JIRA: How to Set Up New Website Onboarding Project

Step 1: Set Up Mockup / Design Project

1. Log into Jira
2. On the left-hand side, click the plus sign to Create an Issue
3. Confirm your Project is set to “Clients (ON)”
4. Confirm your “Issue Type” is set to the vertical for your customer:
   – VR
   – BB
   – HIL
5. Give your task a clear, descriptive title in the “Summary” field. For example:
   – Mockup Design (for new customers or customers getting their first Q4Launch website)
   – New Every Three Mockup Design (for existing Q4Launch website customers who are getting a NE3)
6. Give your task a clear description with any details the design team may need:
   – Link to Design Brief
   – Target Website Launch Date
   – URL at Launch
7. Set the “Epic Link” to your customer’s name.
   – If you haven’t set this up yet, follow these steps to set up the Epic
8. If this is a VR website, select the proper property management system in the “PMS” section
   – BB and HIL customers will not have this option.
9. Set the “Email Location” based on whether or not Q4Launch hosts your customer’s email

Step 2: Set Up Dev Site & Website Project

1. Log into Jira
2. On the left-hand side, click the plus sign to Create an Issue
3. Confirm your Project is set to “Clients (ON)”
4. Confirm your “Issue Type” is set to the vertical for your customer:
   – VR
   – BB
   – HIL
5. Give your task a clear, descriptive title in the “Summary” field. For example:
   – New Website Build (for new customers or customers getting their first Q4Launch website)
   – New Subdomain Build (for customers getting a blog. or guide. subdomain only)
   –  New Every Three Website Build (for existing Q4Launch website customers who are getting a NE3)
6. Give your task a clear description with any details the dev team may need:
   – Target Launch Date
   – URL at Launch
7. Set the “Epic Link” to your customer’s name.
   – If you haven’t set this up yet, follow these steps to set up the Epic
8. If this is a VR website, select the proper property management system in the “PMS” section
   – BB and HIL customers will not have this option.
9. Set the “Email Location” based on whether or not Q4Launch hosts your customer’s email