Getting Started

This guide walks you from installation to your first scored issue. It covers installation, team member workflows, and facilitator workflows. For project-level configuration, see Admin Setup.

Installation

Install from Atlassian Marketplace

  1. Go to the Atlassian Marketplace and search for Complexity Prism
  2. Click Install and follow the prompts
  3. Grant the requested permissions

Or install from Jira

  1. Navigate to Jira Settings → Apps → Find new apps
  2. Search for "Complexity Prism"
  3. Click Install

First-Time Setup

  1. Open a Jira project where you want to use the app
  2. Go to Project Settings → Complexity Prism Settings
  3. Click Quick Setup to create the required custom fields (AI Complexity Score, AI Blockers, AI Notes)
  4. Add the new fields to your issue screens via Jira Settings → Issues → Screens
  5. Open any issue and verify that the Complexity Prism panel appears in the issue view
Permissions
Quick Setup requires Jira admin permissions to create custom fields. If you only have project admin rights, ask a Jira admin to create the fields first, then map them manually. See Admin Setup for details.

For Team Members

Voting in a Session

  1. Open a Jira issue
  2. Find the Complexity Prism issue panel in the issue view
  3. If a session is already active, select the score that matches your assessment
  4. You can change your vote until the facilitator reveals scores
Voting session in the issue panel
Voting in a live session - select a score from 1 to 5

Keyboard Support

  • In AI Complexity voting, number keys 1 through 5 for direct score selection
  • Arrow keys to move focus between voting options
  • In Story Points decks, arrow keys to navigate and Enter or Space to select

Quick Score

Quick Score is the async workflow for saving a score without a live session:

  1. Open the issue panel
  2. Click Quick Score
  3. Select a score
  4. Optionally add blockers and notes
  5. Save directly to Jira
Quick Score async workflow
Quick Score - save a complexity score without running a live session

For Facilitators

Running a Session

  1. Open the issue
  2. Start a session from the issue panel
  3. Wait for participants to vote
  4. Reveal the scores when the team is ready
  5. If the score meets the high-score threshold (default: 3), collect blockers
  6. Save the final result to Jira
Score reveal after voting
Reveal - scores become visible and the facilitator decides next steps

After Reveal

Once scores are revealed, facilitators can:

  • Review the score distribution across participants
  • Trigger a revote if consensus was not reached
  • Collect blockers that explain why the complexity is high
  • Save the result (score, blockers, notes) back to Jira
  • Cancel the session if needed

Capturing Blockers

Blockers are structured reasons why AI may struggle with a ticket. They are grouped by category and can include optional notes for context.

Blocker capture interface
Blocker capture - select categories and add notes explaining the complexity
Readiness Hints
When blockers are selected, the app shows readiness hints - suggestions for what would reduce future complexity for similar tickets.

Frequently Asked Questions

Do users need Jira admin rights?

No. Regular project members can participate in sessions. Project admins are only needed for configuration.

Does the app send data to external AI services?

No. The current architecture does not send customer issue content, votes, blockers, or notes to external AI APIs.

Can teams use the app without a live session?

Yes. Quick Score supports async scoring directly from the issue panel.

What happens to individual votes?

Individual votes are temporary and purged by default after the result is saved.

Can teams use both Story Points and AI Complexity?

Yes. Dual-track estimation allows both tracks in a single session. See Admin Setup for configuration.

Next Steps

  • Admin Setup - Field mapping, behavior settings, dual-track, dashboards
  • Security - Data handling, permissions, and architecture
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