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Getting started
Introduction to Jira Software
Jira Software for Teams
7 Steps to Get Started in Jira Software
Step 1 - Create a projectStep 2 - Pick a templateStep 3 - Set up your
columnsStep 4 - Create an issueStep 5 - Connect your toolsStep 6 - Invite your
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7 STEPS TO GET STARTED IN JIRA SOFTWARE

Jira Software is a work management tool for software teams that need to organize
and track their work. Jira is incredibly flexible and can be customized to work
with your team’s unique workflow, meaning teams of all kinds can enjoy increased
productivity and visibility as they march toward releasing amazing software.

SIGNED UP AND READY TO GET STARTED?

This guide help you set up your first project so you and your team can start
getting the most out of Jira Software.

Haven’t signed up yet? Sign up for the free edition of Jira Software now.

--------------------------------------------------------------------------------


STEP 1 - CREATE A PROJECT

Log into your Jira Software site. In the top navigation, select the “Projects”
dropdown and select “Create project”.


STEP 2 - PICK A TEMPLATE

There are dozens of templates across the Jira Family, each of which is designed
to get your team started quickly and successfully. Today, Jira Software offers
three templates:


SCRUM

For agile teams that work from a backlog, plan and estimate their work in
sprints, and deliver work on a regular schedule.

Learn more



KANBAN

For agile teams that monitor work in a continuous flow (rather than in sprints),
with a focus on managing in-progress work. (Includes the option of a kanban
backlog.)

Learn more



BUG TRACKING

For teams that don't need boards and prefer to manage development tasks and bugs
in a list view.

Learn more

Select a template that aligns most closely with your team’s unique way of
working.


PROJECT TYPES

For the scrum and kanban templates only, you will also be prompted to choose a
project type. The fundamental difference between the two project types is how
they are administered, and whether that occurs at the team level or at a
company/Jira admin level.

Team-managed projects are suited for independent teams who want to control their
own working processes and practices in a self-contained space.

Company-managed projects are set up and maintained by Jira admins. This project
type is designed for teams who want to standardize a way of working across many
teams, such as sharing a workflow.

Learn more about company-managed vs team-managed projects


STEP 3 - SET UP YOUR COLUMNS

In Jira Software, the board displays a selection of issues in columns, with each
column representing a step in your team’s workflow for taking work through
completion. Although there are many things you can configure on your board, we
suggest just setting up columns for now. When you're getting started on a new
Jira Software project, it's important to make your board reflect the way your
team works.

Learn more about boards

How you setup the columns on your board in the scrum and kanban templates
depends if you’re in a team-managed (directly from the board) or company-managed
project (in board settings).

In team-managed projects:

 * Go to your board. Select (•••) in the top right and click Configure board.
 * Add a new column, change the name of column, delete a column, or a move a
   column as necessary. 

Learn more

In company-managed projects:

 * Go to your board. Select (•••) in the top right  and click Board settings.
 * Click the Columns tab.
 * Add a new column, change the name of column, delete a column, or a move a
   column as necessary.

Learn more



STEP 4 - CREATE AN ISSUE

Issues are the building blocks of your Jira Software project. An issue can
represent a story, epic, bug, feature to be built, or any other task in your
project. 

Select “Create” in the top navigation. Your issue will appear in the backlog or
board of the project.





STEP 5 - CONNECT YOUR TOOLS

You and your teams can spend less time managing work and more time building
great software with over 3,000 Jira Software apps that can be custom-tailored to
fit any and every use case. Build a unified workspace with 3000+ apps and
integrations from the Atlassian Marketplace.

 1. Select the Cog in the right corner of the top navigation > Apps.
 2. Click Find new apps.
 3. Search by the app name, or choose a category. 
 4. Follow the prompts to Install, Buy now, or start a Free trial.


STEP 6 - INVITE YOUR TEAM

It’s time to get the party started! Once you have enough work represented on
your board, start inviting team members.





STEP 7 - MOVE WORK FORWARD

Now that your team has joined your Jira Software site, you're ready to
collaborate and track work together. If you're in a scrum project, you'll need
to create and start a sprint to begin tracking work. If you're in a kanban
project, you can start tracking work on the board. To track work items, move an
issue from one column to another as it progresses through your team's workflow.




PRO-TIP

Stay connected, and move work forward – anywhere, anytime in the palm of your
hand with the Jira Cloud app for iOS or Android.

Learn more

Curious to learn more about core concepts and principles of agile project
management in Jira Software? Check out The Beginner’s Guide to Agile in Jira on
Atlassian University!


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