Request Intake Process

Owned by Catherine Foss (Unlicensed)
Last updated: Jun 15, 2020 by Janice Chan (Unlicensed)
2 min read

  • After the project receives green light it can be put into Jira.

  • First, determine which account the task or project will go into. This is usually related to who is the final approver or “owner” of the project and where funding comes from. If the project does not fit into this mold, “Marketing” or “CDA.org” may be the appropriate account name.

  • Click the blue “Create” button at top of any Jira page.

 

  • Select the project type. This will usually be the same as the account type.

  • Next, select an “Issue Type.” If this is a large work effort (a project or multiple tasks), select “Epic.”

  • If this is a single, simple task, select either “Task” or one of the specific issue types (Article, Social Media post, Asset, Website Update, etc.)

  • Make sure to select the appropriate “Account” for the task or project as well

  • Click “Create” when you have added appropriate information, at the bottom. Here is what the project will look like:

Epics

  1. You will need to add your actual tasks before people can begin work.

 

Tasks

  • If your task is associated with an ongoing project, you will need to link it to an epic through the “Epic Link” field.

 

  • You can add sub-tasks (smaller associated work efforts) as well. You can create subtasks in the larger “Task” by clicking “Create Subtask” next to “Attach”.