Understanding Jira for Users, Managers, and Admins

Name: Understanding Jira for Users, Managers, and Admins
Rating: 4.6 (28043 reviews)

Master Atlassian's leading project management platform and transform how your team collaborates and tracks work.

Created byDan LeFebvre

Last updated 10/2025

English

What you'll learn

Understand Jira's core features and how it works.
Use Jira more productively.
Benefit from Jira as a team leader or manager.
Set Jira up for your team or company as an administrator.

Course content

6 sections • 83 lectures • 9h 18m total length

Introduction to Understanding Jira for Users, Managers, and Admins1:39
This video establishes the scope of what we'll be learning in this course.
How to Use This Course Successfully7:05
Get a quick tour of the course structure and learn how to navigate the content to best match your role and learning goals.

Introduction to the Terms and Concepts Section1:17
Kickstart your Jira journey with essential agile terminology and concepts. This quick overview lays the foundation for deeper exploration in upcoming lessons.
Jira Defined: What It Does and What It Doesn’t Do2:54
Discover what makes Jira a powerful project management tool and understand its core capabilities and limitations. Get a clear picture of how Jira can transform your team's workflow—and where you might need complementary solutions.
Understanding the Basics of Agile12:43
Fast-track your understanding of agile project management in this essential crash course. Learn the core principles, key terminology, and fundamental practices that make agile methodologies so powerful for modern teams.
Agile Terms You Need to Know4:39
Understand the building blocks of agile project management: Stories and Epics. Learn how these fundamental concepts shape work items in Jira and drive effective project organization.
Jira Terms You Need to Know5:26
Discover how to become a productive Jira user from day one. This overview highlights the essential skills and features you'll master to effectively manage tasks, collaborate with teammates, and track progress.
Terminology Update: Projects Are Now Spaces1:05
Getting to Know the Different Versions of Jira5:24
From Jira Cloud and Data Center to Jira Software and Jira Work Management, this video breaks down various editions so you'll understand which version of Jira you're using as well as which version I'm using throughout this course.
Terms & Concepts Quiz

Introduction to the Jira for Users Section0:59
Discover how to become a productive Jira user from day one. This overview sets up what we'll be learning throughout this section.
Getting Familiar with Jira's Interface7:53
In this video we'll hop into Jira and get familiar with how Jira's new interface is organized.
First Look at Jira's Sidebar Features7:47
In this video we'll continue our look at Jira's new interface by looking at the features in the sidebar.
Understanding the Differences Between Team and Company-Managed Projects7:29
In this video we'll take a step back from Jira for a moment to understand the two types of projects and when we might use one over the other.
Team-Managed and Company-Managed Projects
Creating a Team-Managed Project4:53
In this video we'll create our first team-managed project in Jira.
Creating Work in Team-Managed Projects11:40
In this video we'll learn how to create work items in team-managed projects.
Navigating Team-Managed Projects3:18
In this video we'll get a look at how team-managed projects are organized.
Customizing Team-Managed Projects7:04
In this video we'll pull from my experience by learning some of the most common customizations I've seen performed first in team-managed projects.
Overview of Team-Managed Project Settings11:37
In this video we'll learn about some of the other customizations we can do with team-managed projects.
Team-Managed Projects Quiz
Unraveling the Features in Company-Managed Projects12:47
In this video we'll shift to company-managed projects to see what features we'll be using in Jira.
Understanding Kanban Agile Boards13:40
In this video we'll begin breaking down the agile boards, starting with kanban boards.
Understanding Scrum Agile Boards13:50
In this video we'll continue understanding Jira's agile boards, this time learning about scrum agile boards.
Comparing Kanban and Scrum Boards4:01
In this video we'll take a closer look at the differences between the two types of agile boards in Jira.
Adding Work to Company-Managed Projects6:45
In this video we'll learn how to add work items to company-managed projects.
Viewing and Editing Work Items15:23
In this video we'll learn how work items are laid out and organized in Jira.
Using the Calendar View4:30
In this video we'll learn about the key things you need to know about Jira's calendar view.
Getting Reports in Jira4:57
In this video we'll learn where we can go to get reports in Jira.
Using Jira's List View9:12
In this video we'll learn about Jira's list view.
How to Use Goals with Jira6:53
In this video we'll learn what Goals are and how they're used with Jira.
Searching and Finding Work in the All Work View9:59
In this video we'll learn how to use the All Work view to find our work.
Working Faster with Filters5:04
In this video we'll learn how we can work smarter with filters.
Exporting Work from Jira to Excel7:14
In this video we'll learn how to export our work out of the All Work view into external software like Microsoft Excel.
Roadmapping Work in the Timeline View9:04
In this video we'll learn about Jira's timeline feature.
Using the Project Summary7:52
In this video we'll learn how Jira's project summary is organized.
Company-Managed Projects Quiz

Introduction to the Jira for Managers Section1:10
Learn how to leverage Jira's powerful features to lead your team effectively. This overview introduces the key tools and strategies managers need to enhance team productivity, track progress, and drive successful outcomes.
Working with Jira's Teams8:18
In this video we'll learn how to use the Teams feature inside of Jira.
Creating a Scrum Board and Bulk Importing Work8:20
In this video we'll create a scrum agile board for our team and import work items from a CSV.
Bulk Editing and Controlling the Work on Our Scrum Board4:53
In this video we'll learn how to quickly edit multiple work items, and how we can control what work items we see on our agile board.
Configuring Our Scrum Board8:19
In this video we'll look at some common ways to customize our scrum agile board.
Starting Our First Sprint on a Scrum Board10:50
In this video we'll walk through the process of starting a sprint with our team.
Day-to-Day Workflow of a Sprint with Stand-ups in Jira10:03
In this video we'll learn the day-to-day workflows of using scrum agile with Jira.
Completing Our First Sprint and Starting a New One5:37
In this video we'll learn how to complete our first sprint and start the ongoing sprint cycle.
Adding New Work in the Middle of a Sprint5:12
In this video we'll learn what to do when new work pops up in the middle of a sprint.
Creating a Kanban Board with a Backlog6:47
In this video we'll learn how to create a kanban agile board with a backlog.
Configuring Our Kanban Board3:43
In this video we'll learn some common ways to customize a kanban board for our team.
Day-to-Day Workflows with a Kanban Board3:39
In this video we'll walk through an example day-to-day workflow for a kanban board.
Creating, Sharing, and Customizing Dashboards6:23
In this video we'll learn how we can use dashboards and share them with our team.
Helpful Reports for Managers in Jira5:18
In this video we'll learn where to find and use some helpful reports in Jira.
Jira for Managers Quiz

Introduction to the Jira for Administrators Section1:01
Get an overview of the essential skills needed to become an effective Jira administrator covered in this section. Learn how you'll master configuration, customization, and maintenance to create an optimal Jira environment for your organization.
Creating a Company-Managed Project4:33
Understanding Permissions in Jira5:53
How User Management Works in Jira6:31
Overview of the Company-Managed Project Settings7:47
Understanding the Concept of Schemes4:54
Creating Custom Work Types4:47
Creating and Adding Custom Fields to Work9:31
Using Screens and Layouts7:21
Understanding the Concept of Workflows7:34
Getting Started with Automation in Jira7:40
How to Use Jira's Components8:04
Using Resolutions to Track Completed Work4:14
Creating Custom Statuses5:43
Using Release Versions9:38
Overview of Jira's Admin Settings: System14:56
Overview of Jira's Admin Settings: Products and Projects6:39
Overview of Jira's Admin Settings: Work Items and Apps11:10
Course Summary and Where to Go from Here2:22
In this video we'll wrap up this course and get some tips for where to continue learning.
Jira for Admins Quiz

Introduction to Tips and Tricks for Everyone0:45
Whether you're an end user, manager, or admin, this section is filled with universal tips will help you work smarter and more efficiently in Jira.
How to get issues to show up on scrum and kanban boards at the same time15:16
How to move issues between projects10:20
How to show the search dropdown boxes4:40
In this video we'll answer a question from Ken in the Q&A section of this course. Ken says he's not able to see the dropdown boxes in JIRA search, so we'll look at how to show those if they're not there.
Understanding "Automatic" assignees4:05
In this video we'll answer a question from Steven in the Q&A section of this course. Steven is wondering what it means when you assign an issue to "Automatic".
How to tag issues from a sprint with a specific version4:36
In this video, we'll answer a question from Saurabh on how to update issues from a sprint and associate it with a version.
How to fix an error when adding transitions in a workflow11:17
In this video we'll answer a question from Gerald in the course Q&A section, which you can see here: https://www.udemy.com/introduction-to-jira/learn/v4/questions/1983788
Also referenced is this documentation:
https://confluence.atlassian.com/jirakb/cannot-add-transitions-or-delete-steps-in-draft-workflows-203392961.html
Customizing the issues in a new Agile board8:07
Troubleshooting a mismatch in projects6:45
How to delete a board1:46
Understanding boards and filters9:45
Creating a screen from scratch10:45
Color cards based on status1:34
Enabling dark mode in Jira2:19
As of this recording, Jira has a beta feature for dark mode. If you're a fan of dark mode in your software, here's how you can enable it.
Bringing an epic back in the epic panel4:13
If you've marked an epic as "done" in the epic panel of the board backlog, this video covers how to get it to show back up in the epic panel again.
Working faster with Jira's breadcrumb3:16
These quick tips with Jira's breadcrumb were a surprise to my consulting client, so I wanted to share them with you to help speed up your workflow too!
Creating your first public form in Jira4:29
In August 2025, Jira added public forms! In this video, we'll learn how to create our first public form.

Requirements

While you don't have to have JIRA to watch this course, if you want to follow along you'll need either a Jira Core or Jira Software account. Cloud subscription preferred.

Description

Recently updated for Jira’s latest UI and terminology!

Master the fundamentals of Jira with the most up‑to‑date version of the platform. Learn to manage spaces, track work items, and boost your team’s collaboration—all using the new interface. This comprehensive course equips you with practical, role‑agnostic skills so you can navigate Jira efficiently, no matter what you do.

You'll learn to:

Understand core agile concepts and how they’re implemented with the new work items and boards in Jira
Speak the updated Jira language (work items, boards, sprints, Kanban) so you can read docs and communicate with teammates
Navigate the refreshed Jira UI (new side‑panel, updated shortcuts, modern look) to complete daily tasks faster
Leverage manager‑level features (advanced filters, dashboards, sprint planning, Kanban flow) in the latest UI
Use the updated reporting suite (burndown, control chart, insights) to spot bottlenecks and monitor progress
Customize Jira as an administrator with the new admin area – updated permission schemes, work‑type schemes, field layouts, automation, components, releases, and global settings

This course is ideal for anyone using the current version of Jira in a professional setting, including:

New and existing Jira users
Project managers and team leaders
Individuals transitioning into roles that utilize Jira
Aspiring or new Jira administrators

No prior experience with Jira is required. A basic understanding of project management concepts is helpful, but not essential. The course is structured into sections tailored to the needs of different user types. Here's a breakdown of what you'll learn in each section:

Section 1: Introduction and course overview
Section 2: Learning the core agile and Jira concepts you need to know before using Jira
Section 3: Jira for Users – essential skills for daily task management
Section 4: Jira for Managers – focusing on team productivity, reporting, and collaboration
Section 5: Jira for Administrators – now fully aligned with the latest admin console, covering updated permission schemes, work‑type schemes, field layouts, automation, components, releases, and global settings
Section 6: Tips & Tricks for Everyone – video responses to questions from other students so you can learn from frequently asked questions, or add your own question for a chance at a video reply

While each section is designed for a specific audience, everyone is encouraged to explore the entire course to get a complete understanding of Jira and improve collaboration across roles.

Who this course is for:

This Jira course is meant for three main types of people: Jira users who want to be able to use it better. Team leaders and managers who want to take advantage of its features for their team and, finally, administrators who need to set Jira up for their teams and companies.
This Jira course is NOT meant to be an end-all, one-stop-shop for everything you'll need to know to customize every feature in JIRA. There's just too many variables to include everything, so instead we're focusing on the core concepts and features to get you up to speed quickly.

Understanding Jira for Users, Managers, and Admins

What you'll learn

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Course content

Course Introduction2 lectures • 9min

Terms & Concepts7 lectures • 33min

Jira for Users24 lectures • 3hr 14min

Jira for Managers and Team Leaders14 lectures • 1hr 29min

Jira for Administrators19 lectures • 2hr 10min

Tips and Tricks for Everyone17 lectures • 1hr 44min

Requirements

Description

Who this course is for: