How to Create a Project in Jira | the-requirements-engineer.com

Jira, developed by Atlassian, is one of the most popular project management tools used by agile teams around the world. It offers a robust platform for tracking tasks, bugs, and features, making it a go-to choice for software development and project management. If you’re new to Jira or looking to set up a new project, this guide will walk you through the steps to create a project in Jira.

Table of Contents

Step 1: Log In to Your Jira Account

Before you can create a project, you need to log in to your Jira account. Navigate to your Jira instance and enter your credentials. If you don’t have an account yet, you’ll need to create one.

Step 2: Navigate to the Projects Menu

Once logged in, you’ll be taken to the Jira dashboard. From here, find the “Projects” menu on the top navigation bar. Click on it to reveal a dropdown menu, then select “Create Project.”

Step 3: Choose a Project Template

Select the template that best matches your project requirements. I choose the “Software development” template. In the “Software development” template I can choose between other templates. For instance, if you’re working with an agile development team, you might choose the Scrum or Kanban template.

Jira offers several project templates designed to fit different types of projects. The most common templates include:

Scrum: Ideal for teams that follow the Scrum framework.
Kanban: Best for teams using the Kanban methodology.
Top-level planning: Monitor the work of multiple projects. Create a plan that is easy to share with stakeholders. Communicate effectively with stakeholders across your entire team.
Project Management: Suited for traditional project management needs.
Bug Tracking: Great for managing and tracking bugs and issues.

Follow me with “Kanban”:

In the next step I get a brief overview of the features of the selected template.

Next, I select a project type:

Step 4: Configure Your Project Details

After selecting a template, you’ll need to configure your project details. This includes:

Name: The name of your project. Choose something descriptive that clearly identifies the project.
Key: A unique identifier for your project. This key will prefix the issue IDs in your project (e.g., “PROJ” for “PROJ-123”).

Fill in these details and proceed to the next step.

Step 5: Connect your work

Now I connect my new project with other workspaces: such as Confluence. Click “Continue”.

Step 6: Arrive at the dashboard

You are now finished with the creation process. You will find yourself on your new dashboard.

Step 7: Start Creating Issues

With your project set up and your team members invited, you’re ready to start creating issues. Issues are the building blocks of any Jira project. Depending on your project template, these could be tasks, bugs, user stories, or any other type of work item.

To create an issue, click on the “Create” button in the top navigation bar, fill in the necessary details, and save it. You can also create issues directly within the project’s backlog or board view, depending on the template you selected. In this article we show you in detail how to create an issue: How to create a Jira issue (opens in a new tab).

Tips for Managing Your Jira Project

Use Filters and Dashboards: Create custom filters and dashboards to keep track of your project’s progress and key metrics.
Automate Workflows: Take advantage of Jira’s automation features to streamline repetitive tasks and improve efficiency.
Regularly Review and Update: Ensure your project settings, workflows, and issue types are regularly reviewed and updated to meet the evolving needs of your team.

Creating a project in Jira is straightforward once you get the hang of it. By following these steps, you’ll be able to set up a well-organized project that helps your team collaborate effectively and achieve their goals. Happy project managing!