The Complete Guide To Jira With Real World Examples

Section Introduction Preview 00:48

This section goes through the core concepts of scrum and kanban and then discusses the main Jira terms and how they relate to the agile processes

Scrum in 10 minutes Preview 10:32

This lecture goes into details of how the scrum methodology works, and touches on all the key points about this agile process.

Kanban in 4 minutes Preview 03:44

This lecture touches on how the Kanban methodology works

JIRA Terms - What makes up JIRA Preview 04:04

We'll define some of the key Jira terms like issues, projects, versions, and components

Agile Concepts Refresher & Jira Terms

Section Introduction Preview 01:23

This section will introduce Jira and get you up to speed with the basic essentials to start working with Jira.

Intro to the JIRA user interface & navigation Preview 11:49

This will be our first look at the Jira Interface. We won't go into details of each screen but will get used to the UI and UX of this tool

Intro to Project Navigation Preview 05:19

Our first look at projects and navigating within a project

Intro to Issue Navigation Preview 06:24

Our first look at the issue navigator screen

Viewing, editing & understanding Issues Preview 12:31

This lecture goes through everything that makes up an issue in Jira

Working with Agile Boards Preview 11:43

Our first look at the agile boards and how you can work on issues through the boards, and keep the board updated as you go.

Agile Board - Backlog View Preview 07:41

A look at the backlog view of an agile scrum board

Agile Boards - Kanban Preview 05:32

A look at the Kanban agile board, as well as a new agile board created by JIRA (as of early 2018) - the Agility Board

Creating Issues Preview 09:25

Any team member may find the need to create issues, whether you're in QA and found a bug or even a Developer creating a ticket to be worked on.

Searching for Issues Preview 04:00

As a member of an agile team using Jira, an essential function would be to search for issues through the issue navigator. This lecture goes through basic filters and searching capabilities on Jira

Advanced searching using JQL Preview 11:22

We'll take the last lecture and one-up it by searching using JQL. The video shows how you can switch between basic and advanced searches, and how basic searches let you learn about how you form your advanced search queries.

Search filters Preview 07:10

This lecture shows you how you can save your frequent searches, in order to be more efficient when using Jira and searching for issues

Dashboard customization Preview 07:02

Dashboards provide a cool way to view different kinds of data within Jira, so we'll spend some time creating a custom dashboard that would display different kinds of information. We will also look at setting up a Wallboard which can be projected or displayed on a big monitor for the whole team to monitor or track important metrics relevant to the team

Understanding the Resolution Field Preview 04:16

This lecture discusses the Resolution field and it's importance in how Jira identifies an issue as being Open vs Resolved

Working within an Agile Team

Section Introduction Preview 01:00

This section goes into a little more detail with using Jira, particularly when it comes to leading an agile team and making sure issues, backlogs, sprints and agile boards are properly set up and managed.

Configuring agile boards - Part 1 (Scrum board) Preview 13:46

As a project owner, this would be one of the main responsibilities when managing an agile team and ensuring the agile boards are configured in a manner that maximizes productivity within the team. We will look at every single configurable aspect of agile boards, both scrum and kanban, over a couple of lectures.

Configuring agile boards - Part 2 (Scrum board continued) Preview 13:47

This is a continuation of looking at all the ways you can configure agile boards, with focus on how you can make the boards visually relevant to your team

Configuring agile boards - Part 3 (Kanban board) Preview 09:13

This last part of configuring agile boards focuses on the Kanban board and looks at the subtle differences between Kanban and Scrum board configuration.

Creating projects Preview 07:54

As a project owner, the first step is to create a project of type that's relevant to you. The video looks at the steps involved in creating different types of projects. It also assumes that the project owner has administration privileges of creating a project and so if you don't, this is something you would need to request your Jira Administrator to create for you.

Creating epics and stories Preview 04:55

Once the project is set up, the next step would be to ensure that work is represented in the form of epics and stories

Starting sprints & working on sprints Preview 08:34

This lecture represents the stage where sprint planning meeting takes place, and the sprint backlog is created and the sprint started. 

Creating software versions in Scrum Preview 05:30

This video shows you how you can manage your versions, to represent software releases. Remember that in scrum, a version is pre-planned and is released when the planned work is complete

Creating software releases in Kanban Preview 02:09

A version in Kanban can be released at any time and will contain all issues that are complete at that time. This video demonstrates how you can create a release for a Kanban based project.

Creating an agile board with multiple projects Preview 07:07

This video shows you how you can create one agile board to display issues from multiple projects. An example where this would be relevant is if there are multiple teams working on different projects and the project owner wishes to visualize all development work and active sprints on one single board (eg: product owner can look at sprints for both backend and frontend teams on the same board)

Closing sprints and viewing sprint reports Preview 08:48

This video represents the final stage of the scrum sprint cycle - closing sprints and viewing the reports that Jira generates for you. The reports are helpful in your sprint review and retrospective meeting to further improve the scrum process for your team

Leading an Agile Team

Section Introduction Preview 01:43

This section will turn you into a Jira Administration Guru and covers all the core functional aspects of Jira that you can configure and customize.

Jira admin section navigation Preview 06:19

Before we get into the low level, we'll take a look at the Jira Administration pages and get used to the navigation flow between them

Creating a new user Preview 13:27

As a Jira Administrator for a team, one of the main steps would be to create accounts for users within your team and ensure they are given access to your Jira instance.

Creating groups and access controls Preview 09:00

Once user accounts are created, it is beneficial to create groups and add users to their respective relevant groups. This makes it easier to assign permissions to groups rather than individuals. 

Understanding the different permission levels Preview 07:28

This lecture discusses the main permission levels in Jira - Global permission and Project permissions. Jira also has Issue-level Permissions but we do not cover them as they are very low level and are uncommon. Regardless, once you get familiar with global and project permissions, it will become straight forward to understand and configure issue-level permissions as it takes the same concepts but goes one level deeper.

Global Permissions explained Preview 10:03

Jira has some pre-defined global permissions - In this lecture, we will go through each one and understand what each of them mean and walk through what happens when those permissions are not granted.

Understanding Project Roles - Theory Preview 09:23

We spend some time talking about how project roles work and the problems you can solve by using them.

Understanding Project Roles - Example Preview 10:43

A demo of how you can take advantage of project roles, and how using them can simplify the amount of configuration required in Jira. Taking advantage of project roles is the best way to configure Jira, especially when it comes to project permissions.

Roles & Permissions Example - Introduction Preview 09:12

This video introduces the elaborate permissions example, by first listing out the objectives and then we list out each of the high-level steps required to achieve the objectives. Both objectives and the solution steps are available in text files as resources associated with the video. Feel free to download the text files and follow along, or better yet, try out the exercise yourself before reviewing the video.

This example walks through the full scenario of having to create users, groups, project roles and assigning the relevant permissions for a project. It basically brings together all the lectures discussed in this section so far. The steps and objectives of the example are to create a sample project and a relevant team, where each team member has different sets of permissions within the project:

Roles and Permissions Example - Part 1 Preview 17:38

The first part of the permissions example implementation - I refer to the text files from the previous video and implement each step one after another. This is where I create the relevant users, groups, project roles and start setting up the permission scheme.

Roles and Permissions Example - Part 2 Preview 09:53

This is part 2 of the example and will focus on creating the project and incorporating the users, project roles and permission scheme that was created for it.

Roles and Permissions Example - Part 3 Preview 10:05

This final part of the example will log in as each of the configured users and ensure that permissions were set up accordingly and working as expected.

Consultant

• Can only see the new project

• Is able to edit and work on issues

• Cannot manage sprints

Project owner:

• Can work on issues

• Can administer the project

• Can manage sprints

Developer

• Is able to see all projects, edit and work on issues (but cannot manage sprints)

Customer

• Can only see this new project

• Cannot edit or work on issues (read-only)

Understanding Jira Schemes & Introduction to the Schemes Example Preview 07:34

We spend this lecture understanding how the main configurable aspects of Jira (issue types, screens, fields, workflows) are related to each other, and how they all come together when configuring projects. We also introduce the example that we will be covering while going through the next set of lectures. 

Configuring Issue Types Preview 08:41

In this video, we create a new issue type called Spike. Spike tickets are usually created to represent work that involves research or investigation or design. We will then set up the issue type for the example project so Spike issues can be created for that project.

Configuring Screens Preview 10:40

We are going to continue working on the new Spike issue type by creating and configuring screens that will get displayed when creating/editing/viewing a Spike issue. The lecture also shows you how you can assign screens to issue types, and then relate all of that back to our example project.

Configuring custom fields Preview 13:27

Now that we've created screens for Spike issues, we will create some custom fields to display on the screens. The lecture also walks through how you can configure various properties of fields and how they behave on screens.

Creating a new Workflow Preview 12:03

One of the most essential and compelling features of Jira - we will take our first dive at building a workflow from scratch. This workflow will actually be used for Spike issues only and the video shows how you would go about associating workflows with issue types within a given project.

Editing an existing Workflow Preview 13:02

This video takes the default software dev workflow and show you how you can enhance it by including steps for code review and testing by a QA team, as an example. This walkthrough will give you the ability and comfort level to go about editing workflows for your own specific needs, or simply building workflows from scratch.

Updating the agile board with new workflow changes Preview 13:41

Part of modifying workflows for software development projects, is to ensure that the agile boards are updated to use the modified workflow statuses and transitions. This video shows you how you can do that.

Understanding Workflow transitions - Screens Preview 03:41

This video shows you another customizable aspect of workflows, in particular, how to display a screen every time an issue transitions from one status to another.

Understanding Workflow transitions - Properties and Triggers Preview 06:34

This video shows you another customizable aspect of workflows, in particular, properties and triggers around workflow transitions and statuses

Understanding Workflow transitions - Conditions, Validators, Post-Functions Preview 09:58

This video shows you even more customizable aspect of workflows:

- Conditions - a condition that must be met to allow a workflow transition to take place

- Validator - a check that you can perform during the workflow transition to ensure something has been met

- Post-Function - an action you can perform after a workflow transition has completed

Jira Administration

Introduction to Next-Gen Projects Preview 04:03

Working with the Next-Gen Board Preview 10:56

The NG Boards are a lot more flexible and nimble than classic agile boards

Working with Roadmaps Preview 08:58

Use Roadmaps to manage Epics and track dependencies and overall progress

Controlling access restrictions for Next-Gen Projects Preview 09:08

Understand the comprehensive possibilities of setting access and permissions to these NG projects

Next-Gen Project Settings - Issue Types & Notifications Preview 06:56

Understand the customization possible around issue types, fields and notification settings

Next-Gen Project Features Preview 08:58

Take a look at how easy it is to turn on/off various features in a NG project, that you would normally find in a classic project

Next-Gen Workflow Editor Preview 09:49

A brand new workflow editor, now available for next-gen projects.

Course Summary Preview 01:30

Thanks for following along through all prior sections. Hope the course was everything you had hoped for and more :)

Using Jira to manage daily tasks using a scrum-based process - Part 1 Preview 11:29

In this video, I show you how I use Jira for my own daily task list, and have been doing so for past few years. My process allows me to maintain a list of things I need to do everyday, track the progress of those tasks, as well as forecast what I can actually accomplish every single day. 

Using Jira to manage daily tasks using a scrum-based process - Part 2 Preview 15:29

This is the second part of how I manage my daily tasklist using Jira. I would be happy to hear feedback, thoughts and/or suggestions on the process.

Creating multiple boards for multiple teams - backend, frontend, QA, PM Preview 10:03

This example represents a scenario where you've got a backend, frontend and QA team all working on one or more projects, and all managed by a single product owner. The videos shows how you can create agile boards for each team to display only what is relevant to that team.

Installing Jira Software Server on Windows and granting access to other devices Preview 10:17

For the entire course, I used a Jira Cloud instance. And as I described in the first section of the course, there is also the option of Jira Server, where you can install Jira on your own machine. This video has a quick walkthrough of the process of installing Jira on a Windows machine and also demonstrates some firewall settings that you can modify to let other machines within the same network access your Jira instance directly from that machine via IP Address. Since the install process was a bit long, I paused and resumed the video during the relevant points, and so you may notice jumps in the video from one stage to the next.

Confluence - the What and the Why Preview 07:05

Getting Confluence Preview 07:37

Granting User Access Preview 05:14

Spaces Introduction Preview 06:55

Creating Spaces with Space Blueprints Preview 10:29

Creating Pages within Spaces Preview 07:23

The Confluence Editor Preview 10:38

The Confluence Editor - Going forward Preview 04:36

Page Blueprints Preview 09:24

Other Page Options & Functions Preview 07:06

Adding and Using Macros within Pages Preview 12:38

Collaborative Editing Preview 05:19

JIRA - Confluence Integration Preview 07:41

Understanding Confluence Permissions Preview 18:20

General Confluence Administration Preview 04:22

Section Conclusion Preview 01:24