Page Comparison

1. Create a "Skillset" custom field

• 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 caseYou can customize the skill tree on a field, project, or issue type level with custom field contexts

2. Configure skills relevant for your organization

• Open the "Skills for Jira" administration console Configuration (“Apps “Skills / Manage your apps” 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

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You can override your skills on the Project or Custom Field Context levels. It can be done in the respective configuration sections:

Project: "Skills for Jira" section added to Project Configuration

Custom Field Context: allows you to use different skill trees for Field /Issue type / Project combinations. See how to configure custom field contexts.

Skill Tree size limitation Due to the platform limitation, your skill tree can not exceed 32kb in JSON form. If the current limitation is insufficient for your needs, please contact Support.
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Check out this article for more details: Customization

3. Configure your team members' skill sets

• Open the "Skills for Jira" app configuration sectionConfiguration

• 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

4. Enable self-service assignments

• Open the Settings / Apps / Skills for Jira - Administration 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 Apps / Skills for Jira - User Console / Assignments dashboard as well as the Self-service assignments gadget that you can add to your existing dashboards

and will be able to fetch their next most important task in one click

• Skills for Jira will inspect all work queues relevant for the user and assign the highest priority task to the user

5. [OPTIONAL] Enforce expert-only transitions

• Open your Jira Workflow for editing

• Select the Transition of interest

• Configure workflow conditions as on the screenshot below:

  • “Any of the following conditions” should be true:

    • Add a standard workflow condition "User Is In Custom field"

      • Use the "Skillset field name-Experts" field as a target

    • “All of the following conditions” should be true (condition group)

      • “Skillset field name” is empty

      • “Skillset field name-Experts” is empty

By attaching this Workflow Condition to transitions to "In Progress", you could prevent any user who lacks the required expertise from getting the issue

5. Start specifying skill requirements for your issues

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

• Open any issue and click on your Skillset field. You will see your customized skill tree to choose skills from

• Use search or tree navigation to find and select skills

• Submit and wait while Skills for Jira finds the matching experts

Note
Matching experts will take from 3 seconds to 1.5 minutes. The delay will be reduced or removed as the Atlassian Forge platform evolves.

These skill requirements are then used to show you qualified experts, give you your next most important task on demand, help you spot knowledge gaps or bottlenecks and more.

• 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