Quickstart setup instructions


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With Jira Align, you can scale agile to the enterprise. Everyone from engineers to executives can use Jira Align to optimize software delivery.

These quickstart instructions provide basic information on how to set up the organizational structure and build the initial backlog in Jira Align. 

The instructions are intended for Jira Align administrators who must have the Super Admin role. All steps in this guide should be completed in order.

Organizational Structure Setup Overview

Create Enterprise Hierarchy

Create Portfolios

Create Programs

Create Products

Add Users

Jira Align Roles

Team and Program Increment Setup Overview

Create Agile Teams

Create Program Teams

Create Portfolio Teams

Create Program Increments

Create Program Increment Synchronized Dates

Generate Sprints for All PI Teams

Set Up Allocations

Build Your Backlog Overview

Create Epics

Create Capabilities

Create Features

Create Stories

Create Tasks

Navigate to Work Tree

Navigate the Team Room

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