How to Use Jira

Getting started with Jira

After reading this guide, you’ll be able to set up Jira for your development team, create your first project, and manage issues effectively using its AI-enhanced features.

Step 1: Sign up and set up

1. Go to Jira's website.
2. Click on the Get started for free button.
3. Enter your email address and click Get started. Follow the prompts to create your account.
4. Once signed up, you’ll be prompted to set up your first project. Choose a template that fits your needs (e.g., Scrum, Kanban) and click Next.
5. Name your project and set the project key, then click Create project.

Step 2: Your first issue

1. In your project dashboard, click on the Create button at the top.
2. Fill in the issue type (e.g., Task, Bug), give it a Summary, and provide a Description.
3. Assign the issue to a team member using the Assignee dropdown.
4. Set the priority using the Priority dropdown.
5. Click Create to save the issue. You can view it in your project backlog.

Step 3: Get better results

1. Use the Work Readiness Checker by ensuring all required fields are filled before starting tasks. This prevents incomplete issues from being assigned.
2. Customise your workflow by clicking on Project settings > Workflows. Here, you can add or edit statuses to fit your team's process.
3. Create filters to sort issues by different criteria (e.g., by assignee or priority). Click on Filters in the left sidebar, then Create filter.

Pro tip

Use keyboard shortcuts to navigate faster. Press ? within Jira to see a list of shortcuts that can save you time on common actions.

Common mistake to avoid

Avoid skipping the setup of your project settings. Failing to define your workflow and issue types can lead to confusion and inconsistent project management down the line.