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. If you are new to JIRA, you may also find the JIRA 101 guide helpful.

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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• 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.

• Setting constraints: ??SHOULD THIS BE IN THE "WORKING WITH ISSUES" SECTION?? AND WHAT SHOULD BE IN IT???
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• Adding the 'Issue Counter' custom field:
  1. Click the 'Administration' link in the top navigation bar.
  2. Click the 'Custom Fields' link from the menu at the left of the screen, then click the 'Add Custom Field' link.
  3. Select "Number Field, then click the 'Next' button.
  4. In the 'Field Name' field, type 'Issue Counter'.
  5. In the 'Description' field, type 'Used by GreenHopper Kanban projects'.
  6. In the 'Choose Search Template' field, select 'Number Searcher'.
  7. In the 'Choose Applicable Issue Types' field, select 'Any issue type'.
  8. In the 'Choose Applicable Context' field, select 'Global'.
  9. Click the 'Finish' button.
  10. In the 'Associate field Issue Counter to screens' list, select the 'Default Screen' ????DO WE NEED TO DO THIS????????????????
  11. Click the 'Update' button.
  12. Click the 'Configure' link next to your 'Flag' field.
  13. Click the 'Edit Default Value' link.
  14. In the 'Issue Counter' field, type '1'.
  15. Click the 'Set Default' button.
  16. HOW DO I GET GREENHOPPER TO USE THIS FIELD??????????? e.g.:
  17. 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.
  18. Click the 'Tools' menu at the right of the screen and select 'Configuration' from the drop-down menu.
  19. Select a project which will use the 'Flag' custom field.
  20. In the 'Flagging field' section, in the 'Field name' field, select 'Flag' and click the 'Add field' link.
      For more information, please see the GreenHopper documentation on Configuring your General Project Settings ????????????????????? and the JIRA documentation on Adding a Custom Field.

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The following applies to both Scrum and Kanban.

• Adding the 'Flag' custom field:
  If you configure a 'Flag' field, users will be able to flag cards/issues as described below in 'Working with issues'. To create a custom field called 'Flag' with the value 'Blocker':
  1. Click the 'Administration' link in the top navigation bar.
  2. Click the 'Custom Fields' link from the menu at the left of the screen, then click the 'Add Custom Field' link.
  3. Select "Multi Checkboxes, then click the 'Next' button.
  4. In the 'Field Name' field, type 'Flag'.
  5. In the 'Description' field, type 'Used by GreenHopper projects'.
  6. In the 'Choose Search Template' field, select 'Multi Checkbox Searcher'.
  7. In the 'Choose Applicable Issue Types' field, select 'Any issue type'.
  8. In the 'Choose Applicable Context' field, select either:
     • 'Global' — your 'Flag' field will be visible on all issues in JIRA.
     • 'Projects' (select the relevant projects) — your 'Flag' field will only be visible on issues in the specified projects.
  9. Click the 'Finish' button.
  10. In the 'Associate field Flag to screens' list, select the screen(s) on which your 'Flag' field will be displayed. (If unsure, select just the 'Default Screen'.)
  11. Click the 'Update' button.
  12. Click the 'Configure' link next to your 'Flag' field.
  13. Click the 'Edit Options' link.
  14. In the 'Add New Custom Field Option' field, type 'Blocker'.
  15. Click the 'Add' button, then the 'Done' button.
  16. 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.
  17. Click the 'Tools' menu at the right of the screen and select 'Configuration' from the drop-down menu.
  18. Select a project which will use the 'Flag' custom field.
  19. In the 'Flagging field' section, in the 'Field name' field, select 'Flag' and click the 'Add field' link.
      For more information, please see the GreenHopper documentation on Configuring your General Project Settings and the JIRA documentation on Adding a Custom Field.

• Adding the 'Rank' custom field:
  If you configure a 'Rank' field, users will be able to rank cards/issues as described below in 'Working with issues'.
  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. Click the 'Tools' menu at the right of the screen and select 'Configuration' from the drop-down menu.
  3. Select a project which will use the "Rank" custom field.
  4. Click the 'Add a Ranking Field to your Project' link.
  5. In the 'Choose Applicable Context' field, select either:
     • 'Global' — your 'Rank' field will be visible on all issues in JIRA.
     • 'Projects' (select the relevant projects) — your 'Rank' field will only be visible on issues in the specified projects.
  6. Accept all the other field defaults on the 'Add Field' page. Click the 'Finish' button.
  7. On the 'Associate field Rank to screens' page, click the 'Cancel' button.
     For more information, please see the GreenHopper documentation on Configuring your General Project Settings and the JIRA documentation on Adding a Custom Field.

• Changing the card colours:
  Each GreenHopper card displays a particular colour depending on its issue type. To change the default card colours, or to select colours for your custom issue type(s):
  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. Click the 'Tools' menu at the right of the screen and select 'Configuration' from the drop-down menu.
  3. Select the project for which you wish to change the card colours.
  4. In the 'ISSUE TYPE' field, select the relevant issue type, then click the 'Card colour' link at the right of the field and choose the appropriate colour.
     For more information, please see the documentation on Configuring your Card Templates.

• 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.

• 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 edit each issue and assign it to only one version. Depending on how many issues you have, it may be quickest to use the JIRA 'Bulk Edit' feature as follows:
  1. Display the relevant issues in the JIRA Issue Navigator
     Tip: to display a GreenHopper collection of issues in the JIRA Issue Navigator, click the 'Issue Navigator' icon on the GreenHopper Planning Board.
  2. From the 'Tools' menu at the top right of the Issue Navigator, select 'Bulk Change'.
  3. Select the relevant issues and click the 'Next' button.
  4. Select 'Edit Issues' and click the 'Next' button.
  5. Select the 'Change Fix Version/s' tick-box, select just one Fix Version, and click the 'Next' button.
  6. If the 'Confirmation' screen looks as you expect, click the 'Confirm' button.

• 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. It is recommended that you edit each issue and assign it to only one version. Depending on how many issues you have, it may be quickest to use the JIRA 'Bulk Edit' feature as follows:
  1. Display the relevant issues in the JIRA Issue Navigator
     Tip: to display a GreenHopper collection of issues in the JIRA Issue Navigator, click the 'Issue Navigator' icon on the GreenHopper Planning Board.
  2. From the 'Tools' menu at the top right of the Issue Navigator, select 'Bulk Change'.
  3. Select the relevant issues and click the 'Next' button.
  4. Select 'Edit Issues' and click the 'Next' button.
  5. Select the 'Component/s' tick-box, select just one Component, and click the 'Next' button.
  6. If the 'Confirmation' screen looks as you expect, click the 'Confirm' button.

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 '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' (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 containing the issue you wish to flag.
3. Find the issue and double-click it to display it as a 'Detailed Card'.
4. Click the black triangle in the top right corner of the card and select 'Flag' from the drop-down menu.

For more information, please see the documentation on Flagging an Issue in GreenHopper

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 'Rank' (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' 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).
   You can select multiple cards by using the <Control> (or <Command>) key.

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. 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 '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 '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 '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 'Dashboards' link in the top navigation bar.
2. Click the 'Add Gadget' link at the top right of your dashboard. 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.