Jira

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident Jira setup - You will learn how to create an account, configure key settings, and move around the Jira interface with ease, so you can start working faster and avoid common setup mistakes.

Faster project launch - You will learn how to create classic and modern projects, define roles, permissions, and notifications, so you can organize team work and responsibilities from day one.

Better task control - You will practice creating tasks, epics, and issues, setting priorities, due dates, and labels, so you can assign work clearly and find the right items much faster.

Workflow tailored to process - You will learn how to define statuses and transitions in Jira workflows, so you can reflect your real process, reduce operational chaos, and keep task progress under control.

Boards that support planning - You will configure the backlog, Scrum and Kanban boards, columns, filters, and cards, helping you plan sprints better, track flow clearly, and react to delays sooner.

Automation for daily work - You will explore automation rules and practical JQL usage, so you can reduce repetitive manual work, speed up issue searches, and handle routine process steps more efficiently.

Stronger team collaboration - You will see how to invite users, work with comments, attachments, and notifications, and structure communication in Jira, so your team can align faster and act with less friction.

Clear reporting and insights - You will learn how to build dashboards and use sprint reports, burndown charts, and roadmaps, so you can monitor progress, spot risks early, and review team workload clearly.

Training programme

1. Introduction to Jira

history and purpose of the Jira program,
types of Jira versions:
- Jira Software,
- Jira Service Management,
- Jira Core,
creating an account and configuring basic settings,
overview of the user interface:
- navigation,
- panels,
- menu.

2. Creating and managing projects

types of projects in Jira:
- classic and modern,
creating a new project:
- steps and configuration,
project settings:
- roles,
- permissions,
- notification schemes.

3. Task and Problem Management

creating and editing tasks, epics and problems
task types and statuses:
- defining workflow,
assigning tasks:
- roles,
- priorities,
- deadlines,
using labels and tags:
- categorization and filtering of tasks.

4. Views and boards

backlog view:
- sprint and task planning,
Kanban and Scrum boards:
- creation and management,
board configuration:
- columns, filters, cards,
calendar and roadmap views:
- planning and monitoring.

5. Teamwork in Jira

inviting team members to projects,
communication and collaboration:
- comments, attachments, notifications,
monitoring progress:
- dashboards and reports.

6. Advanced Jira functions

task automation:
- creating rules and scripts,
using Jira Query Language (JQL):
- searching and filtering,
creating and managing notification schemes,
integrations with other tools:
- Confluence, Bitbucket, Slack.

7. Reporting and analyses

creating and exporting reports:
- standard and custom,
progress analysis:
- burndown charts,
- Gantt charts,
- sprint reports,
using dashboards:
- personalization and widget configuration.

8. Practical exercises

exercises in creating projects and tasks,
exercises in configuring boards and workflow,
exercises in using JQL and creating reports.

9. Question and answer session

What are the prerequisites for participating in the training?

Basic application skills - You should be comfortable using a web browser and standard office applications, so you can handle configuration steps, edit data, and move through the system efficiently.

Understanding of project work - You should understand basic concepts such as tasks, deadlines, priorities, and team responsibility, so you can map real work processes into Jira settings more easily.

Teamwork experience - You should have practical experience working with tasks or projects in a team, so you can better understand roles, workflow, comments, and communication rules in Jira.

Readiness for configuration work - You should be ready to complete hands-on configuration and analysis exercises, because the training covers workflows, boards, JQL, reporting, and automation.