Jira Work Management Essentials (Cloud)

Jira Work Management Essentials (Cloud). Learn basic project management within Jira. Optional 2-day course when combined with Jira Software Administration.

About this course

Is this course right for me?

This course is perfect for anyone who is new to Jira. It covers topics on work management within Jira ‘Work Management projects’.

Objectives and outcomes

By the end of this course, attendees will have a strong understanding of key Atlassian Jira Work Management concepts. They will be able to use Jira to work with issues and progress work through simplified work processes.


-Access to a laptop.

-Internet connection.

Breakdown of modules

Module Sections

1. Overview and introduction to the Jira platform.

  • Introduction to Jira.

2. High-level concepts of Jira terminology.

  • Issue management.
  • Applications.
  • Projects.
  • Issues, subtasks, fields, workflows.
  • Boards.

Lab Exercises

1. Creating a Jira Work Management project.

Module Sections

-Accessing projects.

-The list view.

-Creating and viewing issues.

-Customising the view.

Lab Exercises

  • Creating and editing issues.

Module Sections

1. Board view.

2. Issue details view.

3. Comments, sharing, and watching.

4. Time tracking.

Lab Exercises

1. Create and edit issues.

2. Customising the cards.

Module Sections

1. Timeline view:

– Scheduling issues.

– Dependencies.

– Sharing.

2. Calendar view:

– Editing and sharing issues.

3. Milestones (versions).

Lab Exercises

1. Timeline: Scheduling issues.

2. Timeline: Dependencies.

3. Calendar: Scheduling issues.

Module Sections

1. Forms (overview).

2. Labels.

3. Components.

Lab Exercises

1. Creating a form.

2. Applying labels.

Module Sections

1. Quick search.

2. Issue navigator.

3. Advanced search.

4. Filters.

5. Reports.

6. Dashboards.

Lab Exercises

  1. Searching.
  2. Filter creation.
  3. Dashboard creation and sharing.

Module Sections

  1. Jira Automation:
    • Concepts.
    • Rules.
    • Triggers.
    • Conditions.
    • Actions.
    • Branching.
    • Smart values.

Lab Exercises

  • Creating a rule.
  • Testing the rule.

Module Sections

  • Team and company managed projects.
  • Project templates.

Lab Exercises

  • Tidy-up.

“I am very pleased with how he (the facilitator) explained the use of all different sections in Jira. He points out the things which are useful for the team to start with agile and Jira. I appreciate the lab exercises after each theory session, it enhanced our knowledge of using the system.”

Manu, Moneysupermarket

Download our training brochure

Our Atlassian training courses were designed for users of all abilities, to equip teams with the skills for success. Clearvision’s Atlassian training covers the full software development lifecycle – and includes collaboration strategies and project management techniques. Download a brochure and learn more about Atlassian training

Download our training brochure

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