Table of Contents

Find the Charles Library Move To-Do List Project in Jira

Open a web browser and navigate to tulibdev.atlassian.net

Login with your custom username (email address) and password. Jira/Confluence is not tied to Temple's authentication system.

Once logged in, click Project on the left side of the screen. Then type "Charles" into the search box. Click on the name to open the project.

Define: Epic

Epic in Jira describes a group of related tasks. For example: Dematic Software Setup. The epic can be given a start date and end date and can be assigned to an individual. You can make comments at the Epic level to create a discussion around that particular group of related tasks.

Roadmap

The roadmap provides a list of the Epics for a project. To the right of the list is a timeline that displays the start date and end date for each Epic. Above the list of Epics, you can filter the list by status; To Do, In Progress and Done. To add a new Epic, click the "+" sign at the bottom of the list.

Epics and Tasks

Click on an Epic and the more information, including a list of tasks will open on the right side of the screen.

Click on one of the tasks to view more information. You will notice two CLMTDL numbers at the top. The top number (CLMTDL-10) is the number for the Epic and the bottom number (CLMTDL-31) is the number for the task. Within the task, attachments can be added, assignments made and start and end dates added. You can also modify the priority of the task. The comments field provides an opportunity for discussion.

Board

Jira also provides what is called a "Board" view. This shows the tasks in a list. Tasks can be dragged and dropped between the columns. The board provides multiple ways to sort the list of tasks.

Filter by assignee: Click on a person's picture circle to limit to tasks assigned to that person. This is the easiest way to see tasks that are assigned to you.

Filter by Epic: Select the Epic from the drop down list to only show tasks associated with that Epic.

Create a new Epic and list of Tasks

This section will walk you through adding a new Epic and new set of related tasks.

Step 1: To create a new Epic, scroll to the bottom of the list of Epics and click the + sign.

Step 2: Type the name of your Epic into the box. Hit enter when you are done.

Step 3: Click on the name of your new Epic to open Epic edit pain.

Step 4: Description - enter a description of the Epic. You can also add links and upload documents here. Click Save when you are done.

Step 5: Assignee - click in the assignee box and begin typing a person's name. Click on the name to add the assignee. You can also select "Assign to me" to assign something to yourself.

Step 6: Start/End Date - Click on the start date and end date to use the date picker to select your beginning and end dates.

Step 7: Add associated tasks to the Epic - scroll back up to the top of the Epic edit pane and select the hierarchy icon.

Step 8: When you click this icon, a new section called "Child issues" will appear. Type the name of the task into the box. Click Create to save the task.

Step 9: This new task will now be listed under "Child Issues". Click the task to add details. The Tasks have the same fields available as the Epics.

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