Jira and Confluence

Master Jira and Confluence for Agile Project Management, Team Collaboration, Automation, and Real-World Admin Skills.

What you'll learn
- Understand the fundamentals of Jira and Confluence, including their roles in Agile project management and team collaboration.
- Create and configure Jira projects, including choosing appropriate templates and project types.
- Learn the structure and purpose of schemes such as screen schemes, field configurations, and priority schemes.
- Design and customize workflows with conditions, validators, post functions, and transitions.
- Configure issue types, screens, and fields to match organizational processes.
- Build and use filters, JQL (Jira Query Language), and dashboards to extract insights and monitor progress.
- Set up and manage Scrum and Kanban boards effectively for Agile teams.
- Explore Jira administration, including system settings, roles, permissions, and notifications.
- Master automation using plugins like ScriptRunner, JSU, EazyBI, Power Scripts, and SIL.
- Implement test management solutions using Xray, Zephyr, and related plugins.
- Learn Jira Service Management (JSM), including creating request types, forms, and configuring email settings.
- Understand Jira upgrades, migrations, and Linux-based server management for Data Center environments.
- Gain hands-on experience with popular Confluence plugins like Comala, PlantUML, and Draw io
- Upgrade and maintain Confluence instances while following best practices for performance and security.
- Prepare for job interviews and real-world roles with curated Jira and Confluence interview questions.

Requirements
- Enthusiasm and determination to make your mark on the world!

Description
A warm welcome to theJira and Confluencecourse byUplatz.

Jirais a powerful project management and issue tracking tool developed by Atlassian. It’s widely used by software development teams, IT departments, and businesses to plan, track, and manage work—especially within Agile frameworks like Scrum and Kanban.

Although it started as a bug tracking tool, Jira has evolved into a full-fledged work management platform suitable for any kind of project—from software development to HR, marketing, and operations.

How Jira Works

Jira operates on a flexible, issue-based model. Here's the basic workflow:

Projects are created to represent a specific team, department, or product line.

Within a project, users create issues — which can represent tasks, bugs, stories, epics, or custom work items.

Issues follow a workflow — a sequence of statuses (e.g., To Do → In Progress → Done) that reflect their lifecycle.

Users can manage and visualize work using Agile boards (Scrum or Kanban).

Teams use filters, dashboards, and reports to track progress and analyze performance.

Admins configure fields, screens, permissions, and notifications to tailor Jira to organizational needs.

Jira can also be extended with plugins, automated using rules, and integrated with tools like Confluence, Bitbucket, Slack, and GitHub.

Core Features of Jira

Issue TrackingCreate and manage different types of issues such as tasks, bugs, stories, epics, etc.

Custom WorkflowsDefine custom workflows to map out business processes and task transitions.

Agile Boards (Scrum & Kanban)Visual boards to plan sprints, monitor progress, and manage work in real time.

Backlog ManagementPrioritize and organize work items for development teams using backlogs and epics.

Advanced Reporting & DashboardsReal-time insights into team performance, sprint progress, and workload with custom reports and gadgets.

JQL (Jira Query Language)Powerful search and filtering capabilities to find and report on issues quickly.

Permissions & RolesFine-grained control over who can view, create, edit, or transition issues.

Automation RulesAutomate repetitive tasks like status updates, assignments, and notifications.

Integration SupportSeamlessly connect with Confluence, Bitbucket, GitHub, Jenkins, Slack, and more.

Marketplace PluginsExtend Jira’s capabilities with thousands of plugins for reporting, test management, scripting, and more.

Service Management (JSM)Deliver ITSM and customer support services using Jira Service Management.

Confluenceis a team collaboration and knowledge management tool developed by Atlassian. It’s used to create, organize, and share content across teams, making it ideal for documentation, project planning, meeting notes, wikis, and internal knowledge bases.

It works seamlessly with Jira, allowing teams to connect documentation with project work and collaborate in real-time.

How Confluence Works

At a high level, Confluence functions as acentral hub for content and documentation. Here’s how it works:

Teams create Spaces to group content by project, department, or purpose.

Inside each space, users create Pages to document information — from meeting notes and plans to technical documentation.

Pages support rich content: text, images, tables, macros, code snippets, and Jira issue links.

Content can be edited collaboratively in real time, with comments, mentions, and version history.

Users can control permissions, organize pages hierarchically, and use templates to speed up documentation.

Confluence integrates with Jira, pulling in live issue data, reports, and sprint progress directly into pages.

Core Features of Confluence

Spaces & PagesOrganize content using spaces (like folders) and pages (like documents).

Real-Time Collaborative EditingMultiple users can edit a page simultaneously, with inline comments and suggestions.

Page TemplatesBuilt-in and custom templates for project plans, retrospectives, meeting notes, etc.

Powerful Search & NavigationQuickly find pages using keywords, labels, and hierarchical page trees.

Jira IntegrationEmbed Jira issues, reports, and boards directly into Confluence pages for seamless visibility.

Macros & ExtensionsAdd dynamic content like task lists, calendars, page trees, code blocks, and status indicators.

Version Control & HistoryTrack changes, restore older versions, and see who made edits and when.

Permissions & Access ControlManage view/edit rights at the space or page level for individuals and groups.

Embedded Media & Rich ContentUpload images, videos, PDFs, and integrate with Draw io, PlantUML, and other plugins.

Inline & Page CommentsCollaborate with teammates using comments for discussion and feedback.

Notifications & WatchersStay updated with changes to pages you follow or are tagged in.

Mobile & Cloud AccessAccess your content from anywhere using mobile apps or cloud login.

Jira and Confluence - Course Curriculum

Jira Overview and Project Creation

Understanding Schemas and Fields

Admin Console and Project Configurations

Screen Schema and Priority Schema Concepts

Associating Screen Schema with Issue Type

Basics of Workflow Creation

Deep Dive into Condition Validations and Workflows

Filters and Dashboards - part 1

Filters and Dashboards - part 2

Scrum and Kanban Boards

Understanding Agile Methodology - Scrum and Kanban

Board Creation

Jira Admin Roles and Responsibilities - System Settings

Jira Environment and Product Information

Plugins - Structure and JSU Suite Automation

Plugins - EazyBI and Power Scripts

Plugins - SIL Scripts

Plugin - ScriptRunner and Writing Scripts in Groovy

Plugins - Xray and Zephyr Test Management Tools

Other Plugins in Jira

Jira Service Management Introduction - part 1

Jira Service Management Introduction - part 2

Creating Request Types and Forms

Email Settings and Creating Refined Forms

JSM Refined and Feature Bundle Plugins

Jira Data Center Version Upgrade

Jira Upgrade Planning and Important Files & Folders in Linux Servers

Major Errors during Upgrade

Migrating Jira

Migrating Jira Projects and Issues Using CMJ Plugin

Introduction to Confluence

Plugins in Confluence - Comala Document Management and Teams

PlantUML and Draw io Plugins in Confluence

Confluence Upgrade Steps

Best Practices for Jira Administrators

Jira and Confluence Interview Questions

Who this course is for:
- Project managers looking to streamline project tracking and Agile board management.
- Scrum Masters who want to master workflows, dashboards, and sprint planning.
- Product owners managing backlogs, user stories, and sprint planning in Jira.
- Product managers aligning product roadmaps, priorities, and documentation with development teams.
- Business analysts who need to document requirements and track issues efficiently.
- Software developers working with Jira for issue tracking and Agile collaboration.
- QA engineers using Jira for test case management and plugins like Xray or Zephyr.
- Jira administrators responsible for configurations, upgrades, and plugin management.
- IT professionals managing Jira on Linux servers or handling Jira Data Center setups.
- DevOps engineers integrating Jira and Confluence into CI/CD pipelines.
- Confluence users focused on structured documentation and team collaboration.
- Knowledge managers building a centralized knowledge base with version control.
- Agile coaches training teams on Jira-based Scrum and Kanban workflows.
- Students aiming to break into project management or Agile development roles.
- Career switchers looking to build job-ready skills with industry-standard tools.
- Teams transitioning from legacy systems to Jira and Confluence platforms.
- Organizations adopting Atlassian tools for improved collaboration and reporting.
- Professionals preparing for Jira or Confluence Administrator certifications.
More Info