General guideline to track defect/bug in Jira workflow and enable metric collection

Daniel Hao

We are moving to the Jira system, and I am looking for the general guideline to follow in order the team can track all defect/bug from Product (User Stories) to Sprint (Dev.) to QA and finally UAT (separate team).

I will assume this process could involve some kind of the workflow customization,  but I hope it could be minimized if possible.  

Any pointers are greatly appreciated.   (or some best practice)

Andy Heinzer

Hi Daniel,

I understand you are moving to Jira and want to track issues between different teams, but I am not certain I understand what you are looking for here.  Jira will provide a number of reports on a per project level that can help you measure different aspects of the health of the project.  More info on that in Generate a report. Depending on the type of project (Software, Service Management, Business), the types of available reports can vary.

One question I would have for you would be in regards to how you intend to setup projects here in Jira.  Are you looking to use a single project to track all these? Or is there a desire to create a separate project for different teams?  Either way could be used depending on a number of factors. 

For Company managed projects: Each project in Jira can have it's own workflows scheme.  Each scheme can contain a different workflow for each issue type in that project.  So conceivably you could just create a new issue type for each issue that you want to exist in that project, and each of those can have their own workflow.  More details on adjusting workflows over in Work with issue workflows.

We have a number of different resources that might help from a generalized standpoint of getting started with Jira.  I'd suggest starting with https://www.atlassian.com/software/jira/guides/getting-started/best-practices This page has several sections in regards to setting up your project, configuring workflows, and so on.

There are also resources here on our Community site where other users have written articles setting up projects in Jira, such as https://community.atlassian.com/t5/Jira-articles/Best-Practices-Strategies-for-Defining-your-JIRA-Projects/ba-p/603061

I hope this helps, but if not, please let me know some more details about what you are looking for here.

Andy