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Patrick Li - Jira 8 Essentials: Effective issue management and project tracking with the latest Jira features, 5th Edition

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Patrick Li Jira 8 Essentials: Effective issue management and project tracking with the latest Jira features, 5th Edition
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Jira 8 Essentials: Effective issue management and project tracking with the latest Jira features, 5th Edition: summary, description and annotation

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Explore the new and improved Jira 8 features such as agile board and advanced search for efficient project management

Key Features
  • Work on agile projects in Jira from both the administrator and end users perspective
  • Explore the improved Scrum and Kanban board and backlog
  • Work through exercises at the end of each chapter to reinforce your skills
Book Description

Atlassian Jira enables effective bug tracking for your software and mobile applications and provides tools to track and manage tasks for your projects. Jira Essentials is a comprehensive guide, now updated to Jira 8 to include enhanced features such as updates to Scrum and Kanban UI, additional search capabilities, and changes to Jira Service Desk.

The book starts by explaining how to plan and set up a new Jira 8 instance from scratch before getting you acquainted with key features such as emails, workflows, business processes, and much more. Youll then understand Jiras data hierarchy and how to design and work with projects.

Since Jira is used for issue management, this book delves into the different issues that can arise in your projects. Youll explore fields, including custom fields, and learn to use them for more effective data collection. Youll create new screens from scratch and customize them to suit your requirements. The book also covers workflows and business processes, and guides you in setting up incoming and outgoing mail servers. Toward the end, youll study Jiras security model and Jira Service Desk, which allows you to run Jira as a support portal.

By the end of this Jira book, you will be able to implement Jira 8 in your projects with ease.

What you will learn
  • Understand Jiras data hierarchy and how to design and work with projects in Jira
  • Use Jira for agile software projects, business process management, customer service support, and more
  • Understand issues and work with them
  • Design both system and custom fields to behave differently under different contexts
  • Create and design your own screens and apply them to different project and issue types
  • Gain an understanding of the workflow and its various components
  • Set up both incoming and outgoing mail servers to work with e-mails
Who this book is for

This book will be especially useful for project managers but its also intended for other Jira users, including developers, and any other industry besides software development, who would like to leverage Jiras powerful task management and workflow features to better manage their business processes.

Table of Contents
  1. Getting Started with JIRA
  2. Using Jira for Business Projects
  3. Using Jira for Agile Projects
  4. Issue Management
  5. Field Management
  6. Screen Management
  7. Workflow and Business Process
  8. E-mails and Notifications
  9. Securing Jira
  10. Searching, Reporting, and Analysis
  11. Jira Service Desk

Patrick Li: author's other books


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Jira 8 Essentials Fifth Edition Effective issue management and project - photo 1
Jira 8 Essentials
Fifth Edition
Effective issue management and project tracking with the latest Jira features
Patrick Li
BIRMINGHAM - MUMBAI
Jira 8 EssentialsFifth Edition

Copyright 2018 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor: Richa Tripathi
Acquisition Editor: Chaitanya Nair
Content Development Editor: Rohit Singh
Technical Editor: Royce John
Copy Editor: Safis Editing
Project Coordinator: Vaidehi Sawant
Proofreader: Safis Editing
Indexer: Priyanka Dhadke
Graphics: Alishon Mendonsa
Production Coordinator: Nilesh Mohite

First published: May 2011
Second edition: April 2013
Third edition: April 2015
Fourth edition: November 2016
Fifth edition: February 2019

Production reference: 1270219

Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.

ISBN 978-1-78980-281-8

www.packtpub.com

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Contributors
About the author

Patrick Li is the cofounder of AppFusions and works as a senior engineer there. AppFusions is one of the leading Atlassian experts, specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, and more. He has worked in the Atlassian ecosystem for over 9 years, developing products and solutions for the Atlassian platform and providing expert consulting services. He has authored many books and video courses covering Jira 4 to 7. He has extensive experience in designing and deploying Atlassian solutions from the ground up and customizing existing deployments for clients across verticals such as healthcare, software engineering, financial services, and government agencies.

About the reviewer

Miroslav Kralik has over 16 years of experience in the IT field and has specialized knowledge in DevOps. He is a result-oriented and detail-oriented person with a passion for doing things in an easier and more effective way. He has also been part of various projects in which he trains divisions to automate IT processes and improve collaboration. He enjoys helping his customers to find solutions to their problems and creates best practices for them.

What this book covers

, Getting Started with Jira, serves as an overall introduction to Jira by going over its high-level architecture. We will cover both fresh new deployments and how to upgrade from an existing deployment. This will also serve as the starting point of the project that readers will go through.

, Using Jira for Business Projects , covers using Jira for projects that are not based on software development, for example, a generic task management solution. This chapter focuses on use the basic features of Jira, which are offered through the Jira Core product, which is bundled with Jira Software.

, Using Jira for Agile Projects, covers features that are specific to Jira Software. This chapter focuses on using JIRA for software development projects, especially using Agile methodologies such as Scrum and Kanban.

, Issue Management, introduces issues, which are the cornerstone of using Jira. The focus is to make sure users understand issues and what they do. You will also learn how to make each of the features available and customize them further beyond the out-of-box settings.

, Field Management, introduces fields, and specifically how to use custom fields to customize Jira for more effective data collection. You will learn how to create different types of custom fields and their usages, and how to control field behaviors such as visibility and rendering options.

, Screen Management , introduces screens. You will learn how to create new screens from scratch and specify which fields (system and custom) will be displayed. We will also cover the complex scheme mappings to apply new screens to projects.

, Workflow and Business Process, explores the most powerful feature offered by Jira, workflows. The concept of issue life cycles is introduced, and various aspects of workflows are explained. This chapter also explores the relationship between workflows and other various Jira aspects that have been previously covered, such as screens. The concept of Jira add-ons is also briefly touched upon in the sample project, using some popular add-ons.

, Emails and Notifications , talks about emails and how Jira can use it to send notifications with end users. We will start by explaining how Jira sends out notifications to users, and then how Jira can process incoming emails to create, comment, and also update issues.

, Securing Jira , explains Jira's security model, starting with how to manage users, groups, and roles. Readers will then learn Jira's security hierarchy of how permissions are managed. Lastly, we will look at integrating JIRA with LDAP, a common requirement with most enterprise organizations.

, Searching, Reporting, and Analysis , focuses on doing more with data collected by Jira, including searching, reporting, and using dashboards. Readers will also learn how to make this data and reports available outside of Jira, either via email, or by displaying them in other applications.

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