Jira Work Management for Business Teams

Jira Work Management for Business Teams

by John Funk
Released February 2022
Publisher(s): Packt Publishing
ISBN: 9781803232003

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Book description

Explore all the fundamental concepts and major applications of Jira Work Management to build and manage your business projects efficiently

Key Features

  • Get to grips with Jira Core updates
  • Discover how to use all the new JWM features such as lists, templates, calendars, and forms
  • Learn about administration schemes, automation, and simple administration capabilities

Book Description

Jira Work Management (JWM) is the newest project management tool from Atlassian, replacing Atlassian's previous product, Jira Core Cloud. While Jira Software focuses on development groups, JWM is specifically targeted toward business teams in your organization, such as human resources, accounting, legal, and marketing, enabling these functional groups to manage and enhance their work, as well as stay connected with their company's developers and other technical groups. This book helps you to explore Jira project templates and work creation and guides you in modifying a board, workflow, and associated schemes.

Jira Work Management for Business Teams takes a hands-on approach to JWM implementation and associated processes that will help you get up and running with Jira and make you productive in no time. As you explore the toolset, you'll find out how to create reports, forms, and dashboards. The book also shows you how to manage screens, field layouts, and administer your JWM projects effectively. Finally, you'll get to grips with the basics of creating automation rules and the most popular use cases.

By the end of this Jira book, you'll be able to build and manage your own Jira Work Management projects and make basic project-related adjustments to achieve optimal productivity.

What you will learn

  • Understand how JWM can help your company to increase productivity
  • Discover how to use templates to create projects quickly and with ease
  • Leverage JWM's newest features, including an in-line editable list, a built-in calendar, a roadmap-style timeline, and an updated board
  • Explore custom fields and see the impact of your project screen arrangement
  • Get to grips with simple administration and how schemes can be used to ease maintenance
  • Find out how Atlassian Marketplace apps can extend your Jira product
  • Discover how to use automation to complete routine and repetitive tasks

Who this book is for

This book is for product managers and project managers who want to learn how to quickly get started with non-software projects in Jira. End users working as part of functional teams, including human resources, finance, legal, and marketing teams will also benefit greatly from this book. Familiarity with Jira is helpful but not required.

Table of contents

  1. Jira Work Management for Business Teams
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
  6. Section 1: Jira Work Management Basics
  7. Chapter 1: Why Choose Jira Work Management?
    1. Technical requirements
    2. Comparing project types in Jira
      1. JWM projects
      2. JSW projects
      3. JSM projects
    3. Review of the Jira Core product
    4. What's new in JWM?
    5. New terms learned in this chapter
    6. Summary
  8. Chapter 2: Working with Project Templates
    1. Technical requirements
    2. What are JWM templates?
      1. How are JVM templates grouped?
    3. Exploring the information available for templates
      1. Issue types, workflow, and board relationships
      2. How to read a workflow
      3. Project Management
      4. Task Tracking
      5. Content Management
      6. Document Approval
      7. Web Design Process
      8. Recruitment
      9. New Employee Onboarding
      10. Performance Review
      11. Lead Tracking
      12. Procurement
      13. Sales Pipeline
      14. Email Campaign
      15. Budget Creation
      16. Personal Task Planner
    4. Deciding which template to use
    5. New terms learned in this chapter
    6. Summary
  9. Chapter 3: Creating Your First Project
    1. Technical requirements
    2. Let's create a project!
      1. The project board
      2. The project has been created – now what?
      3. Back to the board
    3. Accessing the Jira Work Management Administration components
      1. Project details
      2. People
      3. Issue types
      4. Screen and issue layout
      5. Schemes
    4. New terms learned in this chapter
    5. Summary
  10. Section 2: Enhancing Your JWM Project
  11. Chapter 4: Modifying the Board, Workflow, and Associated Schemes
    1. Technical requirements
    2. Using the board
      1. Finding the board
      2. Components of the board
      3. Functions of the board
      4. Creating a second board
    3. Accessing and modifying the workflow
      1. The workflow text view
      2. The workflow diagram view
      3. The workflow edit mode
      4. Editing the workflow
      5. Adding statuses
    4. The schemes used by JWM projects
    5. Working with Atlassian Marketplace apps
      1. Jira Miscellaneous Workflow Extensions by Innovalog Atlassian Apps
      2. ScriptRunner for Jira by Adaptavist
      3. Other apps
    6. New terms learned in this chapter
    7. Summary
  12. Chapter 5: JWM Toolset: Summary, List, Timeline, and the Calendar
    1. Technical requirements
    2. The features of JWM
    3. Issues and their relationships to the JWM features
    4. JWM Summary section
      1. Activity
      2. Statistics
    5. Using the List
      1. Changing columns
      2. Changing the order of columns
      3. Resizing columns
      4. Inline editing
      5. Filtering issues
      6. Sorting issues
    6. Working with the Timeline
      1. Changing durations
      2. Dependencies
      3. Timeline filters
      4. Exporting a timeline
      5. Sharing a timeline
    7. Adding issues to the Calendar
    8. New terms learned in this chapter
    9. Summary
  13. Chapter 6: Forms, Issues, Dashboards, and Reports
    1. Technical requirements
    2. Creating forms
      1. Creating a form
      2. Adding fields to a form
      3. Adding a description for a form
      4. Required fields and changing field labels
      5. Previewing a form
      6. Sharing a form
    3. Viewing issues
    4. Accessing and using reports
    5. Creating simple filters
      1. Saving a filter
    6. Implementing dashboards and incorporating gadgets
    7. New terms learned in this chapter
    8. Summary
  14. Chapter 7: Managing Fields, Screens, and Issue Layouts
    1. Technical requirements
    2. Creating and using custom fields
      1. Adding fields to screens
      2. Editing the context for a custom field
    3. Using screens to view and edit your work
    4. How issue layouts affect the fields on your screens
    5. Screen schemes
    6. New terms learned in this chapter
    7. Summary
  15. Section 3: Administering Jira Work Management Projects
  16. Chapter 8: Configuring Permissions and Simple Administration
    1. Technical requirements
    2. User management
      1. User list
    3. Project roles and permissions
    4. Configuring the permission scheme
      1. Permission helper
    5. Applying issue-level security
    6. JWM project administrator capabilities
    7. Jira administrators versus project administrators
    8. New terms learned in this chapter
    9. Summary
  17. Chapter 9: Duplicating Projects and Starting Outside the Box
    1. Technical requirements
    2. Creating a project based on an existing project
    3. Using shared schemes
    4. Creating issues externally
    5. Migrating existing Jira projects to Jira Work Management
    6. Working with Marketplace apps – Deep Clone for Jira
    7. Summary
  18. Chapter 10: Using Project Automation
    1. Technical requirements
    2. What is automation?
    3. Creating automation rules
    4. Using automation templates
    5. Common automation use cases
      1. Automation rule executions and usage limitations
    6. New terms learned in this chapter
    7. Summary
    8. Further reading
    9. Why subscribe?
  19. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: Jira Work Management for Business Teams
  • Author(s): John Funk
  • Release date: February 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781803232003