By the end of this course, participants will be able to: 

• Understand Jira’s core concepts, structure, and terminology. 
• Create and configure Scrum or Kanban projects using both team-managed and company-managed templates. 
• Set up and manage user access, permissions, roles, and groups. 
• Customize workflows, screens, and fields to match organizational processes. 
• Configure agile boards, backlogs, and sprints. 
• Implement automation rules to streamline recurring tasks. 
• Create dashboards and reports for tracking progress and team performance. 
• Integrate Jira with other Atlassian and external tools (e.g., Slack, Confluence). 

This introductory-level course ideal for experienced Systems Administrators brand new to Jira who are looking to incorporate JIRA into their suite of management tools.  

Day 1: Jira Fundamentals & Agile Setup 

Module 1: Jira Orientation 

• Overview of Jira’s purpose and core components 
• Create a free Jira Cloud account (or local setup) 
• Explore the Jira interface and navigation 
• Understand Jira roles, terminology, and structure 

Module 2: Project Creation & Configuration 

• Create and configure Scrum or Kanban projects 
• Choose between team-managed and company-managed templates 
• Configure board columns, issue types, and fields 
• Lab: Project setup and configuration 

Module 3: User Roles & Permissions 

• User management fundamentals 
• Groups vs. Roles and Permission Schemes 
• Adding and deactivating users 
• Managing third-party access 
• Lab: Managing permissions and roles 

Module 4: Agile Board Setup 

• Enable backlog view and sprints 
• Create and manage issues within sprints 
• Lab: Configuring sprint boards 

Module 5: Roadmaps & Releases 

• Enable and customize project roadmaps 
• Create versions and assign issues 
• Lab: Managing releases and timelines 

Day 2: Advanced Workflows, Automation & Reporting 

Module 6: Workflow Customization 

• Design and modify issue lifecycles 
• Define and deploy workflows 
• Configure custom fields, contexts, and screens 
• Lab: Create a custom workflow 

Module 7: Jira Automation Lab 

• Introduction to Jira Automation rules 
• Build rules for automated assignments and transitions 
• Test automation scenarios 
• Lab: Automating tasks in Jira 

Module 8: Dashboards & Reporting 

• Build and customize dashboards 
• Create and share filters using JQL 
• Add reporting gadgets (Burndown, Velocity, etc.) 
• Lab: Building reports and dashboards 

Module 9 (Time Permitting): Integrations & Security Tips 

• Connect Jira with Slack and Confluence 
• Review audit logs and security configurations 
• Lab: Managing integrations and access controls