Jira Boards and Reporting

Jira Boards and Reporting

Duration: 1 Day

Description

This one-day course provides a comprehensive introduction to using Jira boards, filters, and Jira Query Language (JQL) within an Agile framework. Participants will learn how to effectively utilize these tools to manage projects, visualize workflows (specifically Scrum and Kanban), and search for issues in Jira, supporting Agile methodologies.

Audience

This course is designed for team members, project managers, and business professionals who use Jira to plan, track, and visualize work. It is particularly valuable for those who want to create and manage Scrum or Kanban boards, apply filters for customized views, and leverage reporting features to monitor progress and performance. Both new and experienced Jira users will benefit from learning how to make boards and reports more effective for Agile project management.

Objectives

  • Understand the purpose and benefits of Jira boards in facilitating Agile project management
  • Learn how to create and configure Scrum and Kanban boards to support Agile workflows
  • Master the creation and management of filters in Jira to enhance Agile practices
  • Become proficient in writing JQL queries to search for specific issues, enabling efficient tracking and reporting within Agile projects
  • Learn how to use filters and JQL to customize Jira boards, optimizing them for Agile teams
  • Understand how to use JQL in other parts of Jira to support Agile reporting and automation

Prerequisites

Participants should have basic familiarity with Jira’s interface and core functions, such as creating and tracking issues. An understanding of Agile concepts like Scrum or Kanban is helpful but not required, as these will be introduced during the course. General comfort with web-based tools will ensure participants can quickly apply hands-on exercises to their own work environment.

Course Outline

Module 1: Agile Overview

  • What is Agile?
  • Agile principles and values
  • Introduction to Scrum and Kanban
  • How Jira supports Agile methodologies

Module 2: Introduction to Jira Boards

  • General Configuration
  • Columns, swimlanes, cards
  • Creating and configuring a Scrum board
  • Creating and configuring a Kanban board
  • Customizing board appearance and settings
  • Hands-on exercise: Creating and configuring a Jira board

Module 3: Jira Filters

  • Understanding the purpose of filters in Jira
  • Creating and saving filters
  • Different types of filters: system filters, shared filters, private filters
  • Using filters with boards
  • Creating boards from filters
  • Using quick filters on boards
  • Hands-on exercise: Creating and using filters with Jira boards

Module 4: Introduction to JQL

  • What is JQL?
  • Basic syntax of JQL queries: fields, operators, values, keywords
  • Hands-on exercise: Writing basic JQL queries
  • Advanced JQL and Integration
  • Using JQL for advanced searches
  • Using JQL to create custom filters
  • Using JQL in other Jira applications
  • Best practices for writing efficient JQL queries
  • Hands-on exercise: Writing advanced JQL queries and using JQL in other Jira applications