The CompleteJIRA Agile Project ManagementCourse

Who am I?Danny J. Liu 15 year career technology leader AWS, ITIL, Lean and Agile Certified technology leader,driving development teams to deliver highly scalableand resilient modern full-stack enterprise webapplications in the cloud, while fully aligning to ITService Management best

Who am I? Father of 3 little boys Tennis fan Productivity geek Play acoustic guitar


Fun Fact: What does JIRA mean?The name "JIRA" is actually inherited from the Japanese word "Gojira" which means "Godzilla".

Founded in 2002 in Sydney Australia,JIRA is one of the most widely used, powerful &flexible Agile project management solutions onthe market.

Continuously developed by Atlassian with themost features out of the box versuscompetitors

Has an extensive plugin library(i.e. Workflow Automation, Github Integration)

Zapier Integration!

For Teams of All Sizes either in the Cloud orhosted on your own server

Why take this course?

Why you should take this course? Save time and get more work done by only focusing on the keyconcepts of implementing JIRA fast Need a quick solution? Just skip to the video section or title on thetopic you need or ask a question. I personally respond to all of mystudents’ questions. Become a better Agile leader: easily visualize stories and tasks torelease new products and services on a regular basis

Career Opportunities Career opportunities in Agile software development Manage your own software/non-software projects


Requirements The desire to manage projects of any size with ease ;) Basic understanding of Agile terminology and concepts is recommendedbut optional Access to JIRA Server or JIRA Cloud (preferred)

Visit the JIRA forum and toggle betweenServer/Cloud for support articles

Next Up.Here’s what you will learn from this course: The Setup: How to create your first project:“My WordPress Web Design Agency Website” Create JIRA Issue Types and when to use them How to Create Scrum and Kanban Boards (and when to use each) Additional training modules and course updates!

The Setup: How to CreateYour 1st Project

Don’t Overthink it!Too Many Projects!

Keep it Simple, but flexible1 Project w/ Logical Components

ComponentsUse Component fields in your project for organizing work types: Perfect for breaking work down by client (for agencies and freelancers)Great for managing single software projects and breaking them down (i.e.Front-End, Back-End, APIs, etc)Excellent for managing digital content management projects(WordPress, YouTube, Course Creation (Udemy/PluralSight), Books(Amazon Kindle), etc)

SummaryBest setup practices for creating your 1st project: Keep it simple - Start with just 1 ProjectCreate your project components

Take Action! Create your 1st Project using a Scrum board Title your project:“WordPress Web Design Agency website” Create your components

Creating JIRA Issues:Epics, Stories, Bugs & Tasks

Creating JIRA Issues:Epics, Stories, Bugs & Tasks

Issue Types EpicsStoryTaskBug

The #1 JIRA Productivity Tool.


Epics - An Epic is a larger issue containing smaller ones Epics Stories Tasks Bugs

Epic Example:Epic Name:Develop Website Minimum Viable Product (MVP)Summary:As a “freelance web designer,” I want “a website that looksprofessional” so that “visitors sign-up for my services.”

switch to JIRA and create the previoussample epic and include text to copy/pastein lesson download

Take Action!Create your 1st Epic!



Story:A story or “user story” is a software systemrequirement that is expressed in a few shortsentences, ideally using non-technical language.

In JIRA Agile, a storyis represented as anissue, and individualtasks within thestory arerepresented assub-tasks(optional).

Example Story #1: WordPress Theme SetupComponent: Design“As a potential customer, I want to see that the designer’swebsite looks professional and is using WordPress, so I canfeel confident I am in the right place.”Acceptance Criteria:-Select and install a WordPress Theme with demo content

Example Story #2: About Page SetupComponent: Content“As a potential customer, I want to learn more about the designagency/freelancer so that I can understand more to build trust inmy decision before committing to a purchase.”Acceptance Criteria:-Create an about page with information about the agency and howit got started

Example Story #3: Portfolio Page SetupComponent: Design, Content, Conversion“As a potential customer, I want to browse other links to satisfiedcustomer sites so that I can know what to expect if I choose thedesigner to create my website.”Acceptance Criteria:-Create a Portfolio page with screenshots and links to previousclient websites

Example Story #4: Competitor Pricing ResearchComponent: Content, Conversion“As a freelance designer, I want to know how much to charge for abasic WordPress setup and what is included so that I can keep upwith the market rate.”Acceptance Criteria:-Complete Competitor research and identify pricing packages forbasic theme setup with customer provided content

Example Story #5: Pricing Page SetupComponent: Content“As a potential customer, I want to know how much a basicWordPress setup costs and what is included so that I candetermine if this is the best option for my money.”Acceptance Criteria:-Create a Pricing Page with basic package details (landing page)

Example Story #6: Sales Page Setup w/ReviewsComponent: Conversion“As an undecided customer, I want to see reviews from otherpaying customers and their overall experience with the designerso that I can decide if this is the right option to choose.”Acceptance Criteria:-Create a sales page and add Testimonials/Reviews

Example Story #7: Payment Integration SetupComponent: Conversion“As a paying customer, I want to submit payment using a securepayment solution so that I feel confident my transaction is safe.”Acceptance Criteria:-Choose reputable payment gateway-Add link/integration to pricing page links

Example Story #8: Email Integration SetupComponent: Conversion, Content“As a paying customer, I want email confirmation of my paymentand next steps for getting my project started.Acceptance Criteria:-Setup email payment confirmation notification (PayPal/Stripe)-Setup email service provider to onboard customer (Design Brief)as well as send project communication emails

The #1 JIRA Productivity Tool.

The Bulk Editor

Take Action! Create your stories by typing or copying the storyexamples download Use the bulk editor to update your stories with the EpicName

Task - A task is a unit of work contained outside or withina storyIn JIRA Agile, individual tasks are represented asstandalone tasks or sub-task issues within a story.

BugsBugs, or defects are identified issues that prevent softwarefrom running as expected.Bug tracking software like JIRA can help in reducing thetime from identification to a released fix.

New Features StoriesUndesirable behavior Bugs

Non-Software Issues

Insufficient Staffing(HR)Sales funnel low conversion rate(Marketing)

Summary Learned how to create Epics, Stories, Bugs, Tasks and when to use eachissue typeCreated your storiesTagged your componentsUpdated epic links using the bulk editor

How to Create EffectiveScrum & Kanban Boards

How to Create EffectiveScrum & Kanban Boards

What is a Board?

The Scrum Board Use Cases: developing or updating new products (e.g.WordPress Web Design Agency website) Sprint Goals More available reporting options than Kanban Board

The Kanban Board Kanban Backlog ***NEW***Supports Continuous Flow vs Sprint GoalsControl Charts/Cumulative Flow DiagramsLimited reporting optionsUse cases: DevOps, support teams and pre-existingproducts/apps

Key Takeaways Boards are a great and efficient way to visualize andmanage project tasks / stories Scrum is great for new products Kanban is great for support teams and developmentoperations and uses a continuous flow vs sprints


Customizing Your Board:Board Settings

Settings GeneralColumnsSwimlanesQuick FiltersCard ColorsCard LayoutEstimationWorking DaysIssue DetailView




Quick Filters

Card Colors

Card Layout


Working Days

Issue Detail View

Settings GeneralColumnsSwimlanesQuick FiltersCard ColorsCard LayoutEstimationWorking DaysIssue DetailView

Take Action! Create a swimlane for high priorityissues Set the Column “Issue Count” constraintto a value of 3 Experiment: Configure other settings

Release Management 101

What is Release Management? Release management entails planning,scheduling, and controlling a softwarebuild through different stages andenvironments. And it comes in manydifferent flavors.

What is Release Management? Manual vs Automated Deployments Large/Medium releases vs ContinuousIntegration DevOps/Release on Demand

What is Release Management? Change ManagementCode ReviewRelease Scope lockChange Logs and Release notifications

Release Management 101:How to Create a Jira Release

Backlog Management 101:Best Practices for a HealthyBacklog

#1 Mindset to Adopt:Deleting is OK

Common Backlog Myths Myth #1: Only the Product Owner canmanage the backlog Myth #2: If it’s in the backlog, it must beworked on Myth #3: Once the sprint starts, I can’tchange the scope and bring new work inuntil the sprint ends TRUTH: The product owner isaccountable. The PO may delegate to thescrum team to assist in backlogmaintenanceTRUTH: Priorities change. Withoutcontinuous grooming/refinement abacklog grows with non-value noiseTRUTH: Again, priorities change.Requirements may as well. In progresswork may need to trade-off with highernewly discovered priorities

How to Clean Up Your JiraBacklog

How to use the Bulk ImportTool

Coming soon! Release managementReportsDashboardsIssue CollectorsHave a Request?

Service Management best practices Who am I? Father of 3 little boys Tennis fan Productivity geek Play acoustic guitar. Why JIRA? Fun Fact: What does JIRA mean? The name "JIRA" is actually inherited from the Japanese word "Gojira" whi