Jira & Confluence Masterclass 2025 for Projects & Teams

Discover why Jira matters in 2025 for agile and traditional project management, highlighting its global adoption, customization options, and integrations like Big Picture, Tempo, and X-Ray.

Explore Jira Software, Jira Service Management, and Jira Work Management as a versatile suite, covering cloud and data center licensing, including a free cloud option for up to ten users.

Discover the Atlassian Marketplace and explore thousands of Jira and Confluence apps, from free to paid, using the powerful search bar, categories, and filters.

Explore Jira templates by comparing Scrum and Kanban concepts, learn key Jira terms, and decide the best project template for your Jira account.

Explore how agile and scrum relate, and identify the three roles: product owner, scrum master, developers, along with the five events and three artifacts guiding sprint work in Jira.

Learn kanban as a lean scheduling system that visualizes work, limits work in progress, and maximizes flow using kanban boards and cards in Jira, often alongside Scrum.

Explore core Jira terms, including projects, issues, and templates like Kanban and Scrum, and learn how epics, stories, tasks, and bugs, plus fields like assignee and estimates, organize work.

Review key terms and concepts of Scrum, Kanban, and Jira, including sprints, product and sprint backlogs, work in progress limits, and the Ralph Stacy Matrix guidance for choosing templates.

Navigate Jira’s layout and screens, create issues and versions, and update information on issues to perform the most basic functions related to agile issue management in this introductory chapter.

Create your own Jira account for free with an Atlassian instance, then switch to a company managed kanban project to tailor your Jira Masterclass 2025 workflow.

Personalize your Jira Kanban project and your personal profile to boost ownership and engagement by applying a custom logo and adjusting settings, including dark mode and a profile photo.

Navigate Jira’s new left sidebar rollout and redesigned top navigation, now customizable to streamline access to work across projects and faster navigation with fewer clicks.

Explore Jira's basic layout and navigation, including the top navigation bar, the company managed sidebar, project lists, and the search and profile features, to orient quickly.

Invite colleagues to your Jira project to maintain transparency by assigning issues and keeping everyone on the same page; create teams to organize members and manage permissions.

Master Jira issue types—epics, stories, tasks, bugs, and subtasks—within a clear hierarchy for Kanban and Scrum projects. Use stories for customer value and tasks for internal work, avoiding chaos.

Create issues in Jira using two primary methods: the create button and backlog or active sprint boards. Include epics, stories, tasks, and project templates for kanban and scrum.

Plan your first epic from rough to fine, bundle three to ten stories, and manage with kanban or scrum in Jira and Confluence backlog, using summary, assignee, and labels.

Learn to manage epics in Jira across kanban and scrum projects, use backlog prioritization, epic panels, and filters to link stories and tasks and track progress with story points.

Create stories, tasks, and bugs in Jira and link them to epics, using one-week cycles to reduce risk and improve planning, with two common Kanban and Scrum linking methods.

Update existing stories, tasks, and bugs after creation by changing assignees, adding attachments and estimates, and boosting priority to expedite, while using @-mentions to notify teams with clear comments.

Discover extended issue actions in Jira, including log work with time tracking and original estimates, add flags, share and watch issues, and use the command palette for quick actions.

Learn to convert a pre-existing Jira issue from story to task using Advanced Actions move, preserving links and the issue key, while noting story points in a kanban project.

Learn how to use subtasks effectively in Jira by creating, tracking, and automating three core subtasks per story, while balancing micromanagement and Kanban vs Scrum views.

Learn to use releases and fix versions in Jira to prioritize work, assign issues to releases, and manage release windows, including examples like Main Course and First Content Update.

Master Jira basics: set up a free, company-managed project, invite teams, navigate boards, and manage epics, stories, tasks, subtasks, with issues created via the top bar or from boards.

Discover how to design and use boards as an indispensable single source of truth, create and customize boards, apply filters, and configure views to help your team work more efficiently.

Explore how Jira boards visualize issues across Kanban, backlog, and sprint backlog views, and customize columns, filters, and backlogs for better planning and cross-project visibility.

Discover how to grant admin rights in a Jira project by navigating to project settings, adjusting permissions, administering projects, and assigning the project lead role.

Explore how Kanban and active sprint boards in Jira organize work with to-do, in progress, and done columns, plus search, filters, insights, and customization for efficient project management.

Master backlog management to organize, prioritize, and drag-and-drop issues, align them with epics and releases, and assign story points for informed sprint planning.

Set up and start your first sprint in a Jira scrum project by dragging issues into the sprint, choosing a one-week sprint, and using insights to plan the next steps.

Learn how to create additional Jira boards to improve transparency and workflow clarity, while avoiding unnecessary complexity, with practical setups for front-end and back-end teams and milestone boards.

Configure scrum and kanban boards to add value with general settings, administrators, and filters, including JQL and sub filters. See how filters impact boards, backlog, and reports.

Customize Jira swimlanes and columns to fit your team’s workflow, using a simplified workflow, work-in-progress limits, and clear status-to-column mappings on Kanban boards.

Configure kanban swimlanes to organize issues by priority, release, or query, and learn how to create, order, and view swimlanes on the board.

Discover how to configure quick filters in Jira to quickly focus on specific information, compare quick filters with swimlanes, and create custom filters for releases, assignments, and portfolios.

Learn to use card colors to highlight issues by type, priority, assignee, or queries on a kanban board, with visible color bars for tasks, subtasks, stories, and epics.

Configure card layouts on backlog and kanban boards by adding fields such as due date, labels, and fix version, then drag and drop to tailor the view for quick prioritization.

Configure Scrum and Kanban boards by adjusting working days, time zones, and holidays, and manage timelines and reports within Jira, as covered in part 7 of the course.

Explore how scrum and Kanban board configurations differ in estimates, focusing on story points, original time estimates, and issue counts, with subtasks affecting parent estimates through time tracking.

Explore Jira timeline basics, turning the backlog into a visual gantt chart with epics, stories, and releases; adjust dates, view settings, and dependencies to plan sprints and milestones.

Explore how Jira timeline dependencies visualize relationships between issues, show blocking and date overlap, and highlight the critical path to streamline kanban and sprint planning.

Utilize the timeline to visualize one-week sprints and epics from the backlog, communicating upcoming work to stakeholders while scheduling by sprint dates rather than start and due dates.

Master Jira boards and timelines to visualize issues, configure columns with WIP limits, and use saved filters, JQL, and dashboards for Scrum or Kanban projects.

Learn to manage growing projects with labels, components, filters, dashboards, and automations in Jira and Confluence to stay in control, align your team, and inform stakeholders.

Adopt a lean JIRA approach by removing unnecessary labels, components, and complex workflows, and focus on essential data to prevent overload and preserve transparency.

Use labels to tag issues with keywords, enhancing context and enabling quick filters across projects. Avoid typos, manage cross-project contexts with project-specific filters, and consider components for structured organization.

Create components to organize your Jira project with project-specific, admin-managed units that group related issues. Use components to improve clarity, ownership, and visibility on Kanban or Scrum boards.

Harness Jira filters to organize work by labels, components, and time frames. Save, share, and customize filters, explore advanced fields and JQL for efficient issue management.

Use a saved filter on the Kanban board to show only issues in review for the quality assurance team. Ensure viewers can access the filter, then explore JQL filters.

Master advanced filters with JQL in Jira and Confluence, learning the syntax, fields, and operators to translate standard filters into powerful Confluence displays for swimlanes, quick filters, or card colors.

Learn how to use and customize Jira reports to forecast work, track progress, and present insights with pie charts, created versus resolved, and version workload.

Explore burndown charts, release burndowns, and cumulative flow diagrams to monitor sprint progress, compare actuals with the gray guideline, and identify impediments from scope changes.

Track release progress with the release burndown chart to forecast on-time delivery using story points, velocity, and sprints. Explore sprint details and epic burndown comparisons for status over time.

Master the cumulative flow diagram to track issue status over time, identify bottlenecks, and customize views with time frames and filters; compare to dashboards for a concise project overview.

Explore how Jira & Confluence dashboards organize and visualize project data, using flexible layouts, filters, and gadgets to compare multiple projects, track progress, and share insights in wallboard views.

Explore a project overview dashboard in Jira that organizes general project info, bugs and impediments, and sprint status with interactive filters, charts, and stakeholder voting.

Discover how the Epic Hierarchy app shows epics and progress at a glance, drill into stories and subtasks, and customize fields, projects, versions, and timeframes.

Use rich filters and the rich filter controller to build dynamic Jira dashboards with gadgets, views, and smart filters for releases, sprints, and issues.

Boost your efficiency with Jira automations by learning to create rules with triggers and actions. Manage automations with audit logs and templates to automate subtasks and due dates.

Automate story subtasks by triggering on creation, copying fix version and component from the parent, and calculating a 20 business days due date for data quality.

Master filters, dashboards, and automations in Jira and Confluence, using labels, components, JQL syntax, and the rich filter app, and remember to set saved filters to public for team access.

Design custom issue types, fields, strings, and workflows in Jira, apply schemes, and modify layouts to add value for your team, then learn to import issues from CSV or Excel.

Import data from Excel into a Jira project by mapping fields, assignees, and parent-child relationships, then save as CSV UTF-8 and import after validation.

Learn how to import subtasks into existing Jira issues using Excel or CSV, by exporting to CSV, preparing parent IDs, mapping fields, and validating the import.

Explore the advanced possibilities in project settings to become proficient with Jira, focusing on the project lead, the default assignee, and essential permissions and workflows.

Navigate the free plan limits in Jira, grant or update project permissions for individual users, and use the permission helper to diagnose why a user lacks access.

Explore how to customize and edit Jira notifications, manage recipients, and apply or disable schemes to suit a project. Learn to create a new notification scheme for specific projects.

Create a new Jira notification scheme in instance settings, name it Kanban project notifications, add recipients, and associate it with the Kanban project for targeted alerts.

Edit and remove issue types in a Jira project, tailor custom fields, screens, and workflows, and explore adding new types like risk with related screen schemes.

Create and customize a new risk issue type in Jira, add to an issue type scheme, and set a distinct icon to improve visibility in reports and dashboards.

Learn to create custom fields for a new risk issue type in Jira, including probability of occurrence, mitigation measures, and affected projects, and assign them to tailored screen layouts.

Configure and edit the impact custom field for the risk issue type in Jira, adjusting options, default value, and context to fit the project and screen.

Create a dedicated risk screen, link it to a new screen scheme, and assign the risk issue type to enforce required fields like impact, probability, and summary.

Learn to customize your Jira issue layout by dragging fields between description and context sections and adding or hiding fields via the project settings or the issue configuration.

Create a Jira workflow with the workflow editor, define statuses from open to identified, add transitions to risk mitigated or occurred, and attach a scheme for a risk issue type.

Learn to create a risk workflow scheme in Jira, assign it to the risk issue type, apply it to a Kanban project, map statuses, publish, and visualize risk on boards.

Map new risk statuses to your Kanban or Scrum board by configuring existing columns or creating a dedicated risk board using the workflow editor and scheme triangle.

Master Jira workflow transitions by adding screens and rule types: restrict transitions, validate details, and perform actions; apply these to risk workflows with probability of occurrence and impact.

Master Jira and Confluence by importing issues from CSV or Excel, mapping assignee IDs or emails, setting up issue hierarchies, and configuring workflows, screens, and notification schemes for projects.

Learn to create a conference space, collaborate on pages, and build a project status report with integrated Girard data and page properties.

Confluence, a wiki-style hub by Atlassian, centralizes your team's knowledge and enables real-time collaboration with Jira integration and live data syncing.

Connect Confluence to your Jira project by creating a new Confluence space within the project, embedding it in Jira, then open Confluence via the open in Confluence link.

Explore Confluence navigation, space structure, templates, and the create options to build pages, blogs, and tasks while managing home spaces and space settings.

Explore Confluence blueprints in the masterclass, compare collaboration and knowledge base spaces with the custom workflow, and learn that blueprints add little beyond content creation and page history.

Collaborate in real time on Confluence pages, view page history, compare versions, restore changes, and use comments to discuss and resolve edits.

Explore how Confluence pages become powerful with elements and macros, from action items and add tasks to data display and visibility controls, plus hands-on demos of top elements.

Create decisions and action items in a Confluence space and subpages, publish pages, and use decision and task reports to track items with filters, labels, and due dates.

Display Jira issues on a Confluence page with filter results, two-dimensional filters, and Jira issues, while configuring permissions and JQL for real time updates and a single source of truth.

Master expand elements, panels, and status visualization to clarify and organize pages, then use child pages and excerpts to maintain a single source of truth across your conference space.

Explore Jira timelines, roadmaps, and the Jira issues calendar in Confluence, using the Roadmap Planner and Kanban boards to visualize project status and stay on one source of truth.

Create a clean Confluence structure with parent pages for meetings, retrospectives, and demos, and move pages and sub-pages with drag-and-drop. Apply templates into the project space under designated folders.

Learn to create Confluence status reports powered by Jira data, using page properties to build a project overview with traffic lights and controlled visibility.

Discover Confluence whiteboards, an integrated brainstorming and planning space with Jira connection, templates for retrospectives, sticky notes and sanctions, and embedded Jira issues for collaborative decision making.

Create overview pages by pulling sponsor, project manager, and traffic light data from reports into a page properties report. Label status reports, filter by month, and improve clarity in Confluence.

Learn how Confluence centralizes knowledge, enables real-time collaboration, and integrates with Jira, Slack, and Trello. Explore page properties, collaboration elements, and Jira-integrated whiteboards for issue tracking and a stakeholder overview.

Celebrate completing the Jira and Confluence masterclass for projects and teams and learn how it supports your project or career; rate the course and share feedback on LinkedIn or platform.