❓ What is a task?
A task represents work that needs to be done. They usually are either one-off jobs or tied to an epic.
Most everything has an epic.
Here’s a tutorial from Jira on creating tasks.
Create a task from scratch.
Click the ---> + button in the top-righthand corner.
Select the Project type. Most of the time it will be within Integrated Marketing.
Select Task for the issue type.
Provide the name for the task, along with the account it is under. For example, CDA Presents would fall under Meetings and Conventions.
IMPORTANT! Make sure to assign the task to an epic and fill out as much as you can in the fields - especially those labels.
Be sure to also label the task with the shorthand for the epic, along with the account or any other info. For instance, if I have a web update, I may label it web-update. If it is a web update for the CDA Presents Virtual Convention, I may also add, vm20 so that I can find it when I filter for all tasks related to the Virtual Convention. Or if I filter for every single web update, it’ll be an easy find too!
The next steps are similar to Basecamp. You’ll want to create a summary, purpose, and brief/background, along with deliverables. Within JIRA, you also have the option of marking the internal review date and client review date separately, along with the final due date.
Be thorough in your explanations and think of any questions designers or copywriters may have for the client. As the manager of the project, it is your role to answer questions that they may pose.
Add any pertinent attachments.
Assign to the project manager (if you are the one putting the job in, it is likely that you are managing the project)
Reviewers - this field may not be necessary as the reviewers aren’t typically in Jira. Not all fields are required, you can leave this blank.
Any pertinent file paths should also be added.
Create Job.
It should fall under the appropriate project. If you need to move it, here are instructions on moving epics between projects.