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Jira - Notification Schemes Tutorial

Introduction

Notification Schemes in Jira are a powerful way to manage and customize the notifications that users receive for various events. This tutorial will guide you through the entire process of creating, configuring, and applying notification schemes in Jira.

What is a Notification Scheme?

A Notification Scheme in Jira defines who receives email notifications for different events that occur within a project. These events can include issue creation, issue resolution, comments added, and more. By configuring a notification scheme, you can ensure that the right people are informed about the activities that matter to them.

Creating a Notification Scheme

To create a notification scheme in Jira, follow these steps:

  1. Navigate to the Jira administration area.
  2. Go to Issues > Notification Schemes.
  3. Click the Add Notification Scheme button.
  4. Enter a name and a description for the new notification scheme.
  5. Click Add to create the scheme.
Example:

Creating a notification scheme named Project A Notifications with the description Notifications for Project A.

Configuring Notifications

Once you have created a notification scheme, you need to configure the notifications for different events. Here’s how:

  1. On the Notification Schemes page, find your newly created scheme and click Notifications.
  2. For each event, click Add to specify who should be notified. You can choose users, groups, project roles, or even custom email addresses.
  3. Repeat this process for each event you want to configure.
Example:

Configuring the Issue Created event to notify the Project Lead and Current Assignee.

Applying a Notification Scheme to a Project

After configuring your notification scheme, you need to apply it to a project to start using it. Follow these steps:

  1. Navigate to the project you want to configure.
  2. Go to Project Settings > Notifications.
  3. Click Actions > Use a different scheme.
  4. Select your newly created notification scheme from the list and click Associate.
Example:

Applying the Project A Notifications scheme to Project A.

Testing Your Notification Scheme

To ensure that your notification scheme is working as expected, you can perform some tests:

  1. Create a test issue in the project and observe if the appropriate users receive notifications.
  2. Modify the test issue (e.g., add a comment, change the assignee) and check if notifications are sent as configured.
  3. Adjust the notification scheme if necessary based on the test results.
Example:

Creating a test issue in Project A and verifying that the Project Lead receives an email notification.

Best Practices

Here are some best practices to consider when configuring notification schemes:

  • Keep it Simple: Avoid overcomplicating your notification schemes. Only include necessary notifications to prevent email overload.
  • Use Project Roles: Utilize project roles instead of individual users to make your schemes more flexible and easier to maintain.
  • Test Thoroughly: Always test your notification schemes to ensure they work as intended before rolling them out to all users.

Conclusion

Notification schemes are a crucial feature in Jira for keeping users informed about important events. By following this tutorial, you should now be able to create, configure, and apply notification schemes effectively. Remember to adhere to best practices to ensure your users receive relevant and timely notifications.