Jira Work Management for Business Teams: Accelerate digital transformation and modernize your organization with Jira Work Management

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