The HR project

Now that we have seen all the key aspects that make up a project, let's revisit what you learned so far and put it to practice. In this exercise, we will set up a project for our Human Resource (HR) team to better track and manage employees joining and leaving the company as well as tasks related to the recruitment process.

Creating a new project

We will first start by creating a new project for the HR team. To create the project, perform the following steps:

  1. Bring up the Create project dialog by selecting the Create project option from the Projects drop-down menu.
  2. Select the Task management project template. We can use other templates in the Business project type; the task management template is the simplest option and will make future customization easier.
  3. Name our new project as Human Resource and accept the other default values for Key and Project Lead.
  4. Click on the Submit button to create the new project.

You should now be taken to the project browser interface for the new project.

Creating new components

Now with our new project in place, we need to go ahead and create a few components. These components will serve as groupings for our tasks. You need to perform the following steps to create our new components:

  1. Click on the Project administration option in the bottom-left corner.
  2. From the Project Administration interface, select the Components tab.
  3. Enter Employee Onboarding for the new component's name.
  4. Provide a short description for the new component.
  5. Select a user to be the lead of the component.
  6. Click on Add to create the new component.
  7. Add a few more components.

With projects created as Business project type, components are not displayed by default, so we will have to manually add the Components field to the appropriate screens. We will cover fields and screens in Chapter 5, Field Management, and Chapter 6, Screen Management, respectively. For now, you need to perform the following steps to get our components to display when we create, edit, and view tasks.

  1. From the Project Administration interface, select the Screens tab. There should be three screens, as shown in the following screenshot:

    Creating new components

  2. Click on HR: Task Management Create Issue Screen. This will open the Configure Screen page, with a list of fields that are currently on the selected screen.
  3. Enter and select Component/s in the select field in the bottom of the page; this will add the Components field onto the screen.
  4. Repeat steps 2 and 3 for HR: Task Management Edit/View Screen.

Putting it together

Now that you have fully prepared your project, let's see how everything comes together by creating an issue.

  1. Click on the Create button from the top navigation bar. This will bring up the Create Issue dialog box.
  2. Select Human Resource for Project and Task for Issue Type.
  3. Fill in the fields with some dummy data. Note that the Components field should display the components we just created.
  4. Click on the Create button to create the issue.

If everything is done correctly, you should see a dialog box similar to the following screenshot, where you can choose your new project to create the issue in and also the new components that are available for selection:

Putting it together

You can test out the default assignee feature by leaving the Assignee field as Automatic and selecting a component; JIRA will automatically assign the issue to the default assignee defined for the component. If everything goes well, the issue will be created in the new project.

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