1. After creating an ID Project ticket, Jira will set the status to New.

To navigate this tutorial, wait for the next button to appear or click the next and back arrows below. Click the zoom icon to increase or decrease the size of the Jira image.

2. When you are ready to begin work on a project it needs to be moved to the Planning phase.

To move a project from the New status to Planning, click the Planning button.

3. Add Peer Collaborator(s), SMEs, and Comments if needed, then click the phase button (in this example Planning). 

Note: If I was moving the ticket to the Design phase, the button would be labeled Design.

4. Note the Status of the ticket now says Planning.

5. Jira automatically populates Sub-Tasks for each phase of the ticket.

To change the status of a Sub-Task, click the Actions button (more icon).

6. If the sub-task is unnecessary, set the status to Cancelled. 

Cancelled is the least used status, please use with caution.

Other status options are discussed in upcoming steps.

7. Changing the status of a sub-task will display a comment box. Write notes or leave it blank. Click the status button (in this case Cancelled) to complete the process

Ex comment: "Converting an in-person PD into an online PD. No new CDP is necessary."

8. Continue to click the Action button  of each Sub-task to update the status as needed.

It is possible to make bulk status updates, but that will be addressed in a different tutorial.

9. Set the status to In Progress for any Sub-Tasks assigned to you that you are currently working on.

10. When a sub-task is assigned to someone else, select the Ready status to let them know...well, that it's ready.

Tag the assignee in the comment box that displays after selecting Ready. To tag someone, use with the @ symbol followed by their name.

11. Example: You want the Art team to create a recruitment flyer, but you don't have all the needed information. Assign the sub-task to Art to put it on their radar. When you have the information they need to get started, change the status to Ready.

12. If a project needs to be paused but is expected to resume at a later time, change the status to On Hold.

Use the On Hold button at the top to put an entire project on hold. To put a sub-task on hold, use the actions button.

13. To remove the On Hold status select the phase button. In this case, I would click the Planning button.

Not shown: the comment dialogue will always display after changing the status. Make notes as necessary or leave it blank

14. The status of a ticket will always be displayed on the main ticket screen.

If you are unsure where a phase fits into the overall process, click View Workflow.

15. The ID Workflow displays all of the phases tracked by Jira and highlights the current phase with a darker background color.

As you become more familiar with the process you may find you no longer need to view the workflow.

16. Update projects often!

Try your best to ensure the Jira issue accurately reflects the status of each sub-task and the project as a whole.

Click the More Actions button.

17. When you have finished a sub-task, ALWAYS change the status to Completed.

Jira will not allow movement to the next phase unless each sub-task in that phase is marked Cancelled or Completed.

18. When each sub-task of the current phase has been marked as Cancelled or Completed, a button for the next phase will appear. Click that button to move the ticket forward to next phase. 

In this example I would click Planning Peer Review

19. The final status update in any ID Project ticket will be to mark it as Published. This happens AFTER implementation is complete. Usually after a lesson has been published on LEARN or a PD facilitated with learners.

20. That's it. You're done!

The green PUBLISHED status means the project has been completed.

Jira automatically archives projects approximately 3 weeks after being set to Published.

Interactive tutorial