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JIRA
JIRA Menu Options
 This is a System Dashboard of JIRA software. Various menu options present in JIRA software are:
o Home
o Dashboards
o Projects
o Issues
o Boards
o Create
o Tests menu is added with the integration of “Zephyr for JIRA” add-on with JIRA software.
 JIRA menu is packed with an inbuilt Search field, which can be used to search any issues related
to the JIRA projects.
 Additional menu options are:
o Application selector: Located to the left end of the JIRA window ( ); is used to select
the different applications that is integrated with JIRA software such as Confluence,
Bitbucket etc.
o Feedback: Located to the left side of JIRA window ( ); is used to provide user feedback
for JIRA software.
o Help: Located to the left side of JIRA window ( ); provides various JIRA online help
links.
o Settings: Located to the right side of the JIRA window ( ); provides various settings
options for JIRA software, applications and administrations.
o Profile: Located to the right end of the JIRA window ( ); is used to view the profile
details of the user. Also has a logout option and few others
Application Navigator
 Here we can switch between the various applications that are integrated
along with the JIRA software(Confluence,Bitbucket…). Also we can
configure the application settings from this menu.
Home
 This menu direct to the JIRA software home page from the current page.
Dashboards
 Dashboard provide an overall status and various statistics of current
project.
 Under “View all dashboard”, you can create a new dashboard. New
dashboard can be a blank dashboard or System dashboard.
 Blank dashboard can be then edited to match your requirement. System
dashboard creates a dashboard with some pre-defined formats, however you can re-edit the
existing configuration to match your requirements.
 We can add the gadgets in the dashboards, which will help in reading the statistics and status of
the project without any much calculation needed.
Projects
 From “Project” menu, we can view the current project. Also project
under various types can be also seen. Also we can create a new
project from here.
Issues
 This menu deals with handling all the issues created under a project.
 You can also search for a particular issue. Recent issues worked on are
displayed here.
 Importing issues from various external files such as “CSV” can also be done
from here.
 Also we can look for an issue of particular type by applying some filters.
Boards
 Has links to the project boards, where the status of issue under current
sprint is updated.
o To do ->In Progress->Done
Tests
 This menu is added after the integration of “Zephyr for JIRA” add-on.
 All the test case related activities can be performed from here.
Create new test, View the test, Search for a test.
 Also test execution can be performed from here. Planning and
designing test cycles, performing execution, applying filters all can be
done from here.
 Test metrics and test summary of the test executed can also be
viewed from here.
 Traceability of an issue can be done from here.
 The API code required to import the test case using external tool is
generated from here.
Create
 This menu is used to create a new Issue in the JIRA software. In JIRA everything is
treated as “ISSUE”.
 Various issue types are:
o Task
o Sub Tasks
o Epics
o Test
o Bug
o Stories
Settings
 Settings ( ) menu redirects to the main settings page of the JIRA software. Where the entire
application and its contents can be controlled and managed per user requirements.
 Below is the settings page main menu;
o Applications
o Projects
o Issues Administration
o Add-ons
o System
o User management
o Billing Site administration
o Discover new applications
Administration:
Applications:
 Application Access is sued to provide users access to various
application that is integrated with JIRA software.
Projects:
 Projects displays all the projects available in JIRA.
 Project Categories lets you to create new categories, which can be used to categorize the
projects.
Issues:
 All the issue related settings can be accessed from here.
Add-ons:
 Any Add-on related settings can be found under here. Add new, manage existing all can be
done from here.
System:
 Various system settings can be set from here.
Site administration
User management: manage the users profiles, groups, application access,
password policy from here
Billing: all the billing related details here. Managing application licences
etc.
Discover new applications: search and integrate new applications from
here
Project Window
 We can create Versions, Epics from here.
 All the newly created issues will be added in to “Backlog” by
default. We can create Sprints here and add the issues to those
sprints.
 Active Sprints is managed from here. It takes you to the board to
manage the issue workflow.
To do ->In Progress ->Done
 Releases can be used to control and release the versions. We can
also create the versions from here.
 Reports are used to give the real time metrics of the complete
project. Numerous reports are available to fetch the required
data from.
 Issue deals with all the issue related activities.
 Components are used to group the issues. This can be used to
track back issue of certain types.
 Tests deals with all the test related activities. Test summary, Test
results and Traceability can be found from here.
 Any internal or external links to the resources can be added as
shortcut.
 Invite team to help you in your project.
 Project settings provides a lot of options to the user to set the project per need.
Project Settings
 All the project related settings are performed from here.
 Summary of project, deleting the project, Issue types used, user
roles, access permission, notifications to the users.
 Integration with development tools like Bitbucket etc. are
performed from here.
 Issue Collectors lets you to add a feedback collecting form in your
website.
JIRA Menu Options Guide: Dashboards, Projects, Issues & More (38

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JIRA Menu Options Guide: Dashboards, Projects, Issues & More (38

  • 1. JIRA JIRA Menu Options  This is a System Dashboard of JIRA software. Various menu options present in JIRA software are: o Home o Dashboards o Projects o Issues o Boards o Create o Tests menu is added with the integration of “Zephyr for JIRA” add-on with JIRA software.  JIRA menu is packed with an inbuilt Search field, which can be used to search any issues related to the JIRA projects.  Additional menu options are: o Application selector: Located to the left end of the JIRA window ( ); is used to select the different applications that is integrated with JIRA software such as Confluence, Bitbucket etc. o Feedback: Located to the left side of JIRA window ( ); is used to provide user feedback for JIRA software. o Help: Located to the left side of JIRA window ( ); provides various JIRA online help links. o Settings: Located to the right side of the JIRA window ( ); provides various settings options for JIRA software, applications and administrations. o Profile: Located to the right end of the JIRA window ( ); is used to view the profile details of the user. Also has a logout option and few others
  • 2. Application Navigator  Here we can switch between the various applications that are integrated along with the JIRA software(Confluence,Bitbucket…). Also we can configure the application settings from this menu. Home  This menu direct to the JIRA software home page from the current page. Dashboards  Dashboard provide an overall status and various statistics of current project.  Under “View all dashboard”, you can create a new dashboard. New dashboard can be a blank dashboard or System dashboard.  Blank dashboard can be then edited to match your requirement. System dashboard creates a dashboard with some pre-defined formats, however you can re-edit the existing configuration to match your requirements.  We can add the gadgets in the dashboards, which will help in reading the statistics and status of the project without any much calculation needed. Projects  From “Project” menu, we can view the current project. Also project under various types can be also seen. Also we can create a new project from here.
  • 3. Issues  This menu deals with handling all the issues created under a project.  You can also search for a particular issue. Recent issues worked on are displayed here.  Importing issues from various external files such as “CSV” can also be done from here.  Also we can look for an issue of particular type by applying some filters. Boards  Has links to the project boards, where the status of issue under current sprint is updated. o To do ->In Progress->Done Tests  This menu is added after the integration of “Zephyr for JIRA” add-on.  All the test case related activities can be performed from here. Create new test, View the test, Search for a test.  Also test execution can be performed from here. Planning and designing test cycles, performing execution, applying filters all can be done from here.  Test metrics and test summary of the test executed can also be viewed from here.  Traceability of an issue can be done from here.  The API code required to import the test case using external tool is generated from here.
  • 4. Create  This menu is used to create a new Issue in the JIRA software. In JIRA everything is treated as “ISSUE”.  Various issue types are: o Task o Sub Tasks o Epics o Test o Bug o Stories Settings  Settings ( ) menu redirects to the main settings page of the JIRA software. Where the entire application and its contents can be controlled and managed per user requirements.  Below is the settings page main menu; o Applications o Projects o Issues Administration o Add-ons o System o User management o Billing Site administration o Discover new applications
  • 5. Administration: Applications:  Application Access is sued to provide users access to various application that is integrated with JIRA software. Projects:  Projects displays all the projects available in JIRA.  Project Categories lets you to create new categories, which can be used to categorize the projects.
  • 6. Issues:  All the issue related settings can be accessed from here.
  • 7. Add-ons:  Any Add-on related settings can be found under here. Add new, manage existing all can be done from here.
  • 8. System:  Various system settings can be set from here.
  • 9. Site administration User management: manage the users profiles, groups, application access, password policy from here Billing: all the billing related details here. Managing application licences etc. Discover new applications: search and integrate new applications from here Project Window  We can create Versions, Epics from here.  All the newly created issues will be added in to “Backlog” by default. We can create Sprints here and add the issues to those sprints.  Active Sprints is managed from here. It takes you to the board to manage the issue workflow. To do ->In Progress ->Done  Releases can be used to control and release the versions. We can also create the versions from here.  Reports are used to give the real time metrics of the complete project. Numerous reports are available to fetch the required data from.  Issue deals with all the issue related activities.  Components are used to group the issues. This can be used to track back issue of certain types.  Tests deals with all the test related activities. Test summary, Test results and Traceability can be found from here.  Any internal or external links to the resources can be added as shortcut.  Invite team to help you in your project.  Project settings provides a lot of options to the user to set the project per need.
  • 10. Project Settings  All the project related settings are performed from here.  Summary of project, deleting the project, Issue types used, user roles, access permission, notifications to the users.  Integration with development tools like Bitbucket etc. are performed from here.  Issue Collectors lets you to add a feedback collecting form in your website.