Course Objective & Scope
When poorly configured, Jira becomes bureaucratic overhead instead of a source of visibility for teams. This course teaches how to structure Jira around the team's actual way of working: company-managed versus team-managed projects, epic-story-task-subtask hierarchy, Scrum and Kanban board settings, custom workflows and screen schemes, advanced filtering with JQL, Jira Automation rules and executive dashboards.
Participants build an end-to-end Jira project, filter set and tracking dashboard around a scenario from their own organisation, leaving with a standard configuration checklist for internal reuse.
Who Should Attend?
- Project managers, Scrum Masters and Product Owners
- Software, product and operations teams tracking work in Jira
- Project management office (PMO) specialists and team leads
- Basic familiarity with agile ways of working or project tracking is sufficient
Key Takeaways
- Set up the right project template, issue types and backlog hierarchy for the team's work
- Configure Scrum sprint management alongside Kanban WIP limits and swimlanes
- Write complex filters, subscriptions and tracking queries using JQL
- Automate recurring notifications and status transitions with Jira Automation
- Build management dashboards using velocity, burndown, cumulative flow and custom gadgets
Curriculum
Jira Architecture, Project Types and Hierarchy
- Company-managed versus team-managed project building blocks
- Structuring epics, stories, tasks, bugs, subtasks and components
- Release and version management basics
Scrum and Kanban Board Configuration
- Backlog grooming, story point estimation and starting/closing sprints
- Kanban columns, WIP limits, swimlanes and quick filters
Workflows, Fields and Permission Logic
- Statuses and transition rules (validators, conditions, post functions)
- Custom fields and screen layouts
Searching with JQL and Jira Automation
- Writing JQL queries with operators, functions and date expressions
- No-code automation rules using trigger-condition-action logic
Reporting, Timeline and Dashboard Workshop
- Analysing burndown, velocity, sprint reports and cumulative flow
- Timeline view and dependency tracking
- Building a shared Jira dashboard for teams and management
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