The project is a simple TODO Application, (open the link in a new TAB) the specification can be found here

You are going to create two projects, a Kanban Team Managed project and Kanban Company Managed project. The purpose of the exercise is to simply recognise the difference between the project types.

In both of these projects, you create issues. This is not a mammoth task. You should very quickly recognise that creating issues in Jira is very straightforward once the project has been set up.

There are four labs, do them in this sequence

Part I - Team Managed Kanban Project

Part II - Company Managed Kanban Project

Part III - Working with Issues

Part IV - Workflows

Create a Kanban Team Manage Project

1. Navigate to https://celestial.atlassian.net/jira/ and log in using your team IDs

2. 

3. Select Kanban

4. 

   On the next page select team-managed project

5. 

   In the Name field enter the project name according to the naming convention above - as you are typing you may see project names coming up, do not select them. You are using a single Jira instance, and it retains the names of previously created projects. Let Jira enter the value into the key field, do not edit this field. Also set the access level if it is being shown

6. 

   Once the project is created you will see an empty board

7. Turn on the features Backlog and Issues Navigator

8. 

   You are now ready to add your issues

9. Decide on 2 stories you want to work with, add them into your project using the “Create Issue” window. In the Labels field create a new label todoapp but prefix it with your teams ID e.g. 01-todoapp. Populate the other fields as necessary. The stories can be found here

10. An issue can be created by selecting the Create button

11. 

    Now populate the fields as necessary (no real

12. 

    Move the issues from the backlog to the board

13. 

    Move the issues around the board either by dragging them between the board columns

14. 

15. Move the issues around the board by changing the status of the issue (click on the issue the see the following window)

16. 

Create a Kanban Company Managed Project

1. Navigate to https://celestial.atlassian.net/jira/ and log in using your team IDs

2. 

3. Select Scrum

4. 

5. Select Company managed

6. 

7. In the Name field enter the project name according to the naming convention above - as you are typing you may see project names coming up, do not select them. You are using a single Jira instance, and it retains the names of previously created projects. Let Jira enter the value into the key field, do not edit this field. Make sure the two checkboxes shown here are deselected. Once you’ve entered the project name the Create Project button will be highlighted, select it

8. 

9. Once the project is created you will see an empty board.

10. If the backlog is not showing turn the feature on

11. 

12. You are now ready to add your stories

13. Decide on 2 stories you want to work with, add them into your project using the “Create Issue” window. In the Labels field create a new label todoapp but prefix it with your teams ID e.g. 01-todoapp. Populate the other fields as necessary. The stories can be found here

14. An issue can be created by selecting the Create button

15. 

16. Now populate the fields as necessary

17. 

18. Move the issues from the backlog to the board

    1. 

19. Move the issues around the board either by dragging them between the board columns

20. 

21. Move the issues around the board either by changing the status of the issue (click on the issue the see the following window)

22. 

Working with Issues

1. Make sure you are in your TODO App (KB CM) - so this is the Kanban Company Managed Project

2. 

3. If the project is not current, select the project from the Projects dropdown menu

4. On the left side below the project name you should see the word “Planning”, you will see a dropdown button, select it, it will show the current board in the project and other boards belonging to other projects. At the bottom is an option to create another board, select it

5. 

   You will now have the option to create either a Scrum or Kanban board

6. 

   Select Kanban, on the next screen select “Board from an existing project”, then select Next

7. 

   Populate the board as shown here

8. 

   Prefix the board name with what you intend to populate the board with (in this case - Tasks), then your team ID, and lastly the project name.

9. Select the project that will own this board. This should be the project you are currently in. Finally, select “Create board”

10. Select the view to show all the boards, you should now see your two boards

11. 

    Select the original board that was created with the project. we are going to rename it so we know exactly what type of Issues will appear on it. Select the three dots on the upper right side of the board

12. 

    Select board settings, then General

13. 

    Select the Board name, edit it and prefix the name with (Stories)

14. Select “Back to board” upper right of the screen. It may take up to a minute for the board info to update (refresh the browser if you don’t see the changes), but once it does select the view to show all the board and it should look something like this

15. 

    Review the sections “WORKING WITH ISSUES” and “ORGANISING YOUR BOARDS” in the PDF

16. Select one of your stories and break it down into smaller sub-tasks

17. Select the story on the Kanban board

18. 

    A new window appears detailing the story, select “Create subtask”

19. 

    A new section appears allowing you to enter to Subtasks summary title, enter a title and select “Create”

20. 

    Create two sub-tasks

21. 

    Close the window and navaigate to the Sub-tasks board. You will see that all the Issues are visible

22. 

    We need to edit the filter for the board so that it only shows the Sub-Tasks and not the stories

23. Goto to the board’s settings (upper right of screen, the 3 dots), look for the “Filter Query” field - this will take you away form the project to an area dedicated to filters and issues

24. 

25. Edit the query by adding the following query element (add Tasks and All Sub-Task) - whilst you are editing the query switch between the JQLand Basic view

26. 

    Once completed click the Save link at the top of the view

27. Select Projects and your project to see the changes (you may need to select the board to see if filter has been applied correctly), it should llok like this

28. 

29. Select the Story board. If it shows more than stories, edit its filter

30. 

    After editing it, it should look like this

31. 

32. Navigate back to the Sub-Tasks board

33. Move each Sub-task to the done column

34. When the last Sub-task has been moved, you should be prompted with a request to update the parent Story, select update

35. Navigate back to the Storyboard. You should see that the Story that owns the two Sub-tasks has been moved to the done column on the storyboard

Working with Workflows

The easiest way to work with workflows, is to copy an already active one, modify it, and then assign it to a board

The three steps can be summaries here

1. Using (Global)Issues/Workflows, find the project and copy the workflow. Once copied it will sit under Inatactive workflows

2. In the project, go to project settings/workflow, Add Workflow, Remove the old workflow

3. Publish the change

Steps with a little more detail

1. Go to Jira global settings and select Issues

2. 

   Now select Workflows

3. 

   Locate your project and select the settings option (far right three dots)

4. 

   Select Copy, to copy the workflow. Give your new workflow a new unique name that will identify you and the board

5. 

   Modify your workflow according to how you see it working. In this example, we will remove the All transitions of all states except the one going into the BACKLOG. Jira automatically saves every change

6. 

   So the new workflow will look something like this

7. 

8. When you have finished, select the Workflows option on the right hand side. and then click on “Inactive Workflows”, your new workflow should be listed

9. 

   If you want to check if the workflow is correct and was saved, select the options menu (3 dots to the right of the workflow) and Edit

10. Select your project from the Projects menu

11. Select the board you want to apply the workflow to

12. Select Project settings / Workflows / Add workflow / Add Existing

13. 

    Locate your workflow

14. 

    Select the issue types this workflow will affect, then select Finish

15. 

    Finally, back on the Workflows page select Publish

16. 

    Confirm that you want to associate this workflow with the board

17. 

    Wait for the global change to complete then select Acknowledge

18. Go back to your board and refresh the screen. Try moving issues around. They should now be following the rules you created in the workflow