Intro to the JIRA user interface & navigation

Kosh Sarkar
A free video tutorial from Kosh Sarkar
Product Manager
4.5 instructor rating • 2 courses • 49,748 students

Lecture description

This will be our first look at the Jira Interface. We won't go into details of each screen but will get used to the UI and UX of this tool

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11:16:33 of on-demand video • Updated May 2020

  • Understand what JIRA is, benefits of JIRA and how to use JIRA
  • Understand Scrum - the stakeholders, events and overall flow of work
  • Understand Kanban flow of work
  • Use JIRA as a user working within an agile team - creating, working on and searching for issues, customizing dashboards etc.
  • Use JIRA as a manager of an agile team - configuring agile boards, managing the backlog, sprints and releases etc.
  • Administer all aspects of JIRA - create users, groups, set permissions, configure issue types, screens, fields, workflows etc.
  • Use examples presented in this course to customize and use JIRA based on your own unique needs
  • Get ideas (through examples presented in the course) on how JIRA can be utilized for different scenarios or situations
  • Learn the basics of Confluence
  • Learn how you can use both JIRA and Confluence together to work better and be more productive in general
English [Auto] All right. Let's take a look at the jury user interface and high level navigation flow. When you log into juror the first thing you will see is your system dashboard which is your dashboard of information these different boxes over here are called gadgets and you can customize this entire page from top to bottom and add different types of gadgets that display different pieces of information that is relevant to you. For example this gadget over here is called assigned to me which basically displays the issues that are currently assigned to me or the user that is currently logged in now since we created a project with sample data. There is already a couple of issues here that are assigned to my user account and hence they show up here. But if you were starting with a completely blank project then this gadget would probably be empty below this. You have an activity stream which is like a news feed for your generous site and kind of tells you what has been going on on the site you know changes that. Different users are making you know if there are any comments that are being made by various users it's kind of like a news feed. So this is the system dashboard which was created for you by default but you can also create your own custom dashboards and share them with other team members and you can see that this dashboard appears in this white space which is basically your main content area. And on the left here is your navigation bar. This navigation bar determines what gets displayed in your main content area. Now Juris previous UI version had this navigation bar at the top and some of you might have seen that from before and in 2017 they decided to revamp the interface and converted it into a sidebar navigation format and you can minimize this sidebar by clicking on this little arrow over here. And basically what that does is it reduces the text into just icons and it maximizes or I guess increases the space in your main content window and you can again expand that by clicking on the arrow and you can even drag and drop it to a size that you prefer. You can even toggle this sidebar with a shortcut key which is the open square bracket on your keyboard. So if you just hit the open square bracket it will toggle that side bar. Now let's take a closer look at the sidebar. This is the logo for your site and obviously clicking on this icon will just take you to your home page just like any other regular Web site. And after dashboards which is what we just saw we have projects and issues which as I mentioned before are basically the two main things that make up your we will take a look at them in more detail in the next couple of videos and settings. Over here is basically your Jira administration settings. And this is only visible here because I am logged in as an administrator. If you are logged in as a regular user that does not have administration privileges then you would not be able to see this option appearing in your sidebar now further on the left side here. We have the search icon which is basically your main point of navigation from the homepage. This is where you can get quick access to your most recently visited pages whether it is the most recent issues that you've visited or you can just view all the issues. You can even access your most recently recently viewed boards as well as your projects and filters. So on and so forth and of course you can even do a search by typing out things if you notice when I was hovering over the search icon. You can see that little backslash thing in the tooltip which is basically telling me that backslash is the hotkey to toggle that so I can hit backslash from anywhere in Jira and it will display this search pain and you can go ahead and you can either access your recent issues or you can search for something within Jira or you can access your boards and projects and in order to just close that you can just hit escape below the search icon is your create issue icon which will also take a look at in a couple of videos later on. Now keep in mind that issues are part of projects. So if you don't have any projects created already you wouldn't even be able to create issues and this icon would be hidden. And once again as I hover over it you can see that the hotkey to create an issue is letter C at the bottom. We have a hamburger icon which is basically your app switcher as well the shortcut to recently view projects. Right now I haven't really visited the project but it would show up here. But basically the Jira confluence links are basically links to access the individual apps. Right now I'm in Jira and if I had confluence installed as well all I would need to do is just go into here and click on confluence and it would take me to the confluence site and from there I can even switch back to jira. So this is where you can kind of switch between the apps that you have installed. You can also go to your site administration which will take a look at in the administration section of the course and you can also visit your own personal home page which will take a look at as well. Furthermore you can edit this whole view. So if you have other links that are relevant to you you can always edit this and put in those links so that they appear here and then right below that we've got our little help icon which displays a bunch of handy helpful links which I definitely recommend checking out especially Atlassian documentation page. And lastly we have the profile. And let's just quickly go in here and see what we can do at a high level so you can update things like your avatar. You can change your password. It tells you the groups that you are currently a part of. And you can also change some preferences such as your time zone. Now I won't go through each and every one of these in detail but if you do have any questions definitely feel free to let me know below that you can kind of see the open issues that are assigned to you. And up here you have the ability to put a board on your profile so that's a quick introductory look at the user interface. Now let's take a closer look at project and issue navigation. Starting off with projects in the next video but before we move on I just wanted to post a quick update now. Obviously Atlassian is constantly updating their user interface and tweaking it and adding new functionality. So at least as of April 2019 I just wanted to mention that we now have a star over here. So this is something that Atlassian added and I know that in this video I had mentioned that the search icon is where you would go in and you would access all your boards projects filters and you can still do that. However it's kind of all amalgamated into one list which is whatever you've access to most recently and this feature is basically to search for issues and once again you can type in anything you want. However the star is basically where you will now find your recent board's recent projects. Filters dashboards all of them segregated into their own section. So this is kind of what I use nowadays more often than the search to kind of go in and look at a board that I most recently visited or a project so on and so forth. So I just wanted to mention that in the subsequent videos in this course you will notice that the star is probably missing because as of the recording of all the videos the star was not released yet and everything was just available to the search icon. So just keep that in mind. I guess I decided that there wasn't really any point to rerecording every single video just for a minor UI tweak. So I just wanted to mention that for now and just for you to keep that in mind some other small changes are you will also notice a notifications icon. So this is where all notifications for the user would show up. So if issues got assigned to that user so on and so forth instead of a hamburger icon you've got this you know square of nine squares I guess. And this is what you would click on a switch to another application or access your site administration the help icon and the profile icon are essentially the same and Jiro also added a settings icon here. But since I'm logged in as the administrator I can view it. However if you're logged in as just a general user that icon will probably be missing for you. So otherwise everything else is fairly the same. We can now move on to the next video.