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Phoenix TS

Jira and Confluence Essentials Training

Course Overview

Our 5- day, instructor-led Jira and Confluence Essentials course is intended for IT project managers and developers who want to use these tools to plan and track projects. It will teach you:

  • Jira architecture
  • The Jira Project Administrator Interface
  • Using Jira for Agile Projects
  • Jira Issue Management
  • Jira Field Management
  • Jira Screen Management
  • Workflow and Business Process
  • Jira email and notifications
  • Securing Jira
  • Searching, reporting and analysis in Jira
  • Creating and managing content
  • Collaborating in Confluence
  • Securing your content in Confluence
  • Customizing Confluence

Schedule

Jira and Confluence Essentials Training

date
location
8/17/20 - 8/21/20 (5 days)

8:30AM - 4:00PM

Online
Limited Availability
8/24/20 - 8/28/20 (5 days)

8:30AM - 4:00PM

Online
Limited Availability

Course Outline

Module 1:  Overview

  • Jira architecture
  • Understanding project types (good to review with attendees)
  • Jira permissions
  • Project user interfaces
  • Project browser
  • The Project Administration interface
  •  Importing data into Jira 

Module 2:  Using Jira for Agile projects

  • Scrum and Kanban
  • Running a project with Scrum
  • Running a project with Kanban
  • Configuring Agile boards
  • Creating new agile board for project
  • Including multiple projects on a board 

Module 3:  Issue Management

  • Understanding issues
  • Jira issue
  • Working with issues
  • Issue linking
  • Issue cloning
  • Time tracking
  • Issues and comments
  • Attachments
  • Issue types and subtasks
  • Subtasks
  • Issue type schemes
  • Issue Priorities
  • The HR project 

Module 4: Field Management

  • Built-in fields
  • Custom fields
  • Custom field types
  • Searchers
  • Custom field context
  • Managing custom fields
  • Field configuration
  • Screens
  • Field configuration scheme
  • The HR project 

Module 5:  Screen Management

  • Jira and screens
  • Working with screens
  • Using screen tabs
  • Working with screen schemes
  • Issue type screen scheme
  • Associating an issue type screen scheme with a project
  • The HR project 

Module 6:  Workflow and business process

  • Mapping business processes
  • Understanding workflows
  • Managing workflows
  • Using the workflow designer
  • Authoring a workflow
  • Updating an existing workflow
  • Workflow schemes
  • Applying a workflow scheme to projects
  • Extending workflow with workflow add-ons
  • The HR project 

Module 7: E-Mails and Notifications

  • Jira and email
  • Events
  • Notifications
  • The notification scheme
  • Troubleshooting notifications
  • Incoming e-mails
  • The HR project 

Module 8: Securing Jira

  • Groups
  • Project roles
  • Jira permissions hierarchy
  • Project permissions
  • Permission schemes
  • Issue security
  • Issue security scheme
  • Troubleshooting permissions
  • Workflow security
  • The HR project 

Module 9Searching, Reporting and Analysis

  • Search interface and opinions in Jira
  • Issue navigator
  • Basic search
  • Advanced search with JQL
  • Quick search
  • Working with search results
  • Filters
  • Reports
  • Dashboards
  • Gadgets
  • The HR project

CONFLUENCE

Module 10:  Creating Content

  • The basic concepts
  • Adding global spaces
  • Adding pages
  • The Confluence editor
  • Adding content
  • Working with content history
  • Importing content
  • Exporting content 

Module 11 Managing Content

  • Organizing your spaces
  • Using Confluence labels
  • Tracking content
  • Searching Confluence 

Module 12: Collaborating in Confluence

  • Collaborating with other people
  • Working with notifications
  • Working with tasks
  • Confluence on your mobile device 

Module 13: Securing your content

  • Accessing the content
  • Confluence security 

Module 14: Customizing Confluence

  • The Confluence dashboard
  • Themes
  • Look and feel
  • Advanced customizing

Module 15: Advanced confluence

  • Templates
  • User Macros
  • The Page Properties macro
  • Shortcut Links

 

 

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