Jira

It's common knowledge in the world of digital marketing and eCommerce that personalization results in higher conversion rates, more engaged users, and a better overall brand experience for your customers. What's less common is personalization strategies based on purchase history, user behavior, and psychographic patterns identified across your customer base — these are known as user segmentation.

That's just a fancy way of saying that segmentation groups your customers by how they act, think, and feel. If you can identify these patterns, you can begin to anticipate your customers' needs and build personalized marketing campaigns and user flows.

Let’s say you added a first name to an email. That’s a beginning, but there’s a lot more to personalization strategies than using proper names. Developing deeper insights through segmentation allows for a hyper-targeted marketing strategy and more engaged users.

We'll dive into the weeds of user segmentation, give you some segmenting ideas, and show you how you can incorporate user segments into your Jira projects to help with your Sprint and release planning.

Product managers use Jira to plan based on user segments

If you're in product management, you're responsible for creating an organized product roadmap that aligns with the business goals for that time period. Visualizing the target audience represented in each sprint helps ensure you stay focused on the right functionality to meet your goals.

Often, user personas and customer journey maps are created before user segmenting gets underway. Rich personas and detailed journey maps not only provide valuable information to user experience teams, marketers, and product teams. They are the foundation for building different user segments.

Apply user segments to each stage of your customers' lifecycle, starting with their first contact with your brand, through purchase, onboarding, product usage, and eventually to churn. When personalized through a customer journey stage, marketing campaigns and product user flows enrich your customers' experience, ultimately increasing your profits and impressing your boss.

Lucky for you, Jira can help you do that. Here are some simple ways you can use Jira to organize work by user groups:

• Use labels and corresponding card colors identifying specific user segments.
• Add a custom field as a lifecycle or market segment(s) identifier.
• Create separate Jira projects based on segments.

Easy Agile User Story Maps and Personas are Jira add-ons. These Jira add-on apps are specifically designed to integrate Personas and Easy Agile User Story Maps into your Jira environment.

These tools allow Product Owners to better visualize and plan Sprints and releases with the appropriate balance of user stories for each customer segment. Create a persona for each segment within Jira and you can filter your Story Map by Persona.

User segmentation is as simple or complex as you make it

If you're at the “first name” stage of personalization, you've taken the first step toward building a personalized brand. But now, let’s get started on some basic user segmentation.

Before we get started, you need to understand two principles behind customer segmentation:

1. There is an infinite number of ways to segment your customer population. You'll need to do a lot of testing to figure out which segments return the best results for you.
2. A single customer can belong to multiple user segments. Nope, this isn't going to be a clean, one-to-one matching of customers and groups. But don't worry — we'll give you some tips on how to keep your segments organized.

Let's start by getting on the same page with what we mean by a segment. A user segment is a collection of users who have something in common. That's it.

Take a look at some typical methods of segmenting a user base:

• Geographic segmentation
  • Country, region, state, city, or neighborhood
• Demographic segmentation
  • Gender, age, race, religion, marital status, or family size
• Behavioral segmentation
  • Past purchases, preferred device (phone, tablet, or desktop), responses to marketing campaigns, or in-app feedback contributions
• Psychographic segmentation
  • Lifestyles, beliefs, value systems, interests, or opinions

As you can tell from this list, customer segmentation requires a significant amount of customer data. You probably have a lot of geographic and behavioral data already in your CRM or analytics tool.

Collecting demographic and psychographic data requires you to get more creative. While some customers readily offer this information, others are not so willing to disclose their personal details. Enticing those users through survey completion discounts, promising a more personalized experience, and analyzing social media interactions are a few ways to get a more complete demographic and psychographic disclosure from your user base.

Advanced user segmentation strategies

Basic segmentation is pretty straightforward. Once you've got that down, you'll want to move on to more advanced segmentation techniques to increase your targeting and results. This is where segmentation gets fun.

With advanced user segments, you begin to combine customer attributes across segments. For example, you may create a segment of users from Brooklyn Heights who own a specific product and typically purchase from their phone.

Let's take that example a step further. Suppose next, you create a segment of users from Brooklyn Heights who bought a specific product in the last 14 days, made their last two purchases from their phone, and have never responded to an email campaign. This segment seems like a prime candidate for an SMS campaign. Without segmentation, how would you know?

Another more advanced segmentation strategy if you have multiple products is combining product ownership, purchase history, and affinity data to create segments predicting the next purchase behavior.

An example of product affinity data would be customers who bought Product A also bought Product B 83% of the time.

Then, have your analytics team figure out the typical time lapse between the purchase of Product A and Product B.

Now, build your segments based on customers that bought Product A but have not yet purchased Product B. Your segments will include users that purchased A in the last 30 days, 31-60 days ago, and more than 60 days ago. (Your data will tell you the real numbers based on purchase history patterns within your customer base.)

These segments are ready for everything from targeted campaigns to customers most likely to purchase Product B. Trust us, your boss is gonna love this stuff!

We hope you're starting to see how to get more specific and include more attributes as your segmentation strategy gets more complex and more targeted. We recommend you start generally gradually add complexity to your user segments.

Because your segments are basically filters through which you view your customers, the more you segment, the smaller your population becomes. Customizing a campaign or user experience flow for a population of 50 when you have 5 million customers just doesn't make sense. Gradually adding complexity will let you know when you've gone too far and your population is too small.

Quick tip: Derived versus explicit data

When it comes to specific data attributes for your user segments, don't forget to think about derived versus implicit data. Derived data is presumed based on other explicit data.

Let us explain. Say you are building a music app and one of your user segments is jazz music fans. If a customer completes a form and tells you she loves jazz music, you explicitly know that she is a jazz music fan.

However, if a customer hasn't given you that information, but her music purchase history includes repeated purchases of songs from jazz musicians, you can derive that she is probably a jazz fan.

Think of derived data as a way to combine explicit data that allows you to make some actionable assumptions.

Release the power of segmentation through Jira

By now, you can probably see that user segmentation creates richer personalization experiences for your customers, which garners higher profits and better retention. And with Jira at the top of Gartner's list of agile planning tools, you might be able to use these tips on creating a user segmentation strategy with Jira.

Remember the steps to maximizing your customer and market segmentation strategies:

1. Create rich personas and detailed customer journey maps.
2. Use personas, journey maps, and internal user data to build meaningful customer segments.
3. Build personal marketing campaigns and user experiences for specific user segments.

In Jira, you can visualize, organize, and plan your product work with your user segments in mind. Combined with a roadmap app, Jira is a great tool that allows you to measure and report on the value delivered by each of your user segments.

At Easy Agile, we live by our name — making agile easy is our mission. Go ahead and check out our Jira apps: Easy Agile Personas, Easy Agile User Story Maps, and a flexible Easy Agile Roadmaps.

Just as you looking at a physical map before a road trip helps you understand the legs of each journey, roadmaps help agile teams understand their workloads for the upcoming months. Jira roadmaps offer further benefits, such as timeline visualization and the ability to share relevant information with external stakeholders.

In this article, we'll unpack the purpose of product roadmaps and whether they’re all the same, as well as why Easy Agile Roadmaps for Jira is the simplest roadmapping tool for Jira. You’ll discover how roadmaps help Product Owners, agile team members, customers, and stakeholders. You'll also understand the difference between roadmaps and Gantt charts.

Let’s start with discussing the purpose of roadmaps for agile teams.

Why does an agile team need a roadmap?

Roadmaps help agile teams define their big chunks of work and when to complete them by. It’s an artifact to communicate with the team, customers, and other project stakeholders.

With roadmaps, agile team members have a sense of their journey for the next 3-6 or even 12 months. By understanding this journey, teams can better understand their product’s evolution.

If you’re a Product Owner, roadmaps are a great way for you to:

• Demonstrate that you understand company goals
• Show the C suite and the agile team that you're aware of customer needs
• Show you know how to deliver a valuable product to your customers while meeting your company's goals

Roadmaps are also a great way to remind you and your team how their work fits into the bigger picture. They give you an opportunity to motivate and help team members.

Also, by breaking down epics into user stories in the product backlog, Product Owners and the development team can better prioritize, schedule, and assign resources to those work items.

Now that we've covered the basics of Jira roadmaps, let's take a look at how to adapt them for different roles.

Tailoring roadmaps to meet specific needs

Different people on the team will need different views of roadmaps. Some roles focus on analyzing specific roadmap items of roadmaps, and other roles focus on different parts.

The development team needs roadmaps with expected release dates, milestones, and a detailed customer value explanation.

You may prioritize roadmap items by customer value, which makes sense when considering the customer-first agile methodology.

Often, development teams have roadmaps organized by sprints and work items arranged on a timeline. A work item can be a user story, a task, or a bug.

The C suite uses roadmaps to map the work of development teams onto company goals and metrics.

Those roadmaps display work items organized by month or quarter. This organization helps track progress over time and draw conclusions on goal achievement.

When roadmapping for the C suite, you don't need to worry about providing them with detailed work item descriptions.

The sales staff relies on roadmaps to learn about new features and customer value. That kind of information can help improve sales conversion. Roadmaps are a great way for the sales staff to understand upcoming developments they can get customers excited about.

You should also do your best to offer visually appealing and highly readable roadmaps to your customers. They'll look for a prioritized overview of new features.

Jira roadmaps might help you deliver these different types of roadmaps.

Jira roadmaps

Atlassian included roadmaps in next-gen Jira software. Jira roadmaps allow you to define and organize items in a timeline and keep them up-to-date. You can even share the work status with stakeholders.

But the coolest thing about roadmaps in Jira is that it syncs with the developers' work.

As the scope of a project can change while agile teams are working, it can get tricky to maintain an up-to-date roadmap, especially if you’ve been using a static tool like Excel or Confluence. Thankfully, Jira roadmaps allow you to quickly and easily update the work status and item priorities.

Agile teams can attach user stories to the Jira project on which they're working. As a result, Jira software updates the actual work in their roadmap.

You can also use Jira software to break down roadmap items, or epics, which means dividing work into small chunks. And as if this wasn't enough fun, you can use Jira Software's drag-and-drop functionality to adjust item priorities in the timeline. Consequently, Jira Software automatically adjusts the dates in the epics.

These are a few more reasons why Jira roadmaps are worth checking out. They offer:

• Stakeholder collaboration in creating and maintaining the roadmap
• The ability to share information with external stakeholders
• Increased availability and visibility to team members
• Tight links between a team's work and the roadmap
• Seamless item update ability
• Project status visualization
• Both high-level and detailed item descriptions
• Connections between Jira issue dates and dates on the roadmap

Easy Agile Roadmaps for Jira can help shape your roadmap as a timeline with swimlanes based on work themes or teams. Drag and drop items on the timeline to set when the team will begin and end working on them. You can also:

• Define milestones
• Filter the roadmap’s view
• Track epic completion progress
• Share a PDF version of the roadmap with stakeholders

Before you go, we should get on the same page about Gantt charts vs. roadmaps.

What are Gantt charts?

When we say “Gantt charts are useful for agile teams,” you might immediately think, “That can’t be right!” 😮 However, Gantt charts can be useful in the right context. They’re just not very agile.

The Gantt chart, named for the chart’s creator, Henry Lawrence Gantt, provides a graphic schedule for planning and visualizing tasks organized by project stages.

Project managers use Gantt charts to manage task dependencies and the critical path. This path is the sequence of tasks that team members must execute on time to not compromise the project’s end date.

Simply put, if you’re building a data center, you have to define the order in which the team must execute tasks. Basically, the team can’t start some tasks before completing others.

Now, let’s clarify why roadmaps are agile, whereas Gantt charts are not.

Why Gantt charts and roadmaps are not interchangeable

At first glance, Gantt charts seem similar to roadmaps. However, at their core, they serve different purposes and audiences.

Gantt charts assume that team members will complete work in a linear fashion. This means that the execution of some tasks depends on the execution of other tasks. And any modification to the schedule can compromise the project’s end date, so you should avoid task rescheduling and frequently track the execution of tasks.

This is why the linearity of Gantt charts goes against the very principles of agile. 🛑

The agile methodology originated from the need to address the inefficiencies of traditional project management practices in software development. One of those methodologies is the waterfall methodology.

Agile teams do adaptive planning and deliver outcomes on an ongoing basis. They also focus on continuous improvement. That’s why no Gantt chart would fit into an agile workflow.

Gantt charts follow a linear delivery model with lots of task dependencies, which tends to be slow. 🐌

On the other hand, the agile workflow has shorter development cycles — iterations — with frequent deliveries and the bare minimum task dependencies. That speeds up continuous improvement. Additionally, agile teams adapt their roadmaps very well to ever-changing priorities and requirements.

Roadmaps are good, but Jira roadmaps are awesome

Jira roadmaps like Easy Agile Roadmaps help order work items by priority and update their statuses. Stakeholders can make collaborative edits on roadmaps in Jira, which is very convenient.

Perhaps the greatest feature of Jira roadmaps is that developers can both track work in Jira Software user stories and through the tasks on those roadmaps. From the Product Owner's perspective, the benefit is how they visualize the developers' work and communicate it with stakeholders.

It’s really important to make sure that both the C suite and the agile team buy into the roadmap. If they don’t, you might not be aligning your team’s work with company goals and customer needs.

Keep in mind that roadmaps’ benefits work two ways: Team members better realize how they contribute to achieving company goals, and you can monitor that process.

Try our Easy Agile Roadmaps for Jira. Whether you’re following the Scrum framework or the Kanban framework, it’ll help you organize your team’s work items in a timeline, define milestones, and track progress.

Sprints are at the core of agile principles. And they’re how a Scrum team uses a predefined time period to work together towards an agreed-upon goal. A sprint focuses on interaction and collaboration to produce working software. A team has to do a lot of work to maintain their sprint workflows in Jira. Changing task statuses, notifying teammates to sprint changes, and keeping developers’ code changes in sync with Jira tasks can all add up to a lot of manual mouse clicks. 🖱

Many of these manual steps can be automated to save your team effort.

Help your Scrum team with Jira automations

Scrum is a framework for getting agile work done. The Scrum events are:

• Sprint: The time period in which the team works toward their sprint goal (e.g., completing a set amount of user stories from the product backlog). The next sprint starts when the previous one ends.
• Sprint Planning Meeting: A meeting that scopes the amount of effort required for backlog items prioritized by the product owner. The software development team commits to completing that amount of work.
• Daily Scrum: A brief meeting each workday when Scrum team members update each other on the progress of their work within the sprint. It's a time to lend support or unblock another team member who may be stuck on an issue.
• ​Sprint Review: A time for the Scrum team and stakeholders to review the outcomes of the completed sprint and discuss what impacts they have on future sprints.
• Sprint Retrospective: A meeting to find opportunities to improve on the team's agile processes and its interactions with each other.

Which Scrum roles are involved:

• Software Developers: They get the work done but don't want any sprint surprises.
• Product Owner: This person prioritizes the work and sometimes has to make unplanned mid-sprint changes.

Every player on the software development team, from startups to established companies, has repetitive tasks they need to perform throughout its sprint events. Because we're all human, when we're sprinting, we sometimes forget to transition the status of issues or do the little things in Jira that keep everyone on the team aware of what's happening in our sprint in real-time.

Automate your sprint workflows with Jira

Have no fear. Jira can help automate typical sprint workflows like task transitions and team notifications. 🤯 Agile project management within software development is a methodology that is conducive to automation. You can link behaviors in your Jira issues to trigger actions from tools like Slack and MS Teams, email, GitHub, Bitbucket, and GitLab.

You can use Jira automations to do things such as:

• Notify team members and stakeholders of any changes to a sprint
• Trigger actions based on task transitions within a sprint iteration
• Keep Jira task and sub-task statuses and story points in sync
• Connect code commits and build statues to Jira issues

Oh my!

If you didn't know these tools existed, here's your chance to learn them.

Automate your way to connectivity

Keep agile teammates in the know

When a sprint begins, it's important the product owner notifies team members if something changes. That way, you can make sure it won't negatively impact your ability to complete your sprint goal.

Communication within agile teams is paramount, and Jira provides ways to automatically notify your scrum team based on rules you set about your sprint. For example, you can send emails or Slack notifications when the status of a task changes.

Task and sub-task coordination

Sub-tasks are a handy feature in Jira. They help you break tasks into smaller steps and track their progress as they're being worked on. Scrum masters encourage this universally in agile, but it can be easy for sub-tasks to get out of sync with their parent tasks. We’ll soon learn a Jira automation to prevent this.

Connect developer code work to Jira issues

Your development team has a lot on its plate during a sprint. Not only does it have to complete all of its user stories — but there's also the mechanics of keeping code commits by developers synced with their associated Jira tickets. And, always remembering to keep these in tune with Jira tickets is burdensome. As you’ll see, there are ways to connect actions taken in GitHub, Bitbucket, and GitLab and update Jira tickets.

Jira automations FTW

Here are our nine favorite Jira automations that streamline our sprint workflow.

1. Notify teammates when a story is added to a sprint

Scope creep (adding new points to a sprint after it starts) is nobody's friend. However, there are times when a product owner needs to pull an item from the product backlog and add it to the current sprint. When this happens, it's best practice to inform the whole team that a change has been made. Use this handy automation template to send an email to your team when backlog items are added to a sprint.

2. Automatically assign a task when its status changes

Some team members need to be made aware when an issue transitions to being on their plate. When an issue’s status switches to In Review, for example, you can auto-assign it to a QA teammate.

3. Celebrate when your sprint is over by sending a Slack message

A lot of work happens during a sprint. Because your next sprint always begins immediately when the current one ends, it's often difficult to find time to celebrate wins. Use this celebration to send a fun Slack message to your team when the final issue in the sprint is completed. You can make sprints fun with automation!

4. Automatically put In Progress issues into the current sprint

There are lots of moving parts when trying to ensure that In Progress Jira issues are visible in the current sprint. Nobody wants hidden work. When a developer moves a task into In Progress, you can automatically assign it to the current sprint.

5. Sum the story points of sub-tasks and update the value of the parent task

Be sure that your story point totals are accurate by automatically summing the points of your sub-tasks and updating the parent task with the value. They'll never be out of sync with each other with this nifty automation rule.

6. Close an issue when all of its sub-tasks are complete

Some people like to work with sub-tasks, which is great. But it's easy to overlook closing a parent task after you've finished your work and closed all of its sub-tasks. Well … you can automatically close a parent task when all of its sub-tasks are complete so this doesn't happen. 🤖

7. Move a task to In Progress when a commit is made

Save your developers time by cutting down on redundant tasks. When a code commit is made, it means a task is being worked on. Connect Jira to your commit repository (GitHub, Bitbucket, or GitLab) so that when a code commit is made, the associated Jira issue moves to In Progress.

8. Add a comment to a ticket when a pull request is made

Adding details to a Jira ticket from a pull request can be a copy-and-paste job — but it doesn't have to be. Use a trigger to add the details from the request into a Jira comment.

9. Notify the development team when a Jenkins build fails

Certain issues can't wait to be realized by the whole team on the next daily stand-up. If your Jenkins build fails, this is an awesome way to let the whole team know by Slack, MS Teams, or email ... right away.

Make agile sprints easy

Automations in Jira make a sprint team’s life easier by cutting down on the manual work needed to keep the mechanics of a sprint running.

You can use modified versions of these automations with Easy Agile to make agile even easier! For example, celebrate roadmap wins by notifying your team when issues are completed in your Easy Agile Roadmaps for Jira, or sync your Jira data fields with your roadmap. There are many ways to mix-and-match rules and triggers to make Jira automations work for you.

Anyone working in the agile environment would agree there are a million different terms to wrap your head around. As a marketer with no agile or software development experience, this is definitely true for me. Once you comprehend the definition, you are then tasked with understanding the role each play in the development life cycle and how they integrate with the associated agile methodology 🤯

In an attempt to alleviate any confusion, It's only fitting a couple of those key terms are deciphered … sprints and versions. What teams use them? What are they actually referring to? How do they contribute to the development life cycle?

Before diving into it, it’s important to consider context. Each teams environment will be unique and sprints and versions may be integrated differently. The goal of this blog post is to provide a wholesome understanding of both, in which you can take this information as the foundations for one to build upon, adjust to suit your teams environment and work at a sustainable pace.

Versions in a nutshell

In essence, a version is the culmination of your teams work that you will ship to the customer. It often includes a set of features and fixes that are released together as a single update to your product. Both scrum and kanban teams can work in versions.

Versions and releases are often used interchangeably, and look to a specific point in time or a milestone for your team to work towards. In Jira, working in versions assists the team with organising issues. We can consider a version as a container of issues that have all been stamped with a customer release number. The version or release is the result of what your team has been working on. It’s at this stage the latest version is ready to be shipped.

Sprints in a nutshell

At the core a sprint is a fixed block of time. During which development teams aim to implement and deliver improvements or a new feature for a product. More holistically, you might consider a sprint as a type of cadence for how your team works. Scrum teams work in sprints, whereas kanban teams do not. A sprint caters for fixed timeframes which work well in scrum, kanban calls for the team to adopt a more continuous flow of work hence sprints are not typically followed.

In Jira, the work you complete during a sprint comes from your backlog. Once you have filled your sprint with issues or stories to action, your team can now start working. At the end of the sprint the idea is to have a working component of the product. Working in sprints give your team the chance to organise your workload into smaller more manageable chunks of work. You may choose to move the issues you have worked on during a sprint to the version you will ship to the customer.

Contrast

It often helps to seperate sprints and versions by considering the motive. Sprints focus on the internal work to be completed and a version as the external outputs that the customer will receive.The main difference is to consider sprints as time-boxes and versions as a specific point in time.

Versions are more customer focused, where as sprints are more specific to the teams capacity. In Jira, when selecting the issues from your backlog a scrum team will prioritise issues into sprints and a kanban team will always take the top item and work towards the version.

Some teams may organise sprints around completing work for a specific version. For example, a scrum team might complete four sprints before the output reaches the version, where as a kanban team adopts a less structured way of working towards the latest release.

For the most part, the principle of both sprints and versions in Jira is to allow your team to filter your stories and issues in a way that prioritises the work to optimise delivery and improve efficiency. One of the many benefits of working in an agile team is the chance to acknowledge what’s working and how to improve it in the future. So whilst sprints or versions work for you now, it might not always be the case.

Make of that what you will, and consider how the framework of sprints and versions will work best in your environment to create your own teams methodology. As a way to filter your teams focus and prioritise your backlog into sprints or versions, consider Easy Agile’s User Story Maps for Jira.

Check out our blog to find out more!

The Ultimate Guide to User Story Mapping

There are infinite learning opportunities available when it comes to using Jira to help you make the most of the tool. From Jira tutorials to Udemy courses to an Atlassian certification, you can continue to hone your skills and learn from others.

There’s always more to discover. Brush up on skills, advance your career, and gain certificates that can land you your dream job. Continued learning can make you an indispensable MASTER of all things Jira within your organization and around the world.

Read our list of recommended Jira tutorials, training, and certifications that will start you on the path to Jira mastery.

Why agile teams choose Jira

Jira is an agile project management tool developed by Atlassian. It began as a software development application for devops teams but has evolved to help modern workplaces practicing agile methodologies augment their process.

The software is widely used for bug tracking, issue tracking, and addressing performance improvements based on real-time data. And the online functionality reduces the physical dependencies of managing a project as a team — something that grows more important to businesses every year.

Fun fact: The name Jira is the truncation of Gojira, the Japanese name for Godzilla. Atlassian recommends yelling it loudly as if you were charging into battle!

Jira is widely used by nearly every development team because it takes a customer-first approach to designing products. Jira allows for extensive customization to help teams meet the needs of their customers.

How to choose the Jira learning that's best for you

Follow these tips when selecting how to receive further Jira training and education:

• If you are pursuing training to advance your career, you may want proof of course completion, either from an Atlassian University training course or a Udemy course, to provide potential employers.
• If you are interested in becoming an Atlassian Certified Professional, you’ll need certification through Atlassian University.
• If cost is a barrier, begin with the free tutorials available from Atlassian University.

Jira tutorials, training, and certifications from Atlassian

Our list will begin with learning opportunities from Atlassian University (since they know Jira best), and then we’ll expand to tutorials, training, and courses from other online sources below.

Atlassian University

Atlassian offers several free Jira tutorials for both beginners and pros, so you can gain confidence with product skills that cover exactly what you need to get started and beyond. The Jira tutorials are clearly labeled with a timestamp to help you plan your schedule.

Each short Jira tutorial is grouped into a series based on a range of topics, beginning with the very basic to the more specific, including:

• Getting started with boards in Jira Software
• Jira Essentials with Agile Mindset
• Getting More from Jira Workflows
• Automating Jira

Some tutorial series are short enough to complete on a lunch break, whereas others will take a few hours. So instead of doomscrolling while you eat your sandwich, pull up a quick tutorial to advance your skills! 🥪

If you hope to earn a certification, but you’re not entirely sure which specific training courses will get you there, Atlassian has role-based learning paths to guide you on your way.

Atlassian University — Jira certifications

To finally and officially cement yourself as a Jira Jedi Master, you can become an Atlassian Certified Professional and the go-to expert for all things Jira. Plus, all Atlassian certifications are globally recognized, so wherever you find yourself, Atlassian will be with you.

A number of different certifications are available depending on your chosen skillset. To achieve a certification, you’ll need to take the courses available through the above training link, gain real-world experience, and take an exam.

Other Jira tutorials, training, and courses

While Atlassian University is filled with learning opportunities, plenty of other resources will help you grow from beginner to expert and from expert to master.

Top Udemy Jira courses

Udemy Jira courses offer a wide variety of topics at a range of prices for those just starting out with Jira and old pros. Students can access broader topics like agile and project management as well as Professional Scrum Master (PSM) courses to prepare you for your certification.

Courses come with a rating based on the experience of past students. And considering that over 200,000 students are learning Jira on Udemy, you’ll be able to see which courses are well-reviewed to help you decide.

From beginner crash courses to more advanced or niche topics, there’s something for everyone. They also offer free “bite-sized” Jira lessons with videos 3 to 11 minutes long, so you can fit them into any busy schedule. Plus, all courses come with a 30-day money-back guarantee.

Expium’s Atlassian courses

Expium offers workshop-based Jira training for enterprise Atlassian customers. The courses aim to equip students to competently configure Jira with a range of workshops covering beginner basics to more specific topics.

The hands-on learning is available for public, private, or online classes. Expium is a Platinum Solution Partner, which means, according to Atlassian, they meet the highest training criteria and have a proven practice that can scale from small to large customers.

Guru 99 Jira tutorial: How to use Jira software for beginners

Guru 99’s free online resource is for beginners as well as those who need to brush up on the basics. It provides a step-by-step guide for using the Jira dashboard.

The resource outlines detailed use cases with annotated screenshots from the Jira tool. The detailed imagery shows the basics of creating issues and managing issue attributes as well as more specific uses, like how to set up workflows, clone issues, and create custom fields.

Guru 99’s Jira tutorial includes:

• Jira issues and issue types, such as new features, sub-tasks, bugs, etc.
• Jira issue attributes, such as in progress, open, closed, resolved, etc.
• Jira components
• How to create issues in Jira
• How to create sub-tasks, workflows, plugins, epics, and clones
• Security schemes and permission schemes
• Jira reporting and burndown charts
• How to generate a pie chart of priorities

Now it’s time to get out there and learn! Successful people know that learning never stops.

Bonus resource: Continue learning on the Easy Agile blog

And hey, we’ve got extensive learning resources on our Easy Agile blog, too! From understanding the difference between Kanban and Scrum, using epics to maximize performance, and knowing best practices for Jira workflows; you're in the right place.

Easy Agile is dedicated to helping teams work better with agile. Our apps for Jira are designed to keep the customer top of mind through every step of the product development process. They’re simple, collaborative, and made by a development team that lives and breathes Jira.

Contact our team to learn more or request a demo tutorial to see our plugins in action.

Jira is the #1 software development tool used by agile teams. It’s designed to help development teams plan, track, and release awesome products. With Jira Software, teams can work within multiple different frameworks, including Kanban and Scrum, while gaining access to agile reporting, integrations, and automations.

It’s completely versatile, so teams can work in whatever way best suits them. Plus, Jira Software is designed to help teams continuously improve their performance. This agile project management and agile software development tool is available in three different packages:

• Jira Core: The basic Jira platform
• Jira Software: Jira Core plus additional Agile functions
• Jira Service Desk: Service experience delivery

In this post, we’ll focus on all of the features available for teams using Jira Software. We’ll cover what’s included and how your team can make the most of Jira Software features and add ons.

Jira Software Scrum boards

Jira Software is designed to work within various agile frameworks. The Scrum process helps devops teams bring iterative and incremental value to stakeholders and customers.

One Scrum is usually made up of a two-week sprint that aims to complete a specific set of backlog items from the product backlog. Product owners plan sprints, and a Scrum Master guides the development team through the various stages of the Scrum.

The team works to complete the most important work while meeting for daily standups to review their progress and any potential roadblocks. The daily standup allows teams to learn on the go and use an iterative and customizable approach.

Jira Scrum boards unite teams around a single goal while promoting iterative, incremental delivery. The tool provides data-driven Scrum insights so that product owners and team members can keep track of sprint goals and improve retrospectives. Jira’s customization helps teams deliver consistent value to stakeholders quickly and effectively based on ever-evolving customer feedback.

With Jira Scrum boards, you can:

• Build a single source of truth for all of the work that needs to be completed
• View your progress visually during the development cycle
• Provide all team members with a clear view of what’s on their plate
• Quickly identify any blockers or potential blockers
• Organize work around the sprint time frame
• Avoid over-committing on work at any given time
• Don’t lose track of key dates or milestones.
• Utilize key metrics, including burndown charts and velocity reports

Jira Software Kanban boards

Image credit: Atlassian

Kanbans provide workflow transparency for development teams by establishing a visual representation of what needs to be done, what’s in progress, and what’s been completed. They also help teams understand their capacity so they can focus on one key task at a time. Work to be completed moves from one column to the next — from To Do to In Progress to Done.

Jira Kanban boards provide a framework for teams to continuously and efficiently deliver work. They are simple to use, visually engaging, and completely customizable to the specific needs of the team. Jira Kanban board columns can be customized based on other requirements, such as In Review or Waiting for Client Feedback.

With Jira Kanban boards, you can:

• Clearly visualize workflows
• Depict work at distinct stages
• Build a single source of truth for all of the work that needs to be completed
• View an at-a-glance summary of where work stands
• Capture relevant information for Jira issues, tasks, stories, or bug tracking
• Limit the amount of work-in-progress
• Prevent bottlenecks and spot them before they delay work
• Configure workflows to be as simple or as complex as needed
• Customize boards based on the needs of the team
• Utilize real-time visual metrics

Jira Software roadmaps

Roadmaps help agile teams see the big picture surrounding the development of a product. They establish a flexible plan for what the team hopes to accomplish and provide a visual of how all of the pieces connect.

Even though the roadmap lays out a clear view of the road ahead, it’s not a set-in-stone plan of what’s to come. The agile methodology and nature of roadmaps mean they are constantly updated and fine-tuned based on new information that continually flows in from team members, stakeholders, and customers.

Jira roadmaps are available to teams and organizations through Jira Software Premium. They help teams track progress based on the big picture to predict capacity and avoid bottlenecks.

With Jira roadmaps, you can:

• Sketch the big picture
• Map and account for dependencies
• Track your progress
• Account for team bandwidth
• View capacity on a sprint-by-sprint basis
• Iterate and update as you learn more about a project, product, or customer needs
• Sync in real-time so that everyone is on the same page
• Create multiple roadmap versions to account for different scenarios
• Share your roadmaps with stakeholders

We designed the simplest roadmapping tool for Jira. Our Easy Agile Roadmaps For Jira help development teams create product roadmaps that are simple to use, flexible, and collaborative. It offers an intuitive one-click drag-and-drop functionality and a super-clean user experience. Watch a demo of our roadmaps in action to learn more.

Jira Software reporting

Image credit: Atlassian

No matter how you choose to use Jira, you’ll gain access to a range of critical insights. Clear metrics will help your team make data-driven decisions. Utilize agile reports and dashboards to better understand what you’re doing well and where you can improve your process.

Use Jira reporting to analyze sprint reports, burndown charts, release burndowns, velocity charts, cumulative flow diagrams, and more. Real-time data helps teams track progress in a meaningful way, including managing sprint progress and accounting for scope creep. Take clear data into your retrospectives and provide customizable dashboards to stakeholders and leadership.

With Jira reporting, you can:

• Make data-driven decisions
• Track your progress against both product and sprint goals
• Monitor progress so you can take action if work falls behind
• Use past data to create realistic estimates
• Spot overcommitment and excessive scope creep
• Catch bottlenecks
• Predict future performance
• Take clear metrics intro retrospectives
• Provide stakeholders with visual data using customizable dashboards

Jira Software integrations

Image credit: Atlassian

Jira offers integrations with the tools and apps your team is already using. You can seamlessly connect Jira Software to plugins like Bitbucket, Trello, Confluence, GitHub, Slack, and many more. There are thousands of integrations available.

You can also extend Jira Software with over 3000 apps available in the Atlassian Marketplace. The marketplace contains apps for dozens of categories, including code review, design tools, reports, time tracking, and workflows.

That’s where you’ll find the Easy Agile products we designed to offer teams a customer-centric approach to product development.

Easy Agile TeamRhythm is trusted by companies of all sizes, including Amazon, Twitter, Adobe, AT&T, Cisco, JP Morgan, and Rolex. Our team agility app helps you and your team deliver for your customers by prioritizing the work that will deliver the most value to your users. It helps you work better together with smooth sprint and version planning, simple story mapping, easy backlog refinement, and team retrospectives for continuous improvement.

Access a free trial for 30 days. If you have questions, contact our team to learn more about our suite of Jira products.

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