Find out more about how to use Jira Software and Confluence to help your organization
grow and prosper.

jira software

Projects are a type of journey. You set a course, make plans, begin to progress, and perhaps make adjustment and course corrections as needed.

In the complex projects most digital service providers are being asked to produce and deliver, now more than ever we need an effective compass.

Atlassian’s Jira is such a tool; it provides our teams with the ability to plan, collaborate, deliver, and review progress as we create solutions for our customers.

In this Jira software tutorial, we will describe how companies can use tools like Jira software to map their own journeys to digital business success.

jira software tutorial

1. Find your Bearings

The first order of business is choosing a project type. Jira software can support projects for

  • Scrum
  • Kanban
  • Bug tracking

Scrum tends to work best when the team can plan and execute its work in short iterations, generally called Sprints.

Kanban style approaches work better in situations where the work of flow in continuous, and the teams need to be able to prioritize and execute work to keep up with very dynamic needs.

Lastly, the Bug tracking approach enables development teams on large projects to document and track bugs and bug fixes (which you can also do in the other approaches).

Next you need to choose whether to use a Team Managed vs Company-Managed approach.

The Team Managed approach is simpler, enables fewer features, and more be a very good approach for a simple one-off project your team is working on.

For a broader set of enterprise projects, you’ll use a company-managed approach. This will provide you the ability to better control permissions, establish and automate workflows, and enable more sophisticated features like road mapping.


jira software

How to Use Jira Software to Organize and Manage a Project

Learn how to create a new Jira Project.


2. Set Your Direction

jira tutorial


Before you can set out on your journey, you’ll need to get your map, and use
your compass to plan your direction.

Once you have established a project in Jira, it’s time to set our direction.


You’ll use the Releases capability to plan for at least your first release of your solution.

Later on, especially if you plan is to deliver many subsequent releases, it will be helpful to track which capabilities are provided (or bugs fixed!) in which release.

jira tutorial


Planning Releases

Learn how to create a release.


Next you may want to organize your project by relevant Components, especially in a larger, complex project where different components will be needed to be worked on to produce a whole capability.


jira tutorial


Create Components

Learn how to create some components.


Lastly, and perhaps most importantly, you’ll want to begin to create a Backlog of work.

A backlog is just a list of items the customer will need to achieve their project goals.

Working closely with your customers, users, and Product Owner, you will define a set of Issues.

Issues may be Epics (large pieces of work to be delivered over many sprints), Stories (a subset of an Epic that can be delivered in a single Sprint), Tasks (large scale tasks that are needed to support the teams work, like setting up the continuous integration environment), Bugs (as identified), and Subtasks (work to do to complete a Story, generally captured during Sprint Planning).

The Issues are identified, prioritized by your customer, and estimated by the work teams. Don’t worry if you don’t have all the issues you’ll ultimately need; we will add and reprioritize Issues as we progress on the way.

You are ready to begin the journey!

jira software tutorial

Creating Issues

Learn how to create Jira Issues.


3. Define Your Waypoints

On a long journey, it’s important to set up waypoints, or shorter term target locations so you can stay on track. In the Jira Scrum-style projects, we do this through Sprint Planning.

Sprint Planning provides a final opportunity for the team to assess the scope of work, refine estimates, and make commitments to their Product Owner to deliver certain Stories in a Sprint (you can also add Tasks and Bugs as needed).

Once the team and the Product Owner have agreed to the Sprint scope, the teams engage in a task decomposition; what work needs to happen to deliver the stories. These are generally defined as Subtasks within each of the Stories and will be used to Track our progress as we work through the sprints.


jira software tutorial



4. Track Your Progress

As you begin your hike, you will want to keep track of the activities; what you see, hear, etc. as you are walking through the woods.

Jira software operates as a record management system; it tracks assignees of work, activities and updates, and work status as tasks move toward completion. When all of the work is done, our Sprint goals should be complete.

As we go, we may see unplanned sights on the trail; as needed, the team may need to add additional subtasks to Stories to assure their completion.

Fill in this form to receive a 25% Discount for this Jira Software Training

jira software

Agile Project Management using Jira Software 

This Jira course introduces students to JIRA Software which is one of the most popular agile project management tool.

What you will Learn

  • What is JIRA Software?
  • Managing agile projects using JIRA Software
  • Managing project backlog
  • Managing iterations / sprints
  • Managing releases / versions
  • Managing project components
  • Managing security
  • Managing fields and screens
  • Managing custom issue types
  • Viewing various burn-down/burn-up reports


View Course Details

    Jira Tutorial Discount

    Fill in this form to get the
    Agile Project Management using JIRA Software
    course at 25% off! 

    Regular Price: $1395
    Discount Price: $1046

    5. Bring your Backpack with You!

    jira softwareWhen you go on your hike, of course you’ll need to bring along your Backpack to help hold your things; your water, food, binoculars, a rain poncho, a first aid kit, and many other trail necessities.

    Likewise, your project journey will require tracking and managing many different kinds of information, requirements, mock-up, charters, meeting notes, and many other things.

    Many companies that use Jira software for their project compass use Confluence as their backpack.

    Confluence allows a team to set of shared spaces to store their documents and provides almost a hundred templates for easy creation of many different types of project documents.



    jira software

    Linking Jira to a Confluence Page

    Learn how to use the tool Confluence.


    6. Share the Load

    Best of all, when you’re on a longer overnight hike, there may be shared gear that we can split among the hike participants to lighten our burdens. Likewise, teams using Jira Software and Confluence can engage stakeholders, facilitate transparency, promote visibility, and build trust.

    By enabling your stakeholders to view and edit documents, add stories, or view reports, we encourage them to engage in the project, support its goals, and demonstrate that the solution is really for them.

    Learn More about safe hiking with Jira software and Confluence

    There is never a bad time for a great hike to a beautiful destination.

    Using Jira Software and Confluence can help your organization to facilitate better project journeys and deliver more mountaintop moments for your teams and your organization.

    Find out more about how to use these tools to help your organization grow and prosper. 

    See you on the trail!


    View Courses

    jira software