Jira, Confluence, and Kanban

Sign Up and Get Started

Create an account

• Sign up for the Free plan for Jira and Confluence, not a free trial of the Standard plan. You could use your Google account so you don't need to remember an additional user name and password.

  • Jira is used for issue tracking, Confluence is used for documents (Pages and Blogs).

  • There are different Jira products, Jira Software, Jira Service Desk, and Jira Core. As software engineers, we will use Jira Software.

• Sign up

  • Jira

  • Confluence

• Documentation / Help

  • Account

Create a site

• After signing up, create a site. A site contains a single instance of each product you're using, Confluence and Jira. This name will be part of the URL that you and your users will go to when logging in so choose wisely.

  • I suggest you make one site for just exploration and testing. You could name this site yourname-CEN3073. You could even use it to help you manage your coursework by creating issues for assignments for example.

  • When you start working with a business / client / sponsor, create a new site.

  • Choose the next-gen Kanban template.

• Documentation / Help

  • Get started with Atlassian cloud products

Create a project

A Jira project is a collection of issues. You will use a Jira project to coordinate the development of a product. A Jira project could also be used to track a project, manage a help desk, and more, depending on requirements.

1. Choose the Jira icon > Projects.

2. In the top-right corner, select Create project > Try a next-gen project.

3. Under Template, click Change template and select Kanban.

• Documentation / Help

  • Get started with next-gen projects

  • Defining a project

Permissions

• For paid plans, permissions in Jira are very granular. You can edit project permissions and roles and you can configure issue-level security. You can even allow users to view and create issues without logging in.

• For free plans, there are limitations, basically everyone is an admin. Project permissions, roles, and issue-level security in Free plans

  • For this class, go to https://admin.atlassian.com/ then Manage users under Organizations. Invite profvanselow@gmail.com. Invite and remove users

  • Click the three dots next to the User and then Add user to group and choose administrators (not site administrators, just administrators).

Kanban

Learn kanban with Jira software Tutorial

What is kanban? (5:31) Overview, boards, cards, flow, lead time

What is a kanban board? (6:09) 5 key elements:

1. visual signals (cards)

2. columns (representing workflow like “To Do”, “In Progress”, “Complete”)

3. Work In Progress (WIP) limits

4. commitment point

5. delivery point

WIP Limits (5:49) set the maximum amount of work that can exist in each status of a workflow.

Kanban vs. Scrum

Kanplan adding a backlog to kanban

What are Kanban Cards? (5:18)

Video Walkthroughs

Create Pages

Create Business Rule Issue Type

Create Epic

Create User Stories