Getting Started With Jira Software

Getting Started With Jira Software

By · Published on October 12, 2026

It efficiently manages the work across the teams under one platform so that the employees and customers can quickly get the help they require. Jira service management is one of the best ITSM software that provides ITIL-certified incident, problem, change, and request and configuration management. It efficiently manages the work across the teams under one platform so that the employees and customers can quickly get the help they require.

Here is a beginner's guide for Jira with detailed steps how to work with Jira.

1. Creating a project.

A project is a container that groups tasks together. This group of tasks could cover either a single day’s work or jobs that will take your team months to complete.
To create a Project go to Projects and select Create Project from the menu.

2. Picking up a template.

The Jira template library houses several templates across a variety of different categories, and is designed to get the team started quickly and successfully. One can choose a template from the entire Jira products one owns (Jira Software, Jira Service Management, and Jira Work Management). It includes three templates: Scum, Kanban and Bug tracking.

Project Types
For the scrum and kanban templates only, you will also be prompted to choose a project type.
Team-managed projects are suited for independent teams who want to control their own working processes and practices in a self-contained space.
Company-managed projects are set up and maintained by Jira admins. This project type is designed for teams who want to standardize a way of working across many teams, such as sharing a workflow.
The basic difference between the two project types is how they are administered, and whether that occurs at the team level or at a company/Jira admin level.

3. Setting up your columns

A board can display issues from one or more projects and visually represent a team’s workflow. Boards provide flexible viewing to help manage issues and report on work in progress. How you setup the columns on your board in the scrum and kanban templates depends if you’re in a team-managed (directly from the board) or company-managed project (in board settings).

When you're getting started on a new Jira Software project, it's important to make your board reflect the way your team works. If you're not sure what your team's workflow is or should be, here is a resource to help you get started. To set up board columns:
1. Navigate to your team's board by selecting Active sprints (for Scrum projects) or Kanban board (for Kanban projects) in the project menu on the left.
2. Select more Board settings in the top-right corner.
3. Select Columns.
4. Select Add column to add a column for each step in your team's process.

4: Creating an issue

Issues are the building blocks of your Jira Software project. An issue can represent a story, epic, bug, feature to be built, or any other task in your project.

Scrum and kanban are two frameworks for agile project management. In Jira Software, scrum vs. kanban projects have different features to help teams that are using either framework.
For Scrum teams: Select Backlog in the project menu on the left and then hit + Create issue to start adding work to your team's backlog.
For Kanban teams: Navigate to your Kanban board and select Create in the global menu. Your issue will appear in the Backlog column.

Both Scrum teams and Kanban teams can add large pieces of work on their Roadmap. The Roadmap is a place to visualize, plan, and manage work. Learn more about managing work on the roadmap.

a.       In the project menu, select Roadmap.

b.      Start typing, then hit enters to create your first epic.

c.       Then add smaller pieces of work to the issue.

5. Invite your team

Once you have enough work represented on your board, start inviting team members. To get your team involved, start by adding each team member to your Jira.

a.       In the project menu on the left, select Project settings.

b.      Select People.

c.       In the top-right corner, select Add people.

d.      Search for your team member's email address, and select Add

6. Proceed with the work.

Now that the team is in the Jira site, you are ready to collaborate and track work together. If you're in a scrum project, you'll need to create and start a sprint to begin tracking work. If you're in a kanban project, you can start tracking work on the board. To track work items, move an issue from one column to another as it progresses through your team's workflow.

Advantages of Jira

·         Customize workflows and make them as powerful as your teams need them to be.

·         Report on team activity by dozens of advanced charts

·         Organize tasks into sprints and releases, monitor the workload and tasks assignment in the team.

·         Quick search using Jira Query Language that saves precious minutes while searching necessary data

·         Use for any team. It’s great for both software development and project management, making it popular among many non-technical professionals.

·         Integrate seamlessly with other tools, including those for developers (Bitbucket, Bamboo, FishEye, and others), similar software (ServiceNow, Zendesk, and others), third-party services (GitHub, Jenkins, Docker, and others), and thousands of apps from Atlassian Marketplace.  

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