In this step you will create some data in JIRA, including a project and an issue, for use in the subsequent stages of this integration procedure. Then you will create your own JIRA dashboard with a couple of gadgets. For this procedure, you need to be logged in as JIRA Admin.

  1. Create a project in JIRA:
    • Click > Projects.
    • In the Projects page choose Add Project.
    • Select the 'Software Development' project type, then click Next
    • Click Select
    • Enter the following information:
      • Name: Dragons
      • Key: DRA
    • Click Submit.
  2. Drop access to administrative functions:
    • (As a matter of good practice you should drop access to administrative functions when no longer required.)
    • Click Drop access link visible in the page header.
  3. Add two versions (1.0 and 2.0):
    • Click Administration at the top of the project summary.
    • Click Versions in the left-hand panel of the Dragons project screen.
    • Enter the following information, then click Add:
      • Name: 1.0
      • Description: Version 1.0
    • Do the same for Version 2.0.
  4. Add an issue to your project:
    • Click Create at the top of your screen in order to create a new issue.
    • Enter the following information about your new issue:
      • Project: Dragons

      • Issue Type: Bug
        Click Next to see the full form 

      • Summary: Dragon slayer's equipment is defective
      • Affects Version/s: 1.0

      • Assignee: Click Assign to Me, which will assign this task to Charlie of Atlassian.

      • Description: There's a hole in the dragon slayer's water bucket
      • Original Estimate: 1d
    • Click Create. You now have an issue with a key of 'DRA-1'. Click the issue key and take a look at your new issue.
  5. Create a new dashboard for all your dragon-related tasks, issues and general fire fighting:
    • Click Dashboards > Manage Dashboards at top left of your JIRA screen.
    • Click Create new dashboard.
    • The Create New Dashboard screen appears. Enter the following information:
      • Name: Dragon Development Dashboard
      • Description: A dashboard for dragon slayers, fire fighters and like-minded brave souls
    • Leave the other fields at their default values and click the Add button at the bottom of the 'Create New Dashboard' screen (not the one next to 'Add Shares').
  6. Click on the dashboard name to edit it. You can now add gadgets.
    • Click Add Gadget.
    • The 'Gadget Directory' will appear, showing a list of the available gadgets for your JIRA dashboard. Enter 'projects' into the search box at top right of the gadget directory.
    • The list of gadgets will change, to show only the gadgets that match your search term. Find the Projects gadget and click Add gadget.
  7. Find and add the Assigned To Me gadget in the same way.
  8. Click Close to go back to your dashboard.
  9. Drag the Assigned to Me gadget to the top right of your dashboard:
    • Move your mouse pointer over the gadget's blue title bar.
    • The cursor icon will change to a four-pointed arrow (or a hand). Click the gadget title bar with the left mouse button then drag the gadget to the right. Drop it in the space labeled 'Drag your gadget here.'
  10. Configure the Projects gadget to point to your 'Dragons' project:
    • Select 'Dragons' from the Projects list in your Projects gadget.
    • Leave the default values as configured for View and Number of Columns.
    • Click the dropdown arrow next to Refresh Interval and select Every 15 Minutes.
    • Click Save.
  11. Configure the Assigned to Me gadget:
    • Leave the default values as configured for Number of Results and Fields to display.
    • In Refresh Interval check off Every 15 Minutes.
    • Click Save.
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