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8 How to create work items in Jira | Atlassian
tutorial

Working with work items in Jira

The guide to working with work items in Jira 

Max Rehkopf 作者:Max Rehkopf
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Jira Work Items Tutorial

In this tutorial, we'll explain how to work with work items in Jira. Note that the team rituals you do outside Jira - like sprint planning meetings, retros, and daily standups - won't be covered here. You can read up on those in How to do scrum with Jira.

时长:

10 分钟阅读。

受众:

您刚开始使用 Jira,并不知道具体如何使用

先决条件:

  • 您已创建了一个 Jira 帐户
  • 您已创建 Jira 项目

免费获取

What is a work item?

In Jira, teams use work items to track individual pieces of work that must be completed. Depending on how your team uses Jira, a work item could represent a project task, a helpdesk ticket, a leave request form, etc. In Jira, work items typically represent things like big features, user requirements, and software bugs.

Create a work item

There are a few different ways to create work items:

从顶部导航栏中,Jira 中的任何位置

在 Jira Software 中创建事务

在待办事项列表中

在待办事项列表中

在您的看板上(仅限团队管理的项目)

在您的看板上(仅限敏捷面板)

可选:创建子任务

Work items can also have sub-tasks that are assigned and tracked individually. You might create sub-tasks for any of the following reasons:

  • To split a work item into even smaller chunks
  • To allow various aspects of a work item to be assigned to different people
  • To create a to-do list for a work item

如需创建子任务,请执行以下操作:

  1. Navigate to a work item, and select more ( ••• ) > Create Sub-Task.
  2. 根据需要填写详细信息,然后点击创建
Estimate your work items (Scrum only)

Estimating work items in your backlog helps you to predict how long portions of the backlog might take to be delivered.

Why estimate work items? Estimation is all about velocity.The primary purpose of applying estimates backlog items is to use that information to work out how long it will take to deliver portions of the backlog.

在传统的开发团队中,管理者会以“工时”估算项目。然后,他们可以计算待办事项列表的小时数,除以团队中的人数和一周中的小时数,从而得出预测日期。当然,事实证明,这些估算往往非常不准确,因为它们没有考虑到团队的自然估算特征(超出/低于估算)、意外中断或团队绩效随时间推移的发展。

So in the Scrum world, most teams don't try to achieve estimation accuracy; instead they aim to achieve a reliable velocity. Velocity is a measure of the number of estimation units that a team tends to complete from sprint to sprint. After their first few sprints, most teams will achieve a reasonably consistent velocity. Armed with velocity and estimates on backlog work items, teams can predict how long portions of the backlog will take to complete.

例如,如果一个团队在每个冲刺中拥有 120 个小时的“工时”容量,但速度为 60 小时,那么 60 小时的速度仍可用于估算部分待办事项完成所需的冲刺次数。您可能忍不住开始怀疑“其他 60 个小时”去了哪里,开始想象是不是团队生产力出了问题。但这通常与它无关:团队的估算仅代表他们对项目难易程度的看法,而估算值将始终受到团队自然行为(例如超出/低于估算)以及组织开销的影响。从规划的角度来看,速度才是最重要的。

Most teams estimate using story points. Story points measure the complexity of one work items relative to others. This makes sense because the main questions to be answered are 'How much work can we realistically commit to completing this sprint?' and 'How long will this part of the backlog take to deliver?'. A story point approach can deliver the answers to these questions without the anxiety around 'accuracy' that teams feel when asked to estimate in hours.

有关如何跟踪估算和速度的更多信息,请查阅我们的燃尽图教程。

To set an estimate for a work item:

事务的估算字段

  • 输入估算。

输入估算后,我能否更改?简而言之,可以更改。但是,如果您在冲刺开始后更改估算值,它将在燃尽图中显示为范围更改。

If you're finding it hard to estimate work items, that's totally normal! Check out our estimation guide for tips and tricks on finding the right estimates for your work items.

Rank your work items in order of priority

Ranking your work items in order of priority allows the team to see which work items they'll be working on next. To rank your work items, navigate to your backlog or board and click-and-drag your work items to order than based on priority. Here are some examples of where you might do this:

  • In a Scrum project, when planning your next sprint you might rank the work items in your backlog, and then decide to put the first 10 (or however many work items the team is capable of completing) into the sprint.

  • In a Kanban template, you might rank the work items in the To do column, and have team members take a work item off the top of the list when they need more work to do. With this approach, the column with all To do work items will need constant attention as priorities shift.

Note: You must have the Schedule Work Item and Edit Work Item permissions for the work item you want to move higher or lower on your board.

Flag a work item

You have the option to flag a work item, which look like this:

已标记的事务

Flagging a work item is useful because it encourages collaboration and communication throughout the team. Here are some examples:

  1. You're working on a task, but realize you don't have capacity to finish it off. You can flag the work item, and a team member with spare capacity who looks at the board can jump on and help.

  2. A work item you're working on becomes blocked. You can flag the work item, add a comment explaining the blocker, and move on to the next task. Anyone who looks at the board will see that it has been flagged, and understand what's going on when they open it.

To flag a work item:

  1. 导航到您的看板。

  2. Right click a work item.

  3. 点击添加标记

Transition work items

Transitioning work items shows progress across your workflow. To transition a work item from one column to another, drag a work item and place it in its new column.

Note that if you find that you're not able to transition a work item into another column, it may be because the workflow for your project is restricting you from doing so. What makes Jira so powerful is that administrators can enforce certain rules on the project's workflow, like forcing bugs to go through a QA column, or not allowing Stories to go straight from To do to Done. For more information, check out our workflow documentation.

Filter work items

A work item filter allows you to hide the work items you don't want to see, and zone in on the ones you want to focus on. Jira has Quick filters, which allow you to filter the work items on your board. Here's what they look like on Scrum/Kanban boards:

快速筛选器

  1. Search bar: Display work items that contain a search term, and hide the rest.

  2. Quick filters menu: By default, you can filter by work items assigned to you, and work items recently updated. Any Quick filters you create will also display here.

  3. Assignee menu: Only display work items assigned to people you select.

如需创建自己的快速筛选器(Scrum 和看板),请执行以下操作:

  1. 省略号按钮前往您的看板,然后选择更多 (Ellipses button) > 看板设置。
  2. 点击快速筛选器选项卡。
  3. 输入筛选器的名称、JQL 查询和描述。有关 JQL 的更多信息,请查阅我们的高级搜索文档

  4. 点击添加

使用自动化作为您的秘密武器

Jira is the place where work lives. Sometimes a lot of work can live there! Automation is the key to keeping all work items up to date and in order. See the most commonly used automations in the Jira automation template library.

转到库

要详细了解什么?

For more detailed information on working with work items in Jira, check out our documentation on work items. Excited to get started? Check out our free Jira templates.

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