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JIRA Quick Guide
What is JIRA?
JIRA is used to report tasks, bugs at UT Dallas.
How to login
Logging in:
1. Go to an Internet browser (accepted browsers
include Internet Explorer, Firefox, Safari or
Chrome).
2. Type https://jira.utdallas.edu in address line.
3. Press Enter.
4. Type NetID and Password. Press Signin.
Note: You can use the main web address or the
project web address.
Add the JIRA URL CARTS are
here
Click to start JIRA session
Type your NetID and Password
JIRA Web Addresses PeopleSoft Security:
https://jira.utdallas.edu/jira/browse/PSEC
FMS: https://jira.utdallas.edu/jira/browse/FMS
HCM: https://jira.utdallas.edu/jira/browse/HCM
OBIEE: https://jira.utdallas.edu/jira/browse/OBIEE
Campus Solutions:
https://jira.utdallas.edu/jira/browse/CSOC
https://jira.utdallas.edu/jira/browse/PMPS
JIRA Project Owners
FMS: Vernon McCardle
PS Security: Jason Carter
HCM: DeEdrea McIntosh
CSOC: Dana Smith
OBIEE: Steve Jestis
Keyboard Shortcuts
Shortcut Keys Used
Go to Dashboard g then d
Browse a project g then p
Quick Search /
Create Issue C
Help ?
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JIRA Quick Guide
Issues in progress
In Progress gadget displays all issues that are currently in
progress and assigned to the current user viewing the
dashboard.
To open Issue: 2. Click any hyperlinked column shown.
Working with Dashboard
The JIRA Dashboards is the first screen you see when you log in to JIRA. Its designed to serve as a summary
page of Issues Assigned to you, listing of activity for the
projects you are assigned and information from the JIRA administrator.
Add Gadget:
1. Click Add Gadget icon in upper right corner.
2. The Gadget Directory appears. Select a gadget from list. Make any changes to the Gadget.
3. Click Add it Now. 4. Click Finished.
Edit Layout: 1. Click Edit Layout icon in upper right corner.
2. Select Layout.
Tools: 1. Click Tools icon in upper right corner.
2. Select action (Create Dashboard, Edit Dashboard, etc.).
3. Save changes.
Assigned to Me Gadget
Assigned to Me Gadget displays all open issues in all
projects assigned to the current user viewing the dashboard.
To open Issue:
1. Click any hyperlinked column shown.
All Issues Assigned to you are here
The Dashboard displays when you start JIRA
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JIRA Quick Guide
Create Issue
1. Click Create Issue at the top of the screen. 2. Select Project.
3. Select Issue Type. (Use Task, Bug, etc.) 4. Click Create button.
Add Details to Issue
1. Type Summary. This is a brief explanation.
2. Select Priority. Note: Blocker requires Project Owner approval.
3. Select Requested Due Date. This is the date
issue is closed. 4. Select Component. Note: Must select for Financial
Management System, Campus Solution, Human Resources.
5. Type a Description. This field contains a complete explanation about the issue. Need to include as much
information as necessary for future readers.
6. Upload any supporting documentation using Attachment. (Acceptable formats: .doc., docx., xls,
pdf, jpg, png, rft, txt, etc.) 7. Type length of time in Original Estimate. Accepted
formed: w for weeks, m for minutes, d for days; h for
hours. 8. Click Create.
The Project Owner will assign the Issue to a team
member. Issue updates are maintained until the issue is Closed.
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JIRA Quick Guide
Editing an Issue
1. Click Edit button.
2. Make changes. 3. Click Update button to save your changes.
Add Details to Issue
1. Type Summary. 2. Select Priority. Note: Blocker requires Project Owner
approval. 3. Select Requested Due Date
4. Select Component. Note: Use for Financial Management
System, Campus Solution, Human Resources, OBIEE. 5. Type a Description.
6. Upload any supporting documentation using Attachment. 7. Type length of time in Original Estimate. Use w for
weeks, use m for minutes, use d for days; h for hours. 8. Click Create.
9. The Project Owner will assign the Issue to a team member. Issue updates are maintained until the issue is
Closed.
Issue Workflow
Workflow is the movement (or transition) of an issue
through various Statuses during its lifecycle
Change Workflow
Resolve Issue
1. Click Workflow. 2. Choose an option. The choices are: Resolve or
Closed.
3. Type an explanation. 4. Click Close.
All Actions are across top of Issue page
Summary of Issue activity
Activity displays the actions during
Issue workflow
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JIRA Quick Guide
Quick Search Project Search
1. Click a Project from the displayed list. Note: At
least one of the projects must be selected. 2. Click Search.
3. Select an issue from the search results list.
Use Quick Search
1. Type your search term(s) in Quick Search Text
Field.
2. Press Enter key. 3. Select an issue from the search results list
Query Search
1. Type your search term(s) in Query field
2. Click at least one of the query options (Summary, Description, Comments and Environment.
3. Press Search button. 4. Select an issue from the search results list
Issue Types Search
1. Type your search term(s) in Query field
2. Click at least one of the query options (Summary,
Description, Comments and Environment.
3. Press Search. 4. Select an issue from the search results list.
Start a Search
Select Issue from retrieved
list
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JIRA Quick Guide
Getting Help
Click the Help Icon . To start JIRA Online User’s
Guide.
Click ? on any screen in JIRA.
Projects
A JIRA project is a collection of issues, and is defined according to our varying applications such as Budget
Finance, Human Resources, Enterprise Application Services.
Use the project browser screen to view a project or its
components. The project summaries are shown as well.
Project Elements
Summary — Shows recent activity in your project, plus a
list of issues that are due soon.
Issues — Shows a summary of all issues in a project
grouped by Status. Also shows summaries of all unresolved issues, grouped by Assignee, Priority,
Version and Component. Change Log — Shows resolved issues for previous
versions of a project.
Components — Shows a summary of all components
for a given project.
Popular Issues — Shows a project's unresolved issues,
ordered by popularity (votes). Versions — Shows a summary of recent versions for a
given project.
Click Projects to Browse All Projects or Specific Projects