required term: +..............................................................................................................................60
5.3.4.4 NOT..................................................................................................................................................60
5.3.4.5 Excluded term: -...............................................................................................................................60
5.3.5 Grouping ..............................................................................................................................................60
5.3.6 Escaping special characters: or ......................................................................................................61
5.3.7 Reserved words ...................................................................................................................................61
5.3.8 Word stemming ...................................................................................................................................61
5.3.9 Limitations ...........................................................................................................................................62
5.4 Advanced Searching.....................................................................................................................................62
5.4.1 What is an Advanced Search................................................................................................................62
5.4.2 Performing an Advanced Search..........................................................................................................63
5.4.3 Performing Text Searches....................................................................................................................63
5.4.4 Using Auto-complete...........................................................................................................................63
5.4.5 Switching between 'Advanced' and 'Simple' Search............................................................................63
5.4.6 Setting Precedence of Operators.........................................................................................................64
5.4.7 Keywords Reference ............................................................................................................................64
5.4.8 Operators Reference............................................................................................................................64
5.4.9 Operators Reference............................................................................................................................65
6. Appendices ..................................................................................................................................................66
6.1 Appendix A...................................................................................................................................................66
6.1.1 Global Shortcuts ..................................................................................................................................66
6.2 Appendix B...................................................................................................................................................67
6.2.1 'View Issue' and 'Issue Navigator' Shortcuts........................................................................................67
6.3 Appendix C ...................................................................................................................................................69
6.3.1 Form Shortcuts ....................................................................................................................................69
6.4 Appendix D...................................................................................................................................................70
6.4.1 Working with Issues.............................................................................................................................70

Page vi
6.5 Appendix E ...................................................................................................................................................72
6.5.1 Keywords Reference ............................................................................................................................72
6.5.1.1 AND..................................................................................................................................................72
6.5.1.2 OR ....................................................................................................................................................72
6.5.1.3 NOT..................................................................................................................................................72
6.5.1.4 EMPTY..............................................................................................................................................73
6.5.1.5 NULL.................................................................................................................................................73
6.5.1.6 ORDER BY.........................................................................................................................................73
6.6 Appendix F ...................................................................................................................................................75
6.6.1 Operators Refencce .............................................................................................................................75
6.6.1.1 EQUALS: = ........................................................................................................................................75
6.6.1.2 NOT EQUALS: !=...............................................................................................................................75
6.6.1.3 GREATER THAN: > ............................................................................................................................76
6.6.1.4 GREATER THAN EQUALS: >= ............................................................................................................76
6.6.1.5 LESS THAN: <....................................................................................................................................77
6.6.1.6 LESS THAN EQUALS: <=....................................................................................................................77
6.6.1.7 IN......................................................................................................................................................77
6.6.1.8 NOT IN..............................................................................................................................................77
6.6.1.9 CONTAINS: ~ ....................................................................................................................................78
6.6.1.10 DOES NOT CONTAIN: !~ ...............................................................................................................78
6.6.1.11 IS ..................................................................................................................................................79
6.6.1.12 IS NOT ..........................................................................................................................................79
6.6.1.13 WAS..............................................................................................................................................79
6.6.1.14 WAS IN.........................................................................................................................................80
6.6.1.15 WAS NOT IN .................................................................................................................................80
6.6.1.16 WAS NOT......................................................................................................................................81
6.6.1.17 CHANGED.....................................................................................................................................81
6.7 Appendix G...................................................................................................................................................82
6.7.1 Fields Reference...................................................................................................................................82
6.7.1.1.1.1 Assignee .............................................................................................................................83
6.7.1.1.1.2 Attachments.......................................................................................................................84
6.7.1.1.1.3 Category .............................................................................................................................84
6.7.1.1.1.4 Comment............................................................................................................................85
6.7.1.1.1.5 Component.........................................................................................................................85
6.7.1.1.1.6 Created...............................................................................................................................86
6.7.1.1.1.7 Creator ...............................................................................................................................87
6.7.1.1.1.8 Custom Field.......................................................................................................................88
6.7.1.1.1.9 Description .........................................................................................................................90
6.7.1.1.1.10 Due ...................................................................................................................................90
6.7.1.1.1.11 Environment.....................................................................................................................92
6.7.1.1.1.12 Epic Link............................................................................................................................92
6.7.1.1.1.13 Filter .................................................................................................................................93
6.7.1.1.1.14 Fix Version ........................................................................................................................94
6.7.1.1.1.15 Issue Key...........................................................................................................................94
6.7.1.1.1.16 LastViewed .......................................................................................................................95
6.7.1.1.1.17 Original Estimate..............................................................................................................96
6.7.1.1.1.18 Parent...............................................................................................................................97
6.7.1.1.1.19 Priority..............................................................................................................................97
6.7.1.1.1.20 Project ..............................................................................................................................98
6.7.1.1.1.21 Remaining Estimate..........................................................................................................99
6.7.1.1.1.22 Reporter ...........................................................................................................................99

Page vii
6.7.1.1.1.23 Resolved .........................................................................................................................101
6.7.1.1.1.24 Status..............................................................................................................................102
6.7.1.1.1.25 Summary ........................................................................................................................103
6.7.1.1.1.26 Text.................................................................................................................................103
6.7.1.1.1.27 Type................................................................................................................................104
6.7.1.1.1.28 Time Spent .....................................................................................................................105
6.7.1.1.1.29 Updated..........................................................................................................................105
6.7.1.1.1.30 Voter...............................................................................................................................106
6.7.1.1.1.31 Votes ..............................................................................................................................107
6.7.1.1.1.32 Watcher..........................................................................................................................107
6.7.1.1.1.33 Watchers ........................................................................................................................108

BI Tech Ops POR
1. Purpose
BI Tech Ops POR Board is a JIRA application offering issue tracking and reporting capabilities.
This system of visual workflow focuses on managing and constraining work-in-progress which
allows a team to reduce waste and focus on delivering value.
The purpose for the User Guide is to serve as an introduction to the BI Tech Ops POR Board.
The User Guide’s purpose is to identify processes and procedures used within the system from
an end users’ perspective. The document has five sections – Purpose, Basic Concepts, Getting
Started, Working with an Issue, and Searching for Issues.
 The Purpose section is to state why the document is created and highlight the various
sections within the document.
 The Basic Concepts section is to familiarize you with a few basic terms.
 The Getting Started section is to help with logging into the system, examining the
workspace and using keyboards shortcuts to navigate within the environment.
 The Working with an Issue section is to help with functions and features around getting
an issue to resolution or closure.
 The Searching for Issues section is to address some of the searching capabilities which
include basic, quick, and advanced.
2. Basic Concepts
2.1 What is a Project?
A project is a collection of issues, and is defined according
to your organization’s requirements. You can view projects
from the interface, but they are created by the
Administrator.

2.2 What is an Issue?
An issue can be a task, problem, project, change request or “issue” identified by a user for the BI
Tech Ops Team to research, address, resolve, and/or close.
A issue typically looks like this:
Fields are:
Field Description
Project The parent project to which the issue belongs.
Key A unique identifier for this issue. (The characters to the left of the hyphen represent
the project to which this issue belongs.)
Summary A brief one-line summary of the issue.
Type See below for a list of issue types.
Status The stage the issue is currently at in its lifecycle (workflow). See below for a list of
statuses.
Priority The importance of the issue in relation to other issues. (See below list of priorities).
Resolution A record of the issue's resolution, if the issue has been resolved or closed. (See below for
a list of resolutions).
Affects
Version(s)
(if applicable)
Project version(s) for which the issue is (or was) manifesting.
Fix Version(s)
(if applicable)
Project version(s) in which the issue was (or will be) fixed.

Component(s)
(if applicable)
Project component(s) to which this issue relates.
Labels(s)
(if applicable)
Labels to which this issue relates.
Environment
(if applicable)
The hardware or software environment to which the issue relates.
Description A detailed description of the issue.
Links A list of links to related issues. (Strikethrough text, like this, indicates that an issue has
been resolved.)
Assignee The person to whom the issue is currently assigned.
Reporter The person who entered the issue into the system.
Votes The number shown indicates how many votes this issue has.
Watchers Number shown indicates how many people are watching this issue.
Due
(if applicable)
The date by which this issue is scheduled to be completed.
Created The time and date on which this issue was entered into the system.
Updated The time and date on which this issue was last edited.
Resolved The time and date on which this issue was resolved.
Estimate The Original Estimate of the total amount of time required to resolve the issue, as
estimated when the issue was created.
Remaining The Remaining Estimate, i.e. the current estimate of the remaining amount of time
required to resolve the issue.
Logged The sum of the Time Spent from each of the individual work logs for this issue.
Development If you use Bitbucket or Stash to manage your code repositories, you can create code
branches in your code development tools directly from JIRA issues.
Agile Let's you view your issue on your Scrum or Kanban board.
Some of the most important fields are described as below.
2.2.1 Issue Type
The system tracks many different types of issues. They are as follows:
 Bug. A problem which impairs or prevents the functions of the product.
 Enhancement or Improvement. An enhancement to an existing feature.

 New Feature. A new feature of the product.
 Task. A task that needs to be done.
 Problem. A custom issue type, defined by business as problem.
 General Issue – Misc. A custom issue type, defined by business as general issue -
misc.
 SubTask. A custom issue type, defined by business as subtask.
 Assistancce for End User. A custom issue type, defined by business.
 Change Request. A project request defined by business.
 Assignee. A custom issue type, defined by business.
2.2.2 Priority
An issue's priority indicates its relative importance. They are as follows:
 Blocker. Highest priority. Indicates that this issue takes precedence over all others.
P1.
 Critical. Indicates that this issue is causing a problem and requires urgent attention.
P2.
 Major. Indicates that this issue has a significant impact. P3.
 Minor. Indicates that this issue has a relatively minor impact.
 Trivial. Lowest priority.
2.2.3 Status
Each issue has a status, which indicates where the issue currently is in its lifecycle ('workflow').
An issue starts Open in ‘Queue’, and then generally progresses to 'Done'. Issues are represented
under each column and they move across the board. Their movement corresponds with the status
– in "Queue", "In Progress", “Roadblock”, "QA", "Validation", and "Done".
Statuses are as follows:
 Queue. Opened issues (tickets) waiting to be worked by assignee.
 In Progress. Issues are assigned and may be in research, coding and/or testing mode.
 Roadblock. Issues waiting for external solutions to be implemented
 QA. Test plans, test cases, and testing. Guidelines, standards and policies.
 Validation. Verification and validation process with users or reporters of the issue.
 Done. The issue is resolved/closed.

2.3 What is Workflow?
A workflow is the set of statuses and transitions that an issue goes through. Your workflow is as
follows but, is invisible to you in the system.

3. Getting Started
To access the system, all individuals must be added as users for the project, BI Tech Ops POR,
by the administrators, Chris Hogan, Ernest Brown and Ray Kirkpatrick.
3.1 Logging into System
When you log into the system, the login screen will appear. From here, you'll be able to log into
the BI Tech Ops POR system.
 Click the link BI Tech Ops POR to access the BI Tech Ops POR interface.
 Enter your Username (EID/VID) and Network Password and click the Log In button.
 Note: Selecting the Remember my login on this computer check box will prevent you from
being automatically logged out of system on a given browser and computer. However, your
session will not be preserved, e.g. last search, current project, etc.
3.2 Exploring the Interface
This section discusses the interface elements you’ll use when creating and editing issues.
The Dashboard is the first page you see (by default) after logging into BI Tech Ops POR. The
navigation bar (at the top of the screen) contains links which give you quick access to many of
the most useful functions.
Below is a diagram with descriptions.

1. Create Issue. Create a new issue, bug, feature, request,
etc.
2. Projects. Browse current, recent, and view all
projects.
3. Issues. Browse current issue, search for issues, and
filter your open issues or those you reported.

4. Agile. An easy way to get to the board.
5. Quick Search. Sometimes you just want to be able to get to the particular issue that
you are interested in. Other times you can't remember what the issue was, but you
remember that it was an open issue, assigned to you. Quick search can help you. If
you type in the key of an issue, you will jump straight to that issue. For example, if
you type in 'IBTO-107' (or 'ibto-107'), and press the Enter you will be redirected to
the issue 'IBTO-107'. For detail, see Using Quick Search in the Searching for
Issues section.
6. Get Help. Specific to the JIRA tool itself such as
online help, JIRA Agile Help, Agile Answer,
Keyboard Shortcuts, About JIRA, JIRA Credits,
and What’s New with JIRA.
7. View Your User Profile. The User Profile page is
where you can view and update your user
information and preferences.
Quick Filters. Use to display a subset of issues. The menu is displayed below. Let’s
examine the components:

8. Urgent. Displays a list of issues that have an urgent priority.
9. High. Displays a list of issues that have a high priority.
10.Medium. Displays a list of issues that have a medium priority.
11.Low. Displays a list of issues that have a low priority.
12.Un-Prioritized. Displays a list of issues that have not had a priority assigned.
13.Only My Issues. Displays issues which are currently assigned to the user.
14.My Watch List. Displays all watched issues for the current user.
15. Work Mode. Transition issues from one status to the next. By default the board is
set to Work mode. In Work mode you can:
 Work on Issues. Choose the highest ranked issues in the ‘Queue’ column and
drag them to the 'In Progress' column. If there is a barrier, drag them to the
'Roadblock' column. As you complete each issue in the Roadblock' column,
drag it to the 'QA' column for testing. As you complete each issue in the QA'
column, drag it to the 'Validation' column for user/reporter verification. Lastly,
as you complete each issue in the ‘Validation' column, drag it to the 'Done' once
issued is resolved or closed.

 Select one or more issues,
then right-click them to: flag
the issues, view the issues in
Issue Navigator or perform
Bulk operations.
16. Report Mode. Views the Cumulative Flow Chart. Use the Cumulative Flow
Diagram to identify the number of issues in each status over time. If you see an
increase in the number of issues in a particular status it may be a sign there is a
bottleneck to be investigated.

17. Board. The Board options menu helps you
configure (if permitted), show detail
view and expand/collapse all swimlanes.
18. Compress Header.
 Click to hide the header to give more
room on the main area of the screen.
 Click again to show the header.

3.2.1 To Return to the Board
 Click left arrow to go back.
OR
IE Chrome
 Click the quick link again.
3.3 Using Keyboards Shortcuts
Keyboard shortcuts provide a quick and easy way of navigating though system and performing
fundamental actions on issues without having to take your fingers off the keyboard.
3.3.1 Global Shortcuts
These shortcuts are available from any screen in the system. For details, see Appendix A.
3.3.2 'View Issue' and 'Issue Navigator' Shortcuts
These shortcuts are available from the View Issue and Issue Navigator screens only. For details,
see Appendix B.
3.3.3 Form Shortcuts
These shortcuts are available on JIRA forms, including those involved in editing an issue's fields,
such as the Create Issue or Edit Issue forms and login forms. For details, see Appendix C.
3.3.4 Modifier Keys
If a keyboard shortcut requires modifier keys, one or two of these modifier keys (for example,
'Shift', 'Alt' or 'Ctrl') must be pressed simultaneously, along with a single 'action' key. In the
shortcuts dialog box, these keystrokes are indicated as 'modifier (+ modifier) + x', where 'x' is
an action key, with the exception of a 'Shift + x' key combination.
Modifier keys differ depending on your combination of operating system and web browser. For
example, when running Firefox on Mac OS X, you will need to press 'Ctrl' + 'S' to submit a
form, while on Windows, you will need to press 'Alt' + 'S'. The following table identifies the
modifier keys for the various combinations of supported web browsers and operating systems:
Web Browser Mac OS X Windows Linux/Solaris
Firefox Ctrl Alt + Shift Alt + Shift
Internet Explorer Alt
Safari Ctrl + Alt/Option Ctrl
Chrome Ctrl + Alt/Option Alt + Shift Alt + Shift

3.3.5 Accessing the Keyboard Shortcuts Dialog Box
The keyboard shortcuts dialog box shows an overview of actions that are available as keyboard
shortcuts and the combination of keystrokes required to perform them.
To open the keyboard shortcuts dialog box:
 Choose > Keyboard Shortcuts.
 You can also open this dialog by pressing? (Shift + /) on your keyboard. Note, your
cursor must not be focused in a text field for? To work.
 Be aware that when you press '?', the keyboard shortcuts dialog box will not appear if your
cursor is already focused inside any text entry field. Press 'Esc' first to escape from a field.
3.3.6 Disabling and Re-enabling Keyboard Shortcuts
Keyboard shortcuts are enabled by default. However, you can disable them on a per-user basis
via the Keyboard Shortcuts dialog box.
To disable or re-enable keyboard shortcuts:
 Ensure you are logged into the system and open the Keyboard Shortcuts dialog box
(described above).
 At the bottom of the Keyboard Shortcuts dialog box, click 'Disable Keyboard Shortcuts'
or 'Enable Keyboard Shortcuts' to respectively disable or re-enable keyboard shortcuts
for the currently logged in user.
 Alternatively, you can disable or re-enable keyboard shortcuts by editing the Preferences
section of the Summary Tab of your User Profile.
3.4 Using the Issue Navigator
The system is optimized to let you quickly navigate lists of issues, switch to a detail view from
the basic list view and back again, and take action on those items that need your immediate
attention.
3.4.1 List View
The list view is the view from the search results from a filter, a basic search, a quick search, or
an advanced search. You only see one set of search results at any given time, even if you have
multiple browser windows open. And with stable search, your search results remain constant
until you choose to refresh them. This provides you with a constant set of search results that you
can work from when triaging issues. Since your search results don't change as you are making
changes to the list, you maintain the original list you started with.
3.4.2 Detail View
The detail view lets you view an issue within the context of the filter it's a part of. This is great
when you are triaging issues and you need a bit more context. The system is optimized to let you

quickly navigate lists of issues, switch to a detail view from the basic list view and back again,
and take action on those items that need your immediate attention.
3.4.3 Filters
You can easily save your searches, and then display them as needed. In the system, we call
these filters. Filters are basically bookmarked collections of issues.
You can also hide the filter panel to gain more screen real estate. Simply click Undock at the top
right of the panel. The filter panel collapses as shown below:

To redisplay the panel, click the arrow and then select the word Dock that appears. This puts the
filter panel back in its place.
3.4.4 Working with issues
To get started, go to Issues > Search for Issues. From this point, there are many different ways
to work with issues and filters, as described in Appendix D.
3.4.4.1 Viewing individual issues
When an issue from a search result set is selected and displayed, a mini-navigator is shown at the
right of the issue's title bar. This mini-navigator indicates the current issue's position within the
result set. It also provides linked arrow icons to the previous and next issues in the result set (as
shown in the image above), along with a Return to search link that leads you back to the search
results. You can also navigate through the search results by using the shortcut keys: 'p'
(previous) and 'n' (next).
3.5 Using Filters
The system’s powerful issue search functionality is enhanced by the ability to save searches,
called filters, for later use. You can do the following with filters:
 Share and email search results with your colleagues as well as people outside of your
organization
 Create lists of favorite filters
 Have search results emailed to you according to your preferred schedule
 View and export the search results in various formats (RSS, Excel, etc.)
 Display the search results in a report format
 Display the search results in a dashboard Gadget
Issue filter results in list view

Issue filter results in detail view
Docking and undocking the filter panel
To redisplay the panel, click the arrow and then select the word Dock that appears. This
puts the filter panel back in its place.

3.5.1 Running a filter
 Choose Issues > Search for Issues.
 Choose any filter from the list on the left:
o System filter — My Open Issues, Reported by Me, Recently Viewed, All
Issues
o Favorite filters (listed alphabetically)
o Find filters lets you search for any filter that's been shared, which you can then
subscribe to (adding it to your Favorite Filters).
 After selecting a filter, the search results are displayed. The search criteria for the filter is
also displayed.
o If you choose the Recently Viewed system filter, this switches you to advanced
search due to the fact that basic search cannot represent the ORDER BY clause
in this filter.
 You can add, remove or modify the search criteria to refine the search results. You can
also save the modified search criteria (if you are updating your own filter), or save a copy
of the search criteria as a new filter.
For instructions on adding, removing or modifying filters, see the following sections.
3.5.2 Saving a search as a filter
 Define and run your search as described in Searching for Issues.
 Click the Save as link above the search results. The Save Filter dialog is displayed.
 Enter a name for the new filter and click Submit. Your filter is created.
3.5.3 Managing your existing filters
The Manage Filters page allows you to view and configure filters that you have created, as well
as work with filters that other users have shared with you. You can access this page by
selecting Find filters or through the Issues > Manage Filters menu option.

3.5.4 Searching for a filter
 Choose Issues > Manage Filters.
 Click the Search tab. The issue filter Search will display.
o Tip: You can navigate to this screen via the Find filters link on the issue navigator.
 Enter your search criteria and click Search to run the search.
 Your search results are displayed on the same page. Click the name of any issue filter to
run it. You can also sort the search results by clicking the column headers.

3.5.5 Updating a filter
You can update the details – name, description, sharing, favorite – as well as the search criteria
of an existing filter. Please note that you can only update filters that you have created. To edit a
filter that was shared with you, either clone (aka copy) the shared filter or ask your administrator
to change the filter's ownership.
 Click the My tab. This tab displays all the filters that have been created by you.
 Locate the filter you wish to update, click the cog icon and select Edit from the
dropdown menu.
 The Edit Current Filter page displays, where you can update the filter details as
required. To change the sharing or favorite settings, refer to the relevant instructions
below.
 Click Save to save your changes.
3.5.5.1 To update the search criteria of one of your existing filters:
 Click the My tab. This tab displays the filters that you've created.
 Click the name of the filter to run it and display the search results.

 Update the search criteria as desired and rerun the query to ensure the update is valid.
You will see the word Edited displayed next to your filter name.
 Click Save to overwrite the current filter with the updated search criteria. If you want
discard your changes instead, click the arrow next to the save button and select Discard
changes.
3.5.6 Deleting a filter
 Locate the filter you wish to update, click the cog icon and select Delete from the
dropdown menu.
3.5.7 Cloning a Filter
 Locate the filter you wish to clone, and click the name of the issue filter to run it and
display the search results.
 Update the search criteria as desired. Click the arrow next to the Save button, and
select Save > Save as to create a new filter from the existing filter:
o To discard your changes instead, click Save > Discard changes.
3.5.8 Adding a filter as a favorite
 Locate the filter you wish to add as a favorite. If you created the filter, it is listed under
the My tab, otherwise use the Search tab to find it.
 Click the star icon next to the filter name to add it to your favorites.
o To add the filter that you are currently viewing as a favorite:
 Click the star icon next to the filter name.
3.5.9 Sharing a filter

 Locate the filter you wish to share and click on it.
 Click the Details link to the right of the filter's name, as shown here:
 Click Edit permissions to open the Edit Current Filter screen:
 Update the Add Shares field by selecting the group, project or project role that you want
to share the filter with, and clicking the Add link to add the share. You can add further
share permissions if you wish.

3.5.10 Share an existing filter using Manage Filters:
 Locate the filter you wish to update, click the cog icon and select Edit from the
dropdown menu.
 Update the Add Shares field by selecting the group, project or project role that you want
to share the filter with, and clicking the Add link to add the share. You can add further
share permissions if you wish.
3.5.11 Defining a filter-specific column order
You can add a defined column order to a saved filter, which displays the filter results according
to the saved column order. Otherwise, the results are displayed according to your personal
column order (if you have set this) or the system default.
3.5.12 Add a column layout to a saved filter:
 Locate the filter you wish to update; click the filter's name to display the results. Be sure
you are viewing the filter in the List view so that you see the columns.
 Configure the column order as desired by clicking on the column name and dragging it to
the new position. Your changes are saved and will be displayed the next time you view
this filter.
3.5.13 Remove a filter's saved column layout:
 Locate the filter you wish to update; click the filter's name to display the results. Be sure
you are viewing the filter in the List view so that you see the columns.
 Click the Columns option on the top right of the displayed columns and select Restore
Defaults in the displayed window.
3.5.14 Exporting Column Ordered Issues
When the results of a saved filter are exported to Excel, the column order and choice of columns
are those that were saved with the filter. Even if a user has configured a personal column order
for the results on the screen, the saved configuration is used for the Excel export. To export
using your own configuration, save a copy of the filter along with your configuration and then
export the results to Excel.

4. Working with Issues
4.1 Create an issue
 Choose Create issue in the JIRA header to open the 'Create Issue' dialog.
 Fill out the fields. Only the fields with * are mandatory – Project, Issue Type, and
Summary. Defaults are Project: IT BI Tech Ops, Issue Type: Bug, and Priority:
Major.
 Choose Create to create your new issue. A confirmation message will display for a few
seconds displaying the key of your new issue.
4.2 Attaching a File
To attach a file to an issue:
 Open the issue to which you wish to attach a file.
 Select More > Attach Files.
 The Attach Files dialog box is displayed.
 Click Browse to search for your files.
o You can attach more than one file at a time: after you select a file, it will appear at the top of
the 'Attach Files' dialog box, followed by each subsequent file you add.
o If you use Firefox 3.6 or later or Chrome browsers, you can select multiple files in the browser
dialog box.
o If you select a file by mistake, clear its check box to prevent the file from being attached to the
issue.
o The maximum size of any one file is 30MB, although this limit can be customized by your
administrator.
o File names cannot contain any of these characters: '', '/','"', '%', ':', '$', '?', '*'.
 Optional: Enter a comment about the files(s) you are attaching.
If you enter a comment, then you can also set the security level for the comment by
selecting the appropriate value from the padlock icon dropdown. The security level for
the comment is 'All Users' by default.
 Click the Attach button. All selected files will be attached to the issue.

4.3 Attaching a Screenshot
To attach a screenshot:
 Open the issue to which you wish to attach a file.
 Select More > Attach Screenshot.
 The Attach Screenshot window opens in a new browser window.
o If this is the first time you have used this function, a security warning will also
display in a dialog box asking you whether you want to trust the applet or not.
Choose Yes.
 Ensure that you have captured an image to your operating system's clipboard and click
the Paste button to paste the image.
 Enter a file name for the screenshot you are attaching. (The file name defaults
to screenshot-1.)
o A valid file name cannot contain any of these characters: '', '/','"', '%', ':', '$',
'?', '*'.
 Optional: Enter a comment for the screenshot you are attaching.
If you have entered a comment, then you can also set the security level for the comment
by selecting the appropriate value from the Comment Viewable By: dropdown. (The
default security level for the comment is All Users.) The comment is added to the issue,
with the selected security level, when the screenshot is attached.
 Click Attach to add the captured image to your issue.
4.3.1 Capturing Screenshots
The method for capturing screenshots differs on each operating system, as described below:
 New screenshot capture. To capture a screenshot into the system clipboard, use either of
the following keyboard combinations;
o Press ALT-PRINTSCREEN to capture your currently selected window; or
o Press CTRL-ALT-PRINTSCREEN to capture the whole desktop
 Existing image. Open your existing image in your favorite imaging application and select
the copy option from the appropriate menu to capture the image into the system
clipboard.
4.4 Cloning an Issue
Cloning, or copying, an issue lets you quickly create a duplicate of an issue within the same
project. The clone issue is a replica of the original issue, containing the same information stored
in the original issue — e.g. Summary, Affects Versions, Components, etc. The clone issue can
also be linked to the original issue.
A clone issue is a separate entity from the original issue. Operations on the original issue have no
effect on the clone issue and vice versa. The only connection is a link – if created – between the
original and the clone issue.

A clone issue retains the following information:
 Summary  Issue Type  Fix For Versions
 Description  Security  Issue Links (optional)
 Assignee  Reporter
(If you do not have
the Modify Reporter
permission, the clone issue
will be created with you as
the Reporter.)
 Attachments (optional)
 Environment  Components  Project
 Priority  Affects Versions
Once the clone has been saved, you can move it to another project as described in Moving an
Issue.) The content of custom fields is also cloned. Things that aren't cloned:
 Time tracking
 Comments
 Issue history
4.4.1 Creating a Clone Issue
 Open the issue you wish to clone.
 Select More > Clone. The Clone Issue screen will appear.
o You can edit the clone issue's Summary if you wish.
o If the issue contains links to other issue(s), you can select whether or not to
include the links in the new clone issue.
o If the issue contains sub-tasks, you can select whether or not to create the sub-
tasks in the new clone issue.
o If the issue contains attachments, you can select whether or not to include the
attachments in the new clone issue.
 Click Create.
4.4.2 Cloned Issue Linking Behavior
By default, when an issue is cloned, the system automatically creates a link between the original
and cloned issue using the pre-existing link type name 'Cloners'.
The administrator can customize this default behavior by either preventing links from being
created or changing the name of the link type.
4.4.3 Cloned Issue Summary Field Prefix
By default, the Summary field of a cloned issue is prefixed with the string 'CLONE - ' to
indicate that the issue is a clone.

 The administrator can customize this default behavior by either changing the prefix string or
preventing the addition of prefixes on cloned issues.
4.4.4 Cloning and Sub-Tasks
Sub-Tasks can be cloned in the same manner as other issue types. If the original issue has
associated sub-tasks, that issue's sub-tasks will also be cloned. The summary of a cloned sub-task
will also include the prefix specified in the properties file.
4.5 Commenting on an Issue
Adding comments to an issue is a useful way to record additional detail about an issue, and
collaborate with team members. Comments are shown in the Comments tab of the Activity
section when you view an issue.
 When adding a comment, you can set the comment to be Viewable by members of a
particular project role or user group only; or you can allow all users to view it.
 For users to view a comment they must have the Browse Project project permission to
view the issue and for each comment, they must be a member of the Viewable by users
(see Adding a Comment below).
 You automatically become a watcher of the issues that you comment on. You can disable
this via the Preferences > Autowatch option in your profile.
4.5.1 Adding a comment
 Open the issue on which to add your comment.
 Click the Comment button.
 Keyboard shortcut: m
 In the Comment text box, type your comment, using as many lines as you require. You
can use wiki markup in this text box if the Wiki Style Renderer is enabled.
 To apply viewing restrictions to a comment:
 click the open padlock icon next to Viewable by... and select which
users will be able to view this comment.
 The Viewable by list also includes all project roles and groups to
which you belong.

 Once viewing restrictions have been applied to a comment, the padlock
icon closes and Viewable by... is replaced by Restricted to... and
indicates the user, project role or group, who can view this comment, for
example:
 To email other users about your comment: simply mention these users in
the Comment text box. An email message will be sent to the user's email
address (registered with their JIRA account) upon clicking the Update button.
See Emailing an issue to users by mentioning them for details on the correct
syntax.
 Click the Add button to save the comment.
 For each comment on an issue, a small version of the comment author's user avatar appears
to the left of their full name.
4.5.2 Collapsing and expanding a comment
 Locate the comment in the Activity section at the bottom of the issue.
 Browse to the comment you wish to collapse/expand.
 To collapse or expand a comment, click the arrow icon, located on the comment:
 Collapsing or expanding a comment does not relate in any way to a comment's 'viewing
restrictions' applied when adding or editing a comment.
4.5.3 Editing a comment
 Locate the comment in the Activity section at the bottom of the issue.
 Browse to the comment you wish to edit.
 Click the Edit (pencil) icon, located on the comment:
 Edit the comment's text and/or Viewable by list as required.
 Click the Save button.
 The word 'edited' will be displayed to indicate that the comment has been edited. You can
hover your mouse over the word 'edited' to see who edited the comment and when.

4.5.4 Deleting a comment
 Hover your mouse over the comment you wish to delete.
 Click the Delete (trash-can) icon, located on the comment:
 Confirm the deletion by clicking the Delete button.
4.5.5 Linking to a comment
Sometimes you may want to link to a specific comment within an issue.
 Browse to the comment you wish to link to.
 Click the Permlink (link) icon, located on the comment:
o The comment will now be highlighted in pale blue, e.g.:
If your issue contains an extensive list of comments, the issue page will
automatically be scrolled down so that the linked comment is visible.
4.6 Creating a Sub-Task
Sub-task issues are useful for splitting up a parent issue into a number of smaller tasks that can
be assigned and tracked separately. This can provide a better picture of the progress on the issue,
and allows each person involved in resolving the issue to better understand what part of the
process they are responsible for.
All the sub-tasks related to a parent issue are summarized on the parent issue's main screen (see
'Working with Sub-Tasks' below). Sub-tasks always belong to the same project as their parent
issue. Sub-tasks have all the same fields as standard issues, e.g. Summary, Description,
Reporter, Assignee, and Status. Note that sub-tasks have a different set of issue types from the
standard issue types. Sub-tasks cannot have sub-tasks of their own. However, if you need to
break up a sub-task into smaller sub-tasks, you could achieve this by first converting the sub-task
to a standard issue. You would then be able to create sub-tasks for it.
To create a sub-task:
 Navigate to the issue you would like to be the parent issue of the sub-task you are about
to create.
 Select More > Create Sub-Task. You will see the Create Subtask screen.
 Fill in the details as needed, and then click Create at the bottom of the page.
o Tip: You can customize the Create Subtask dialog to show fields you use most
often. To do this, click Configure Fields at the top right corner of the dialog, and
use the All and Custom links to switch between the default screen and your
custom settings. Your changes are saved for future use.
4.6.1 Working with sub-tasks
If an issue has sub-tasks, the issue screen displays a list of all the issue's sub-tasks:
 Show open sub-tasks only – The sub-task list has two views: Show All and Show
Open. Show All lists all sub-tasks, regardless of status, while Show Open only shows
sub-tasks that have not been resolved (i.e. do not have a Resolution ).

 Time Tracking – The colored bars show the time-tracking data for the issue and its sub-
tasks.
 Perform actions on sub-tasks – Click on the right side of the sub-task in the list to display
the Actions dropdown menu:
o Tip: You can also type a period ‘. ’to access issue actions.
 Quickly create sub-tasks: Once an issue has one or more sub-tasks, you can quickly create
additional sub-tasks by clicking the '+' icon.
4.6.2 Searching for sub-tasks
When sub-tasks are enabled, two extra entries appear in the Issue Type dropdown list in
the search form.

 To search standard issues only, click All Standard Issue Types.
 To search sub-task issues only, click All Sub-Task Issue Types.
 To search for one specific type of issue or sub-issue, select just one Issue Type or one
Sub-Task Issue Type.
If no entries are selected from the Issue Type list, the search returns all the standard and sub-task
issues that meet the search criteria.
4.6.3 Converting a standard issue to a sub-task
 Navigate to the issue you would like to convert.
 Select More > Convert to Sub-Task.
 Select Parent Issue and Sub-Task Type screen, type or select the appropriate parent
issue type and the new issue type (i.e. a sub-task issue type). Click Next.
 If the issue's current status is not an allowed status for the new issue type, the Select New
Status screen is displayed. Select a new status and click Next.
 In the Update Fields screen you will be prompted to enter any additional fields if they
are required. Otherwise, you will see the message 'All fields will be updated
automatically'. Click Next.
 The Confirmation screen is displayed. If you are satisfied with the new details for the
issue, click Finish.
 The issue will be displayed. You will see that it is now a sub-task, that is, its parent's
issue number is now displayed at the top of the screen.
 You will not be able to convert an issue to a sub-task if the issue has sub-tasks of its own.
You first need to convert the issue's sub-tasks to standalone issues (see below); you can then
convert them to sub-tasks of another issue if you wish. Sub-tasks cannot be moved directly
from one issue to another — you will need to convert them to standard issues, then to sub-
tasks of their new parent issue.
4.6.4 Converting a sub-task to a standard issue
 Navigate to the sub-task issue you would like convert.
 Select More > Convert to Issue.
 Select Issue Type screen, select a new issue type (i.e. a standard issue type) and
click Next.
 If the sub-task's current status is not an allowed status for the new issue type, the Select
New Status screen is displayed. Select a new status and click Next.
 In the Update Fields screen you will be prompted to enter any additional fields if they
are required. Otherwise, you will see the message 'All fields will be updated
automatically'. Click Next.
 The Confirmation screen is displayed. If you are satisfied with the new details for the
issue, click Finish.
 The issue will be displayed. You will see that it is no longer a sub-task, that is, there is no
longer a parent issue number displayed at the top of the screen.

4.7 Editing an Issue
 Locate the issue you want to edit.
 Click the Edit button (at the top-left of the 'view issue' page) to open the Edit
Issue dialog box.
o Keyboard shortcut: e
Alternatively, hover your mouse over a field and click the pencil icon to edit it inline.
o Keyboard shortcut: then enter the desired field name.
 Modify your issue's details in the appropriate fields of the Edit Issue dialog box.
o If you want to access fields which are not shown on this dialog box or you want to
hide existing fields:
 Click the Configure Fields button.
 Click Custom and select the fields you want to show or hide by selecting or
clearing the relevant check boxes, respectively, or click All to show all fields.
 When you next edit an issue for a given project, the system remembers
your last choice of selected fields.
 Click the Update button to save your changes.
o Tips: You can mention other users in the Description or Comment field so that an
email message will be sent to the user's email address (registered with their system
account) upon clicking the Update button. See Emailing an issue to users by
mentioning them for details.
 In certain text fields for an issue, you can link to other issues, insert macros, and insert
images and more. For more information, see Editing Rich-Text Fields.
4.7.1 Find and Edit the issue
We will show you how to find an existing issue using the quick search, and how to edit it
using inline editing. For example, you may want to add more information to an issue, attach new
files or screenshots, and more.

Inline editing is the quickest way to edit an issue. However, please note that blank fields are
hidden on the View Issue screen. You can only edit these via the Edit Issue dialog (Edit button
on View Issue screen), which provides you access to all issue fields.
 In the Quick Search box in the JIRA
header, type issue key and press Enter
on your keyboard.
 The issue that you entered will display. The quick search is only one of the search
methods in JIRA. See Searching Issues for other methods.
 Hover over the Priority field. A pencil icon will appear with a Click to edit label.
 Click on the tick icon or anywhere outside of the field to save your change.
4.8 Editing Rich-Text Fields
When you create, edit or comment on an issue, some fields may display two small icons at the
bottom of the text area: a blue screen – the Preview icon – and a question-mark – the Help icon.
The presence of these icons indicates that this field supports Text Formatting Notation, which
allows you to use rich-text features such as:
 Italic, bold, underlined text.
 Multiple levels of headings.
 Bullets, numbered lists, tables and quotations.
 Images.
 Macros (see below).
Click the Help icon to see a popup window containing the Text Formatting Notation Help.

4.9 Resolve the issue
Every issue has a lifecycle. In JIRA, the lifecycle of an issue is managed by a workflow. A
workflow consists of the issue statuses (e.g. Queue) and the transitions between each status (e.g.
Start progress). Here is the system’s workflow.
In this step, you will be resolving your issue. To do this, you will use the Start
Progress transition to take your issue from Queue to In Progress, then the Resolve transition
to take your issue from In Progress to Resolved.
You should be viewing the issue IBTO-189. If not, open it using the Quick Search. You will
notice that all of the workflow-related controls are grouped together:
 Choose the Resolve Issue. A 'Resolve Issue' screen will appear

 Leave the fields at their default values and choose the Resolve. The status of your issue will
be changed to Resolved.
4.10 Assign the issue to another user
To assign an issue to another user:
 Find and open the issue. For example, IBTO-189 by entering IBTO-189 in the Quick
Search box and pressing Enter on your keyboard.
 Choose Assign on the issue. You can also use the quick operation: . + assign
 Type Chris in the Assignee field and select him as the assignee from the dropdown list
that appears.
 Type text in the Comment field, then choose Assign.
o You may notice a few things when you enter the comment:
 When you start typing after the @ symbol, you will be prompted to choose a
specific user. The user will be sent an email notification that links to the issue,
when you save. This feature is called mentioning a user.
 On choosing Assign:
o The issue is assigned to the selected assignee with a comment added to it.
o A link is automatically created to the issue IBTO-189 in the issue
comment.
 If you edit an issue description or comment and click the icon, you will see other text
formatting options.
4.11 Emailing an Issue
You can email other users a link to an issue either by sharing the issue with them or
by mentioning them in an issue's Description or Comment field. You can also email an issue
any email address — not only just users – using the Share option.
To email other users a link to an issue, use the Share option. This feature also allows you to add
an optional note to the email message.

4.11.1 To share an issue with one or more JIRA users or any email addresses:
 View the issue you want to share.
 Click the Share button at the top-right.
o Keyboard shortcut: s
 Specify JIRA users (by typing their usernames or part/all of their full names as registered
with their JIRA user accounts) or type any email addresses of individuals you wish to
share the issue with.
o When you begin typing a JIRA user's username or name, or a previously
specified email address, an autocomplete dropdown list of users appears.
 Add an optional Note.
 Click the Share button at the bottom of the displayed window.
 Note:
 Any specified recipients will receive an email message whose body contains the content
of the Note (if one was included) as well as a link to the issue.
 A shared issue sent to users specified in the User name or email field will be sent to the
email addresses registered with these user's respective accounts.
 The subject line of the email message will specify you as the user who 'shared' the issue
with the recipients.
 You can also share a search result. For details, see Sharing a Search Result.
4.11.2 Emailing an issue to users by mentioning them
When creating, editing or commenting on an issue, you can easily email other users a link to the
issue by mentioning these users in the issue's Description or Comment field.
 Create, edit or comment on an issue.

 In the issue's Description or the Comment field, type '@' and then the first few
characters of the user's username or part or their entire full name (registered with their
user account).
o As you start typing, a list of suggested users will appear in a dropdown list below
the field (if you have the Browse Users global permission).
 Complete typing the user's username or choose from the list of suggested users in the
dropdown list.
o When you submit the field, will send that user an email message indicating that
you mentioned them on that issue.
 Note:
 Upon submitting your Description or Comment field that mentions one or more users,
an email message will be sent to the email addresses registered with these user's
respective accounts.
 If either the Description or Comment field does not use the Wiki Style Renderer, you
can still mention users (who will receive email notifications) but once the field is
submitted, the users' usernames will not be converted to links leading to their profile
pages. Instead, any mentioned users will appear 'literally' in wiki markup style,
i.e. [~username].
 The system will only send an email message to users upon each unique mention. Hence,
if you edit an issue's Description or Comment and do not mention a user a second time,
that user will not receive a notification once the field is submitted.
 When you mention users, they will not be automatically added to the watcher list. If you
mention users who are already watchers of the issue, they receive one email notification
only when you save the edits that have their names mentioned.
4.12 Labeling an Issue
Labeling allows you to categorize an issue(s) in a more informal way than assigning it to
a version o component. You can then search for issues that have been given a particular label.
When viewing an issue, the issue's labels appear in the 'Details' section:
You can click a label (e.g. 'doc' in the above screenshot) to jump to the Issue Navigator and see a
list of all issues that have this label. You can also:
 Search for issues that have been given a particular label (use the 'Labels' field in a Simple
Search or an Advanced Search, and create saved filters.
4.12.1.1 Adding and removing labels for an issue
 View the issue you wish to label.

 Select More > Labels. The Labels dialog will appear.
Keyboard shortcut:
 Add or remove the desired label(s) and click Update.
 Note: You can add multiple labels by typing them separated by spaces.
4.13 Linking Issues
Issue linking allows you to create an association between two existing issues on either the same
or different servers. For example:
 An issue may relate to another.
 An issue may duplicate another.
 An issue may block another.
Issue linking also allows you to:
 Create an association between an issue and a Confluence page.
 Link an issue to any other web page.
Issue links within an issue look like this:
The 'Issue Links' section within an issue

 Note: Resolved issues (i.e. issues with a Resolution set) are displayed in strike-through font,
e.g. DEMO-1.
4.13.1.1 Creating a link to another issue on the same JIRA site
 Open the issue you wish to link to another issue in the same JIRA site.
 Select More > Link to display the Link dialog box.
o Keyboard Shortcut: '.' + start typing link
 Ensure that the JIRA Issue item is selected at the left of the dialog box and then choose
the type of link to be created from the This issue dropdown list.
 In the Issues field, specify the issue(s) to be linked to your currently viewed/selected
issue. There are two ways to do this:
o Type the full issue key (e.g. ABC-123) or to link to multiple issues, press the
'Enter' key between each typed issue key.
 If you have previously browsed an issue, you can quickly find the issue
by typing the first few letters of the issue key (or part of the Summary),
which will appear in an 'autocomplete' drop-down list for selection:
OR:
 Click the search for an issue link to use the Find JIRA issues popup,
which allows you to perform either a simple text search or an advanced
search for issues.
 Optional: Add a Comment to describe why you are linking these issues.
 Click the Link button at the bottom of the dialog.
4.13.1.2 Creating a link to an issue on another JIRA site
 Open the issue you wish to link to another issue.

 Ensure that the JIRA Issue item is selected at the left of the dialog box.
 Note:
 If, after selecting this option, you are prompted for authorization, you may be required to
log in to the remote JIRA site, which will allow your JIRA site to access the remote JIRA
site on behalf of your account on the remote JIRA site.
 If your JIRA site is connected to multiple remote JIRA sites, choose the relevant JIRA
site from the Server dropdown list.
 Choose the type of link to be created from the This issue dropdown list.
 Type the Issue key of the issue on the remote JIRA site that you want to link to.
Alternatively, you can search for issues on the remote JIRA site by clicking the search
for an issue link, which opens the Find JIRA issues popup.
o You can link to any issue on the remote JIRA site to which you have
access on that site.
 Select the Create reciprocal link check box to create the complementary link on the
remote issue you are linking to, back to your issue. For example, if you create
a blocks link type to a remote issue, the reciprocal link generated on the remote issue will
be a is blocked by link type back to your local issue.
4.13.1.2.1 Troubleshooting
 Problem: If you selected the Create reciprocal link check box but after clicking
the Link button, discover that a reciprocal link from the remote JIRA issue back to your
JIRA issue has not been created, then your administrator has most likely created only a
one-way link from your JIRA site to the remote JIRA site.
o Solution: Ask your administrator to configure fully reciprocal application
links between your JIRA site and the remote JIRA site.
 Problem: If you attempted to create a reciprocal link but received the following
message:
 'A reciprocal link from issue 'XYZ-123' back to this issue was not created as the
remote JIRA server returned the following error: No Link Issue Permission for
issue 'XYZ-123'.' (where 'XYZ-123' is the issue key on the remote JIRA site),
 Then a reciprocal link on the remote JIRA site will not have been created, because the
user account through which you authenticated on the remote JIRA site (above) does not
have the Link Issues project permission.
o Solution: Ask the administrator(s) on the remote JIRA site to grant your user
account the Link Issues project permission for the relevant project(s) to which you
need to create issue links. Alternatively, if the application link between your JIRA
site and the remote JIRA site use OAuth authentication and you suspect you may
have authenticated on the remote site with another user account that does not have
the Link Issues project permission, repeat the procedure above but during

the authorization step (above), authenticate on the remote site with a user account
which has this permission.
 If you are not prompted for authentication during authorization, try
clearing your browser's cookies first and repeat the procedure again.
4.13.1.3 Creating a link to a Confluence page
 Click the Confluence Page option at the left of the dialog box.
o This option is not available if your administrator has not configured an application
link () between your JIRA site and the Confluence site.
 If more than one application link has been configured between your JIRA site and other
Confluence sites then choose the appropriate Confluence site from
the Server dropdown list.
 Specify the Confluence page to be linked to your currently viewed issue. There are two
ways to do this:
o In the Page URL field, enter the URL of a page on the Confluence site you want
to link to.
o Click the search for a page link. The Link dialog box is replaced by the Find a
Confluence page dialog box.
 If you are prompted for authorization, you may be required to log in to the
Confluence site, which will allow your JIRA site to access the Confluence
site on behalf of your account on the Confluence site.
This behavior means the application links configured between your JIRA
site and the remote Confluence site use OAuth authentication.
o In the first Search field, specify one or more search terms that appear in the page
you want to link to. This field is mandatory.
o Optional: In the second Search field, select the Confluence space to further
narrow down the search.
o Click the Search button and then the title of the page you want to link to.
4.13.1.3.1 Troubleshooting
 Problem: If Confluence page links you create show Failed to load on the JIRA issue or
if you attempted to search for a Confluence page but received the following message:
'Content on the Confluence site could not be accessed because the Confluence
server's 'Remote API' feature is disabled. The administrator must enable this
'Remote API' feature for JIRA to successfully access this content.' then JIRA was
unable to communicate with the Confluence server to either:
retrieve information about the link or
conduct a Confluence page search in the Find a Confluence page dialog box.

o Solution: Ask the administrator to enable the Remote API (XML-RPC &
SOAP) feature, since this Confluence feature is disabled by default. See Enabling the
Remote API in the Confluence documentation for details.
4.13.1.4 Creating a link to any web page URL
 Click the Web Link option at the left of the dialog box.
 Specify the URL of the web page you want to link to.
 Specify the Link Text that will appear in the Issue Links section of the 'view issue' page
and will be hyperlinked to your URL.
4.13.1.5 Deleting a link
 Go to an issue that contains links, and locate the Issue Links section.
 Hover your mouse over the link you wish to delete, and click the Delete (trashcan) icon
that appears.
4.13.1.6 Searching for linked issues
You can search for issues that are linked to a particular issue. For details, please see the
documentation on Advanced Searching.
 Be aware that this functionality does not extend to issues on a remote JIRA server.
4.14 Logging Work on an Issue
4.14.1 About time tracking
If an issue (or its sub-tasks) has had work logged and/or an Original Estimate value specified,
three colored bars will be displayed representing the following amounts of time:
 Original Estimate (blue): the amount of time originally anticipated to resolve the issue.
(This is indicated as Estimated when viewing an issue.)
 Remaining Estimate (orange): the remaining amount of time currently anticipated to
resolve the issue. (This is indicated as Remaining when viewing an issue.)
 Time Spent (green): the amount of time logged working on the issue so far. (This is
indicated as Logged when viewing an issue.)

The Time Tracking section of an issue
If your issue has one or more sub-tasks, then:
 To see aggregated times for your issue plus all of its sub-tasks, ensure that the Include
sub-tasks check box is selected.
 To see times for just your issue only, ensure that the Include sub-tasks check box is
cleared.
When you log work on an issue (see below), you:
 Log the time you have spent, in weeks/days/hours/minutes (you can use fractions if you
wish, e.g. '5.5h').
o This time will be added to the issue's total Time Spent.
 Enter a description of the work you have done.
 Adjust the Remaining Estimate value (i.e. the remaining amount of time you think the
issue will take to resolve).
The work logged on an issue is shown in the Log Work dialog, shown below:

Additionally, once work has been logged on an issue, various reports based on the time-tracking
information become available.
4.14.2 Specifying time estimates
Prior to logging work on an issue, you may want to specify an Original Estimate for an issue
(i.e. the total amount of time you think it will take to resolve the issue).
When work is first logged against the issue, the Time Spent is subtracted from the Original
Estimate and the resulting value is automatically presented in the Remaining Estimate. When
subsequent work is logged, any Time Spent is subtracted away from the Remaining Estimate.
Throughout the lifecycle of an issue, however, you can modify the Original
Estimate and/or Remaining Estimate values manually if you wish. To do this:
 Navigate to an existing issue, view it and click the Edit button at the top of the screen to
edit that issue.
OR
Create a new issue by clicking Create Issue at the top of the screen and complete the
required field details.
 Edit the following Time Tracking fields:
o Original Estimate — the amount of time you originally believe is required to
resolve the issue. Typically, this is specified when creating an issue or before
work is first logged against an issue.
o Remaining Estimate — the amount of time you believe is required to resolve the
issue in its current state.
 Enter or modify your time tracking details in the Original Estimate and/or Remaining
Estimate fields. Use 'w',’d’, 'h' and 'm' to specify weeks, days, hours or minutes. For
example, to specify 'six hours', type '6h'.
o If both of these fields are available and are mandatory (indicated by red asterisks),
you can just enter one value and leave the other value blank. When you submit the
form, the field with a value will be copied to the field that was left blank.
 Click Update at the bottom of the screen.
4.14.3 Logging work on an issue
 Navigate to the issue and view its details.
 Select More > Log Work.
 The Log Work dialog box is displayed.

The Log Work Dialog Box
 In the Time Spent field, enter the amount of time to be logged. Use 'w',’d’, 'h' and 'm' to
specify weeks, days, hours or minutes. For example, to log two hours of work, type '2h'.
o If you type a number without specifying a time unit (e.g. if you type '2' instead of
'2h'), the default time unit as specified by your administrator will apply.
 In the Date Started field, click the calendar icon to select the date/time when you started
work. The calendar popup will be displayed, where you can:
o use the month scroll back ('<') or forward ('>') icons to choose a different month.
o use the year scroll back ('<<') or forward ('>>') icons to choose a different year.
 If you click and hold one of these scroll icons, a dropdown menu appears,
allowing you to select a month or year from the list of options provided.
o click the hour to increase it (or <Shift> click to decrease it).
o click the minute to increase it (or <Shift> click to decrease it).
o click 'am' / 'pm' to toggle between them.
 The Remaining Estimate field affects the value of the issue's Remaining
Estimate value. Select one of the following:
o 'Adjust Automatically'. Select this if you want to automatically subtract
your Time Spent from the issue's current Remaining Estimate value.

o 'Leave Estimate Unset': Select this if you do not want to specify any time
estimates for the issue.
 This option is only displayed if no time estimates have been specified.
o 'Use existing estimate of ...': Select this if you do not want to change the
issue's Remaining Estimate value.
 This option is displayed if a time estimate has been specified.
o 'Set to ...' — Select this if you want to manually set the issue's Remaining
Estimate value to the amount specified. If you select this option, enter your new
estimate into the blank field below. Use 'w', 'd', 'h' and 'm' to specify weeks, days,
hours or minutes. For example, to specify 'thirty minutes', type '30m'.
o 'Reduce by ...': Select this if you want to manually reduce the issue's Remaining
Estimate value by the amount specified. If you select this option, enter your new
estimate into the blank field below. Use 'w', 'd', 'h' and 'm' to specify weeks, days,
hours or minutes. For example, to specify 'thirty minutes', type '30m'.
 In the Work Description field, type a description or comment about the work you have
done.
 Click the padlock icon to either set this work log to be viewable only by members of a
particular project role or group; or you can allow all users to view it.
For users to view a work log, they must have the Browse Project permission to view the
issue and be a member of the project role or group selected in this step.
 Click Log at the bottom of the dialog to submit the form and close this window.
o the Time Spent that you just entered has been added to the issue's total Time
Spent field.
o the Remaining Estimate value that you just entered (or chose) matches the
issue's Remaining Estimate field.
4.14.4 Logging work while resolving or closing an issue
 Select either Workflow > Resolve Issue or Workflow > Close Issue.
 Edit the Log Work fields as described under the Logging work when viewing an
issue section above.
 Click Resolve (or the appropriately named button for your workflow transition or action)
to return to the issue and verify that:
o The Time Spent that you just entered has been added to the issue's total Time
Spent field.
o The Remaining Estimate value that you just entered (or chose) matches the
issue's Remaining Estimate field.
4.14.5 Editing a work log entry
 Locate the Activity section and select the Work Log tab.
 Locate the work log entry you wish to edit.
 Click the Edit (pencil) icon, located at the right of the work log entry.

 The Edit Work Log screen is displayed. Edit the fields as described under the Logging
work when viewing an issue section above.
o Be aware that when you are editing a work log entry, you cannot specify an
amount of time by which to reduce the Remaining Estimate. Hence, the 'Reduce
By...' field is not available on the Edit Work Log screen.
 Click Log to return to the issue, and verify that:
o the word edited is displayed to indicate that the work log entry has been edited.
You can hover your mouse over this word to see who edited the work log and
when this was edited.
o the issue's total Time Spent field has been adjusted as per the Time Spent that
you just edited.
o the issue's Remaining Estimate value field has been adjusted as per
the Remaining Estimate value that you just edited.
4.14.6 Deleting a work log entry
 Locate the Activity section and select the Work Log tab.
 Locate the work log entry you wish to delete.
 Click the Delete icon, located at the right of the work log entry.
 The Delete Worklog screen is displayed. The Adjust Estimate field affects the value of
the issue's Remaining Estimate. Select one of the following:
o 'Auto Adjust': Select this if you want to automatically add the work log
entry's Time Spent value back to the issue's current Remaining Estimate value.
o 'Leave existing estimate of ... ': Select this if do not want to change the
issue's Remaining Estimate value.
o 'Set estimated time remaining to ...': Select this if you want to manually set the
issue's Remaining Estimate value to the amount specified. If you select this
option, enter your new estimate into the blank field below. Use 'w', 'd', 'h' and 'm'
to specify weeks, days, hours or minutes. For example, to specify 'thirty minutes',
type '30m'.
o 'Increase estimated time remaining by ...': Select this if you want to ...
 Click Delete to confirm the deletion and return to the issue. Verify that:
o the issue's Work Log tab no longer displays the work log entry that you just
deleted.
o the issue's History tab displays the Worklog Id (but not the description) of the
deleted work log entry.
o the issue's Time Spent field has been decreased by the value of the deleted work
log entry's Time Spent.
o the issue's Remaining Estimate field has been adjusted according to your choice
above.
4.15 Moving an Issue
The Move Issue wizard allows you to specify another project in your instance to move your
selected issue to. As there may be significant differences in the configuration of your original

User Guide

Recommended

Recommended

More Related Content

What's hot

What's hot (14)

Similar to User Guide

Similar to User Guide (20)

More from Deborah Obasogie

More from Deborah Obasogie (20)

User Guide