Mastering Jira® with Atlassian® Intelligence (AI) & Rovo®

In this lesson, you’ll walk step-by-step through how to configure a fresh Jira® environment so it’s ready for real-world Agile project work. By the end, you’ll know exactly how to set up a clean, well-structured workspace instead of wrestling with a cluttered or confusing instance.

You will learn how to:

- Create and configure a new Jira® project using the most appropriate template for Agile, Scrum, or SAFe®-inspired work.
- Set up boards (Scrum and/or Kanban) and customize basic board settings so they reflect your team’s real workflow.
- Define and adjust issue types (Epic, Story, Task, Bug, Sub-task) and understand when to use each in your workspace.
- Configure custom fields, screens, and basic workflows to match your team’s terminology and process without overcomplicating Jira®.
- Establish project roles, permissions, and user access so the right people can see and update the right work items.
- Organize components, labels, and versions to keep backlogs, sprints, and releases easy to navigate.
- Apply simple, practical naming conventions and workspace organization patterns that scale as your project and team grow.

The primary technology used in this lesson is Atlassian Jira® (cloud interface). You’ll see the actual Jira® screens and menus so you can follow along in your own instance. Where relevant, you’ll also see how this setup supports Agile, Scrum, and SAFe® practices—such as mapping program-level work to team-level boards—without needing any extra plugins or advanced admin rights beyond project administration.

This lesson is designed for:

- New and aspiring project managers who are just starting to use Jira® and want a solid, practical foundation.
- Scrum Masters and Agile team leads who need to configure a workable Jira® space for their teams.
- Product Owners who want their backlog and boards set up to clearly reflect product goals and priorities.
- PMO members, release train engineers, and coordinators involved in SAFe®-style environments who must align multiple Jira® projects and boards.
- Anyone transitioning from spreadsheets or other tools into Jira® and looking for a clear, guided setup process.

No advanced Jira® admin experience is required; this lesson focuses on the essential setup steps that give you a professional, usable workspace for Agile delivery.

In this lesson, you’ll walk step by step through the process of creating a fully functional Jira project from a blank slate, so you understand not just which buttons to click, but why each choice matters for your team’s way of working.

By the end of the lesson, you will be able to:

- Create a new project from scratch in Jira using the appropriate project template (Scrum, Kanban, or basic) based on your delivery approach and team needs.
- Configure foundational project settings, including project name, key, access level, and project lead, so your project is organized and easily identifiable across your Jira instance.
- Set up and customize boards for backlog management and in-flight work, including columns that reflect your real workflow from “To Do” to “Done.”
- Define and manage issue types (e.g., epic, story, task, bug) so that your project accurately represents your backlog structure and reporting needs.
- Adjust basic workflows, fields, and permissions for your new project so that only the right people can view, edit, or transition work items.
- Validate your project configuration by creating sample issues, moving them through the board, and confirming that the setup supports Agile, Scrum, or SAFe® ways of working.

Tools and technologies used in this lesson:

- Jira® Software (cloud or server, demonstrated via the Jira web interface)
- Built‑in Jira project templates for Scrum and Kanban
- Jira project configuration options, including boards, issue types, workflows, and permissions

This lesson is designed for:

- New and aspiring project managers who want practical, hands-on skills in setting up Jira environments for their teams.
- Scrum Masters, Agile Coaches, and Release Train Engineers who need to configure Jira projects that align with Agile, Scrum, and SAFe® practices.
- Product Owners and business analysts who participate in backlog setup and require a clear, structured Jira project to manage requirements and user stories.
- Team leads, coordinators, and anyone transitioning from traditional project tools (like spreadsheets or MS Project) into a modern Agile toolset and seeking a guided, from-scratch walkthrough of Jira project creation.

In this lesson, you’ll learn how to take a default Scrum or Kanban board in Jira and shape it around the way your team actually works, rather than forcing your team to adapt to a generic setup. By the end of the session, you’ll be able to confidently configure and customize a Jira board so that it reflects your workflow, priorities, and reporting needs.

You will discover how to:
- Access and understand Jira board settings as a board admin or project admin
- Configure columns to reflect your team’s workflow stages (e.g., To Do → In Progress → In Review → Done)
- Map Jira issue statuses to board columns to keep the board visually aligned with your underlying workflow scheme
- Define and adjust swimlanes (by assignee, by epics, by queries, by stories, etc.) to organize work visually
- Create and apply Quick Filters using JQL so team members can instantly focus on relevant work (for example, “My issues,” “Bugs only,” “This sprint”)
- Set Work In Progress (WIP) limits on columns to support flow‑based work and highlight bottlenecks
- Configure card layout and card colors to surface critical information at a glance (such as priority, story points, components, or custom fields)
- Use Estimation and Issue Detail View settings to make planning, refinement, and daily stand‑ups more efficient
- Manage the relationship between the board and its underlying filter, including understanding how changes to the filter impact what appears on the board
- Apply best‑practice board configurations for Scrum teams (sprint‑based) versus Kanban teams (flow‑based)

This lesson is hands‑on and uses:
- Jira Software (cloud interface, with notes where behavior differs slightly for Jira Data Center/Server)
- JQL (Jira Query Language) for filters, swimlanes, and quick filters

The material is intended for:
- Project managers and Scrum Masters who need to administer boards for Agile and hybrid teams
- Product owners who want to visualize and control their product backlog more effectively on a board
- Team leads and delivery managers looking to optimize workflows, WIP limits, and visibility for their teams
- Business analysts, coordinators, and PMO members who work closely with Jira‑based teams and must understand how board configuration affects reporting and delivery
- New Jira board admins who are comfortable with the basics of Jira issues and projects and are ready to go beyond default settings into tailored board configurations

In this lesson, you’ll dive deep into how Jira® workflows really work and how to shape them to match your team’s real‑world process rather than forcing your team to fit a default configuration. By the end, you’ll know how to interpret, design, and adjust workflows so that issues move smoothly from idea to completion with clear ownership, rules, and visibility.

You will learn how to:
- Explain the core components of a Jira® workflow: statuses, transitions, conditions, validators, and post functions
- Differentiate between workflow schemes, issue type schemes, and how they connect to projects
- Use the built‑in workflow designer (diagram and text mode) to visualize and edit workflows
- Create new custom workflows from scratch or by copying and adapting existing ones
- Add and modify statuses to reflect your team’s real process steps (e.g., “Ready for Dev,” “In Testing,” “UAT,” “Blocked”)
- Configure transitions, including who can move issues between steps and under what conditions
- Set up conditions and validators to enforce business rules (for example, requiring fields or approvals before moving to “Done”)
- Add post functions to automate actions like assigning issues, updating fields, adding comments, and triggering notifications
- Manage workflow versions and publish changes safely without disrupting active work
- Apply different workflows to different issue types in the same project (e.g., separate workflows for stories, bugs, tasks, and epics)
- Design workflows that support Agile and Scrum practices such as sprint boards, WIP limits, and clear “Definition of Done”
- Avoid common workflow design pitfalls that cause bottlenecks, confusion, or permission problems

Tools and technologies covered in this lesson:
- Jira® Software (cloud or data center concepts; examples shown in the Jira® UI)
- Jira® workflow designer, including diagram mode and advanced settings
- Jira® project and workflow scheme configuration pages
- Basic exposure to Jira® automation triggers related to status changes (where relevant to workflows)

This lesson is intended for:
- Project managers, Scrum Masters, and Agile practitioners who need to align Jira® with their delivery process
- Product owners and business analysts who want clear, traceable workflows from backlog to release
- Team leads and delivery managers responsible for setting up or improving Jira® projects
- New Jira® administrators or power users seeking a practical foundation in workflow configuration
- Anyone working in Agile, Scrum, SAFe®, or hybrid environments who wants to translate real‑world ways of working into well‑designed Jira® workflows

In this lesson, you’ll learn how to confidently manage different work types in Jira so your team’s backlog stays clean, organized, and aligned to real business outcomes. By the end, you’ll be able to:

- Distinguish clearly between epics, user stories, tasks, sub-tasks, bugs, spikes, and technical tasks, and know exactly when to use each one.
- Design a consistent work-type strategy that supports Agile and Scrum ways of working, including SAFe®-style hierarchy (portfolio epics, features, and stories).
- Map work types to your team’s workflow so that work flows smoothly from “To Do” through “In Progress” to “Done” without confusion or bottlenecks.
- Create and configure issue types in Jira®, including custom work types where appropriate, while avoiding common configuration mistakes.
- Break down large pieces of work into smaller, testable, and estimable items, improving predictability and sprint planning.
- Use work types as a communication tool to make your boards and reports instantly understandable to product owners, developers, testers, and stakeholders.
- Apply naming conventions, labels, and components to make different work types easy to filter, search, and report on.
- Ensure traceability across work types (for example: linking epics to stories, stories to tasks, and tasks to bugs) to support reporting and compliance needs.

This lesson uses Jira® as the primary tool, demonstrated in a real project context. You’ll see:

- How to create and configure different issue types in Jira®.
- Practical examples of structuring work in Jira® for Agile, Scrum, and scaled frameworks like SAFe®.
- How boards, backlogs, and reports reflect different work types and how to adjust them to match your team’s process.

This lesson is intended for:

- Project and program managers who need a clear, scalable structure for different types of work in Jira®.
- Scrum Masters and Agile coaches who want to standardize how teams define and manage epics, stories, tasks, and bugs.
- Product owners and business analysts seeking better backlog organization and clearer requirements breakdown.
- Team leads, developers, and QA engineers who work daily in Jira® and want a cleaner, more intuitive way to see and manage their work.
- Anyone transitioning to Agile, Scrum, or SAFe® who must align their Jira® setup with modern project management practices.

In this hands-on session, you’ll learn how to turn ideas, requests, and ongoing work into well-structured Jira issues that are easy to track, prioritize, and deliver. By the end of the lesson, you’ll be able to confidently create, configure, and manage tasks and business requests so your team never loses sight of critical work.

You will learn how to:
- Create new tasks and business-request tickets step by step using the issue creation screen
- Choose the right issue type (Task, Story, Bug, or custom Business Request) based on the nature of the work
- Fill in key fields correctly (summary, description, assignee, reporter, due dates, components, labels, and priority)
- Apply consistent naming conventions and descriptions that make issues searchable and understandable to the whole team
- Attach relevant documentation, screenshots, and links so each request is self-contained and actionable
- Use templates and checklists to standardize the way recurring business requests are captured
- Add tasks directly from the backlog, board, or issue view for fast, in-context creation
- Link tasks to epics, features, or parent requests so work is properly grouped and traceable
- Collaborate via comments, @mentions, and watchers to keep stakeholders aligned on each request
- Update status and key fields as work progresses, ensuring your workflow and boards always reflect reality

The primary tool used in this lesson is Jira. You’ll work directly with Jira’s issue creation and editing capabilities, including:
- Issue types and custom business-request types (where available)
- System and custom fields (priority, components, labels, due date, and more)
- Attachments, links, and comments
- Issue linking and hierarchy (epics, parent/child tasks, subtasks)
- Backlog and board views for creating and managing work items

This lesson is designed for:
- New and aspiring project managers transitioning into Agile and Jira-based environments
- Scrum Masters and Product Owners who need to capture and refine incoming business requests quickly and clearly
- Business analysts and operations leads who frequently log work on behalf of stakeholders
- Team leads and senior contributors who want to keep their team’s tasks organized and transparent
- Any professional using Jira who struggles with inconsistent or incomplete task creation and wants a clear, repeatable approach to capturing work requests effectively

By the end of this lesson, you will know exactly how to use Atlassian Intelligence to accelerate and improve task creation and refinement in Jira. You’ll learn how to turn vague ideas into clear, structured Jira issues, automatically generate acceptance criteria, and refine task descriptions so they’re aligned with Agile, Scrum, and SAFe ways of working. You’ll also see how to use AI suggestions to break down large pieces of work into smaller, actionable subtasks that are easier to estimate, prioritize, and track across your boards and backlogs.

You will practice using Atlassian Intelligence directly inside Jira issue screens to summarize complex requirements, rewrite descriptions for different audiences (technical/non-technical), and quickly update task details after refinement sessions. The lesson walks through practical examples that mirror real project workflows, so you can immediately apply what you learn to your own sprints, program increments, and project portfolios. By the end, you’ll be able to confidently integrate AI into your day‑to‑day Jira workflow, saving time while improving the quality and consistency of your task documentation.

This lesson uses Jira Software Cloud and Atlassian Intelligence capabilities embedded in the Jira interface. You’ll see how to work with the AI assistant inside issue detail views, description fields, and other relevant Jira panels, including how to configure and trigger AI-powered actions where available in your Jira environment.

The lesson is designed for Agile project managers, Scrum Masters, Product Owners, SAFe Release Train Engineers and Product Management roles, team leads, and anyone responsible for creating, refining, or managing work items in Jira. It is equally valuable for new Jira users who want guided, AI-assisted task creation, as well as experienced Jira practitioners who want to boost productivity and enhance the clarity and quality of their backlog items using Atlassian’s built-in AI tools.

By the end of this lesson, learners will be able to confidently invite and onboard team members into Jira, ensuring the right people have the right level of access in the right projects. You will learn step-by-step how to add users, send invitations, and control permissions so that your project environment remains both collaborative and secure. You’ll also understand how to structure teams in Jira in a way that supports Agile, Scrum, and scaled frameworks rather than creating confusion or access risks.

You will see how to configure basic user settings, assign appropriate roles (such as Administrator, Developer, Viewer, etc.), and connect people to specific boards and projects. The lesson walks through common invitation scenarios—for example, adding a new Scrum team, onboarding a contractor, or granting access to stakeholders who only need visibility—so you can replicate them in your own environment. You’ll also learn practical tips to avoid common issues like people not receiving invites, duplicate accounts, or misaligned permissions that block productivity.

This lesson uses Jira (with a focus on Jira Cloud) as the main tool. You will work with Jira’s user management and project settings screens, invitation flows, and role assignment features. If applicable to your setup, we’ll touch briefly on how Jira interacts with Atlassian accounts and organizational directories to manage users at scale, especially relevant if you’re supporting multiple Agile or SAFe teams.

The content is designed for project managers, Scrum Masters, Product Owners, program managers in scaled Agile settings (including SAFe environments), team leads, and anyone responsible for configuring and maintaining Jira for their team. It is equally valuable for new Jira administrators who need a clear, practical guide to getting their teams into the tool without overcomplicating the setup. Whether you’re launching Jira for the first time or formalizing your current Agile way of working, this lesson will help you bring your team into Jira smoothly and set them up for productive collaboration.

By the end of this lesson, learners will be able to confidently assign, reassign, and prioritize issues in Jira so that the right work is always with the right person at the right time. They will learn how to configure and use swimlanes on Jira boards to visually organize tasks by assignee, priority, epic, or custom JQL, enabling them to instantly see who is working on what, where bottlenecks are forming, and how work is flowing across the team. Learners will practice mapping their team’s process into clear, actionable swimlane structures, understand how to align these with Scrum or Kanban practices, and apply best‑practice patterns for handling urgent work, blocked items, and high‑risk tasks. By the end, they will be able to design and maintain a board layout that supports effective daily stand‑ups, better stakeholder visibility, and more predictable delivery.

This lesson uses Jira Software (cloud interface as the primary reference, with notes that also apply to Jira Data Center/Server) and covers practical configuration directly in the Jira board settings. Learners will see how to work with Jira boards, issues, assignees, filters, and JQL to define and refine swimlanes and how these interact with Agile ceremonies and team workflows.

This lesson is intended for project managers, Scrum Masters, Agile delivery leads, product owners, team leads, and coordinators who manage work in Jira on a daily basis. It is also relevant for business analysts, QA leads, and senior developers who need a clear, visual way to organize and track tasks in Agile teams. Both beginners who are new to Jira boards and experienced users who want to level up their board organization and team visualization practices will benefit from this lecture.

In this lesson, you’ll discover how to leverage Jira® automation to reduce manual work, eliminate repetitive tasks, and make your Agile and Scrum workflows more reliable and consistent. By the end of the session, you’ll be able to confidently navigate the automation interface, understand the building blocks of an automation rule (triggers, conditions, branches, and actions), and design simple end‑to‑end rules that support your day‑to‑day project management activities.

You’ll learn how automation fits into real-world Agile, Scrum, and SAFe® practices: automatically updating issue fields and statuses, sending notifications to the right stakeholders, assigning work dynamically based on workload or conditions, and keeping boards, backlogs, and reports in sync without manual intervention. You’ll also gain a clear understanding of when to automate, what to avoid automating, and how to test and troubleshoot basic rules so they don’t disrupt existing processes. After this lesson, you’ll be able to create and manage basic to intermediate automation rules that improve transparency, save time, and reduce errors across your teams.

This lesson uses Jira® Cloud’s native Automation capabilities directly within the Jira® interface. You’ll see how to work with the Automation configuration screens, rule library, and rule audit log. Where relevant, we reference common Agile and Scrum configurations in Jira® (such as boards, workflows, issue types, and custom fields) so you can connect automations to real project artifacts. No external plugins are required; everything demonstrated is available through standard Jira® automation features.

The lesson is designed for project managers, Scrum Masters, Product Owners, Agile and SAFe® team leads, and anyone responsible for configuring or administering Jira® projects for their teams. It’s equally valuable for business analysts, PMO members, and new Jira® administrators who want a practical, non‑developer introduction to automation. Basic familiarity with Jira® projects and issues is helpful, but you do not need scripting or programming experience to benefit from this session.

In this lesson, you’ll discover how to use built‑in Jira automation templates to streamline repetitive work, standardize processes, and reduce human error across your projects. By the end of the session, you’ll be able to find, configure, and adapt ready‑made rules so that your Scrum boards, Kanban workflows, and SAFe® program boards practically “run themselves” for everyday tasks.

You will learn how to:
- Navigate to the automation section in Jira and explore the template gallery
- Understand the structure of an automation rule (triggers, conditions, actions) and how templates implement these concepts
- Select appropriate templates for common project scenarios such as auto-assigning issues, updating fields, sending notifications, and moving issues between workflow states
- Customize templates to match your team’s workflow, terminology, and governance needs
- Test and safely enable automation rules so they work reliably in real projects without breaking existing processes
- Monitor automation execution, review logs, and troubleshoot common configuration issues

The primary tool used in this lesson is Jira®, with a focus on:
- Jira automation features (project rules and, where applicable, global rules)
- The automation template library (prebuilt rules)
- Core Jira project and issue configuration required to support these automations

This lesson is designed for:
- Project managers, Scrum Masters, and release train engineers wanting to reduce manual coordination
- Product owners and team leads who need consistent, reliable workflows across multiple teams or boards
- Agile and SAFe® practitioners looking to align tooling with their frameworks through lightweight, maintainable automation
- New and intermediate Jira users who understand basic issue tracking and now want to leverage automation to improve efficiency and governance

By the end of this lesson, learners will be able to confidently create, configure, and manage custom automation rules in Jira from scratch. You will learn how to translate real-world project management scenarios into practical automation logic using triggers, conditions, and actions. You’ll practice building rules that automatically update fields, transition issues, send notifications, and synchronize work across boards and projects—without needing any coding skills. You will also understand how to test, troubleshoot, and optimize these automations to improve team efficiency, reduce manual work, and enforce consistent agile workflows across Scrum and SAFe environments.

This lesson is hands-on and focuses on Jira’s native automation engine. You will work directly with the Jira Cloud automation interface, exploring rule configuration, smart values, branching, and rule-scoping options across projects. The lecture demonstrates how to use automation templates, customize them, and build fully bespoke rules aligned with agile and scaled agile practices.

The content is intended for project managers, Scrum Masters, product owners, agile practitioners, team leads, and PMO members who are using Jira to manage projects and want to streamline their processes. It is also valuable for business analysts, delivery managers, and new Jira administrators who need to implement automations that support Agile, Scrum, and SAFe ways of working and want to elevate their Jira skillset to a more advanced, practical level.

In this lesson you’ll discover how to supercharge Jira workflows using AI-driven automation rules. By the end, you’ll be able to design, configure, and deploy intelligent automations that reduce manual work, improve data quality, and accelerate Agile delivery.

You’ll learn how to:
- Identify high-impact use cases for AI-powered automations in backlogs, sprints, and Kanban flows
- Configure AI-based rules to auto-generate issue summaries, descriptions, acceptance criteria, comments, and checklists
- Use AI to classify and route issues (e.g., auto-assign based on context, component, or historical patterns)
- Create automated triage and grooming helpers that refine user stories and bugs for Scrum and SAFe ways of working
- Implement AI-driven notifications and escalation rules that respond to intent and content, not just status changes
- Design guardrails and approval steps so AI suggestions are reviewed before they impact live work items
- Monitor, test, and iteratively improve your automations using real-world project feedback and analytics

This lesson uses:
- Jira Automation (native automation engine)
- Atlassian Intelligence / AI features within Jira (where available)
- AI-based content generation and classification capabilities integrated into Jira (e.g., for summaries, comments, and field updates)

The content is tailored for:
- Current and aspiring project managers who want to streamline coordination work and reporting
- Scrum Masters looking to automate repetitive ceremonies support tasks like grooming, preparation, and follow-ups
- Product Owners who need help maintaining a clean, well-structured backlog at scale
- SAFe practitioners dealing with large solution trains, ARTs, and high-volume work items
- Team leads and PMO members who want consistent, automated processes across multiple projects
- Anyone using Jira in Agile environments who wants practical, step-by-step guidance to build AI-powered automations without needing to be a developer

By the end of this lesson, you will be able to confidently turn raw project data into meaningful, action-focused insights using Jira reports and dashboards. You’ll learn how to interpret key agile metrics such as sprint burndown, velocity, cumulative flow, and control charts so you can quickly spot bottlenecks, forecast delivery more accurately, and communicate status to stakeholders in a way that drives decisions—not confusion. You’ll practice designing role-based dashboards for Product Owners, Scrum Masters, Release Train Engineers, and senior leadership, and you’ll understand which widgets, filters, and charts to use for daily standups, sprint reviews, PI syncs, and portfolio-level check-ins. By the end of the lecture, you’ll be able to customize and share dashboards that clearly show progress, risk, and capacity across teams and trains, aligning reporting with agile, Scrum, and SAFe events and cadences.

This lesson focuses on hands-on use of Jira Software reporting and dashboard capabilities. You’ll work with built‑in agile reports such as Sprint Burndown, Velocity Chart, Cumulative Flow Diagram, Version Report, and Epic/Release progress views, and you’ll see how to configure Jira dashboards using gadgets, JQL-based filters, and saved searches. Where relevant, we connect these Jira reporting tools to agile and SAFe practices, showing how to visualize team and ART performance, manage dependencies, and track value delivery across multiple teams.

This lecture is designed for practicing and aspiring project managers, Scrum Masters, Product Owners, Release Train Engineers, and agile delivery leads who need to report on work in an iterative environment. It’s equally valuable for program and portfolio managers operating in scaled frameworks who must consolidate data across many teams, as well as for team leads, business analysts, and PMO members who use Jira and need clearer, more actionable reporting for stakeholders and leadership. Basic familiarity with agile concepts and Jira is helpful, but the walkthroughs are accessible enough for motivated newcomers.

In this lesson, you’ll learn how to confidently manage user and team member accounts within your agile project environment and keep permissions, access, and roles aligned with how work actually gets done. By the end, you’ll be able to create, modify, and deactivate member accounts, assign appropriate roles and project permissions, and ensure that every team member has the right level of access to boards, backlogs, reports, and dashboards. You’ll also understand how account configuration impacts reporting accuracy, transparency, and auditability across your agile initiatives, and you’ll be equipped to perform key administrative actions without disrupting ongoing sprints or program increments.

You’ll get hands-on exposure to account management workflows using Jira, focusing on project roles, user groups, and permission schemes that support Scrum teams and scaled agile configurations. Where relevant, we’ll also reference how these account settings surface in agile and SAFe-aligned reports and dashboards, such as sprint reports, velocity charts, and cross-team views, so you can quickly spot and correct access issues that skew your data. The lesson emphasizes practical, step-by-step demonstrations of member setup, role changes, and account cleanup, enabling you to translate governance policies into concrete tool configurations.

This lesson is designed for project managers, Scrum Masters, Product Owners, Release Train Engineers, and team leads who are responsible for maintaining accurate team structures and access control in agile tooling. It’s equally valuable for PMO members, tool administrators, and aspiring project leaders who want to understand how user and permission management supports reliable reporting and effective stakeholder visibility in agile, Scrum, and scaled agile environments.

By the end of this lesson, learners will be able to confidently navigate and switch between multiple project views inside Jira to gain the right level of insight for different stakeholders. You will understand when to use boards, backlogs, timelines, calendars, roadmaps, and dashboard gadgets, and how each view supports Agile, Scrum, and SAFe® ways of working. You’ll be able to interpret key visual indicators such as status, assignee, priority, and dependencies across these views, and use filters, quick filters, and swimlanes to drill down into the work that matters most. You will also learn how to compare views—for example, how a Kanban board complements a roadmap, or how a sprint backlog relates to a burndown—so you can tell a consistent delivery story using different perspectives. By the end of the lesson, you’ll be ready to select the most effective view for daily standups, stakeholder reviews, PI planning, and progress reporting, and explain your choice clearly to your team and leadership.

This lesson uses Atlassian Jira as the primary tool for demonstrating different project views. Within Jira, you’ll see practical examples using Scrum and Kanban boards, the backlog view, timeline/roadmap views, calendar views, and the basics of how these can feed into dashboards and reports. The lesson focuses on the out‑of‑the‑box capabilities of Jira Cloud that support Agile, Scrum, and SAFe® practices, without requiring advanced configuration or marketplace apps.

This lesson is designed for project managers, Scrum Masters, product owners, delivery leads, and team leads who need to interpret and present work progress in Agile, Scrum, or SAFe® environments. It is equally valuable for business analysts, PMO professionals, and aspiring project managers who are starting to use Jira for the first time and want to quickly understand which project view to use for which audience or ceremony—such as standups, sprint reviews, system demos, or management updates.

In this lesson, you’ll learn how to confidently navigate and use Jira’s basic search to quickly find the issues that matter most to your projects. By the end, you’ll be able to use Jira’s search bar and issue navigator, apply multiple filters at once, and refine results so you can instantly locate user stories, bugs, tasks, and epics across projects. You’ll understand how to switch between list and detail views, customize visible columns, and save commonly used searches so you can return to them in just a few clicks. You’ll also be able to combine search criteria like project, assignee, status, labels, and due dates to answer day‑to‑day questions such as “What’s currently in progress for this sprint?” or “Which high‑priority issues are still unresolved?”

The lesson is hands‑on and fully centered around Jira Software’s built‑in basic search interface. You’ll work directly with the Jira issue navigator, basic filters, and project/board views, without needing to learn any advanced query language first. All demonstrations and examples are done inside Jira so you can immediately apply the same clicks and steps in your own environment.

This lesson is designed for project managers, Scrum Masters, product owners, team leads, business analysts, and anyone on Agile or hybrid teams who needs a practical, non‑technical introduction to finding and filtering work items in Jira. It’s equally suited for beginners who are new to Jira as well as experienced users who have only used boards and backlogs and now want a structured introduction to searching and filtering issues more effectively.

In this lesson, you’ll discover how to harness Jira’s AI-powered advanced search to find exactly the information you need across complex backlogs, boards, and projects. By the end of the session, you will be able to use conversational queries and AI-assisted suggestions to quickly locate issues, refine large result sets, and turn vague stakeholder questions into precise, actionable searches. You’ll learn how to combine AI guidance with filters, fields, and conditions so you can drill down into specific work items—for example, “show all high-priority bugs in the mobile app that are blocked and not updated in the last 5 days”—without having to remember complex query syntax. You’ll also be able to save and share AI-enhanced searches as reusable filters to support recurring reporting, sprint planning, and stakeholder updates.

The lesson is hands-on and uses the AI capabilities built into Jira Cloud, including the AI-powered search bar, natural-language query interpretation, and AI-assisted filter refinement. You will work directly within the Jira interface to explore how AI augments classic search features, how to iterate on queries using suggested refinements, and how to verify and adjust results using standard Jira fields, filter options, and views. Where relevant, you’ll also see how AI search interacts with boards, backlogs, and dashboards so that insights surfaced by AI can be turned into concrete planning and tracking artifacts.

This content is designed for project managers, Scrum Masters, Product Owners, team leads, and business analysts who already use Jira and want to move beyond basic filters into smarter, AI-assisted searching. It is equally valuable for Agile and Scrum practitioners working in large-scale environments, including SAFe contexts, who need fast, accurate ways to navigate many teams, ARTs, and backlogs. Newer Jira users will gain a guided introduction to AI search that reduces the learning curve, while experienced users will learn how to complement or partially replace JQL-heavy workflows with more intuitive, natural-language queries driven by Jira’s AI capabilities.

In this lecture, you’ll master how to turn Jira filters into powerful building blocks for truly insightful dashboards. By the end, you will be able to design, configure, and maintain dashboards that give stakeholders clear, real-time visibility into the health and progress of projects, sprints, and portfolios.

You will learn how to:

- Craft effective Jira search queries (using both basic and JQL search) that can be saved as reusable filters for dashboards.
- Convert your existing searches into stable, shareable filters tailored to specific teams, releases, or products.
- Attach those filters to key Jira dashboard gadgets (such as Filter Results, Pie Chart, Two-Dimensional Filter Statistics, and Sprint/Version-based gadgets) to answer targeted questions like “What’s blocking my team?” or “Where are we behind?”
- Design role-based dashboards (for project managers, product owners, Scrum Masters, executives) using different filters for each audience.
- Apply permissions and sharing settings correctly so filters and dashboards support cross-team transparency without exposing sensitive data.
- Optimize and maintain filters to keep dashboards fast, accurate, and relevant as projects and boards evolve.

The main tool used in this lesson is Atlassian Jira, including:

- Jira issue navigator (basic search and JQL)
- Saved filters and filter subscriptions
- Jira dashboard and common gadgets that consume filters
- Filter sharing and permission settings within Jira

This lesson is designed for:

- Project managers and program managers who need data-driven dashboards for tracking schedule, scope, and risk across multiple teams or projects.
- Scrum Masters and Agile coaches who want to visualize sprint health, blockers, workflow bottlenecks, and team throughput.
- Product owners and business stakeholders who need clear, high-level views of backlog progress, releases, and value delivery.
- Team leads, BA roles, and new Jira administrators who are responsible for setting up or improving team and management dashboards.

No advanced Jira admin knowledge is required; you just need basic familiarity with Jira issues and boards, and this lesson will guide you step by step in converting filters into meaningful, decision-ready dashboards.

In this lesson, you’ll discover how an AI teammate can transform the way you manage projects and collaborate with your team. By the end of the session, you’ll understand what Rovo® is, where it fits in a modern project environment, and how it can support your day-to-day work as a project manager, Scrum Master, Product Owner, or team member.

You will learn how Rovo® plugs into your existing workflows to help with common project activities such as planning, tracking, communication, and reporting. You’ll see how an AI teammate can summarize project information, surface risks or issues faster, and assist with creating clear, concise project updates or documentation. The lesson also clarifies how Rovo® can be used responsibly alongside agile practices, rather than replacing human judgment or team collaboration.

This lecture introduces Rovo® as the primary technology, with a focus on how it can integrate into the tools you already use in an agile or hybrid environment. You’ll get a conceptual overview of Rovo®’s capabilities—so you know what to expect from an AI teammate—and how it can complement frameworks like Scrum or SAFe® and tools such as Jira® without requiring you to change your existing project management platform.

The content is designed for project professionals who want to enhance their productivity and decision-making with AI, including:

- New and experienced project managers who want practical ways to use AI in their daily work.
- Scrum Masters, Product Owners, and agile coaches who are curious about leveraging an AI assistant within agile teams.
- Team leads, business analysts, and coordinators who support projects and want faster access to insights and information.
- Professionals in any industry who are using or planning to use agile methods and want to understand how an AI teammate can support collaboration, visibility, and delivery.

In this lesson, you’ll learn how to use Rovo® as an AI-powered search companion to find exactly what you need across your project assets—faster and with more accuracy than traditional search. By the end of the lesson, you’ll be able to:

- Formulate effective natural-language queries in Rovo® to quickly locate user stories, tasks, and documentation.
- Filter and refine results to surface the most relevant tickets, epics, and knowledge-base articles from tools like Jira® and connected workspaces.
- Use Rovo® to summarize long threads, meeting notes, and project documents so you can get to the key points without reading everything end-to-end.
- Trace information across multiple systems (for example, linking Jira® issues to requirements and release notes) to build a complete context for decision-making.
- Incorporate Rovo® into your daily Agile and Scrum ceremonies to prepare faster for standups, backlog refinement, sprint planning, and retrospectives.
- Apply smart search strategies to reduce time spent hunting for information and improve the responsiveness of your project team.

This lesson includes hands-on demonstrations using:

- Rovo® (AI teammate and intelligent search assistant)
- Jira® (as an example source system whose issues and data are searched via Rovo®)
- Typical project documentation sources (such as wikis, knowledge bases, or shared documents) connected through Rovo®

The lesson is designed for:

- Project managers and Scrum Masters who manage Agile or hybrid projects and want to streamline how they gather information before meetings and decisions.
- Product Owners who need fast access to user stories, acceptance criteria, and historical discussions to refine and prioritize the backlog.
- Agile team leads, coordinators, and PMO members looking to reduce friction in cross-team communication and information discovery.
- Business analysts and project coordinators who regularly sift through large volumes of project documentation and tickets.
- Anyone working in or with Jira® who wants to leverage Rovo® to search smarter, stay organized, and make better project decisions in less time.

In this lesson, you’ll master how to use Rovo® Search to quickly locate the exact documents, tickets, requirements, and project artifacts you need across your Agile, Scrum, SAFe® and Jira® ecosystem. By the end, you’ll be able to run effective natural‑language queries, filter and refine search results, and use AI‑powered suggestions to surface the most relevant information for your current project task or decision.

You will learn how to search across multiple workspaces and tools from a single Rovo® Search interface, so you can instantly find Jira® issues, sprint artifacts, release plans, SAFe® program documentation, and team knowledge bases without manually digging through different systems. You’ll also see how to interpret the result ranking, open documents in context, and save or share key findings with your team to support faster planning, estimation, reporting, and stakeholder communication.

This lesson makes hands‑on use of Rovo® as an AI teammate, with a focus on its Search capabilities integrated into typical project management environments. Where applicable, the examples will connect Rovo® Search with Jira® and common documentation repositories (such as Confluence‑style wikis, shared drives, or collaboration hubs) to demonstrate how information flows together in real project scenarios.

The content is designed for project managers, Scrum Masters, Product Owners, Release Train Engineers, and Agile/SAFe® practitioners who want to reduce time spent hunting for information and instead focus on decisions and delivery. It is equally useful for team leads, business analysts, and anyone working in Agile or hybrid project setups who needs a fast, reliable way to find project documentation and work items using AI‑driven search.

In this lesson, you’ll discover how to unlock the full power of Rovo® Knowledge Cards to support your day‑to‑day project management and agile delivery work. By the end, you’ll be able to create, organize, and use Knowledge Cards so that your team can quickly surface the right information at the right time—directly inside your workflows.

You will learn how to:
- Capture key project information (requirements, definitions of done, workflows, playbooks, checklists, and “how‑to” guides) as structured Knowledge Cards.
- Link Knowledge Cards to your existing work items, meetings, and documentation so that context‑specific guidance appears exactly where team members need it.
- Design Knowledge Cards that Rovo® can reliably reference for AI‑generated answers, ensuring consistent terminology and decisions across projects.
- Maintain and evolve a knowledge base over time, including versioning, ownership, and retirement of outdated cards.
- Use Knowledge Cards to onboard new team members faster and reduce repeated questions in Scrum and SAFe® ceremonies.
- Apply Rovo® Knowledge Cards to real agile scenarios such as story refinement, sprint planning, PI planning, and risk/issue management.

This lesson focuses on hands‑on use of:
- Rovo® as an AI teammate and knowledge assistant.
- Rovo® Knowledge Cards as the primary format for codifying and reusing project knowledge.
- Example integrations with agile tools (such as Jira® or similar work‑tracking tools) where Knowledge Cards can be surfaced in context.

The content is designed for:
- Project managers transitioning into or working within Agile, Scrum, or SAFe® environments who want to operationalize AI support in their projects.
- Scrum Masters, Product Owners, and Release Train Engineers seeking a scalable way to capture working agreements, standards, and best practices.
- Team leads and PMO members who want to reduce knowledge silos and make critical project information discoverable and reusable.
- Anyone using Rovo® in a collaborative delivery setting who wants a practical, step‑by‑step guide to structuring and managing Knowledge Cards for real project work.

In this lesson, you’ll learn how to use Rovo® as an on-demand AI teammate to get instant, accurate answers to your project questions without interrupting your workflow. By the end, you’ll be able to start effective chat conversations with Rovo®, ask high‑impact questions about your projects, and turn its responses into practical actions for Agile, Scrum, SAFe® and Jira® work.

You’ll see how to:
- Open and navigate the Rovo® chat interface
- Ask clear, context-rich questions about user stories, sprints, PI objectives, risks, blockers, and dependencies
- Pull in information from different tools (like Jira issues, documentation, and meeting notes) so Rovo® can give project-specific answers instead of generic suggestions
- Use Rovo® to summarize sprint or PI status, clarify acceptance criteria, refine backlog items, and prepare quick updates for stakeholders
- Capture and reuse good prompts so you can repeatedly get consistent, high-quality answers from Rovo®
- Validate Rovo®’s answers and decide when to trust, tweak, or escalate them to your team

The main technology demonstrated in this lesson is Rovo®, a conversational AI assistant integrated into your project environment. You’ll also see how Rovo® interacts with typical Agile and project tools such as Jira® (for issues, epics, and boards) and project documentation sources that Rovo® can query when responding to your questions.

This lesson is designed for project managers, Scrum Masters, Product Owners, release train engineers, team leads, and business analysts who want to use AI to speed up decision-making and reduce manual searching across tools. It is equally useful for Agile and SAFe® practitioners, as well as aspiring project managers using Jira® who want to work faster and smarter by collaborating with an AI teammate through natural, conversational chat.

In this lesson you’ll get a clear, practical understanding of what Rovo® Agents are, how they operate behind the scenes, and how to start using them as part of your AI-powered project team. By the end, you’ll be able to explain the core concepts of Rovo® Agents, distinguish between different types of agents, and describe how they can be configured to support key project management activities. You’ll see how these AI teammates can help you summarize information, answer questions, and streamline day‑to‑day coordination, so you can focus on higher‑value leadership and decision‑making.

You’ll learn how Rovo® Agents interact with your existing work tools, where they fit into agile and traditional project workflows, and what inputs they need from you to perform effectively. The lesson walks through typical usage patterns—such as asking an agent to find relevant project data, generate a status summary, or support planning conversations—so you can confidently identify when and how to “hand off” tasks to an AI teammate. You’ll also gain a foundational understanding of how agent logic, permissions, and context work, preparing you for more hands‑on configuration in later lessons.

This lesson includes focused exposure to the Rovo® platform and its agent capabilities. You’ll see how agents are invoked, what the interaction interface looks like, and how they can connect to work data from tools you already use (for example, Jira® and related project repositories). While you won’t be deep‑configuring complex automations yet, you will see the core features you’ll rely on when integrating AI agents into your day‑to‑day project environment.

The content is designed for project managers, scrum masters, product owners, team leads, and PMO professionals who want to understand how AI teammates can practically support their projects. It’s also suitable for business analysts, coordinators, and aspiring project leaders who are curious about leveraging AI to reduce manual overhead and improve visibility across their work. No prior experience with Rovo® or AI agents is required; a basic familiarity with project management concepts is enough to benefit from this lesson.

In this lesson, you’ll see **practical, end‑to‑end examples of Rovo® Agents** embedded in real project scenarios, so you can move from theory to confident, hands‑on usage.

By the end of this lesson, you will be able to:
- Identify when and where to use Rovo® Agents across Agile, Scrum, SAFe®, and Jira® workflows (e.g., backlog refinement, sprint planning, PI planning, reporting).
- Configure and prompt Rovo® effectively to automate common project management tasks such as:
- Drafting user stories and acceptance criteria based on business inputs.
- Assisting with effort estimation and risk identification.
- Summarizing sprint reviews, retrospectives, and stakeholder updates.
- Use Rovo® Agents to analyze Jira® issues and boards to:
- Highlight blockers, dependencies, and scope creep.
- Suggest priority adjustments and follow‑up actions.
- Generate status reports and dashboards tailored to different stakeholder groups.
- Integrate Rovo® into your daily routines to reduce manual work, improve data-driven decisions, and increase team responsiveness in Agile and SAFe® environments.
- Evaluate the outputs of Rovo® critically, refining prompts and workflows so that the agent augments, rather than replaces, your professional judgment.

Tools and technologies demonstrated in this lesson include:
- **Rovo® Agents** (core focus): configuring, prompting, and iterating on AI-powered agents in project contexts.
- **Jira®**: using Rovo® to read, interpret, and act on Jira® data such as epics, stories, tasks, and sprint data.
- Core Agile/Scrum and SAFe® artifacts (backlogs, sprint boards, PI objectives) as the real-world context in which Rovo® operates.

This lesson is intended for:
- Project Managers and Program Managers working with Agile, Scrum, or SAFe® who want to apply AI directly to their day-to-day delivery work.
- Scrum Masters, Product Owners, and Release Train Engineers looking to streamline ceremonies and improve flow using AI teammates.
- PMO leaders and delivery leads evaluating how AI agents like Rovo® can be safely and effectively integrated into existing Jira® and SAFe® ways of working.
- Career switchers and aspiring project managers who want to see concrete, practical examples of how AI can boost productivity and decision quality in modern project management roles.