Work in a Jira Cloud project on a Mac

Scrum board basics

Scrum board basics numbered 1 to 6 on a mac desktop device
  1. Create an issue by selecting +.

  2. Switch between board, backlog and roadmap with these tabs in each project.

  3. Filter the board’s issues by typing into the search field or using the dropdown menu.

  4. Add as many columns as your team requires.

  5. Click to view your personal information, including account details and settings.

  6. Browse these options to see lists of your recently-viewed projects, filters and notifications.

Backlog basics

Your backlog is split into two columns. The left column displays your list of issues, and the right column shows an issue’s details.

Once you’ve created your first sprint, it will sit above your list of issues. (You’ll create your first sprint by hitting Add sprint.)

What is a sprint? A sprint is a fixed period of time (often two weeks) where a team completes a set of issues. Sprints are usually planned in advance, in the backlog.

Sprints are part of scrum, an agile methodology. Learn more with our scrum tutorial.

Backlog basics numbered 1 to 8 on a mac desktop device
  1. Select + to create an issue. (You can also select + Create issue within the backlog column.)

  2. Switch between your board, backlog and roadmap (see Understanding roadmaps below) with these three tabs. They’re a handy reminder of your current location within the project.

  3. View the total estimate within a sprint. (To create your first sprint, you’ll select Add sprint.) To learn about estimation, see Estimate an issue (NOTE: These docs refer to Jira Software Cloud for web, and are not specific to the Mac app).

  4. Select ••• for sprint options, including editing or deleting the sprint. (NOTE: If your admin has restricted permissions within your project, you may not see this icon.)

  5. View and edit an issue’s details in this right-hand column. See Understanding an issue below for the anatomy of an issue.

  6. Use the reorder handle  to drag-and-drop issues. Rank them according to priority, or add them to sprints.

  7. Collapse/expand your backlog, and see the total estimate within the backlog.

  8. Collapse/expand the sprint to see what issues it contains.

Understand an issue

This example shows an issue being viewed from the board. (Check out Backlog basics above to see an issue being viewed from the backlog).

An opened Jira issue with sections numbered 1 to 9
  1. View your issue’s key and issue type. In this example, it’s an epic .

  2. See this issue’s total number of child issues (or subtasks), and/or minimise details about child issues to simplify your view. (See point 8 below for more details about child issues.)

  3. Change the issue’s status using this dropdown. Statuses correspond to the columns on your board.

  4. Select ••• for more options, including watching the issue and adding a flag.

  5. Select each item in this right-hand column to edit the details, including dates and assignees.

  6. Reveal more details, including labels, priority, and story point estimates.

  7. Write a comment and add @mentions (to notify colleagues), emojis, new photos, existing images, or files.

  8. View this issue’s child issues and/or create more to break down large pieces of work.

  9. Add an attachment, create a child issue, or link to a related issue.

Understand roadmaps

A roadmap is where you can create, manage and visualize your team's epics. Roadmaps are useful for planning large pieces of work in advance.

What is an epic? An epic is a group of issues that relate to the same, larger body of work. Epics are usually completed over a long timeframe (or across sprints).

Roadmap basics numbered 1 to 5 on a mac desktop device
  1. Select + to create an issue.

  2. Create an epic for your roadmap.

  3. Epics will appear as horizontal bars on your roadmap.

  4. Jump to today’s date on the roadmap. (Handy if you’ve scrolled to past or future epics.)

  5. Change your view of the roadmap. Choose between weeks, months or quarters. 

Service project queues

Within your service project, requests are organized into queues.

This example of a service project showcases Dark Mode:

Service project queue numbered 1 to 8 on a Mac desktop device
  1. Search for requests/issues across your service project(s).

  2. Click + to create a new request.

  3. Display all open requests, unassigned requests, or requests assigned to you.

  4. Copy this request's web link.

  5. Complete an action for the request including delete, watch, log time, and more. 

  6. Keep track of the request's SLAs.

  7. Add a comment that's visible to the customer, or an internal comment for your team.

  8. Find details about your account, including settings and notifications.

Setting Safari as your default web browser will deliver the best deeplinking experience, allowing external Jira links to open in the Mac app automatically. An alternative to having Safari set as your default browser is to simply copy and paste links into a Safari window, and select ‘Open in Mac’.



Last modified on Nov 9, 2020
Cached at 9:30 PM on Jan 20, 2021 |

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