Jira software is designed to help different types of teams manage their work. Initially, Jira was created to track bugs and issues. But nowadays, Jira has advanced into a power working management tool for every kind of case, from test case management to developing an Agile software. Jira Teams is a group of Jira users who work on different projects together that work in one department or different departments.
This article will introduce you to Jira Teams and its significance for your business. It will also provide you with steps to add/delete members from Jira Teams, create a program in Jira Teams, add/remove teams from a program, edit team permissions in Jira Teams, determine the visibility, create permission roles in Jira Teams, and add users to Jira Teams permission role.
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Introduction to Jira Teams
Jira software allows you to create and define Jira Teams. Jira Teams, in simple terms, is a collection of users that basically represents a real-world team working on one or more related projects. As a Team Leader, you can manage your team from your Jira account. Moreover, you can assign tasks, keep track of the progress, and review the work done by your teams. It is very simple to create a Jira Team.
Follow the steps below to create Jira Teams:
- The first step to creating Jira teams is selecting the “Teams” option from the Tempo sidebar.
- Select the link “Create Team” located at the top-right corner of the page.
- Fill in the following details in the Create dialogue box:
- Name: Enter the team’s name.
- Lead: Appoint a team lead. The team lead has the permission to manage tasks and plan which tasks need to be completed by which team member. A team lead should be added to the team for their work logs to appear in the team’s report and timesheet.
- Program: This is an optional option. It is adding the team to a program. A program is basically a group of teams that are linked or part of the same Jira or Agile project.
- Summary: This is an optional option as well. Enter a descriptive summary that includes the following information – the project’s scope, the project’s main requirements, and the deadline of the project for the team.
- In case you need to leave the dialogue box opened to make one more team after creating this particular team, click the option “Create Another” check box.
- Click “Create”. The created team will automatically be added to the list of teams and the team lead can begin adding members to the team.
For more information on Jira Teams, click here.
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Steps to Add Members to Jira Teams
To add a new member to Jira Teams, you will be required to take permission from the team administrator or you will be required to take permission from the team leader who is responsible for managing the team. Follow the steps below to add members to Jira Teams:
- From the Temp menu, select the option “More” under the “Teams” options.
- Select the team to which you need to add the new member to.
- A summary of the team will be shown on the screen. Select the “Configuration” option that is under the team’s name.
- Select the option “Members” in the left-hand side sidebar.
- In the “Team Members” dialogue box, fill in the following details:
- Users: This is a compulsory field. Enter the name of the new team member.
- Roles: This is a compulsory field. Mention the role that the member needs to fulfill. If you do not mention the member’s role, a default role gets assigned to the member.
- Availability: This is a compulsory field. Mention the amount of time the user will need to allocate to the team.
- Joining: This is an optional field. Mention the date the user expected to join the team.
- Leaving: This is an optional field. Mention the date the user expected to leave the team.
- Finally, click the button “Button” to add the member to the team.
Steps to Delete Jira Teams
You can only delete a team as long as the team is not associated with a particular project. Follow the steps below to delete Jira Teams:
- The first step involves going to the “Teams page”.
- Select the option “Delete” for the team you need to delete.
- Click the button “Delete” to confirm.
Steps to Create a Program in Jira Teams
A program is basically a group of teams that are linked or part of the same Jira project or Jira board. Every program has a project manager responsible for monitoring the progress of the teams that are included or part of the program. Follow the steps below in order to create a program in Jira Teams:
- Select the “Teams” option from the Tempo sidebar.
- Click the option “Programs” that is at the top-right corner of the Teams view.
- Fill in the following fields:
- Name: Enter the program’s name
- Manager: Appoint a program manager. The project manager will only have the authorization to manage and plan tasks for the teams within the program.
- Teams: Select the teams you need to add to the program.
- Lastly, select the option “Add” to create the program.
Step to Add and Remove Teams from a Program
To add to include or remove teams from the program already created in Jira Teams, follow the following steps:
- Go to the “Programs” page and select the “Teams” column for the team you need to include or remove teams.
- Click the down-narrow to add a new team to the created program and select the team you want to add from the drop-down list.
- Click the “X” button on the right-hand side of the team’s name to remove a particular team from the created program.
- Click the “X” button on the right-hand side of the cell to remove every team from the existing program.
- You could also delete the created program by selecting the “Delete” button for the program you want to delete.
Steps to Edit Team Permissions in Jira Teams
Team permissions define how a team will see and work with work logs and timesheets. Permissions can only be applied to permission roles inside every team. You need first to create permission roles and then add team members to them. To access team permissions in Jira Teams, follow the steps given below:
- Select the “Teams” option from the Tempo sidebar.
- From the “Teams” view, pick the team you need to edit permissions.
- Select the option “Permissions” at the top-right corner of the team’s page.
- You will need to click the “Settings” button at the top-right corner and click the option “Permissions” if you are using the 10.16 or below version of Tempo Timesheets.
Steps to Determine the Visibility in Jira Teams
You might not need everybody to see the team’s data. You can set several view restrictions for a team so that just certain Jira Teams or users can see the team’s data. Follow the steps below to determine the visibility in Jira Teams:
- Go to the team’s permission page and find the option “Team is visible to”. Click the button that is next to this option.
- Select who can view the team:
- Everybody: Every Jira user can view the team’s information.
- Certain Users: The team’s information can only be viewed by team members, team lead, and anybody to whom the team administrator has given permission to view the data or information. A pop-up screen will appear when you select this particular option. You can look for certain Jira teams or users you want to add to the list of individuals who can see the team’s team. To remove teams and users from the list, click the “Trash” icon for that particular team or user. Once you are done, click the “Confirm” button.
Steps to Create Permission Roles in Jira Teams
Team permission roles enable you to state which users in Tempo ought to be allowed a particular selection of permissions. Every team has two default permission roles: member and team lead. By default, a team lead gets the permission to see, manage and authorize every plan and work-log and manage a team.
Members by default do not have any group permission; however, the team lead could permit them. Adding another permission role permits you to grant certain team permissions to different users simultaneously regardless of whether or not they are part of the team. For instance, you can give all permissions to a senior member of the team to manage tasks and plan which tasks need to be completed by which team member, just like a Team lead. Follow the steps below to create permission roles in Jira Teams:
- Go to the team’s “Permission” page.
- Click the option “Add Permission Role” to add another permission role. In case the “Add Permission Role” section is not visible, click the button with a plus sign on the header row.
- Before selecting the permissions, the permission role needs to have, name the permission role.
- Click the “Add Users” button and then select the team members or users who need those permissions.
- Click the button that has a checkmark to save the created permission roles.
Steps to Add Users or Team Members to Jira Teams Permission Role
You can allow team permissions to Jira Teams by adding members of the team to permission roles. Each member of the permission role is given the permissions that are chosen. Follow the steps below to add users of team members to Jira Teams’ Permission Role:
- Go to the team’s “Permission” page.
- Select the permission role you need to add Jira users or team members to and afterward, click the “Add Users” button.
- Search for the Jira users you need to add to the team. Once you are done, click the “X” button to close the dialogue box used to look for Jira users.
- And finally, click the button that has a checkmark to save changes made.
The article introduced you to Jira Teams. It also introduced you to various critical aspects of Jira Teams. The article also provided you with a comprehensive guide that can help you with adding/deleting members from Jira Teams, creating a program in Jira Teams, adding/removing teams from a program, editing team permissions in Jira Teams, determining the visibility, creating permission roles in Jira Teams, and adding users to Jira Teams permission role.
Furthermore, you can integrate your Jira account with 3rd-party tools to enhance its features. With the complexity involved in Manual Integration, businesses are leaning towards Automated Integration. It is hassle-free, easy to operate, and does not require any technical background. In such a case Hevo Data is the right choice for you!
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