tutorial

Learn how to create agile boards in Jira Software

Step-by-step instructions on how to work with agile boards in Jira Software

Max Rehkopf Max Rehkopf

Jira Agile Board Tutorial

In this tutorial, we'll explain how to work with boards in Jira Software. 

Time:

10 minute read. Complete over 2 weeks or more

 

Audience:

You are new to Jira Software. You've created a project (which might even have its own board) and want to learn about creating a board from scratch

 

Prerequisite:

  • You've created a Jira Software account

  • You've created a Jira Software project

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Creating your agile board
What is a board?

A board displays issues from one or more projects in columns that represent the team's process. They provide the team with a shared view of all work that hasn't started, work that is in progress, and work that is completed.

Step 1: Create a board

To create a new board:

  1. Click Search () > View all boards.

  2. Click Create board.

  3. Select a board type (either agility, Scrum, or Kanban).

  4. Select how you want your board created - You can either create a new project for your new board, or add your board to one or more existing projects.

Which board type should I choose?

The three board types are:

Scrum boards
  • Manage stories, tasks, and, and bugs in sprints

  • Suits teams that deliver work on a regular schedule

Kanban boards
  • Manage stories, tasks, and bugs in a continuous flow

  • Suits teams who control work volume from a backlog

Agility boards
  • Manage tasks with a flexible, simple board

  • Suits teams that are new to agile, or teams that don't want to spend much time configuring things

If your team has a strong understanding of agile, we recommend picking Scrum or Kanban (whichever suits your team's process). If your team is new to agile, or you want to jump in without spending much time on configuration, we recommend picking the agility board. 

Step 2: Set up your board

What settings should I configure first?

We recommend configuring columns and quick filters first. Configuring columns is useful, because you can make your board reflect your team's process. For Scrum/Kanban boards, we also recommend setting up Quick Filters, so that team members can focus on the issues they need to, quickly. For example, you might configure Quick Filters that only show issues for specific releases.

Scrum/Kanban boards

  1. Go to your board by clicking Search () > View all boards, and selecting your board.
  2. Click more (Ellipses button) > Board settings.

Agility boards

Configuring agility boards is super easy - the basic stuff like adding/removing columns, adding WIP limits, and renaming is all done on the board itself, instead having to change screens. To enable agile features like Backlog and Sprints, go to Settings > Features. Agility boards are still a work in progress, so we'll be adding more features over time.

Step 3: Navigate between boards

To navigate from one board to another, use the board switcher located in the left-hand menu under the project name.

To navigate from one board to another, use the board switcher located in the left-hand menu under the project name

Want to learn more?

For more detailed information on using boards in Jira Software, check out our documentation on boards.

Have questions? Ask the Atlassian Community