Creating Tasks in a Design Project

During the estimating process, the PM should break a design progress into specific jobs, e.g. CAD a motor mount or write controls software. These specific jobs are each entered into the Jira Project as an issue

Open the Jira Project and navigate to the Kanban board.

Hit the "Create" button to create a new issue. The PM will need to create a new issue for each specific job associated with a project.

Insure that the Issue is created in the correct project and is a "Task"

Name the issue with a brief description of the work to be done

Set a due date as informed by the estimate prepared for the customer

Write a few sentence description of the work to be done. This will be an important reference for the SD/SDE who will complete the issue

The PM should assign a SD/SDE on the team for this design project to complete this issue.

The PM should set an original estimate informed by the statement of work sent to the customer

Set a priority that accurately reflects the importance of the task

Once you create the issue, it will automatically populate into the "To Do" column

As a SD/SDE starts work on the issue, it should move into the "In Progress" column.

Clicking on the issue opens a sidebar with summary information. Here you can read the details about the issue as well as comments made along the way.

Click on the issue key link to open a more detailed view of the issue.

The issue page opened by clicking the link has all details relevant to the issue

Notably, the activity section at the bottom has a record of the Comments, Work Log, and History

Anyone (either PDM or SD/SDE) who wishes to communicate information regarding the progress of the task should leave a comment

Note: Customers may be able to view comments, use professional language