Getting Started with Easy Agile Personas

Configuring the app

Jira Project Admins will be able to create and manage Personas as soon as the app is installed.

To add a Persona to a Jira Issue, a Project Admin will need to add the custom fields to the Project’s issue view. We have step-by-step instructions for configuring Personas custom fields.

→ For more detail about Personas and custom fields, see Advanced Personas usage.

Creating your first Persona

  • You need to be a Project Admin to create, edit or delete Personas. Anyone in a Project can view the Personas in that Project.

The Personas app can be opened from the Project sidebar.

There are three primary fields:

  • Persona archetype, eg. The Busy Mum

  • Persona name, eg. Sally Smith

  • Persona job title, eg. Full-time parent

There's also a free-form Description. This allows you to add details about your Persona that are most relevant to your team. We've put some questions in there to help you get started.

Need some inspiration? These are some articles we like about creating customer-focused Personas to help your team engage with customers' needs and aspirations:

Easy Agile’s blog: Personas

Make Your Personas Great Again in 7 Simple Steps

Towards a more Effective Persona

Do you and your team use the same personas across multiple projects, or across the whole company? Let us know!

Adding the Persona to an issue

Once the custom fields have been added to the Issue View, you can find the “Persona” and “Importance to Persona” fields on issues in this Project. These link your Persona with the issues that affect them or would provide value for them. You can search for them using the Persona archetype, eg. The Busy Mum.

The result of this is that the issues show up on the Persona's page:

You can also search for issues linked to a Persona using Jira Advanced Search.