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Dan LeFebvre

This Introduction to Jira course will get you up to speed on how to be more productive and effective in Jira. With six hours of content, we'll focus on the three main types of users in Jira. The modules in this course are broken up for each of these types, so no matter which one you are you'll be able to quickly access the things you need.

We'll start by covering some core concepts and terms you'll need to know about both agile and Jira before diving into the software itself.

Read more

This Introduction to Jira course will get you up to speed on how to be more productive and effective in Jira. With six hours of content, we'll focus on the three main types of users in Jira. The modules in this course are broken up for each of these types, so no matter which one you are you'll be able to quickly access the things you need.

We'll start by covering some core concepts and terms you'll need to know about both agile and Jira before diving into the software itself.

After that, we'll look at Jira from an end user's perspective. What are the key things you'll need to know as someone who's just using Jira at your company? That's what we'll look at in the second module.

When you're a team leader or manager using Jira, there's some things you can do to help your team be more effective. So we'll look at some of these things in the third module.

Finally, as a Jira administrator there's a lot of ways you can help your company by setting them up for success in Jira. In the fourth module, we'll look at Jira from an administrator's perspective.

Now even though this course is organized for different types of users, I wanted to make it so no matter what type of user you are you'll benefit from watching all of it if you wanted. For example, even if you're only using Jira as an end user you can find it beneficial to understand how Jira workflows and processes work so you can "speak the language" when you're asking your Jira administrator for something.

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What's inside

Learning objectives

  • Understand jira's core features and how it works.
  • Use jira more productively.
  • Benefit from jira as a team leader or manager.
  • Set jira up for your team or company as an administrator.

Syllabus

Course Introduction

In this video we'll get a taste for what we'll be covering in this course.

In this video we'll learn what Jira is and how it's meant to be used.

Read more

In this video we'll learn how this course is organized so you'll get the most out of it.

Terms & Concepts

In this video we'll learn what will be covered in the terms & concepts section.

In this video we'll get a crash course on the basics of agile.

In this video we'll learn some of the key agile terms we'll see used inside of Jira.

In this video we'll learn about some of the key terms Jira uses and what they mean.

In this video we'll learn about the different versions of Jira available and which one we'll be using in this course.

Basics of Using Jira

In this video we'll learn what will be covered in the basics of using Jira section.

In this video we'll hop into Jira and get familiar with how the interface is organized.

In this video we'll learn the difference between the two different types of projects in Jira.

In this video we'll learn how to create a new team-managed project.

In this video we'll learn how to navigate around a team-managed project.

In this video we'll learn how to create new issues in a team-managed project.

In this video we'll learn about some of the customization options we have for team-managed projects.

In this video we'll learn more about the customization we can do with team-managed projects.

In this video we'll get familiar with how to navigate company-managed projects.

In this video we'll learn how to navigate a kanban agile board in a company-managed project.

In this video we'll learn how to navigate a scrum agile board in a company-managed project.

In this video we'll learn how to create new issues in a company-managed project.

In this video we'll get familiar with how issues are laid out in company-managed projects.

In this video we'll learn how to search for issues in Jira.

In this video we'll learn how to save searches for later use by using the filters feature.

In this video we'll get an overview of the Jira mobile app.

Jira for Managers & Team Leads

In this video we'll learn what will be covered in the Jira for managers section.

In this video we'll learn how to use the teams feature in Jira.

In this video we'll learn how to create and delete a scrum agile board in company-managed projects.

In this video we'll learn how to use filters to decide which issues are displayed on our scrum boards.

In this video we'll learn about some of the customization options we have for scrum boards in company-managed projects.

In this video we'll see what the day-to-day workflow can be with a sprint on a scrum board in Jira.

In this video we'll learn what insights are and how to find them.

In this video we'll learn how to create a new kanban board in Jira.

In this video we'll learn how to use filters to decide which issues are displayed on our kanban boards.

In this video we'll learn about some of the customization options we have for kanban boards in company-managed projects.

In this video we'll see what the day-to-day workflow can be on a kanban board in Jira.

In this video we'll learn about epics and how to use them in company-managed projects.

In this video we'll learn about Jira's roadmaps feature.

In this video we'll learn all about dashboards in Jira.

In this video we'll learn about the built-in reporting features in Jira.

In this video we'll learn how to work faster by creating multiple issues at once.

In this video we'll learn how to work more effectively by editing issues in bulk.

Jira for Administrators

In this video we'll learn what will be covered in the Jira for administrators section.

In this video we'll learn how Jira handles users.

In this video we'll learn how to create a company-managed project.

In this video we'll learn about the customization options we have for company-managed projects.

In this video we'll learn about Jira's global system administration area.

In this video we'll learn about a concept Jira uses calls schemes.

In this video we'll learn how to create our own custom issue type.

In this video we'll learn how to create and use our own custom fields.

In this video we'll learn about the concept of workflows in Jira.

In this video we'll learn how to use workflows that we just learned about in the last video.

In this video we'll learn how to be more productive by using automation in Jira.

In this video we'll wrap up this course and get some tips for where to continue learning.

In this module, I'll post any video responses to customer questions.
How to get issues to show up on scrum and kanban boards at the same time
How to move issues between projects

In this video we'll answer a question from Ken in the Q&A section of this course. Ken says he's not able to see the dropdown boxes in JIRA search, so we'll look at how to show those if they're not there.

In this video we'll answer a question from Steven in the Q&A section of this course. Steven is wondering what it means when you assign an issue to "Automatic".

In this video, we'll answer a question from Saurabh on how to update issues from a sprint and associate it with a version. 

In this video we'll answer a question from Gerald in the course Q&A section, which you can see here: https://www.udemy.com/introduction-to-jira/learn/v4/questions/1983788

Also referenced is this documentation: 

https://confluence.atlassian.com/jirakb/cannot-add-transitions-or-delete-steps-in-draft-workflows-203392961.html

Customizing the issues in a new Agile board
Troubleshooting a mismatch in projects
How to delete a board
Understanding boards and filters
Creating a screen from scratch
Color cards based on status

As of this recording, Jira has a beta feature for dark mode. If you're a fan of dark mode in your software, here's how you can enable it.

If you've marked an epic as "done" in the epic panel of the board backlog, this video covers how to get it to show back up in the epic panel again.

These quick tips with Jira's breadcrumb were a surprise to my consulting client, so I wanted to share them with you to help speed up your workflow too!

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops professional skills in Jira for various user types, empowering effective collaboration on projects
Builds a strong foundation for end users, team leaders, managers, and administrators in understanding Jira
Taught by Dan LeFebvre, an experienced instructor in agile methodologies and Jira
Relevant to industries and roles where Jira is widely used for project management and tracking
Requires familiarity with agile methodologies, which may be a caveat for absolute beginners
Focuses on Jira specifically, so learners seeking a broader understanding of project management tools may need to supplement with other courses

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Reviews summary

Great introduction to jira basics

According to students, this course is a great introduction to Jira for users at varying experience levels. Students largely enjoyed the course, however, one mentioned that it may take time to absorb all of the information provided.

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Understanding Jira for users, managers and admins with these activities:
Review Agile terminology
Review essential Agile and Jira terms to build a foundational understanding.
Browse courses on Agile
Show steps
  • Read the course description and glossary.
  • Explore Atlassian's Jira documentation for key terms.
Complete Jira tutorial on Atlassian University
Follow guided instruction from Atlassian to understand Jira fundamentals.
Show steps
  • Register for a free account on Atlassian University.
  • Enroll in the 'Jira Software Fundamentals' course.
  • Complete all modules and quizzes in the course.
Implement Jira in a real-world project
Put your Jira knowledge into practice by implementing it in a meaningful project.
Show steps
  • Identify a project within your team or organization.
  • Plan the project scope, timelines, and resources.
  • Configure Jira and implement Agile methodologies.
  • Monitor project progress and make necessary adjustments.
Show all three activities

Career center

Learners who complete Understanding Jira for users, managers and admins will develop knowledge and skills that may be useful to these careers:
Agile Coach
The Understanding Jira for users, managers, and admins course is highly recommended for aspiring Agile Coaches. The course provides a comprehensive overview of Jira's agile features, including how to create and manage sprints, track progress, and facilitate retrospectives. This knowledge will help Agile Coaches effectively support their teams and ensure that they are successful in adopting agile practices.
Scrum Master
Those who want to become Scrum Masters will benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including the ability to create and manage agile boards. It also covers how to use Jira to track progress and identify bottlenecks. This knowledge will help Scrum Masters effectively support their teams and ensure that projects are completed on time and within budget.
Software Engineer
Software Engineers will benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including how to create and manage issues, track progress, and collaborate with other team members. This knowledge will help Software Engineers be more productive and effective in their roles. Remember, the course also discusses how to be more productive as a team leader or manager.
Software Developer
Those who want to become Software Developers may benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including how to create and manage issues, track progress, and collaborate with other team members. This knowledge will help Software Developers be more productive and effective in their roles.
Team Lead
Team Leads will also benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including how to create and manage teams, assign tasks, and track progress. This knowledge will help Team Leads be more effective in their roles and ensure that their teams are successful.
Business Systems Analyst
Business Systems Analysts will also benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including how to gather and document requirements, track progress, and manage stakeholder expectations. This knowledge will help Business Systems Analysts be more effective in their roles and ensure that their projects are successful.
Quality Assurance Analyst
Quality Assurance Analysts may benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features, including how to create and manage test cases, track bugs, and collaborate with other team members. This knowledge will help Quality Assurance Analysts be more productive and effective in their roles.
Systems Analyst
Those who want to become Systems Analysts may also benefit from the Understanding Jira for users, managers, and admins course. The course provides a comprehensive overview of Jira's core features and functionality, including how to gather and document requirements, track progress, and manage stakeholder expectations. This knowledge will help Systems Analysts be more effective in their roles and ensure that their projects are successful.
IT Manager
The Understanding Jira for users, managers, and admins course can be useful for IT Managers who oversee teams that use Jira. The course provides a comprehensive overview of Jira's core features and functionality, including how to set up and configure Jira, manage users and permissions, and track progress and performance. This knowledge will help IT Managers make informed decisions about how to use Jira to support their teams and achieve their business goals.
Project Coordinator
The Understanding Jira for users, managers, and admins course can be useful for those who want to become Project Coordinators. The course provides a comprehensive overview of Jira's core features and functionality, including how to create and manage projects, track progress, and communicate with stakeholders. This knowledge will help Project Coordinators be more effective in their roles and ensure that their projects are successful.
Technical Writer
For those who want to become Technical Writers, the Understanding Jira for users, managers, and admins course may be useful. The course provides a comprehensive overview of Jira's core features and functionality, including how to create and manage documentation, track progress, and collaborate with other team members. This knowledge will help Technical Writers be more productive and effective in their roles.
Data Analyst
The Understanding Jira for users, managers, and admins course may be helpful for aspiring Data Analysts. The course provides a comprehensive overview of Jira's core features and functionality, including how to create and manage projects, track progress, and communicate with stakeholders. This knowledge will help Data Analysts be more effective in their roles and ensure that their projects are successful.
Project Manager
Project Managers would benefit from the Understanding Jira for users, managers, and admins course. Project Managers can increase productivity by learning Jira. This will make them appear as valuable assets to their team. This course can help build a foundation for success in project management. Remember, the course also discusses how to be more productive as a team leader or manager.
Product Manager
Product Managers may also benefit from the Understanding Jira for users, managers, and admins course. Product Managers who use Jira can work more effectively. A better understanding of Jira's agile framework can increase productivity and keep projects on track. Remember, the course also includes information on setting Jira up for your team or company as an administrator.
Business Analyst
The Understanding Jira for users, managers, and admins course may be helpful for Business Analysts. Business Analysts can use Jira to gather and document requirements, track progress, and manage stakeholder expectations. This course can help build a foundation for success in business analysis. Understanding Jira's agile framework will increase productivity and keep projects on track.

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Understanding Jira for users, managers and admins.
Can provide background context and depth about Agile project management and its underlying philosophies, from its origins to its uses in enterprise-level organizations.
Combines in-depth explanations of Jira's capabilities with general Agile methodologies to offer deep insight into managing Agile projects with Jira.
Provides a solid overview of Kanban project management practices that can supplement what is taught in the course.
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Offers a detailed overview of the Scrum framework, which is used in conjunction with Jira to manage user stories and other project management tasks.
Provides an overview of the Kanban method and how it can be used to understand and manage different workflow processes.
Adds little or no depth to the subject of Jira use, but it commonly-used reference for general workplace productivity.

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