How to setup boards in a new JIRA project.

As seen on a Linkedin Learning video from Atlassian University ‘Managing Jira Projects: 2 Managing Boards’ and my setup.

Create a Kanban board to track tasks

From the project, create a Kanban board, unless the project already had one by default. Use this board to track tasks.

Create a Scrum board ‘Story Board’ to track sprints

Create a scrum board and name it Story Board.

Add a filter to show only issues of type: story and task. However, it requires a sprint.

  • Create a sprint
  • Add issues to the sprint
  • Start the sprint
  • Add a filter to show only stories and issues
    • Board settings
    • General/Filter/Edit Filter Query
    • Click on Type dropdown, select (Story, Task), Save
    • Go to the board to confirm the new setting

Create a Kanban board ‘Bug Board’ to track bugs

Create a Kanban board and name it Bug Board.

  • Add a filter to show only bugs
    • Board settings
    • General/Filter/Edit Filter Query
    • Click on Type dropdown, select Bugs, Save
    • Go to the board to confirm the new setting
  • Add Backlog to Kanban board
    • Settings/Columns
    • There are two statuses in the ToDo column, if you want to separate them, similar to the scrum process of the product backlog, where status backlog should be in a backlog list, and selected for development are similar to ready for selection in a sprint planning. * Drag backlog card from ToDo to Kanban backlog * Leave selected for development in the ToDo column.
    • Switch the Epics panel to ON * It will display epics in a panel in the backlog, and not as cards on the board.

Using swimlines to separate issues into epics

If a Kanban or Scrum board has issues from more than 1 epic

  • Go to settings/swimlanes
  • Set by epic
  • The board separates the issues by epics

Or to divide streams of work

  • By default Kanban boards include an ‘Expedite’ swimlane
  • Used for items marked with Highest priority

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