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Summary
Core Theme
This tutorial provides a comprehensive guide to setting up and utilizing Jira for agile project management, specifically focusing on the Scrum framework, to help software teams streamline their workflow from project initiation to task completion.
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jir is primarily an agile project
management tool designed to streamline
the way that software teams manage
projects like product development bug
tracking feature testing and more so
today in this updated jira tutorial my
focus is to walk you through setting up
understanding and using jira for agile
project management I help you and your
team get familiar and up and running
with this free project management tool
built for software oriented teams okay
so just quickly before we go ahead and
launch into this updated J tutorial for begin
begin
consider subscribing if you haven't done
so already or if you're new to this
channel okay so with that quick note out
the way let's go ahead and launch into
agile project management with jira okay
so to arrive at jira project management
simply head over to your browser and
type in Jer or click on the link in the
description below this video and that's
going to take you to this jir landing
page for those that don't know jira is
now designed for all types of projects
and teams it's not just an agile project
management tool you can dive into any
type of project jir allows for smooth
collaboration and communication between
departments teams and projects okay so
for those that currently do not have a
jir account simply navigate up to get
jira for free and for those that already
have a jir account you can skip the step
and I'll meet you inside jera now jira's
free plan allows for up to 10 users
which is sufficient enough for most
small teams a typical scrum team is
between five and nine people okay so go
ahead and add your work email or sign up
with these platforms down here I'm going
to add my work email and then sign up go
ahead locate and add your verification
code simply add your full name create a
password and then click on continue go
ahead and add your business or project
name and then click on continue here we
want to select the type of work that
represents what we do for the purpose of
today's tutorial we're going to focus on
agile project management and in
particular the methodology that we'll be
focusing on is the scrum framework so
let's click on software development
however as I mentioned earlier you can
now use jro to manage all your different
types of teams and projects come down
click on continue again like I mentioned
today we'll be focusing on scrum which
is a popular methodology for agile
project management simply select scrum
and start now and as soon as you arrive
inside jir you'll be asked to add your
project name and for my scrum project
I've added sheify website development so
go ahead add your scrum project then
come down and click on get started let's
go ahead and dismiss this quick start
and you can see we have our first
project up here if we navigate up to
projects we can simply come down and
create a new project okay so let's close
this now before we start adding epic
stories and tasks to our backlog let's
go ahead and add our team members here
we have the option to create a team or
simply invite people to jera let's go
ahead and invite our team members here
we can invite our teams by adding names
or emails or we can simply choose from a
platform to add our team members for now
now I'm going to Simply navigate up here
and add my teams emails then come down
to these access options I'm going to
deselect this option here site users to
invite other people and I'll also keep
this option selected then add five
people and as you can see emails have
been successfully sent to everyone we
invited and new users with a verified
email address can join without an invite
now if we navigate up to planning on the
left hand side you'll see these
different view types we have timeline
backlog board list and issues we can
also add an additional view down here
you can see the views that we currently
have enabled and you can also view more
views down here now under backlog this
is where we want to plan our Sprint now
for those that are beginners when it
comes to Agile project management and in
particular the scrum framework we need
to understand the structure of scrum
first we have our road map which is our
top level goals essentially what do you
want to achieve with this project and
and then our road map consists of a
backlog and this is a changing list of
work items to complete during a Sprint
and your most important item should be
at the top within your backlog you have
epics and epics are a large chunk of
work that are broken down into smaller
manageable chunks called stories and
stories are made up of tasks and these
tasks are used to break down stories
even further into manageable activities
and these tasks are typically completed
by by one person in your team in scrum
these tasks are delegated to your Dev
team and don't worry I'll dive deeper
into each of these scrum elements as we
walk through this tutorial okay so first
what we want to do is create and add
epics stories and tasks to our backlog
then following this we're going to
allocate those elements to our Sprints
and then when your team is ready to
engage in those action items you can
start the Sprint again we'll talk more
about this soon okay so what we're going
to do is navigate up to Epic and then
turn this on and then navigate down to
create epic and I'm going to call this
epic improve customer service okay so
I'm happy with that now we can either
add another epic here or we can navigate
up to create and then navigate down to
the issue type and then click on Epic
and this interface gives us more options
navigate down to summary and for the
purpose of this epic I want to add
increase product page conversions now
it's important to note that the product
owner is responsible for adding epics to
your road map next navigate down add a
description if you like for your team
and you can also leverage these
formatting options as well as Ai and in
this case I'm the product owner so I'm
going to select assigned to me if we
navigate down further we can add
specific labels a parent element start
date and end date I'm going to add the
1st of June through to the end of June
and I'm happy with that you can also
assign a reporter and add attachments
relevant to this epic then we have other
settings down here which we can come
back to later I'm going to navigate down
and click on create if you want to
create another issue another scrum
element select this option I'm just
going to select create now if we
navigate up here you can see we have two
epics if I click on this drop down you
can see basic information here and you
can also click on view all details and
that's going to generate more details
over on the right hand side for your
epic for your issue now if you're
unfamiliar with what issues are inside
jera essentially these are just work
items and again a work item could be
anything it could be an epic a story or
a task again if we navigate over to
improve customer service this epic we
can add additional details okay so let's
navigate up to the top and close this
now let's come down to our project
backlog and start adding tasks to our
backlog come down and click on create
issue select the type of issue that you
want to create at the moment we have
story selected I'm happy with that and
remember our epics have broken down into
stories I'm going to add provide live
chat as a feature and this story is
going to be part of the improve customer
service epic I'm going to hit enter and
for this story I'm going to add create a
video based knowledge base and I'm going
to add one more story create a
reviewbased system for collecting and
showing reviews now with each of these
stories for example provide live chat as
a feature if I click here I'm going to
navigate up to add epic and add this
story to this improve customer service
scrum and I'm going to do the same with
this story navigate up to add epic and
click on the Epic you want to add this
story to to then the third epic which I
want to add this story to is this epic
here increase product page conversions
so remember these stories here represent
work that needs to be completed inside
our epics let's minimize this and let's
actually change the color for this epic
I'm going to navigate up here and change
this color to green and close this epic
again let's navigate down to this first
story and expand these details and then
add further details like descriptions we
can also connect Confluence pages and in
J these are essentially Teamworks bace
Pages for collaboration and information
sharing if we navigate down we can
assign the story add labels change the
parent add the story to a Sprint and add
story points and story points
essentially help measure the effort
required to complete specific work okay
so let's navigate up here close this and
then navigate down to create issue and
this time I'm going to select here and
click on task and this task is going to
be called add what chat to our website
and the next task I want to add is
similar add Facebook messenger chat to
our website now with each of these
issues or work items what we can do is
navigate over to the right hand side and
click these three dots and we can move
to and we can move these items to our
scrum Sprint one as you can see we have
our Sprint up here which currently has
zero issues we can move this item to top
of backlog and the most important item
should be at the top of your backlog and
then we have these other options down
here we can copy copy the issue link as
well as copy issue key and these other
options down here we can assign the
issue and add a parent however I'm going
to click out of here and navigate up to
this first task and add an epic which is
improve customer service and again for
this task improve customer service now
what we want to do is link this story to
our two tasks here because with this
story what we want to do is provide live
chat as a feature on our website and to
do this our Dev team needs to complete
these two tasks add WhatsApp chat to our
website and add Facebook messenger chat
to our website so what we would do is
simply click on the story then navigate
up to link and then click on link issue
then make sure is block by then come
down and then search for the issue I'm
going to select this issue and then this
issue here and then click on link now
you can see that these two tasks are
connected to this story and this story
is linked to our epic improve customer
service okay so let's navigate over here
close this and essentially what you want
to do is take the time to create your
issues your work items and add all of
your tasks that are associated to your
stories okay so if we navigate up here
you can see that this work item this
story is the most important thing that
we need to get completed what I can do
is navigate over to the right hand side
click here then select move and then
move this work item to scrum Sprint one
I'm going to minimize this so we can see
these other options up here again
remember you can create any items up
here let's close this and then navigate
down to these two tasks and select them
and then navigate over to these three
dots and click on move to scrum Sprint
one and as you can see just like that
we've moved our two tasks as well as our
story into our first Sprint now let's
navigate over to these three dots and
then click on edit Sprint now a Sprint
is a specific time frame to complete a
set amount of work typically the time
period is 1 month or less for now I'm
happy with this Sprint name then under
duration I'm happy with custom I'm I'm
going to select the start date which is
going to be Monday the 3rd of June I can
add a time here if I like and in the end
date I'm going to navate across and then
click on the 1st of July then you can
add the Sprint goal in our case this is
all about improving our customers
experience on our website then navigate
down to update okay so you can see we
have a backlog of work items and we have
our Sprint that starts next month I'm
going to unselect these again when
you're ready to start the Sprint simply
click on start Sprint however you want
to make sure that all the details are
added to each of these work items now
let's navigate over to timeline and the
timeline view is ideal for understanding
dependencies and the start and end dates
of your different work items you can see
our different items here this is our
first epic and you can see within this
epic we have this one story that
includes two tasks and then we have
another story here if we click on this
drop down next to our second epic you
can see we have one story and you can
see how your items are connected now now
let's navigate over to board this shows
you to do in progress and done for
example I'm going to navigate over to
backlog and let's say the Sprint we
already started you can see we have the
plan date here but I'm just going to
start the Sprint now and you can see
under board we now have these three
items that need to be completed if I
click on this item here and let's change
the status to in progress you can see
that automatically that work item will
shift from Todo to in progress now if we
click on this drop down and click on
view workflow we can edit this workflow
if we like simply come down click on
edit workflow and here you can make
changes to your workflow I'm going to
leave this for now by discarding changes
and leaving now I can also navigate up
here and type in review and click the
screen tick and then move this status
over here and once our div team has
worked on this task they can move this
task over to review before it's
completed then we can navigate over to
list and you can see all your items as a
list view you can see your different
color across here status Sprint who the
work item is assigned to the due date
labels and more we can click add and we
can add additional custom Fields if we
like if we navigate over to issues here
you can see all your different work
items in detail if we navigate down to
project Pages this is where you and your
team can collaborate and share
information through pages if we navigate
over to retrospective this is where you
can create a page for you and your team
to reflect on the different elements
inside your Sprint that went well and
what you need to improve on if we
navigate up to dashboards we can view
our default dashboard we can view all
dashboards and we can create a new
dashboard to view and manage our
projects if we navigate up to apps you
can simply integrate thirdparty apps
with your J software for example for
internal communication you can use slack
if you want to capture information
through forms you can integrate Google
forms or any other form Builder you can
enable time tracking by adding the app
time Camp so you and your team can start
tracking time and you can connect many
other important apps by simply
navigating down to explore more apps if
we click up here and then navigate over
to your work you can see all work
assigned to you recent as well as boards
for example let's go to your work page
and that's going to take you to your
recent projects as well as the work
items that you've worked on and you can
see work items that are assigned to you
now if we navigate up to projects and
let's say we want to create a new
project then here you can create a new
project from scratch or you can choose
from pre-made templates for example can
ban scrum if we navigate down to
different projects like product
management service management and even
marketing down here we have access to
all these different project management
templates remember jera is not just for
agile project management you can manage
different types of teams and projects
and connect all these different projects
together using this one platform let's
navigate back up to software development
and then click on can ban and then
select use template here you can choose
the project type if you have a large
organization most likely you have
specific teams and so you want to create
a project that is team manag however if
you're a small business and everyone
inside your organization is responsible
or important in regards to this project
then company managed is the structure
you want to go for let's come down and
click on select a company managed
project then simply add your project
name and key then come down and click on
next and that's going to take us back to
the can band board again you can jump
between these different views okay so
let's jump back to our original project
sheify website development however that
is everything that I wanted to cover in
this updated jro tutorial for beginners
helping you get started with agile
project management and in particular the
agile methodology scrum and there we
have it guys that is it for this updated
J tutorial for beginners helping you
understand agile project management now
if you have any questions about this J
tutorial make sure to pop them down
below and with that said thank you so
much for watching this video all the way
through to the end if you got value make
sure you leave a like And subscribe and
that way I'll see you in the next video
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