Jira | Project creation

1. Go to Jira Projects https://cheitgroup.atlassian.net/jira/projects and click “Create project“ button

   

2. In Project templates pick “Software development“ and pick the needed template – “Kanban“ / “Scrum“ – WE MOSTLY USE “Kanban”

3. Click “Use template“ button

4. Choose “Company-managed project“

5. Enter project’s name (it should be in the format Client Name: Project Name), and click “Create project“

Good job – Project created Now we need to set up configurations:

6. Go to Project Settings (left menu)

7. Change Project Lead: Details → Project Lead (to PM who requested project creation)

8. In Projects Settings, Click “People” and add PM who requested the project creation with roles “Administrator“ + “PM”, also add Sophia Bilyk as “Administrator“

9. In Projects Settings, Click “Workflows” → “Add Workflow“ → “Add existing“

• For Scrum projects, pick “Standard Workflow Scheme (version I)”

• For Kanban WP projects, pick “Standard Workflow Scheme (version with backlog)”

• For Kanban Webflow projects, pick “Webflow Workflow Scheme”

• For Support projects, pick “Standard Support Worklow“

→ Click “Next“ and tick all checkboxes → Finish

→ Click “Publish“ → “Associate“

10. In Projects Settings, Go to Work items → Types → Actions → Edit work types

    

→ From Available Issue Types (right column) drag & drop following Issue Types to the left column: Internal, CR, CB, Freelance

-> Click “Save“

Well done, notify the PM that project was created by sending a project link

– Additionally, if you need to add someone to the project:

1. Go to Jira Projects https://cheitgroup.atlassian.net/jira/projects, find the specific project

2. Click three dots → Project Settings

3. Click “People” and add person with specific role

Assigned Project Manager next steps

1. Go to your project → “active sprints” → 3dots → “configure board”

2. Click on “columns“

3. Your board will look like this

4. Create new columns and assign each ticket from the left to the particular status. So the new board should look like this

5. Finally, Drag and drop “To-do“ status into the left column

Congratulations. Everything has been setted up