New user help... Please

Question

Hi, i'm new to Jira and while I love the capabilities, onboarding as a new user is not particularly intuitive. I have a few questions and hopefully someone can help me out.

1. is it possible to add cards to Kanban boards in a company managed project? I am the admin and I have not invited any team members yet as I am still getting familiar with the system but when I create a company managed board it defaults with the standard "To Do", "In Progress", and "Done" cards but unlike in a team managed board there is no + sign to add another card. How do I add more cards? For example a "For Review" card.

2. I'm also not clear on the transition from multiple platforms into one Jira and am having an issue with a trial. When I first signed up to try the software I selected Jira Work Management since that is how i'll be using the program, for project management. My company specializes in design, and rapid prototyping. However as I was trying to demo the features and set up test projects some features were missing in the free version so I tried to activate the trial of Jira Premium. The trial seems to be of Jira Software Premium. I understand Work Management is combining at some point but the projects I created are still under Work Management and when I click on Jira in my apps dropdown it brings me into Jira software and says "You don't have any software projects."

There are a few other issues bugging me but for brevity sake i'll stop here. I have started checking out Atlassian University and have tried searching for answers to my questions with no success. If anyone can help it would be greatly appreciated. Thanks in advance.

Joseph Evanson Jr_ · Answer

Ok, thank you. This is the path I was going down but I was trying to add a transition and kept getting an error, not realizing I had to publish first.

For the program version selection , i'll try to create a support ticket and see if I can get in touch with someone from that department. Thanks again for your help.

Trudy P Claspill · Answer

As per the information reference I provided, if you want only JWM since you have started a trial you would be able to move forward with just JWM. However in 2025 you would have to transition to using the unified product.

If you decide to go with the combined product now and choose to get a paid subscription for the premium version, it will cost more than if you choose to continue now with the JWM product. To ensure you have accurate information on the cost difference, and confirm that you would in fact still be able to get JWM-only in a premium subscription, you should contact the Atlassian licensing team directly.

Regarding your original question about adding a Status to a Company Managed Business/Work Management projects:

Click on Project Settings.

Click on the Workflows option.

Click on the pencil on the right to edit the workflow.

Click the Diagram button.

Click the button labeled +Add status

In the pop up check the box that says Allow all statuses to transition to this one.

In the pull down field type in the name of the new status. It will appear below with (new status) next to it. Click on that.

Click the Add button.

In the next pop up you need to pick the Status Category. There are three to choose from. You should pick In Progress. Then click Create. The new status will show in the diagram.

Click on Publish Draft, above the diagram.

Choose whether or not you want to keep a copy of the original workflow.

Then click Publish.

View the project board again. You should see a column for the new status you created.

Joseph Evanson Jr_ · Answer

Thank you for the quick response, sorry for the misunderstanding in terminology. Yes I’m referring to adding a "status" then. I’d like to add "For review" for example before moving to "Done".

You may correct about signing up for the trial on the site vs in settings, I assumed if I was signed in that the site would see my current version and upgrade that version to premium but I guess not. 
In the meantime should I just start using the other trial and wait for the work management to expire?