Jira and Confluence Essentials Training

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 9: Searching, 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