Jira and Confluence Project Management Bundle for Beginners

Explore how Jira functions as a project management and issue tracking tool built around agile methods, with support for waterfall, Six Sigma, and Prince2.

Explore how agile methodology guides Jira usage, focusing on Scrum with sprints and Kanban with continuous workflow, sprint planning, backlog, standups, and team self-management.

Explore agile concepts in Jira, focusing on stories and epics, and the user story formula, to structure end-user goals across tasks and epics.

Learn how Jira uses issues as data containers and projects as containers for those issues, with fields customizable by issue type for stories, bugs, and tasks.

Explore Jira’s interface, from your work page to the top menu and app switcher, and learn how projects, issues, filters, dashboards, and teams are organized.

Compare team managed and company managed projects in Jira, where team managed projects use local project scope entities and company managed projects rely on global entities shared across projects.

Create a team managed project in Jira using a Kanban template, set a unique project key, choose access levels (private, limited, or open), and understand permissions and template nuances.

Explore navigating a team-managed Jira project by using the left menu, and switch between agile board, timeline (roadmap), calendar, and list views to manage issues, dates, forms, and goals.

Create issues in team-managed Jira projects using the create button or the C shortcut, and see how project and issue type determine the fields you fill.

Learn how to add team members to a Jira team managed project, assign roles from member to administrator, and create elevated permissions while understanding project access and licensing.

Customize issue types in a team managed Jira project by adding story and new feature types, configuring fields such as due date and feature location, with defaults and required settings.

Configure the agile board to customize filters by assignee and issue type, view options, and grouping, then tailor columns and statuses through the workflow for efficient team management.

Learn to convert a Jira project from kanban to scrum by toggling features, managing backlog and sprints, and using time or story point estimations.

Learn to use the timeline view in a team managed project to plan epics and their stories with start and due dates, filters, and sprint integration, like a gantt chart.

Visualize and adjust issue dates with the calendar view by editing start and due dates, dragging to reschedule, and filtering by type, status, or assignee; the view shows dated issues.

Explore how the list view in Jira's team managed projects works, including search, assignee filters, excel-like formatting, and customizable columns for sharing with teammates.

Explore how forms in Jira collect responses directly into an issue, with drag-and-drop field customization and optional attachments like screenshots. Set permissions to share forms within your Jira project.

Discover how to use the Jira issue navigator, a view for filtering and updating issues, with fields, history, and work logs, and field creation and pinning in team managed projects.

Create and link goals outside Jira in Atlassian home. Track how issues and epics contribute to a goal like publishing the podcast app.

Learn to run a stand up in Jira, track blockers, and move issues from to do to in progress to done on the agile board, using blocked by links.

Create a company managed project in Jira by selecting the scrum template, adjusting global admin permissions, naming the project, and appointing Maxwell as project administrator.

Navigate company-managed projects in Jira, using scrum templates with sprints, backlog, and calendar or list views; explore reports, components, releases, and Confluence integration to manage multiple agile boards.

Create a kanban board in Jira. Select kanban, apply a filter, and name it the user growth and engagement kanban board within the user growth and engagement project.

Explore how a company-managed Jira kanban agile board organizes work, leverages filters, grouping, insights, and view settings, while highlighting permissions for non-admin users like Valerie.

Explore how to set permissions to edit the kanban board in a company managed Jira project, distinguish from team managed projects, and add a board administrator.

Configure the Kanban board in Jira by editing the board filter to show the desired issues. Use filters, statuses, and swim lanes to tailor views across projects.

Compare scrum and kanban boards in company-managed projects by examining permissions, backlog setup, and how sprints and releases are displayed and completed in Jira.

Learn how Jira releases and components group issues by version and area, track unreleased versus released work, and use board filters and swimlanes to organize front-end and back-end work.

Learn to search and refine issues in Jira using basic and advanced searches and JPQL syntax, save filters like the Growth Stories filter, and reuse them across dashboards and boards.

Learn to create Jira dashboards that visualize project filters using gadgets like pie charts and filter results, and configure sharing permissions so your team can access and edit dashboards.

Access Jira reports from the agile board, exploring Scrum and Kanban differences, including burndown charts and team health, then export filtered issues to CSV for Excel reporting.

Create and manage teams in Jira, add members, and view a team page with activity, issues, and components, including compass components. Explore kudos and links to Atlassian home and support.

Filter and bulk edit issues in a company managed Jira project using advanced search and selecting issues to transition status or update fields, while noting field visibility and admin permissions.

Explore how Jira handles users and groups through Atlassian admin, distinguishing active users from total, and manage product access and billing with invitations and group-based permissions.

Customize a company managed Jira project by adjusting project key and name, managing redirects, configuring permissions and notifications, and enabling workflows and tool integrations for effective project governance.

Learn how Jira workflows map board columns to statuses, control transitions with post functions, and publish a draft to automate graphics assignments across projects via schemes.

Discover how Jira schemes let you share workflows and issue types across multiple projects through workflow schemes and issue type schemes, enabling centralized updates and reuse across projects.

Create a custom issue type in Jira and attach it to a project using an issue type scheme, then migrate and remap fields when switching schemes.

Learn to create a custom field in Jira, choose a select list for feature location, configure its placement on the default screen or issue layout, and rearrange tabs and screens.

Learn to create automation rules in Jira using triggers from issue transitions, conditions, and actions. Explore built-in templates, and verify results with audit logs and live testing.

Survey Jira's administration areas from the bottom up, including billing, user management, apps, issues, projects, project categories, and application links to Confluence. Customize personal settings, preparing for system settings overview.

Explore Jira's system settings to customize general configuration, branding, and global permissions, then use the audit log and permission helper to troubleshoot and optimize team workflows.

Explore Confluence fundamentals, including key terms, personal and team spaces, space management, and the administrative backend, as you prepare to master Confluence's licenses and versions.

Explore Confluence versions across cloud, server, and data center, including end-of-life timelines and licensing implications, with cloud updates exemplified by version 7.3.

Learn what Confluence is, a wiki application designed for collaborative editing in a web browser without special software, developed by Atlassian, and how it relates to Jira.

Compare Confluence and Jira to understand their separate licenses, with Confluence acting as a knowledge base for standards and docs, and Jira tracking project status and issues.

Explore the core Confluence terms: pages host content, macros pull in dynamic content, and spaces manage permissions and organization, with Jira integration examples.

Explore Confluence's interface from the home page to top navigation, app switcher, spaces, people, templates, and search, and learn keyboard shortcuts to navigate efficiently.

Learn how Confluence uses spaces to organize content, with personal and team spaces, pages, access control, and macros for documents, FAQs, and project content.

Learn how to create a personal space in confluence with no admin permissions, using add personal space, naming defaults, and locating it from the home page.

Navigate your personal space in Confluence, learn to expand or collapse the navigation, manage space settings and shortcuts, and explore pages, blogs, and templates to build and customize your workspace.

Create your first page in your personal space using the Confluence page editor, apply a to-do list template, and promote or disable templates to streamline your space.

Learn to control who can view your Confluence personal space by adjusting space permissions, groups, and individual users, and by disabling anonymous access.

Delete your Confluence personal space from space settings, with a permanent deletion warning; archive if unsure, as data cannot be recovered and you can recreate the space later.

Create and navigate a team space in Confluence, manage permissions, use templates and a blank space, explore the overview, blog, settings, and shortcuts, and learn page creation and archiving.

Explore Confluence page drafts and unpublished versions, including auto-saving drafts for new pages, publishing updates, and reverting to the last published version when needed.

Edit an existing Confluence page using the pencil icon or E shortcut, adjust layout with full or fixed width, and insert the JIRA macro before publishing.

Set a Confluence space homepage by editing space details and saving the selected page, then use the home page to boost team productivity by surfacing Jira issues and navigation tips.

Explore Confluence space settings for administrators, covering space details, permissions, sidebar customization, hidden and undefined pages, and key integrations.

Learn to quickly access favorite pages in Confluence by starring pages and spaces, filtering by starred items, and using recent and home page views to stay productive.

Learn how to use Confluence's watch feature to receive updates on pages and spaces, distinguish watching from starring, manage watchers, and customize notifications.

Learn how to manage tasks in Confluence using the to-do list template, add action items, assign tasks, and track completion across pages and user task lists.

Explore how to enable and use the Confluence blog, create and edit blog posts like pages, and manage posts by date with RSS feed options.

Import a Word document as a Confluence page, choose between a new page or replacing the current one, handle title conflicts, and optionally split by heading levels.

Export pages from Confluence. Single-page exports require no admin permissions, while multi-page exports require space admin permissions, with macros affecting export and options for word or pdf.

Access Confluence on the go with the Confluence Cloud mobile app, log in, manage spaces, search pages, and edit or publish updates while syncing with the desktop experience.

Explore collaborative editing in confluence, inviting editors, real-time multi-user changes, and publishing meeting notes drafts into shared team pages.

discover how to share Confluence pages with teammates using the share button, sharing with individuals or groups, and receive in-app and email notifications when pages are shared.

learn to create and manage teams in confluence, invite members, monitor activity, and link resources, noting that teams work independently of spaces and can serve as a project home page.

Learn how to manage attachments in Confluence pages, including drag-and-drop uploads, automatic previews for common file types, attachment versioning, and space-wide search and filtering.

Learn how page restrictions control visibility and editing of a single confluence page, distinguish them from space permissions, and see how restrictions affect child pages and access requests.