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How to use jira for project management

  • George Apostolov

This guide is an interactive LiveDemo. Create interactive demos of your own product: Interactive demo software · Interactive help center guides · Start free


How to use jira for project management: step-by-step guide

  1. Log into Jira, select Projects, then Create Projects.

  2. You can choose a template, such as Scrum or Kanban.

  3. Choose between a team-managed project with Essential features or a company-managed project with Advanced features.

  4. Name the project and hit Next.

  5. You can start adding your cards here.

  6. Choose between different views in the left sidebar.

  7. Choose between a Timeline view.

  8. Or a List view.

  9. Go back to the board view and click on Manage workflows.

  10. You can create rules and conditions for how work moves through stages and scale up or down to make your process as simple or complex as you need it.

  11. You can use Labels to sort issues into groups and find them easily in search.

Quick answer: To manage projects in Jira, log in and create a project by choosing a template and management type. Name the project, add cards, and use different views like Timeline or List. Manage workflows by creating rules for work stages, and use Labels to sort and find issues easily.

About this Jira tutorial

Streamline project management in Jira by setting up templates, configuring workflows, and organizing issues with custom views and labels. This guide shows how to use jira for project management in 11 steps, starting with "Log into Jira, select Projects , then Create Projects " and finishing with "You can use Labels to sort issues into groups and find them easily in search". The interactive demo above is a click-through copy of the real Jira interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to use jira for project management?

11 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Jira data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Jira. Related guides: How to use jira for project planning, How to view epics in jira and How to Write Test Cases in Jira. Last reviewed 05 Oct 2026.

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