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This course covers using JIRA Agile as a tool to support the delivery of Agile projects, and how JIRA supports the Agile techniques for Backlog Management, Sprint Management, Agile Burndown charts, and more....
This course covers using JIRA Agile as a tool to support the delivery of Agile projects, and how JIRA supports the Agile techniques for Backlog Management, Sprint Management, Agile Burndown charts, and more.

Related areas of expertise:
  • IT project management

Recommended skills:
  • Basic Agile/Scrum delivery knowledge

Recommended equipment:
  • None

Related certifications:
  • None

Related job functions:
  • Scrum master
  • Project manager
  • Program manager
  • Product owner
  • Business owner

This course covers using JIRA Agile as a tool to support the delivery of Agile projects. The focus of this course will be the actual use of JIRA based on the Agile roles of Product Owner, Scrum Master, and Team Leader. This course also will review how JIRA supports the Agile techniques for Backlog Management, Sprint Management, Agile Burndown charts, and more.

This training has been approved for Category A PDUs. For a listing of how many PDUs are earned for this training, please visit our PMI R.E.P. FAQs on our Forum.

PMP and PMBOK Guide are registered marks of the Project Management Institute.
 show less
1. Introduction (15 min)
2. Agile Overview Part 1 (20 min)
3. Agile Overview Part 2 (18 min)
4. JIRA Overview (20 min)
5. JIRA Administration (23 min)
6. Product Backlog (18 min)
7. Iteration Planning (16 min)
8. KanBan Boards (11 min)
9. Daily Tracking (18 min)
10. Reports and Queries (26 min)
11. Advanced JIRA Functionality (22 min)
12. Completing a Sprint (22 min)
13. Workflows and other JIRA Customizations (23 min)
14. JIRA Report Card (12 min)



Hi. I'm Steve Caseley from CBT Nuggets, and welcome to this Nugget on Jira Agile. Or really, the official title of the series is Being Agile with Jira Agile. But that's quite a handful-- too many Agiles in one sentence for me-- so from this point forward, I'm going to be referring to the tool called Jira Agile as simply Jira.


And although we have an awful lot of Nuggets to focus on what Jira Agile really is, in this introductory Nugget I want to set the stage for what this series is all about, and help you ensure that this is the series that you want to be taking to learn more about using Jira.


And having said I'm not going to call it Jira Agile anymore, look at that-- I've got two Jira Agiles off on this first page. But I will get into just the Jira as we go on. So first of all, we're going to talk about what is this tool Jira and what does this extension, what is this value add that Atlassian is calling Jira Agile.


And then we'll talk about what's the relationship between this tool and the Agile principles-- whether you're following the Scrum principles, whether you're following Agile principles, or another one that's becoming more and more popular, which is Kanban.


And we'll talk about how the tool is going to support you through all of that. And we're going to make it very, very clear that you can be absolutely Agile, Scrum, Kanban, without using Jira. But let's face it, any methodology, any system development, I think is going to be far better if we use a tool, so we'll look and see how good Jira is going to be to help us with being Agile.


And then we'll very quickly talk about the two ways Jira is packaged. You can run Jira from the Cloud or you can run Jira on Premises. And then most importantly, we'll close off this Nugget with a discussion of what the series isn't going to cover. And in a nutshell, this is an overview series of being Agile using the tool called Jira.


It is not a detailed training on Jira, nor is it a detailed training on Agile. It's simply matching the two of those things together and focusing on whether or not this is the tool that's going to help you be more successful using Agile. So for those of you who are Jeri gurus, fast forward this Nugget by about two minutes because this is probably going to be all old hat to you.


But for those of you simply looking for a good Agile support tool and really aren't sure what Jira is, hang on. We're going to talk about that. So Jira is an old tool-- at least in the software world. I'm going to call it old. It's been around for a significant number of years.


And in fact, Jira was around long before Agile and Scrum and Kanban had the popularity that they have today. So Jira has its foundations outside of the Agile world. In fact, Jira began its life as a ticket and an issue management system. That's the basis of what this Jira Agile is all about.


But it's come a long way since its origins in the ticket and issue management world. And now, I must say, it is a pretty darn good tool to help us be Agile. The folks at Atlassian-- and Atlassian is the organization that makes and sells Jira-- say Jira can be used for project management.


Now, being a project management trainer and being PMP certified, I would have to say Jira is a fairly light and I would certainly say from a PMI viewpoint, it's probably lacking a little bit in the degree of robustness that we need for overall project management.


But, that's not what we're here for, folks. We're here to be Agile. So just the fact that I'm saying it doesn't work for PMI, for some of you out there, it's going to say, well that's a vote in its favor that it should be good for Agile. So what is Jira?


I've got this funny term in here called GreenHopper. GreenHopper was the first implementation of Agile approaches using the Jira tool. With this current release of Jira, the word GreenHopper is slowly disappearing out of the vocabulary, and now it's simply being called Jira or the longer term, which is Jira Agile.


But I'll probably slip in and accidentally say GreenHopper a few times through the series. And as you're reading and doing web searches, you're probably going to see the words GreenHopper out there. A lot equate GreenHopper with Jira. So what else does Jira do?


I already talked about it. It's been used heavily in the test management area. It's an awesome tool for tracking test defects, assigning test defects to people to get it resolved, and then validating that the defects have been properly resolved. As a result, it works very good in the quality management as well.


You raise trouble tickets, you raise issues, you assign them, you track them and you move forward. And there's tons and tons and tons of add-on tools that we will look at very briefly a little later in this Nugget that can expand the usage of Jira. But for the rest of this series, our focus is going to be on Jira in the Agile sense.


And we'll focus exclusively on how to use Jira being Agile. And to be just a little bit more specific about how we use Jira for being Agile, there is a specific implementation of Jira. It's the Jira Agile-- I know, I'm trying to stop saying that-- version of the tool set.


And again, it's the software previously known as GreenHopper, or the add on previously known as GreenHopper. Now, I don't know how the folks at Atlassian have actually done it, but my expectation is it's the same code base for Jira, and all they've done with Jira Agile is provide the specific parameterization that we need to focus on being Agile.


And largely, that's delivered in the form of a modified workflow. We'll talk about that later in the series as well as support for epics and releases, which are all Agile principles. If we buy the Agile version, we get absolutely native support for Kanban.


Again, Kanban is one of the many ways we can be Agile. You don't have to use the Kanban implementation if you don't want to. As we see down here, it's very flexible implementation. But if your organization is Agile focused with a Kanban bent or some organizations call themselves Scrumban-- which is a combination of Scrum and Kanban-- the good news is Jira is going to support all of that.


As I've said over and over and over again, there's very awesome tool support within the Jira suite. And we can be flexible. We can be Agile. We can be Scrum. We can be Kanban. Or as some organizations are now calling it, we can be Scrumban, or however your organization chooses to be Agile.


And-- this is not a commercial message for Atlassian and Jira-- you can be absolutely 100% percent Agile without using Jira. But just to continue on that discussion a little bit, is Jira mandatory for being Agile? As I just said, absolutely not. You can be Agile without any tools.


But I think having some tool in place is going to help you be more successful. What I really want to draw your attention to at this moment in time is saying, if you're looking for a tool and you need to try to convince management for the purchase of a tool, bear in mind that Jira supports many practices.


So again, if you have a service desk and they're not happy with their current tool or they are looking for a tool, maybe you can combine forces and share the purchase price and share the licenses. So again, it may already be in place in your organization just through the service desk, or general ticket management, or issue and task management, as we've discussed.


Atlassian says it can be used for traditional project management, and it may well be a tool depending on the types and forms and nature of projects that your organization develops. You may be able to use it for that. And then absolutely, we have this awesome native support for Agile and Kanban if you buy that Jira Agile component, or you add to your existing service desk ticket management and put the Agile flavor into it.


Bottom line-- whether you use Jira, whether you use another tool, how you use Jira, is absolutely going to be unique for every single organization that uses the tool. So if, by the time you finish this Nugget series you decide to Jira is the tool that you want to use for your Agile projects, you have one more decision to make, and that's whether you're going to purchase and implement Jira in the Cloud-- i.e. let Atlassian host it for you-- or whether you're going to buy the server version and implement it on your own servers inside the four walls of your organization, whatever the four walls of your organization may mean.


Bottom line, as far as I'm concerned, it doesn't matter. Jira Cloud On Premises functionality from an Agile delivery viewpoint is absolutely identical. But-- and this is a huge but-- they're identical from a Jira Agile viewpoint-- the functionality you're going to use to deliver your Agile projects, absolutely equivalent.


But from an infrastructure, from a security, from a networking viewpoint, there are substantial differences. And Atlassian themselves will admit that there are some security, some administration, some functionality that they simply can't deliver at all or in the same way with a Cloud release versus an On Premises release, because in the Cloud you're sharing and you don't have the same degree of background functionality.


But they're very forthright and say, here is exactly what works and what doesn't work. And I'm scrolling through this very fast. You can certainly go to the Atlassian home site itself. And yes, it looks like a very long list. But the bottom line, and I have not exhaustively reviewed the list but I've glanced through the list a few times, and I can't see anything truly fundamental that should prevent you from being 100% productive using the Cloud version versus the On Premises version.


But again, it's going to depend on your own infrastructure, your own security, your own networking requirements and, in fact, whether or not your organization even supports the Cloud. And I will be demoing the Cloud implementation of Jira throughout this Nugget series.


But again, this is the organizational decision you will have to make of how you're going to implement Jira. So there you have it. That's what Jira Agile is all about. I also want to cover with you what we're not going to discuss in this series to make sure you're not starting this series thinking you're going to get something out of it and end up disappointed because Steve didn't deliver.


Because Jira originated in the service desk management function, I wanted to explicitly call out. There will be no attention in this series around how to use Jira in service desk, trouble ticket-- traditional Jira implementations. This is exclusively focused on using Jira in an Agile world.


And having said that, we're going to focus exclusively on using Jira in an Agile world. With any software tool, there's some administration. There's some back office thing setting up users, managing disks, scheduling backups, and all that good stuff.


I'm not going to cover that off as well. Again, the focus is exclusively on how to be Agile using Jira. And although we will touch very, very, very lightly on some of the support tools available from Atlassian and some of the add ins to Jira from Atlassian and partners, largely we're not going to focus on the development tools.


So what are these software development tools? If we go directly to the Atlassian site, we have Jira. That's what we're here to talk about. We have the service desk tool. We have Confluence. We have HipChat. We have code specific tools for Bitbucket, which is Git and Mercurial code hosting, or Stash, which is your Git repository management.


We have Solutions. And we have Bamboo for code quality, and FishEye and Crucible-- don't you just love the names that we're giving to software support products these days? And SourceTree and Clover, and so on, and so on, and so on. I will touch very briefly on where some of these tools might be integrated into Agile using Jira.


But it is absolutely not going to give you any degree of functional understanding of the tools. It's going to be the interface points only. And it's not going to be a deep dive. It's not going to be every button, every feature, every functionality of Jira.


If you want a full, every feature, every button, every option, every configuration parameter with Jira, let us know. We would be happy to develop that course for you at CBT Nuggets. This one, again, is going to focus exclusively on how we can use Jira to be effective in Agile delivery.


So there you have it. That wraps up this introductory Nugget on being Agile using Jira. See, I didn't use it-- I only used Jira. In this Nugget, we talked about what this tool Jira is all about, talked a little bit about its origins and how it has evolved very nicely from a traditional ticket management service desk tool into a very functional support tool for being Agile.


We talked about the fact that it will support Agile. It will support Scrum. It will support Kanban. So how you use it is totally up to you. And we talked about the fact that Jira is not mandatory for being Agile. We can be Agile, Scrum, Kanban without it.


But it's really going to help you be more effective in that environment if you have a good tool. Talked very, very, very quickly about considerations and whether you want to use the on Cloud, in Cloud version or the On Premises version, and very explicitly talked about the fact that our focus is exclusively on the functionality in Jira and how it can help us be effective delivering Agile projects.


This concludes our Nugget on being Agile with Jira Agile. I hope this module has been informative for you, and thank you very much for viewing.

Agile Overview Part 1

Agile Overview Part 2

JIRA Overview

JIRA Administration

Product Backlog

Iteration Planning

KanBan Boards

Daily Tracking

Reports and Queries

Advanced JIRA Functionality

Completing a Sprint

Workflows and other JIRA Customizations

JIRA Report Card

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Steve Caseley
Nugget trainer since 2004