Atlassian Jira Tutorial: A Complete Hands-on JIRA Software Training

Atlassian JIRA Training Series of 18+ Hands-on JIRA Tutorials:

Once again, we are back with another tutorial series. This time it’s the Issue and Project Tracking Software – Atlassian JIRA.

For your convenience we have listed all the JIRA tutorials in this series: 

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List of ALL JIRA Tutorials in This Series:

Tutorial #1: Atlassian Jira Tutorial: A Complete Hands-on JIRA Software Training
Tutorial #2: Jira Download and Installation with Jira License Setup
Tutorial #3: JIRA Bug Tracking Tool Tutorial: How to Use JIRA as a Ticketing Tool
Tutorial #4: JIRA Sub-Task with Example (JIRA Create Sub-task)
Tutorial #5: Guide to JIRA Workflow: Managing Issue Workflow and JIRA Reports
Tutorial #6: JIRA Administration Tutorial: JIRA Admin and User Management
Tutorial #7: JIRA Agile Tutorial: Using JIRA Effectively for Managing Agile Projects
Tutorial #8: Agile Project Portfolio Management Plug-in for JIRA (Review)
Tutorial #9: Scrum Handling with Jira For Managing the Sprint Effectively
Tutorial #10: JIRA Dashboard Tutorial: How to Create JIRA Dashboard with Example
Tutorial #11: Zephyr for JIRA Test Management Tutorial
Tutorial #12: Atlassian Confluence Tutorial for Beginners: A Complete Guide
Tutorial #13: How to Integrate JIRA with qTest: A Step by Step Guide
Tutorial #14: Test Automation for Jira with Katalon Studio
Tutorial #15: Integrate JIRA With TestLodge
Tutorial #16: Top 7 Most Popular JIRA Plugins (Best Jira Add-ons in 2018)
Tutorial #17: 7 Best JIRA Alternatives in 2018
Tutorial #18: JIRA Interview questions

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Update: Above text tutorials are good for learning this tool. But if you want to learn quickly from the experts, this Premium Jira Video Course will help you immensely.

Atlassian JIRA video course

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Let’s start with the first tutorial in this Training Series.

JIRA Tool Introduction

Before we get into what this tool is, how it can be used and who it is used by, I want to lay out some ground rules that will help us learn any tool easily and effectively in a short period of time.

Jira

I personally think that learning any tool has 2 phases to it:

  1. Understanding the underlying process
  2. Learning the tool itself- features/capabilities/shortcomings etc.

Take the case of JIRA. Think that you are a newbie and know nothing about it. You have heard about it from various friends, online references etc. You want to try your hand at it. How can you do that?

Ask yourself these questions:

  1. What kind of tool is it?
  2. Who uses it?

Tip:  When you are learning a tool (or any other software) and you want to get a non-technical description, Wikipedia is the best place to start. Since the wiki is aimed at a general audience, the information will be easy for you to understand without being overwhelming.

JIRA is an Incident Management tool; what is Incident management? This is the stage when you forget all about the tool and work on the process.

Before we see more details about this tool, let’s get familiar with the incident management process.

Incident Management Process overview:

Any task that is to be completed can be considered an incident.

Top 10 Incident Management requirements are:

  1. An incident has to be created
  2. Additional information needs to be added to the incident to make the description comprehensive
  3. Each stage of its progress should be marked and moved along the steps until completion
  4. The stages or steps that the incident needs to go through should be defined
  5. It might be linked to other incidents or have some child incidents
  6. Incidents might have to be grouped according to some common rules
  7. Concerned people should be aware of the incident creation/change in the state
  8. Others should be able to provide their feedback on certain defects
  9. The incident should be searchable
  10. Reports have to available if we need to see any trends

Whether it is JIRA or any other incident management tool, they should be able to support these core 10 requirements and enhance them if possible, right?  In this series, we will look into how JIRA fares with respect to our list.

What is JIRA?

It is a defect tracking/project management tool by Atlassian, Inc., the current version is 6. It is platform independent.

You can download JIRA and try it free for 30 days at this page: Download JIRA

Who uses JIRA?

Software project development teams, help desk systems, leave request systems etc.

Coming to its applicability to QA teams, it is widely used for bug tracking, tracking project level issues- like documentation completion and for tracking environmental issues.  A working knowledge of this tool is highly desirable across the industry.

JIRA Basics

JIRA in its entirety is based on 3 concepts.

Atlassian JIRA

  1. Issue:  Every task, bug, enhancement request; basically anything to be created and tracked via JIRA is considered an Issue.
  2. Project:  a collection of issues
  3. Workflow: A workflow is simply the series of steps an issue goes through starting from creation to completion.

Say the issue first gets created, goes to being worked on and when complete gets closed. The workflow in this case is:

Atlassian JIRA workflow

JIRA Hands-on

Let us get hands-on.

Once you create a trial, an OnDemand account gets created for you and you will be able to login to it.

Atlassian JIRA 1

Once logged in, the dashboard page is displayed (unless otherwise chosen) to the user. The dashboard page gives a snapshot of the description of the project you belong to; issue summary and the activity stream (the issues that are assigned to you, the issues that you created etc).

Atlassian JIRA 2

Tip:  When you are trying to create/modify a certain issue under a project for the first time, it really helps to know about the project itself.

You can do that by going to the main menu and choosing the Project name from the “Projects” drop down.

Atlassian JIRA 3

We defined earlier that a project is a collection of issues. Item number 6 in our list – the feature that enables the grouping of the issues is fulfilled with this concept. Projects have components and versions under it. Components are nothing but subgroups within a project based on common grounds. Also, for the same project, different versions can be tracked.

Every project has the following main attributes:

  1. Name – as selected by the administrator.
  2. Key- It is an identifier that all the issue names under the project are going to start with. This value is set during the creation of a project and cannot be modified later even by an administrator.
  3. Components
  4. Versions

For instance, take a web-based application; there are 10 requirements that need to be developed. There will be 5 more features added to it later on. You can choose to create the project as “Test for STH” version 1 and Version 2.  Version1 with 10 requirements, version 2 with 5 new ones.

For version 1 if 5 of the requirements belong to Module 1 and the rest of them belong to module 2. The module 1 and module 2 can be created as separate units

Note: Project creation and management in JIRA is an admin task. So we are not going cover project creation and will continue the discussion using an already created project.

Taking the details in the above example, I have created a project in JIRA called “Test for STH”, the key is “TFS”. So, if I create a new issue, the issue identifier will start with TFS and will be “TSH-01”. We will see this aspect in the next session when we create issues.

How the Project details are displayed in JIRA: 

JIRA Tutorial

Please note the left-hand side navigation.

When I choose the “Components” option, it displays the two components within the project:

JIRA Tutorial 1

When I choose the versions option, the versions within the project are displayed

JIRA Tutorial 2

Choose Roadmap option, the version information is displayed along with dates giving a general idea about the important milestones in the project.

JIRA Tutorial 3

Choose the calendar option to view the milestones date wise:

JIRA Tutorial 4

At this point, there are no issues created for this project. If there were, you will be able to see all of them by choosing “Issues” from the left navigation menu.

In the next session, we will learn how to download and install Jira and all about working with Jira issues. Please feel free to post your questions and comments below.

NEXT Tutorial


65 thoughts on “Atlassian Jira Tutorial: A Complete Hands-on JIRA Software Training”

  1. IT is a nice ,easy, understandable, straightforward content for jira tool .

    Thank you so much for providing such a straightforward information.

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