Learn JIRA with real-world examples (+Confluence bonus)
4.5 (11,332 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
50,771 students enrolled

Learn JIRA with real-world examples (+Confluence bonus)

Learn to work on, manage & administer agile projects with this comprehensive course on JIRA Software & Confluence
4.5 (11,332 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
50,771 students enrolled
Created by Kosh Sarkar
Last updated 6/2020
English [Auto], French [Auto], 6 more
  • German [Auto]
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  • Portuguese [Auto]
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Current price: $34.99 Original price: $49.99 Discount: 30% off
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This course includes
  • 11.5 hours on-demand video
  • 6 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Understand what JIRA is, benefits of JIRA and how to use JIRA
  • Understand Scrum - the stakeholders, events and overall flow of work
  • Understand Kanban flow of work
  • Use JIRA as a user working within an agile team - creating, working on and searching for issues, customizing dashboards etc.
  • Use JIRA as a manager of an agile team - configuring agile boards, managing the backlog, sprints and releases etc.
  • Administer all aspects of JIRA - create users, groups, set permissions, configure issue types, screens, fields, workflows etc.
  • Use examples presented in this course to customize and use JIRA based on your own unique needs
  • Get ideas (through examples presented in the course) on how JIRA can be utilized for different scenarios or situations
  • Learn the basics of Confluence
  • Learn how you can use both JIRA and Confluence together to work better and be more productive in general
Course content
Expand all 81 lectures 11:21:46
+ Course Introduction
5 lectures 20:26

Welcome to my course on Jira :)

Preview 02:28

A quick look into what Jira is, why you should use it and your options for getting it.

Preview 07:09

A breakdown of the course and some logistical details around talking speed and how to go about the course depending on your knowledge of Jira

Preview 03:54

A walkthrough of setting up your own JIRA Cloud instance

Setting up JIRA Cloud
How to create a project with sample data
+ Agile Concepts Refresher & Jira Terms
4 lectures 21:32

This section goes through the core concepts of scrum and kanban and then discusses the main Jira terms and how they relate to the agile processes

Preview 00:50

This lecture goes into details of how the scrum methodology works, and touches on all the key points about this agile process.

Preview 10:32

This lecture touches on how the Kanban methodology works

Preview 03:46

We'll define some of the key Jira terms like issues, projects, versions, and components

Preview 06:24
Agile Concepts Refresher & Jira Terms
7 questions
+ Working within an Agile Team - For general team members
14 lectures 01:45:37

This section will introduce Jira and get you up to speed with the basic essentials to start working with Jira.

Section Introduction

This will be our first look at the Jira Interface. We won't go into details of each screen but will get used to the UI and UX of this tool

Preview 11:49

Our first look at projects and navigating within a project

Intro to Project Navigation

Our first look at the issue navigator screen

Intro to Issue Navigation

This lecture goes through everything that makes up an issue in Jira

Viewing, editing & understanding Issues

Our first look at the agile boards and how you can work on issues through the boards, and keep the board updated as you go.

Working with Agile Boards

A look at the backlog view of an agile scrum board

Agile Board - Backlog View

A look at the Kanban agile board, as well as a new agile board created by JIRA (as of early 2018) - the Agility Board

Agile Boards - Kanban

Any team member may find the need to create issues, whether you're in QA and found a bug or even a Developer creating a ticket to be worked on.

Creating Issues

As a member of an agile team using Jira, an essential function would be to search for issues through the issue navigator. This lecture goes through basic filters and searching capabilities on Jira

Searching for Issues

We'll take the last lecture and one-up it by searching using JQL. The video shows how you can switch between basic and advanced searches, and how basic searches let you learn about how you form your advanced search queries.

Advanced searching using JQL

This lecture shows you how you can save your frequent searches, in order to be more efficient when using Jira and searching for issues

Search filters

Dashboards provide a cool way to view different kinds of data within Jira, so we'll spend some time creating a custom dashboard that would display different kinds of information. We will also look at setting up a Wallboard which can be projected or displayed on a big monitor for the whole team to monitor or track important metrics relevant to the team

Dashboard customization

This lecture discusses the Resolution field and it's importance in how Jira identifies an issue as being Open vs Resolved

Understanding the Resolution Field
Working within an Agile Team
5 questions
+ Leading an Agile Team - For managers, product owners, scrum masters etc
11 lectures 01:22:01

This section goes into a little more detail with using Jira, particularly when it comes to leading an agile team and making sure issues, backlogs, sprints and agile boards are properly set up and managed.

Section Introduction

As a project owner, this would be one of the main responsibilities when managing an agile team and ensuring the agile boards are configured in a manner that maximizes productivity within the team. We will look at every single configurable aspect of agile boards, both scrum and kanban, over a couple of lectures.

Configuring agile boards - Part 1 (Scrum board)

This is a continuation of looking at all the ways you can configure agile boards, with focus on how you can make the boards visually relevant to your team

Configuring agile boards - Part 2 (Scrum board continued)

This last part of configuring agile boards focuses on the Kanban board and looks at the subtle differences between Kanban and Scrum board configuration.

Configuring agile boards - Part 3 (Kanban board)

As a project owner, the first step is to create a project of type that's relevant to you. The video looks at the steps involved in creating different types of projects. It also assumes that the project owner has administration privileges of creating a project and so if you don't, this is something you would need to request your Jira Administrator to create for you.

Preview 06:23

Once the project is set up, the next step would be to ensure that work is represented in the form of epics and stories

Creating epics and stories

This lecture represents the stage where sprint planning meeting takes place, and the sprint backlog is created and the sprint started. 

Starting sprints & working on sprints

This video shows you how you can manage your versions, to represent software releases. Remember that in scrum, a version is pre-planned and is released when the planned work is complete

Creating software versions in Scrum

A version in Kanban can be released at any time and will contain all issues that are complete at that time. This video demonstrates how you can create a release for a Kanban based project.

Creating software releases in Kanban

This video shows you how you can create one agile board to display issues from multiple projects. An example where this would be relevant is if there are multiple teams working on different projects and the project owner wishes to visualize all development work and active sprints on one single board (eg: product owner can look at sprints for both backend and frontend teams on the same board)

Creating an agile board with multiple projects

This video represents the final stage of the scrum sprint cycle - closing sprints and viewing the reports that Jira generates for you. The reports are helpful in your sprint review and retrospective meeting to further improve the scrum process for your team

Closing sprints and viewing sprint reports
Leading an Agile Team
9 questions
+ Jira Administration
22 lectures 03:34:15

This section will turn you into a Jira Administration Guru and covers all the core functional aspects of Jira that you can configure and customize.

Section Introduction

Before we get into the low level, we'll take a look at the Jira Administration pages and get used to the navigation flow between them

Jira admin section navigation

As a Jira Administrator for a team, one of the main steps would be to create accounts for users within your team and ensure they are given access to your Jira instance.

Creating a new user

Once user accounts are created, it is beneficial to create groups and add users to their respective relevant groups. This makes it easier to assign permissions to groups rather than individuals. 

Creating groups and access controls

This lecture discusses the main permission levels in Jira - Global permission and Project permissions. Jira also has Issue-level Permissions but we do not cover them as they are very low level and are uncommon. Regardless, once you get familiar with global and project permissions, it will become straight forward to understand and configure issue-level permissions as it takes the same concepts but goes one level deeper.

Understanding the different permission levels

Jira has some pre-defined global permissions - In this lecture, we will go through each one and understand what each of them mean and walk through what happens when those permissions are not granted.

Global Permissions explained

We spend some time talking about how project roles work and the problems you can solve by using them.

Understanding Project Roles - Theory

A demo of how you can take advantage of project roles, and how using them can simplify the amount of configuration required in Jira. Taking advantage of project roles is the best way to configure Jira, especially when it comes to project permissions.

Understanding Project Roles - Example

This video introduces the elaborate permissions example, by first listing out the objectives and then we list out each of the high-level steps required to achieve the objectives. Both objectives and the solution steps are available in text files as resources associated with the video. Feel free to download the text files and follow along, or better yet, try out the exercise yourself before reviewing the video.

This example walks through the full scenario of having to create users, groups, project roles and assigning the relevant permissions for a project. It basically brings together all the lectures discussed in this section so far. The steps and objectives of the example are to create a sample project and a relevant team, where each team member has different sets of permissions within the project:

Roles & Permissions Example - Introduction

The first part of the permissions example implementation - I refer to the text files from the previous video and implement each step one after another. This is where I create the relevant users, groups, project roles and start setting up the permission scheme.

Roles and Permissions Example - Part 1

This is part 2 of the example and will focus on creating the project and incorporating the users, project roles and permission scheme that was created for it.

Roles and Permissions Example - Part 2

This final part of the example will log in as each of the configured users and ensure that permissions were set up accordingly and working as expected.


  • Can only see the new project

  • Is able to edit and work on issues

  • Cannot manage sprints

Project owner:

  • Can work on issues

  • Can administer the project

  • Can manage sprints


  • Is able to see all projects, edit and work on issues (but cannot manage sprints)


  • Can only see this new project

  • Cannot edit or work on issues (read-only)

Roles and Permissions Example - Part 3

We spend this lecture understanding how the main configurable aspects of Jira (issue types, screens, fields, workflows) are related to each other, and how they all come together when configuring projects. We also introduce the example that we will be covering while going through the next set of lectures. 

Understanding Jira Schemes & Introduction to the Schemes Example

In this video, we create a new issue type called Spike. Spike tickets are usually created to represent work that involves research or investigation or design. We will then set up the issue type for the example project so Spike issues can be created for that project.

Configuring Issue Types

We are going to continue working on the new Spike issue type by creating and configuring screens that will get displayed when creating/editing/viewing a Spike issue. The lecture also shows you how you can assign screens to issue types, and then relate all of that back to our example project.

Configuring Screens

Now that we've created screens for Spike issues, we will create some custom fields to display on the screens. The lecture also walks through how you can configure various properties of fields and how they behave on screens.

Configuring custom fields

One of the most essential and compelling features of Jira - we will take our first dive at building a workflow from scratch. This workflow will actually be used for Spike issues only and the video shows how you would go about associating workflows with issue types within a given project.

Creating a new Workflow

This video takes the default software dev workflow and show you how you can enhance it by including steps for code review and testing by a QA team, as an example. This walkthrough will give you the ability and comfort level to go about editing workflows for your own specific needs, or simply building workflows from scratch.

Editing an existing Workflow

Part of modifying workflows for software development projects, is to ensure that the agile boards are updated to use the modified workflow statuses and transitions. This video shows you how you can do that.

Updating the agile board with new workflow changes

This video shows you another customizable aspect of workflows, in particular, how to display a screen every time an issue transitions from one status to another.

Understanding Workflow transitions - Screens

This video shows you another customizable aspect of workflows, in particular, properties and triggers around workflow transitions and statuses

Understanding Workflow transitions - Properties and Triggers

This video shows you even more customizable aspect of workflows:

- Conditions - a condition that must be met to allow a workflow transition to take place

- Validator - a check that you can perform during the workflow transition to ensure something has been met

- Post-Function - an action you can perform after a workflow transition has completed

Understanding Workflow transitions - Conditions, Validators, Post-Functions
Jira Administration
6 questions
+ Examples & Bonus Content
8 lectures 01:23:50

Thanks for following along through all prior sections. Hope the course was everything you had hoped for and more :)

Course Summary

This section will be the growing section of the course and will primarily include examples of using Jira for real-world scenarios.

Section Introduction & Notice (06/2020 ) - Section update coming soon

In this video, I show you how I use Jira for my own daily task list, and have been doing so for past few years. My process allows me to maintain a list of things I need to do everyday, track the progress of those tasks, as well as forecast what I can actually accomplish every single day. 

Using Jira to manage daily tasks using a scrum-based process - Part 1

This is the second part of how I manage my daily tasklist using Jira. I would be happy to hear feedback, thoughts and/or suggestions on the process.

Using Jira to manage daily tasks using a scrum-based process - Part 2

The icebox contains features that aren't ready to go into the development backlog aka "put on ice". This video shows you various options by which you can manage or create an Icebox in Jira

How to manage an Icebox in Jira

In the last video, we created a way to manage an Icebox. This adds on to the previous video by showing you how to create a workflow for managing issues within the Icebox. In other words, how to build a completely new workflow to manage the approval of new work or feature requests, before being moved into the development backlog

Example of creating an Icebox Workflow

This example represents a scenario where you've got a backend, frontend and QA team all working on one or more projects, and all managed by a single product owner. The videos shows how you can create agile boards for each team to display only what is relevant to that team.

Creating multiple boards for multiple teams - backend, frontend, QA, PM

For the entire course, I used a Jira Cloud instance. And as I described in the first section of the course, there is also the option of Jira Server, where you can install Jira on your own machine. This video has a quick walkthrough of the process of installing Jira on a Windows machine and also demonstrates some firewall settings that you can modify to let other machines within the same network access your Jira instance directly from that machine via IP Address. Since the install process was a bit long, I paused and resumed the video during the relevant points, and so you may notice jumps in the video from one stage to the next.

Installing Jira Software Server on Windows and granting access to other devices
+ Confluence
17 lectures 02:34:05
Notice (06/2020 ) - Section update coming soon
Getting Confluence
Granting User Access
Spaces Introduction
Confluence's New User Interface Introduced in June 2017
Creating Spaces with Space Blueprints
Creating Pages within Spaces
Editing Pages
Page Blueprints
Other Page Options & Functions
Adding and Using Macros within Pages
Collaborative Editing
JIRA - Confluence Integration
Understanding Confluence Permissions
General Confluence Administration
Section Conclusion
  • There is no pre-requisite knowledge required to take this course.
  • If you're looking to practice or follow along with the videos, you would need access to a Jira Cloud instance via a web browser

Note: Updates to the course are coming soon as a result of a Cloud UI revamp that Atlassian has been rolling out through Mar/Apr 2020.

This course walks through all the core features and concepts of JIRA with real-world examples and has been catered for general users, managers and admins. Updated as of March 2019, it incorporates and uses some of the latest features released for JIRA Software on Cloud.

Plus bonus Confluence content  - learn how to use Confluence and how to take advantage of it in tandem with JIRA.

JIRA is a very comprehensive tool and one of the most popular agile project management tools out there. When used and configured correctly, it will help you work smarter, faster and more efficiently.


  1. Contains the most amount of content (11+ hours) out of all dedicated JIRA courses on Udemy

  2. Learn the most important characteristics of Scrum and Kanban agile methodologies

  3. Covers the main aspects of JIRA including working within an agile team, leading an agile team, and administering the main things that make up JIRA

  4. Real-world examples including

    1. How to manage your daily task-list via a daily scrum-based process

    2. Configure permissions and projects for internal team members, as well as external members (Eg: consultants, customers etc)

    3. JIRA allows you to create stories and epics for agile projects - learn how to create another issue type used in agile called Spike and create custom screens, fields and workflows for this new issue type.

    4. Modify the default software development workflow to include steps for QA

    5. How to set up an icebox (features that aren't ready to go into the development backlog aka "put on ice") in JIRA

    6. How to build a completely new workflow to manage the approval of new work or feature requests, before being moved into the development backlog

    7. How to manage multiple teams working on the same projects via multiple agile boards catered to each team

  5. Support - I am only a message away from answering any questions you might have


  1. Agile Concepts - Goes into detail with Scrum and Kanban methodologies. By the end of the section, you’ll have a full refresher on these methodologies as I made sure I hit the most important notes when it comes to how they work.

  2. Working within an agile team - Get your first look at navigating the Jira user interface and learn how to create issues, work on issues through the agile boards, search for issues, create custom dashboards to see whats happening in Jira and other functions beneficial to any agile team member.

  3. Leading an agile team - Configuring and managing agile boards, creating and maintaining the backlog as well as starting and ending sprints and creating releases. All these steps stay true to the agile steps described in the prior section.

  4. Jira Administration - Goes over all the main administration sections and each part has an example that you can use to follow along with. By the end of this section, you will understand all the customizable aspects of Jira and be able to cater your own instance to fit your own specific needs.

  5. Real-world examples, scenarios and bonus content - This is where I show you how I use Jira to track and forecast my personal day-to-day tasklist, while using a daily scrum-based process, among other examples.


Bottom line is that I tried to make this course a comprehensive guide to Jira that anyone would need to either get introduced to JIRA or get fully up to speed with the basic concepts and features. I feel the best way of learning something is by example. And so I put in over 11 hours of content explaining the features and concepts with examples and am continuously working on adding more examples and scenarios to share my experience and knowledge in using JIRA within the real world. 

I'll be here to help answer any questions you might have along the way.

Who this course is for:
  • Anyone who is looking for an agile project management tool
  • Anyone looking to get introduced to Jira and Confluence and learn about how they work
  • Anyone who is looking to understand all features and concepts of Jira & Confluence and get up to speed with using and administering them for their teams
  • Anyone looking for examples on how Jira can be used for agile teams and/or ideas on how to take advantage of Jira for various scenarios