Getting started

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 case

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

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 might take 1 hour or more, depending on the size of your Jira instance.

4. Enable self-service assignments

• 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

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