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Read More...Scrum Project Template for Managing Software Projects in Jira
Streamline Agile Delivery with Structured Sprints and Real-Time Insights
Scrum Project Template for Managing Software Projects in Jira
Streamline Agile Delivery with Structured Sprints and Real-Time Insights
Who is this Module for?
Use Agile Project Management Module to help software teams enforce best practices at a team level around backlog refinement, sprint planning, progress tracking and conducting agile ceremonies.
Why Managing Agile Projects in Jira?
Streamlined Planning
Plan and organize work with ease, keeping sprints focused and actionable.
Improved Visibility
Real-time tracking of sprint progress helps teams identify and address bottlenecks quickly.
Transparency
Gaining clear visibility into bottlenecks and cross-teams dependencies.
Higher Productivity
Automate routine tasks to free up time for high-impact work and continuous delivery.
Managing Agile Projects within Atlassian Environment
The Agile Project Management Module empowers teams to deliver high-quality, iterative work efficiently by leveraging Agile Scrum methodologies. It provides a set of customizable templates that create a structured framework for planning, executing, and tracking sprints, while seamlessly facilitating Agile ceremonies to ensure smooth and effective project delivery.
UI & Project Status Visual Tracking Capabilities
Views are highly configurable at multiple levels: system admin level, project admin and custom project roles permissions, end-user level control, guest and anonymous access permissions. Read more about mermissions configurations
Advanced Jira Feature
Kanban Board Capabilities
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Real-Time Workflow Updates Visualize task progress and manage sprint backlogs with up-to-the-minute updates.​
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Swimlanes and WIP Limits Prioritize tasks using swimlanes and enforce work-in-progress (WIP) limits for optimized flow.
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Card Customization Tailor issue cards with fields, colors, and tags to match your team's unique workflow.
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Advanced Filtering Quickly find specific issues using updated filters, labels, or assignees.
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Drag-and-Drop Simplicity Seamlessly move tasks between columns with an intuitive drag-and-drop interface.
Latest Jira Feature
Timeline View Advantages
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Project Roadmap Visibility Visualize epics, sprints, and tasks across a timeline to ensure alignment with milestones.
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Dependency Tracking Identify and manage dependencies between tasks and epics effortlessly.
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Drag-and-Drop Rescheduling Easily shift tasks or milestones to adapt to changing priorities.
Latest Jira Feature
List View Capabilities
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Quick Edits Update fields like status, priority, and assignee directly from the list.
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Bulk Actions Save time by editing, transitioning, or assigning multiple issues simultaneously.
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Customizable Columns Tailor the view to display only the information most relevant to your team.
Latest Jira Feature
Calendar View Advantages
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Deadline Visualization See due dates, sprint milestones, and task schedules at a glance.
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Drag-and-Drop Scheduling Move tasks or events directly on the calendar to adjust timelines.
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Customizable Views Switch between daily, weekly, and monthly layouts to suit your planning needs.
Atlassian Platform Features Leveraged in Agile PM Module
A Comprehensive Module to Optimize Sprint Planning, Enhance Collaboration, and Accelerate Agile Delivery
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Epic Purpose: Represents a large body of work that can be broken down into smaller tasks, stories, or bugs.
Usage: Used to organize and group related tasks, typically spanning multiple sprints.
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Story Purpose: Represents a user story, which is a feature or functionality described from the perspective of an end user.
Usage: Often written in the format: "As a [user], I want [action] so that [benefit]". These are prioritized and completed in sprints. -
Task Purpose: Represents work that needs to be done, typically technical or operational tasks that don't fall under a user story.
Usage: Used for activities like documentation, refactoring, or deployment work. -
Sub-task Purpose: A smaller unit of work within a parent issue (e.g., Story, Task, or Bug).
Usage: Used to break down larger issues into manageable pieces, assignable to different team members. -
Defect or Bug Purpose: Represents a problem or defect in the software that needs to be fixed.
Usage: Typically used to track errors, broken functionality, or issues identified during testing or production.
Standard issue types are designed to support Agile methodologies and effective development workflows:
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Feature Purpose: Represents a new functionality or capability being developed for the SaaS product.
Usage: Helps distinguish high-value deliverables (e.g., user-facing features) from smaller user stories or tasks.
Example: "Add single sign-on (SSO) support for enterprise customers." -
Spike Purpose: Used for research or investigation tasks when the team needs to explore solutions, analyze requirements, or reduce uncertainty.
Usage: Helps teams manage research work without impacting sprint commitments.
Example: "Research third-party libraries for real-time chat integration." -
Improvement Purpose: Represents enhancements or optimizations to existing features or functionality.
Usage: Differentiates small upgrades or usability tweaks from larger feature work.
Example: "Optimize database queries to improve app load time." -
Chore Purpose: Captures minor tasks that are not directly tied to a user story or feature but are essential for progress.
Usage: Helps track work like environment setup, configuration, or maintenance activities.
Example: "Update environment variables for staging deployment." -
QA Task Purpose: Represents specific quality assurance work, such as writing test cases or executing testing plans.
Usage: Allows clear ownership of testing activities and ensures visibility of QA efforts.
Example: "Create test plan for SSO integration feature."
Custom Issue Types address specific development needs, enhance tracking, and align with common SaaS workflows:
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Templatized Workflows Applying reusable and adjustable workflow templates enables teams to reduce setup time, improve scalability, and enhance overall efficiency. Teams can easily customize them for different work types, fostering alignment and adaptability without compromising on structure or best practices.
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Issue Type Specific Workflows Workflow tailored for different types of work, ensuring appropriate statuses, transitions, and approvals for each. This improves efficiency, clarity, and consistency by aligning workflows with the unique needs of each issue type, such as a Bug requiring validation versus a Feature needing stakeholder review.
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Built-in Quality Assurance Workflows with defined validation, testing, and approval stages ensure that quality checkpoints are met before work progresses. This helps maintain software quality, especially for features, bugs, and technical tasks requiring review.
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Enhanced Sprint Retrospectives Workflows that capture issue statuses and transitions provide valuable data for sprint retrospectives. Teams can identify workflow bottlenecks, optimize processes, and continuously improve their delivery speed and efficiency.
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Adaptability to Change Adjustable workflows allow teams to easily adapt processes as priorities, requirements, or team dynamics evolve. This supports Agile principles of flexibility and continuous improvement while maintaining process integrity.
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Automated Status Transitions By leveraging automation rules, workflows can automatically transition issues between statuses based on conditions or triggers, reducing manual effort. This improves efficiency and keeps the board up-to-date without relying on individual updates.
Standard and customized workflow configurations to replicate your processes efficiently.
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User is in Project Role Ensures only users with a specific role (e.g., Developer, Scrum Master) can trigger the transition.
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Issue Status Allows transitions only if the issue is currently in a specified status.
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User is Assignee Restricts transitions to the issue assignee, ensuring ownership of tasks. Group Membership
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Group Membership Requires the user to belong to a specific group to execute the transition.
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Permission Check Verifies if the user has specific permissions (e.g., Resolve Issues, Close Issues).
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Comment Required Ensures that a comment is added before moving to the next status.
Conditions - workflow components helping enforce rules and ensure consistency by restricting whether a transition can be executed based on specific criteria.
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Field Required Ensures specific fields (e.g., Resolution, Priority) are filled during transition.
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User is Assignee Validates that the user executing the transition is the issue assignee.
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Field Value Validator Checks if a field has a specific value (e.g., Priority = High).
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Regular Expression Check Validates a field value against a specific pattern (e.g., ensuring numeric input).
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Comment Validator Requires the user to add a comment during the transition.
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Permission Validator Ensures the user has the required permissions to execute the transition.
Validators - ensure that specific criteria are met during a transition, checking inputs like field values or user actions before allowing the transition to proceed.
Unlike conditions, which determine if a transition can be triggered at all (if not, then the option would not even be viewable by the user), validators allow the transition to be initiated (show all options of workflow transitions to all users) but block it from completing if the required criteria are not satisfied.
Property |
Description |
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key=value
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Custom properties can be used to enforce unique business rules.
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jira.status.view
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Limits visibility of an issue based on its status.
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jira.permission
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Restricts permissions for specific actions (e.g., jira.permission.edit=denied to block edits).
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jira.issue.editable
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Controls if issues can be edited in a specific status (true or false).
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Common Examples:
- Setting jira.issue.editable=false in a "Closed" status to prevent further edits.
- Applying jira.permission.comment=denied to block comments on issues in a "Resolved" status.
Workflow properties modify the behavior of statuses and transitions in a workflow.
Post-Function |
Description |
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Assign to Current User
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Assigns the issue to the user executing the transition.
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Trigger Webhook
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Calls an external API or integration when the transition occurs.
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Transition Parent Issue
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Updates the status of the parent issue when all sub-tasks are completed.
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Update Field
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Automatically updates a field (e.g., sets Resolution = "Done" on Close transition).
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Common Examples:
- Setting the "Resolution" field to Done when transitioning an issue to "Closed".
- Sending a notification to the assignee when an issue moves to "In Progress".
- Auto-assigning issues to the Component Lead during the transition to "To Do".
Post-functions automate actions after a transition occurs, ensuring consistent workflows and reducing manual work.
Standard and Custom Linkages:
- Connect issues within a project and across projects to improve traceability, visibility, and cross-team collaboration.
-Maintain a clear hierarchy between tasks, epics, and dependencies for streamlined project management.
Prioritization methodology of choice can be applied. Scoring formula can be executed with an automation rule. One of the most popular frameworks is WSJF (Weighted Shortest Job First) from agile and SAFe methodologies; other options are T-short sizes, work hours estimation, etc.
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