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1. Create a "Skillset" custom field

https://www.youtube.com/watch?v=1rr5P-uCg3o

  • Create a "Skillset" custom field

    • The Skillset field is where you will be specifying skill requirements for your issues.

    • Qualified experts will be identified automatically and shown to you directly on the issue screen along with the skills

    • You can create multiple Skillset fields to model your use case

Info

Check out this article for more details: Skillset Fields

2. Configure skills relevant for your organization

  • Open the "Skills for Jira" Configuration (“Skills / Configuration” menu)

  • Open the "Skills" tab

  • Modify/delete the default skills, add your own, and organize them into categories as you see fit

    • You can export your skills configuration for backup or migration purposes

    • You can also always reset your skills configuration to the out-of-the-box defaults

Info

Check out this article for more details: Customization

3. Configure your team members' skill sets

  • Open the "Skills for Jira" Configuration

  • Open the "Users" tab

  • Search for users you want to update

  • Use the "Modify Skills" button to configure user's skills

    Note: Changes to user's skills do not immediately propagate to all issues. Propagation

Updates to your team’s skills will be reflected in Skillset fields of every unresolved issue. However, propagation might take 1 hour or more, depending on the size of your Jira instance.

4. Enable self-service assignments

https://www.youtube.com/watch?v=RUkjkCGvtoE
  • Open Skills for Jira - Configuration Console

  • Open the "Assignments" tab

  • Configure the Default Queue with Self-service assignment method or create specialized work queues, prioritize and assign them to user groups

  • Configure your work queues:

    • Scope

      • JQL filter that represent the scope of issues the relevant user groups will work on

      • The JQL filter must include issues waiting to be pulled as well as issues in progress

      • The JQL filter must be shared with your users

    • Ready for work (statuses)

      • Issues in these statuses will be pulled by your users when clicking “Get next task” in their dashboards

    • In progress (statuses)

      • When you users pull assignments, they will be transitioned into one of these statuses, depending on your workflow configuration

    • Qualification (field)

      • This field defines the skill requirements for workers. Only issues for which the user has all the necessary skills show up in user’s work queue.

Once Self-service assignments are enabled, your users will gain access to their personal Skills / Assignments dashboard and will be able to fetch their next most important task in one click

Info

Check this article for more details: Expert Work Queues

5. Start specifying skill requirements for your issues

  • Make sure that your new Skillset field is added to your issue screens (i.e. Create, View screens)

  • While creating or editing an issue, you will be able to set skill requirements by navigating or searching the skill tree

  • Submit and let Skills for Jira find the matching experts




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