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GreenHopper 101

Welcome to GreenHopper 101, an introductory guide to the GreenHopper plugin for JIRA and a tour of the most interesting GreenHopper features. Use this page to guide your evaluation process or quickly get up to speed with GreenHopper.

Software developers are the intended audience for this document.

NOTE FROM NICK: What if there are no sortable fields already? See Configuring your General Project Settings. There should likely be a link to create a sortable field and a flag field like there is for Ranking Field when none is present (see http://jira.atlassian.com/browse/GHS-1635 ).

Getting Started

1. Installing GreenHopper

First things first. If you haven't already got the GreenHopper plugin up and running, carry out the following steps:

*Before you begin:*If you don't already have JIRA 4.0 or later installed, please follow the instructions in the JIRA Installation and Upgrade Guide.

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For more help on the technical procedures in this section, see the GreenHopper Installation Guide.

It should only take you a few minutes to install the GreenHoppper plugin. If you have any difficulty during the installation process, please contact our support team for assistance. They're ready to help at any time.

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Bring up the JIRA administration page by clicking the 'Administration' menu on the top bar and selecting the 'JIRA Administration' option.
  3. Click the 'GreenHopper Licence' link under the 'System' section of the administration menu. This will display the 'GreenHopper License' screen.
  4. Enter your license details and click 'Add'.

GreenHopper license must match JIRA license

Please note, if you are using a commercial (i.e. not an evaluation) license for GreenHopper, it must match your JIRA license. For example, if you have a JIRA 25 User Commercial license you must have a GreenHopper 25 User Commercial license. GreenHopper evaluation licenses do not need to match JIRA licenses.

2. Configuring JIRA and GreenHopper

Note that you need to be a JIRA administrator to perform the tasks in this section.

  • Adding the "Story" issue type:
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  • Configuring a card template for the "Story" issue type:
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  • Adding the "Story Point" custom field:
    *#
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  • Adding the "Rank" custom field: (SHOULD THIS BE FOR KANBAN TOO?)
    *#
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  • field needs to be of type "GreenHopper Ranking"? (tbc)
  • Setting the Planning Board "Context" to sort by Rank:
    *#
    *#
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  • Setting constraints:
    *#
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  • Adding the "Issue Counter" custom field:
    *#
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The following applies to both Scrum and Kanban????????????????

  • Setting up a version hierarchy:
    *#
    *#
    *#
    For more information, please see the documentation.
  • Synchronising versions and components (SHOULD PEOPLE DO A MANUAL SYNC UP-FRONT? OR SHOULD WE JUST GET THEM TO SET UP AUTOMATIC SYNCHRONISATION?):
    *#
    *#
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    For more information, please see the documentation.
  • Assigning issues to a single version:
    Note that GreenHopper supports only one Fix Version per issue. If an issue is assigned to multiple versions, GreenHopper will only use the first one in the list. It is recommended that you:
    1. Edit each issue
  • Assigning issues to a single component:
    Note that GreenHopper supports only one component per issue, so if an issue belongs to multiple components, GreenHopper will only use the first one in the list. (Note: components are listed alphabetically, so if there are three components selected — "cats", "dogs", "planes" — it will only use 'cats'.) In agile programming, if a task/issue is so broad that it covers many components, it should be broken down into smaller tasks.
    *#
    *#
    *#

The following applies to both Scrum and Kanban.

  • Adding the "Flag" custom field:
    If you configure a "Flag" field, a cautionary image will display on the Task Board behind flagged cards.
    *#
    *#
    *#
  • Changing the card colours:
    *#
    *#
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  • Enabling time-tracking:
    If you want to be able to log the amount of time you spend working on issues, you need to first do the following:
    1. Click 'Administration' in the top navigation bar.
    2. Click 'Time Tracking' (under 'Global Settings') in the left navigation column.
    3. In the 'Hours Per Day' field, enter the number of hours in your organisation's working day (e.g. 8).
    4. In the 'Days Per Week' field, enter the number of days in your organisation's working week (e.g. 5).
    5. Leave the 'Time Format' as 'pretty'.
    6. Click the 'Activate' button.
      For more about configuring time-tracking, please see the JIRA documentation.

Working with Issues

3. Viewing a Project's Backlog

  1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
  2. In the 'PLANNING BOARD' field, select the project in which you are interested.
  3. In the 'View' field, select 'Project Overview'.

For more information, please see the documentation.

4. Ranking Issues (DOES THIS RELATE TO KANBAN OR ONLY SCRUM?)

  1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
  2. In the 'PLANNING BOARD -' field, select the project in which you are interested.
  3. In the 'View' field, select 'Project Overview'.
  4. In the 'Context' field, select 'On the fly'.
  5. Click the 'Tools' menu at the right of the screen and select 'Context' from the drop-down menu.
  6. In the 'Sort by' field, select your project's Ranking field (i.e. the Ranking field that you set up in 'Configuring JIRA and GreenHopper' above).
  7. You can now rank your issues by dragging and dropping the cards/rows on your Planning Board as desired.

For more information, please see the documentation.

5. Filtering Issues

A Context is a filter that you apply to a board, e.g. enabling you to only see issues of a particular type.

  1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board') from the drop-down menu.
  2. Select the project in which you are interested.
  3. Click the 'New' link next to the 'Context' field.
  4. In the 'Context name' field, type 'Bugs'.
  5. In the 'Issue Type' field, select 'Bugs'.
  6. Click the 'Save and Apply' button.
  7. The Planning Board (or 'Task Board' or 'Chart Board') will now only display bugs.

You can create Contexts that use many different fields, or a JIRA issue filter. For details, see the documentation on Creating a New Context.

6. Scheduling and Assigning Issues

For more information, please see the documentation.

7. Viewing the "To Do" list

For more information, please see the documentation.

8. Transitioning Issues through Statuses

For more information, please see the documentation.

(warning) Note for Kanban users: if moving an issue causes a constraint to be exceeded, the affected column will be displayed in red.

Searching and Reporting

9. Using the Chart Board

For more information, please see the documentation.

10. Using the Released Board

For more information, please see the documentation.

11. Searching for Issues

For more information, please see the documentation.

12. Using the "Agile" Gadget

(MAY NOT BE RELEVANT FOR KANBAN?)

For more information, please see the documentation.


Thank you for reading this guide.

Thanks for taking the time to try GreenHopper using this guide. To help continue your journey, our support staff are always ready to answer your questions in the GreenHopper Forum, or solve specific problems at our support portal http://support.atlassian.com.

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