Agile Project Management with Jira and Confluence
Duration: 3 Days
Description
In this course, attendees learn how to use Jira and Confluence together to help Agile teams manage projects seamlessly across both applications. Participants learn to use Confluence to define product requirements, create Jira epics, stories, and issues, and link them directly to those requirements without ever leaving Confluence. The course also covers using Jira reporting to build dashboards that let teams self-organize and manage their own work while keeping the broader organization informed on project progress and status. Attendees will see how to manage an Agile (Scrum) project from inception through the completion of a sprint using Jira and Confluence together; no prior Agile experience is necessary.
Audience
This course is intended for Agile team members, project managers, business analysts, developers, product owners, Scrum Masters, and Jira and Confluence application administrators and users. It’s best suited for those who want to coordinate requirements and execution across both tools rather than manage system-level integration between them.
Objectives
- Demonstrate how to start a project in Jira and Confluence as a project administrator
- Configure project workflows and screens
- Establish permissions and assign project roles
- Demonstrate how to use Jira and Confluence to manage the development process
- Discuss how to gather, communicate, and iterate requirements
- Use Jira and Confluence to manage tasks and projects
- Discuss versions, components, notifications, issue security and global settings
- Provide Project-level reporting on tasks across applications
Prerequisites
No prior experience with Jira, Confluence, or Agile methodologies is required. General computer literacy and basic familiarity with software development or project management concepts are helpful but not mandatory.
Course Outline
Module 1: Software Development
- The History of Project Management
- Why IT Fails
- The Challenge of Waterfall and Change
- Can Scrum Fail?
- Lab – Identify Problem Areas in Your Work Environment
Module 2: The Scrum framework
- The Agile Manifesto
- Scrum Events Overview
- The Three Scrum Roles
- Lab – Scrum Roles
- Agile Requirements and the Development Process (includes QA)
- Lab – Imagine the Impact of Agile
Module 3: Lean Primer
- History/Background
- House of Lean
- Lean Thinking
- Waste
Module 4: JIRA – An Overview (Understanding the Interface)
- Issues and Issue Types
- Dashboards
- Projects
- Searching Issues
- Completing Work and Workflow Overview
- Lab – Advanced Workflows
Module 5: Confluence – An Overview (Understanding the Interface)
- Gaining Access
- Navigation
- Spaces
- Content Type
- Workspace Examples
- Lab – Visit and Interact with Team and Project Pages
- Lab – Add Your Personal Space
Module 6: Setting Your Team Up in JIRA
- JIRA Administrator
- Project Administrator
- Scrum Team Roles
- Group Permissions
- Role Permissions
Module 7: Confluence and JIRA Integration with Teams
- Overview of Using Both Confluence and Jira
- User Management
- Confluence Application Linking
- Creating a Team Page
- Creating and Managing Confluence Tasks
- Macros and Gadgets
- Lab – Who Should Do What?
- Lab – Confluence Team Page Development and Assignment of Tasks
Module 8: JIRA and Agile Planning (Starting and Planning an Agile Project in JIRA)
- Effective User Stories
- Confluence Product Requirements
- Features
- Visions
- Prioritizations
- Estimation Options
- Starting the Sprint
- Lab – PBR Lab with JIRA
Module 9: Searching and Reporting
- Searching for Issues
- Advanced Search and JQL
- Filters
- Labels
- Sharing
- Lab – Set UP JIRA Dashboards
- Lab – Reporting on Issues in Confluence
Module 10: Closing a Sprint
- Retrospectives
- JIRA and Confluence Activities