GreenHopper 101

*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.

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'.

• 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:
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  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.
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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.
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• 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.

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 either:
   • 'Project Overview' to view issues assigned to all unreleased versions of a project.
   • 'Component' to view issues assigned to a particular component of all unreleased versions of a project.
   • 'Version' to view issues assigned to a particular unreleased versions of a project.
   • 'Assignee' to view issues assigned to a particular person for all unreleased versions of a project.

For more information, please see the documentation on Using Planning Board Modes to View Issues.

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. In the 'PLANNING BOARD' (or 'TASK BOARD' or 'CHART BOARD') field, select the project in which you wish to create an issue.
3. Click the 'New card' button (next to the project dropdown).
4. Fill out the 'New issue' form (this is similar to creating a new issue directly in JIRA).
5. Click the 'Create' button to create the issue and keep the 'New issue' window open (so you can create another issue), or click the 'Create and close' button to create the issue and return to your board.

For more information, please see the documentation on Creating an Issue in GreenHopper and Creating an Issue in JIRA.

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 on Ranking Issues in GreenHopper.

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.

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 'Version' (or 'Component' or 'Assignee — whichever is most relevant to the issues you need to schedule/assign).
4. Drag and drop the desired card(s)/row(s) to the version (or component or assignee) to which you want to assign the issue(s).

For more information, please see the documentation on Scheduling and Assigning Issues in GreenHopper.

1. Click the 'Agile' menu in the top navigation bar and select 'Task Board' from the drop-down menu.
2. In the 'TASK BOARD' field, select the project in which you are interested.
3. In the 'View Version' field, select the version in which you are interested.
4. If you wish to see only the issues that are assigned to you, tick the 'My Issues' check-box.

For more information, please see the documentation on Using Task Board Modes to View Issues.

1. Click the 'Agile' menu in the top navigation bar and select 'Task Board' from the drop-down menu.
2. In the 'TASK BOARD' field, select the project in which you are interested.
3. In the 'View Version' field, select the version in which you are interested.
4. Drag and drop the desired card(s)/row(s) to the column that matches the status to which you want to assign the issue(s).

For more information, please see the documentation on Transitioning Issues in GreenHopper.

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

1. Click the 'Agile' menu in the top navigation bar and select 'Chart Board' from the drop-down menu.
2. In the 'CHART BOARD' field, select the project in which you are interested.
3. In the 'View Version' field, select the version in which you are interested.
4. In the 'BURNDOWN CHART' field, select "HOUR BURNDOWN CHART".

For more information, please see the documentation on Using the Chart Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Chart Board' from the drop-down menu.
2. In the 'CHART BOARD' field, select the project in which you are interested.
3. In the 'View Version' field, select the version in which you are interested.
4. In the 'BURNDOWN CHART' field, select "ISSUE BURNDOWN CHART".

For more information, please see the documentation on Using the Chart Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Released Board' from the drop-down menu.
2. In the 'RELEASED BOARD' field, select the project in which you are interested.
3. In the 'RELEASE' field, select "RELEASE CHARTS".
4. In the 'View' field, select the version in which you are interested.
5. Click the 'Recompute' link.

For more information, please see the documentation on Using the Released Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board' or 'Released Board') from the drop-down menu.
2. In the 'PLANNING BOARD' (or 'TASK BOARD' or 'CHART BOARD' or 'RELEASED BOARD') field, select the project in which you wish to search.
3. Type your search criteria in the 'Board Search' box and press the <Enter> key. Your search criteria can be any of the following:
   • The complete issue key.
   • The numeric part of the issue key.
   • Plain text contained in the comments, description or summary field of the issue.

For more information, please see the documentation on Searching for Issues in GreenHopper and Searching for Issues in JIRA.

1. Click the 'Dashboards' link in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board' or 'Released Board') from the drop-down menu.
2. Click the 'Add Gadget' link at the top right. The 'Gadget Directory' screen will display.
3. Find the 'Agile Gadget' in the list of gadgets and click the 'Add it now' button.
4. Click the 'Finished' button at the bottom right of the Gadget Directory.
5. The 'Agile Gadget' gadget will display on your dashboard. Enter the following setup details for your gadget:
   • 'Project' — the JIRA project for which you want to display GreenHopper data.
   • 'Display chart values' — whether or not you want to view charts in the gadget.
   • 'Refresh Interval' — how often the data in the gadget will refresh.
6. Click the 'Save' button.

For more information, please see the documentation on the Agile Gadget and the JIRA Dashboard.