Get Started with Jira

0:01Hello, I'm Simona and I suppose the very first question we should ask on this Jira Essentials course is what is Jira? Well, in a nutshell, as you can see here, it is work tracking software. Now, if you're a visual kind of person and you're saying to me, well, rather than telling me what this software is, why don't you show me? And yes, I will, of course, be showing you what it looks like in the second half of this video. But just to set the scene, it's work tracking software, which you can use to manage your work as an individual or as a team.

0:31But I have to say, I think it becomes most powerful when you do use it as a team, because then you can start creating tasks or more correctly, work items. That's the official term, as we shall learn. So a task is a type of work item, but you capture all of these work items. You can then start assigning them to other people. You can monitor progress and track the status of those tasks. And that becomes really valuable and it's really flexible. You can configure it to work with the way that you manage work in your organization or your team. So you might just need a simple to do list or maybe you need to support particular project management methodologies like Scrum or Kanban.

1:08And yes, Jira can help us with that. And of course, we'll learn more about that kind of stuff as we progress. And it is probably also worth knowing at this stage that Jira is part of the Atlassian family. More about that later on in the next video. But Jira sits alongside other tools such as Confluence, which you might have heard of. But as I said, more on that later. And I have to say, Jira is a really neat tool. It's well established. It's very popular. It's really flexible and it can hook well into your other systems.

1:38For example, when I was creating co-pilot training content earlier on in this year, I noticed. Let me just zoom into this screenshot here. There we go. I noticed that you can actually add a Jira agent into co-pilot. And this happens to be co-pilot within Teams. The point being it would mean, as you can see here, you could track and update those Jira work items from within Microsoft Teams. So that's pretty neat. So I think the main things that I want you to take away from this video are probably captured on this slide here.

2:09But as promised, this is what Jira looks like. Noting, of course, that in your environment, it will very likely have been configured beyond this simple example that we see here. But let's just use this as our starting point to get a few basic concepts across, which we will be recapping on and building on as we progress. And I should just say there's no need for you to try and follow along right now, because later on in this skill, I will talk you through setting up your own practice Jira instance to play with. So you can see up here, there's the Jira logo. So yes, I'm in Jira.

2:40Also notice that I'm running this in the browser. So as we will learn, you can see the tabs at the top here. That's what I was trying to depict with those arrows, but that doesn't really make much sense. But yeah, you can see the browser tab. So yeah, we're running Jira in the cloud. And notice that what you're looking at here is probably the most characteristic view of Jira. And that's the board, the board view that you can see here. And on that board view, that's where we can see all of these individual work items. And work items are the building blocks of Jira. And you may hear people referring to work items as issues or cards or tickets or tasks.

3:15But basically, they're just the little chunks of work that you want to manage and track across your team. And as I said earlier, Jira has got some different default work item types, for example, a task. And actually, all of these do happen to be tasks, but more on that later. But you can see on this board, these work items are arranged in columns according to their status. So you can see that I've got seven work items that have the status of to-do. So they're currently pending, you know, they're on the to-do list. I've got five work items that are currently in progress, you know, they're being worked on.

3:49And I've got just three work items that are currently shown as having been done. And this collection of work items that you see here lives in a space. So I'm kind of doing air quotes here around the word space. So a Jira space is, well, it's kind of a primary container, if you like, for a collection of work items. And the space that all of these items are in is called on-site help desk. And you will see your spaces listed down the sides here. And obviously, we're going to create a space later on just to get you going.

4:19But yeah, a space is a collection of work items. And look, as you can see here, we can have multiple spaces in that same instance of Jira. And these are going to be, therefore, other collections of work items. And they might have different columns with different statuses and different workflows as compared to this simple one that you can see here. But more about that another time. And while we will learn a lot more about work items in the next skill, just to get you started, each work item that I've got here has got some kind of title or name or I think sometimes Jira tends to call it the summary.

4:53But I think they're moving to changes to be called the title, which I think makes sense to me. So, for example, this particular work item, the title is Mobile Phone Upgrade. And you can see that I can edit the title just here. If the work item has a due date, it will also appear on this little card here in the board view. And you can also see from this little icon here the type of work item it is. So, because it's got this little checkmark, that means it is a task type of work item. And we'll see some others later. And also, each work item has to have a unique identifier, which is automatically generated by using the initials of the space.

5:28So, OH for on-site help desk and then a number. So, in this case, I think let me just get rid of my scribbles. There we go. OH 10. I can also see the priority of each work item. So, this particular one has got a kind of a down arrow. That means it's low priority, whereas this one is high priority or highest priority, I think even. And that's medium priority and that's high and that's medium. So, yeah, you can see the priority. I can see the initials of the person to whom this task has been assigned. So, as we will see later on, I do have a couple of other demo personas in my environment and Nora Nugget does play a starring role.

6:01So, NN there is for Nora Nugget. And then also, we can just see for the items in the done column here, they get an additional little checkmark, which I find quite satisfying just to indicate that that particular work item is complete. But anyway, let me get rid of my scribbles so I can show you one or two more things. If you were to click on one of these cards, so let's just click this one here, for example, you'll see that the details will open up on the right hand side where not only have we got that summary or the title mobile phone upgrade, but also a bit more detail in the description field here.

6:31And as I scroll through here, you can see the types of fields that we can add. And I think let me just close that one. Which one was it? I think maybe this one here. I think I did have an attachment added. Yeah, so let's imagine the user had sent an error report. So we attach that to that particular work item. You can see the document that's been added there. And then therefore, across the top, if I were to go into attachments, that's where you can see all of the attachments that might have been added across that collection of work items. But look, we do have these different views.

7:02So while board might be the most characteristic view, we could choose to see all of those work items just as a straightforward list. We could see them on a calendar or a timeline, which is only really going to make sense if our work items do have due dates. But of course, all of this is configurable. And one of the most common things people ask me is, well, yeah, for a simple to do list like this, when I mark things as been done. So let's imagine this task here has now been done. So I can just drag that into the done column from the in progress columns.

7:32That's now showing as being done. So I've now got four items in done. Well, over time, I'm going to have hopefully hundreds of items in this done column. Well, of course, it is endlessly configurable. So just one quick example. If I go into view settings for this board view, then look, hide done work items after a certain amount of time. So that would be a good option to consider. And of course, by the time we've got lots of work items going on here with lots of work being done, then it becomes useful. Let's look at the first tab here to see a summary.

8:02So that will give you literally a summary of the status overview and recent activity and priority breakdown and who's been assigned the work and whatnot. But if you want more detailed reporting, then yes, we can do that, too. My goodness. There is loads more to learn, of course. But hopefully you're now starting to see how JIRA can help us track and monitor the progress of work.

0:01Atlassian Cloud is described as a suite of cloud-based collaboration and management tools, which sounds kind of general, doesn't it? And that suite does, of course, include Jira and also Confluence, which I mentioned because that is often the other one that people have some familiarity with. But here's the thing. There are loads and loads and loads of Atlassian apps. And while I realize that you are quite capable of going to the Atlassian website at atlassian.com and having a browse around to find out more information about them all, if you are interested, you'll quite possibly get rather quickly overwhelmed by the list, which is why I've put this rather alarmed looking lady on my slide here.

0:40And so my goal for this video is to kind of give you the bluffers guide to Atlassian Cloud. So that's just a brief overview of some of the other apps so that you don't get puzzled when references to them appear when you're using Jira or if you see the mentioned in Atlassian documentation that you might stumble across when you're learning about Jira. In fact, if I just pop back into Jira and show you some examples of where some of these other product names might pop up. So in the last video, we saw, didn't we, the list of attachments, you know, any attached documents to these work items here.

1:13But look, if I were to click Docs instead, then I'm prompted to use Confluence. So Confluence is a separate app to Jira, but integrates beautifully with Jira. And Confluence is where you would create and share and organize your documentation or as it says here, your project knowledge. Now, obviously, there's a lot to discover about Confluence and maybe I will create another little course on it similar to this one. But for now, when you see reference to Confluence, just know that it's all about documentation.

1:44And you'll also see the odd recommendation to some other apps. So look here, it's prompting me to try something called Assets, which is yet another Atlassian cloud app. And look, this recommendation here is actually pointing me to try another app in Jira Service Management. But the point I'm making here is that when you're new to Jira and the Atlassian ecosystem, it can be a bit distracting seeing these kinds of references to other apps popping up unexpectedly. But what Atlassian have done, in fact, let me just pop back to the website here.

2:16So what they've done is to organize the key apps into these five collections just here. So you can see, for example, that Jira and Confluence are part of the Teamwork collection. And yeah, Assets that we saw is part of the Service collection. And some of these apps are available to buy standalone and some of them are only available as part of the collection. But no matter, we don't need to worry about that level of detail. But it's just that these collections, I think, are as good a way as any for us to run through some of the core apps quickly now.

2:50And we will start with the Teamwork collection. So as we just saw, it includes Jira, which, as we know, is for tracking work. So we already know a bit about Jira, that's fine. And we also mentioned as well, didn't we, that Confluence is for documentation. And in fact, I've got a screenshot here. So the idea with Confluence, you have all these different pages and you actually edit and create the page directly on the screen here. You've got editing tools and whatnot and you can add tables and things and you can obviously do sharing and whatnot. And then Loom, the third one in this collection, is for recording videos.

3:23And again, I've just got a couple of screenshots here so you can record with or without the screen or camera or microphone. But of course, you can imagine that it's really useful when you're reporting a bug or something to just capture what happens on the screen with your voiceover just explaining what's happening. It's useful to capture that in a video and that could be useful, therefore, to use in Jira, for example. And in fact, if I pop into Jira and you can see that I'm currently clicked on this work item here, which is providing the details over on the right hand side.

3:53But if I were to click this plus, you'll see that one of the options I've got is to, there we go, add a video to that work item. So that again is kind of leading me to add in the Loom functionality. But anyway, that was the teamwork collection. So next up is the strategy collection. So you can see the three components of this collection and focus. Well, this is where we use it to do our strategic planning. So we're creating focus areas and roadmaps and whatnot.

4:23So we're turning strategic intent into real impact across the enterprise. Well, that's what it says on the website anyway. But the idea is we're setting priorities and we're allocating investments and whatnot in order to determine the direction of the organization. And then talent. Well, that's all about workforce planning. So how have we got the right people in the right place, you know, aligned to the most important initiatives? And actually, I say, have we got the right people? So mapping the right people and skills.

4:54So what skill sets have we got? Have we got the right people with the right skills in the right place in order to correctly deliver whatever strategic plan that we developed in the focus app, for example? And then align here. Well, you'll see reference to working with OKRs. So OKRs is all about objectives and key results. So this app provides us with kind of like a goal setting framework to align teams with measurable objectives and outcomes. So that's where the objectives and key results come in. We're trying to make sure that we have got measurable objectives and outcomes, which are those key results.

5:32And this is very much aimed at the enterprise level, the portfolio level, if you like, to give us the visibility to map our delivery progress right up to our strategic plan and our highest priority focus areas. Now, I do realise that all of this is just words, but honestly, I just want you to be aware of the existence of these apps. But certainly for this collection, I do think that the word strategy sums it up well. Let's move on to the service collection. So we've got first on the list here Jira Service Management.

6:05Now, Jira just on its own as a product, as we know, is primarily intended for work tracking. But Jira Service Management is designed specifically for IT service management. So, for example, you can create a self-service portal where users can create requests in the portal and then check the status of their requests without needing to bother you to find out what the status of their request is. And they can do that without needing their own license to the app. So that's a really good benefit of the Jira Service Management app rather than just trying to use Jira for that sort of thing.

6:39So, yes, you could use just regular Jira for a small request handling scenario. But Jira Service Management is properly optimised for the specific use cases where you're handling requests. So you get increased visibility of bottlenecks in your service operations and you can automate some support interactions and things like procurement requests and whatnot and generate incident summaries. Next on the list here, Customer Service Management. So this allows us to manage customer issues and requests after the sale.

7:09So specifically after the sale here, so it's not a CRM tool. So CRM, of course, is very much geared towards sales and marketing. So this is customer service management. So it's all about creating a customer AI agent and having a knowledge base and tracking those service level agreements and reporting. So it's purpose built for external customer service. So, yeah, it is designed to support those external users, whereas Jira Service Management is designed for internal service management.

7:39And then assets, that was the one that we saw briefly as a recommendation on my Jira screen. So this is all about tracking hardware and software and cloud assets from procurement right the way through to their retirement. You know, the full IT asset lifecycle. And also you can see here CMDB, the Configuration Management Database. OK, the software collection that you can see here is aimed at software developers. And first on my list is Rovo Dev.

8:09And the first thing you need to know is that Rovo is Atlassian's AI, artificial intelligence. So every infrastructure has got their own AI, haven't they? So Google's got Gemini and Microsoft's got Copilot and whatnot. So Atlassian has Rovo. And so Rovo Dev, therefore, is AI for developers. And in fact, I've got a couple of screenshots here for you. But bear in mind, this is for developers, you know, the people who actually write the code. So here you can see Rovo Dev is telling us that the build has failed due to blah, blah, blah, and giving some suggested resolutions and whatnot.

8:43And then this next screenshot here. Again, we've reviewed the code, but it doesn't meet all of the acceptance criteria, blah, blah, blah. And then this next one here, you can see it's right here in the development environment, giving help and providing recommendations and whatnot. But anyway, back to the software collection list. And we've got Bitbucket. So this is providing a tool for storing and managing code and managing version control of our code and whatnot. So if you've ever heard of GitHub, then it's the same kind of thing.

9:13And Compass on my list here is described as a component catalog. So it gives us that central, unified view of all the components that we're building and operating as, you know, as developers, this is. So all of the services, all of the APIs, the libraries, all of the components, including who owns them, any documentation and any dependencies, etc. But be aware, as it says here, that this product, Compass, is transitioning to DX. So that's a product I think Atlassian have bought in, and it's very much, unsurprisingly, AI led.

9:45So don't be surprised if you see references to Compass kind of fading away in the near future. And then lastly, on this list, we've got Pipelines. And this provides the continuous integration and continuous delivery part of the software development puzzle. So that means automating builds and testing and deployments directly from a Bitbucket repository of code. So, yeah, this is all for developers. And then finally, our last collection for you, the product collection, which is actually at the time of recording the new kid on the block.

10:19So these tools are aimed at product managers or program managers or product owners, etc. In the context of product development, you know, not the coding bit, but the deciding what features to include bit. So we've got JIRA Product Discovery, which is designed to help us manage that discovery phase of product development. So that means, you know, gathering ideas and insights and opportunities. And then, you know, we need a platform to evaluate all of those things that we've discovered and then to prioritize them and build them out into a roadmap.

10:51And then feedback, of course, is a critical part of developing a product. So the feedback app will centralize feedback from multiple sources and can generate insights and themes using, surprise, surprise, AI, all with the goal of helping us understand what direction our product needs to go in and what feature set we should be aiming for and therefore what we need to do next. Wow. Now, I know there was an awful lot in this video, and I do not mean for your head to explode with all of that information.

11:23And it is not important that you memorize all of these apps. Just be aware of their existence and have a go at the quiz question in this section to help you recap a handful of them.

0:00As we saw in the last video, there are quite a number of Atlassian apps which have been organised into these different collections. But in addition to all of these apps, we have some tools or solutions, whatever you want to call them, which are referred to as the Platform Apps. And these are described as being, as it says here, pre-loaded onto any Atlassian site, providing additional features to connect work across apps. And you can see the current list of Platform Apps at the bottom of my slide here. But the exact list of Platform Apps will vary over time as Atlassian evolves functionality across its cloud platforms. So don't worry too much if you see a slight discrepancy as to exactly what's listed as Platform Apps in the Atlassian documentation. So this list here is as good as any, and that's what we're going to use to work through it. And I should say that these little icons and the colours and whatnot that I've chosen to represent these apps are just what I have chosen to make these slides slightly more visually interesting. They are not the logos or the colours or anything that you should look out for in the Jira interface. But anyway, of course, the point is that we'll quickly run through them. And what better place to start than with the Home app? And you can think of this as simply your hub for

1:15connecting your work across whatever Atlassian apps that you use. And if I just show you a quick screenshot in my demo environment, so you can see looking at the tabs at the top here, I do have Jira on one tab, but then I've got the Home app on this tab just here. So yes, I'm in the Home app. And in fact, the button here that's got the four little squares, that's actually the app switcher. And we'll talk a bit more about navigation and whatnot when we have set up your practice Jira environment. But yeah, I'm in the Home app. And you can see in this bit here, labelled your apps. Well, that's where it will list the apps that you use. So obviously I use Jira. We can also see a couple of the other platform apps shown here as well, which we're going to talk about later on in this video. But of course, if you were also a Confluence user or a Bitbucket user or whatever, then you would see those listed there as well. So that's why it's representing a hub for all of the different Atlassian applications that you use. And it's the same with the frequently visited or the your work sections. It's going to be populating these with bits and pieces from across all of the different apps that you use in the Atlassian world.

2:22And actually, down the left hand side here, you can see reference to some of these other platform apps that we're going to be talking through. And in fact, next up, we will be talking about Goals. So the Goals platform app houses all of your goals in a central location. But you might be thinking, well, what exactly do we mean by goals? So I've got a definition here. So a goal in the Atlassian world represents the outcome that multiple streams of work contribute to. And you guessed it, those multiple streams of work could come from multiple apps. So many different apps could contribute to one particular goal. So many different apps. Let's just write that in there. So again, as per our original definition of platform apps providing features which connect work across the whole platform, then yes, the Goals app gives us visibility as to which bits from across the platform need to come together to achieve a particular outcome, which we've recorded as a goal in the Goals app. So yes, the Goals app connects goals to the work that's actually being done with that work, as I said, being managed across different Atlassian apps. So next on our list is Projects. And the first thing I should probably mention is that in the Atlassian world, the term project was previously used to mean what we now know

3:43as a space. Remembering that a space is that kind of container for our work items in Jira. And yes, as I just said, a space used to be called a project. And you might wonder why I'm confusing you with that, but it's going to come up when you're browsing support forums and whatnot. So it is useful to have in the back of your mind that the term project used to mean what we now know as a space, but the Projects platform app is a different thing. So to set the scene for you, we already know, don't we, that Jira is for detailed task management and tracking and workflows and whatnot, whereas it's in the Projects app that we can manage updates on work.

4:25So it's connected to the relevant work items in Jira and provides a single source of updates and information for the work that's being done. So it can give that top level view of what's being worked on and who's responsible and how it's going. And I've just noticed that I think I've missed an E there in the word updates. Now, if all of this does feel a bit confusing as to how spaces and projects all fit together, don't worry too much because Atlassian themselves say that they are working on ways to improve the clarity between projects and spaces. So don't worry exactly how and why it all fits together at this stage, because everything I'd like you to know for now is what's on this slide here. But moving on to then Teams, which you can think of as the kind of the friendly front end view of your organization's directory of people across your Atlassian environment. So in the Teams app, that's where you'll be looking at profiles for the people that you work with, or you might browse people by different projects or by different goals or departments or locations. And you would even go ahead and create new teams, so new groups of people and maybe even give kudos to coworkers at that kind of thing. So I said that this is the kind of the friendly front end view for your directory. So it's a bit different to what the

5:40IT administrator would see if they were managing user permissions. So this is very much for a regular end user, whereas our next app to mention is for Jira administrators only. It's the administration app. So you can see here, this is where they will be doing things like managing user permissions or security settings or billing and other organization wide settings. So unsurprisingly, a regular user who doesn't have the right permissions would not see this app. I mean, they'd be able to manage their own personal settings, but not to dig into this organizational type of stuff. And in fact, if I just show you a quick screenshot here, so you can see I'm in the administration app and I'm logged in as me. So of course, I am the administrator for my little demo setup, as you will be when we set one up with you in the next video. But if you just look down the left hand side here, you can see the sorts of things we're dealing with here. So it's going to be, you know, looking at security settings and billing, you know, all of that kind of stuff.

6:40And in the users part of the directory here, as I say, this is very different to the Teams app. This is where the IT administrator would look, for example, at the Nora Nugget user, see what apps she's got access to. You can see that Nora Nugget is just a user in all of the apps. She's not an administrator, but I could change that. I could make her an administrator for JIRA, for example. So it's all the things the IT administrator would do. But if we move on to our next platform app, which is analytics, and it probably doesn't take a genius to see that this platform app is about charts and graphs and stuff. So as it says here, it creates that shared understanding of data across your Atlassian tool set and all the connected work is displayed for you through dashboards and charts and whatnot. So it's about visibility and insights across all of your Atlassian data. There are just a couple of things to note, though. Analytics is only available in the cloud enterprise plans.

7:37So don't be surprised if you don't see it in your work environment and also be aware that analytics as an app name is becoming insights. So you will still see reference to analytics in some of the Atlassian documentation, but it is becoming insights. And that's going to be much more AI driven, so much more robo, because you might remember from our last video that Atlassian's AI is robo. And indeed, that's the last thing on our list for this video. So yes, robo is Atlassian's AI powered functionality. But actually, it's probably worth noting that robo is really an entire suite. It's a whole collection of AI tools, for example, search. So robo search. So that means that you can search across multiple Atlassian apps and any integrated apps without having to switch to those apps. And also in the robo family, as it were, we've got chat, which is your collaborative AI assistant, you know, the kind of thing we're talking about here. You can ask questions, you can get content summaries or ask it to do stuff for you across the different Atlassian apps.

8:47And also robo studio. So robo studio is for building custom AI agents and automations and whatnot. And I think we better stop there because, wow, quite a lot of info again in this video, much like the last one. But as per the last video, I really want you to just be aware of the existence of these apps and having seen an overview of them, I think this one liner here makes a lot more sense.

0:00Even if you've already got a JIRA account for your real live work environment, I will still recommend that you set up a brand new, fresh instance of JIRA to play with for this course so that you don't inadvertently meddle with something that's live in your organisation. So looking at my screen here, this obviously is just a test site, but let's imagine this is your live work environment and I'd like you to observe, if you do have a live work environment, I'd like you to observe up the top here the URL.

0:30So this particular example that I've got here is called Nugget Ops. So let's imagine that's my live environment. So I would strongly suggest that you bookmark or favourite this site in your browser. So that's going to make it easy for you to switch between your live account and your practice account. So for me, if I create a brand new page here in Microsoft Edge, then sure enough, I've got Nugget Ops on a favourite button there for me to easily hop to it. But what we're going to do is, in addition to, if you've got one, your live work environment, we're going to create a fresh new one. So I have given you a link in the skill to the JIRA pricing page because I think this is quite a good way just to take a look at what the free version of JIRA will give you compared to what your organisation is probably using, which is probably going to be a paid account.

1:22And you can start to see some of the differences. But I have to say, for us on this course, the free version of JIRA is going to be just fine. So if you don't have a paid for work account, that's no problem at all. You can do this whole course just with the free version of JIRA and nothing else. Because you can see the free version of JIRA does give us a broad spectrum of functionality. The limitations are the number of users and the amount of storage. And then other limitations are going to be feature driven. So you can see, for example, the standard flavour of JIRA, which is a paid for version. You get everything in free plus some of those robo features.

2:01So robo search and chat and whatnot that we talked about in the last video. And also you can see here user roles and permissions. That will make sense when we do set up our free account and obviously some other things as well. But for us, we are going to go ahead and set up a new free JIRA instance. So click the get it now button. And this is where you will see if you've already got other JIRA sites that you're part of. You will see them listed here. And you most definitely do not want to add your practice environment to an existing live one.

2:32So I would like you to choose this option here, start a new site. So this is where you need to give it a unique name. And you can see for me, it's just come up with my actual name, but you can type in something else. So I'm going to call it something like CBTN training. Does it let me have that? Yeah, it'll let me have that. Good. And you might have noticed as you were typing, it did come up telling you that it's going to be all lowercase and whatnot. So, yeah, I'm going to choose that. You're obviously going to have to choose something slightly different to that because it's got to be unique. But that's what I'm going to choose for this course.

3:04This is going to be my practice site. So I'm going to click continue. And then as you might imagine, it's going to get that set up for you. And it's guiding me through getting started with my very first space in this new Jira instance. So I'd like you to choose, well, let's just choose project management for now. As it says here, you can always change this later. Selecting a template won't limit what you can do. And we will be setting up other spaces as well. So I want a couple of different spaces for us to play with. So let's just choose project management for now and then continue.

3:37And then it says name your space. So let's call it, well, let's imagine we're doing a small project where we're upgrading our company blog. So let's, does anybody still have blogs? Anyway, let's call it blog upgrade, whatever, something like that. So that's the name of the space. And I'm going to click get started. And what you will see, it will suggest some status columns, you know, those columns that we saw in the board view when we were looking at Jira at the very beginning of this skill. And it's at this stage, you could change these or delete them or add other statuses.

4:09But I think for us, just our very first space to play with, that will do just fine. And if you had chosen a different template, then you would have some different suggestions here. But I'm just going to click next. And then it's saying, well, do you want to invite some people? Now I am going to invite a couple of fictitious co-workers. Now you'll see that you could copy a link and, you know, send that to other people. But I'm just going to invite a couple of fictitious co-workers. And I would suggest that you could do the same. In fact, you could use the exact same email addresses that I if you if you really wanted to.

4:40So Nora Nugget, 723 at gmail.com. And also I've got Graham Gahooney. I don't know. I don't know where I came up with that name. So Graham Gahooney at Hotmail.com. So you can add those two people if you want to. So I'm going to invite those and go to Jira. Again, it's going to take a moment or two to chew on that. And then after a few moments, there we go. Take a look at the address bar. So that is the name of the Jira instance that we created. So CBTN Training.

5:11Yours will be different because these have to be unique. So that's what we're looking at here. And then we can see there's the blog upgrade space that we created as part of creating this new Jira instance. Oh, and don't forget to bookmark or favorite this site so you can easily switch between your live work one and our practice one here. But let's see what else it's done. So you can see it's given us two example tasks in this space that we set up as part of the overall Jira site setup. And you can see those are the columns that we saw when we were setting it up.

5:42But it's also given us another example space. So yours should be similar to mine. So you can see this one here. Again, it's got slightly different columns this time and it's got some example tasks or work items. Yeah, that's looking good. But also note that for any space that you have and we'll talk a bit more about navigating the overall Jira environment in the next video. But for any space that you have, if you click on the more actions button here you get to see, for example, the space settings. So this is where you could change the icon of the space.

6:14You could change the space key if it didn't seem to make sense and a couple of other things as well. But also, if I go into access for this space I'm hoping that we will see, well, it's got Graham and me. So why didn't it add Nora? Well, if it didn't add it properly when you were setting it up you can always just, that's a bit odd, but let's just add Nora now. Maybe it just took her name rather than her email address. But anyway, let me just add Nora now. And she should, with a bit of luck, there we go, appear on the list.

6:44But notice that I can't change the permissions for these individuals because I would have to upgrade to one of the paid for plans in order to do that. So that was the other limitations I pointed out. But that's going to be absolutely fine for us in this course. So you don't need to worry too much about that. But there are other space settings you may choose to look through. Also for this example site that it's set up I suggest you do leave it there for now while we're playing with it. But of course, if you wanted to in the future you could choose to delete the space. And if you were to do that, you'll get the warning message.

7:15Do you really want to move this to trash? Blah, blah, blah. But as I said, for us, let's just leave it. So we've got something else to play with as we learn about Dura. Now, I would like us to set up a couple more spaces. So down the left-hand side here, where you can see the spaces entry which you can hide and show the list of spaces. But you'll see in that same area, we've got this little plus to enable us to create a new space. So that's what we're going to do. And this is where you will see the vast array of space templates that you can browse through. And my goodness, this is going to be a real good head start for getting the right sort of workflow and whatnot depending on what type of space you want to create.

7:50So what I'd like us to do is go to the Work Management category. And we're going to choose, well, go to Market. Now, yours probably won't be at the beginning because obviously I've been playing with this before. But if you scroll through and find Go to Market because that's going to be a good one for launching a new product or service. And that's the one I want us to set up. So let's choose Go to Market. And we need to give it a name. So let's call it, well, let's imagine this is codenamed Project Neptune, something like that. And notice this option here. How is your space managed? I've got two choices, Team Managed or Company Managed.

8:23Now, the difference between these two options is that a Team Managed space is designed to stand alone separate from other projects so we can work very much as we want to work within that team. Whereas a Company Managed space is designed to follow along with organizational best practices and whatnot. And it does give us a couple of differences. So I wanted us to create a different one here. So this is going to be a Company Managed space. You can see the key of this space. That's a unique identifier for all the work items that are going to be created in this space.

8:55I can change the key now, but it's picked up just the initials of the name. That's great. And if I want to see more details of this template that I've chosen, so if you click See Details, that's where you'll see, for example, the workflow that's part of this space. So that's going to dictate the columns, you know, the status columns on the board and whatnot. So yeah, that looks good. I'm going to use the template. And I don't know why that's popped back to being Team Managed, but now I want it to be Company Managed. Yeah, with the Go-To-Market template. So let's choose Next. As you might imagine, that's going to take a moment or two to do its stuff.

9:26I'm going to invite the same people that I invited before. Let's just wait a moment for that to get it set up. Good. So it looks like it's done it. So there's Project Neptune. And I'm hoping if I just click the little More Actions button here, yeah, we can see just off the bottom of my screen there that this is a Business space, which is Company Managed. So Business space is the type of space and the Company Managed, which you can only just see on the screen there, indicates that it's not a Team Space. Whereas the Blog Upgrade one that we created as part of setting up this Practice Jira site is a software type of space in the Software Space category of templates, but it's Team Managed.

10:04So Team Managed versus Business Managed. And maybe we'll see some differences as we progress. Good. I'd like us to set up one more as well. So click on the plus again next to Spaces to create a new space. And this time, well, go back to Work Management. This time I want Event Planning, the Event Planning template. But by all means, have a browse through some of these. And I wasn't concentrating. So I've already got there we go. There's Event Planning. And let's imagine we're organizing some kind of event. So it's a Christmas event for our sponsors.

10:34So I'm going to call it Sponsor Christmas Event. And again, this is a standalone project. So I'm just going to keep it as Team Managed. So let's just choose. Well, actually, if you want to see the details of the workflow, so ideating, planning, and in review, that's going to be the columns. So yeah, that looks good. So I'm going to use that template. That's the key, which is the initials of the name. Yeah, that'll be fine. I could change it here, of course, if I preferred. Again, I shall just invite the same couple of example co-workers to this space.

11:05There we go. Choose Next and wait a moment for that to set it up. So good. It looks like there we go. I've got these three spaces for us to play with. That's going to give us a really good start as we progress and learn more about Jira.

0:01In this video, I thought it was worth spending a few minutes just exploring the interface of Jira. So you've got some confidence exploring. Now you've got a demo environment to play with. Bearing in mind, though, that because Jira is a cloud product, there will be small interface changes happening on a regular basis. So don't think you're going mad if what you see is slightly different to what you see on the recording here. But anyway, this is the sidebar down the left hand side. Generally, I think people tend to have this shown all the time because this is how you navigate between your different spaces, of course.

0:32But if you're working on a very small screen, you may choose to have it collapsed. So top left hand corner, you could collapse it, which would mean you just hover in order to switch to a different space, for example. But I think generally most people tend to keep it shown. So that's what I'm going to do. And then also, I think we've already seen that we use this button to switch between the different apps that you might be using. And you can also see you can reorder the apps as well. So you can click and drag on that sort of double headed arrow to change the position of these apps. And then down the bottom, you'll see yet more of these recommendations for other Atlassian products, which you can control to a certain degree by saying, I'm not interested.

1:08And then it will say, OK, you won't see this here as often. Also notice at the top here, this is where you could switch between different Jira sites that are associated with the same email address. So for me, when I set up that CBTN training site with you in the last video, it happened to be associated with the same email address as that other site that I had shown you. So I could switch between them here. But if your work Jira environment is not associated with the same email address as this little practice one we've set up, then it won't appear here.

1:42So that's why sometimes using a favorite or a bookmark in your browser is a bit more convenient. And that tends to be my preference. But if you were to go the other corner of your Jira interface at the top right hand corner, that's where you could switch to a different account. You could switch to the other email address where the other Jira sites might be associated. So you've got some options there. But also while we're here, you'll see that I can go into my profile. This is the profile that other people would see if they were to look you up in Atlassian Teams.

2:16So remember, Teams was one of those platform apps. So here I am. In fact, I'm in Teams, aren't I? Look at the top left hand corner here. You can see I'm in the Teams platform app. And this is where I could add a picture or add role details and whatnot. So this is where you see which bit of your environment that you're in. So I can see up here it says Teams. And if I want to go back to Jira, then just click on that app switcher and click on the Jira logo to go back to Jira. But also just while we're back here and then clicking at the top right hand corner, back on that same menu that I showed you to get into the profile account settings.

2:51I'm not going to click it, but if you were to try that, that takes you into your Atlassian account. If you wanted to change anything about that. And also here you can see you could change the theme to, for example, dark or light mode or whatever. Also across the top here, you've got the search box, which we will explore in more detail as we progress through the course. And also you've got this big blue create button. And what this tends to do, depending on which component of the Atlassian cloud you're in, then the create button will do slightly different things.

3:21So, for example, here in Jira, the create button would enable me to create a new work item. Whereas if I was in, for example, goals or projects, then the create button would create a new object that's relevant to those particular apps. So that will vary depending on which components that you happen to be in. And you can also see again, top right hand corner, you've got the little bell for notifications. You've got the question mark for help. And you've also got the cog here for settings, which I will go into in a second, because if we take a look in more detail at this sidebar down the left hand side, you will see this for you page. And this will always be by default the homepage for Jira here.

4:06So you can see that it's summarizing recommended spaces and things that you've looked at today. So the different spaces that you've looked at today, which you'll see you can filter differently. But if you wanted a different homepage rather than the for you, that's where top right hand corner again, you can go into settings, which is that cog and go into general settings. And this is where you'll see that I'm very much in the personal settings for me, for my Jira environment. So these are personal settings within which we've got some general settings and emails and notifications, which we'll look at another time. But look, you can see here the Jira homepage, which is defaulting to for you.

4:45Now, unfortunately, the options aren't terribly exciting. But let's say you did have some dashboards, which you always were referring to. Now, we have yet to talk about dashboards, but that might be a more useful homepage. But for now, let's say I want to change it to the spaces directory, because I'm always hopping between spaces and wanting to see my spaces. So that's now my homepage. So now if I go back to the homepage just by clicking on the Jira logo here, then it's going to take me to my spaces list rather than the for you. So very much your preference. Working our way down that sidebar, though, I think recent.

5:20That's pretty obvious. It's going to show you your recent items. Now starred are the spaces and things that you have starred as in marked as favorite. For example, that demonstration space that was automatically created when we set up this Jira site, that has been already starred. So therefore, that's appearing in the starred section. And you could if you wanted to unstar it from here just by clicking on the star itself. So that's no longer appearing in starred. So let's put one of our spaces that we set up into the starred section.

5:53So let's say Project Neptune. Yes, I'd like to add that to starred. And also also the blog upgrade, for example, let's add that to starred. So therefore, these two items are shown in the starred section of spaces. You can change the order of these items. So let's say I don't know, plans. You think, oh, yeah, you know, I use that a lot, whatever it is. You move that up and you think, oh, I'd like that there. Then you can grab that little sort of six dot thing where the little hand is and drag things around. But talking of plans, you think to yourself, well, yeah, that does look interesting.

6:23But this is going to be a product that we don't have access to with our free Jira subscription. So that might lead you to think to yourself, well, how do I get rid of some of these things if I don't want them shown on the sidebar? So if you scroll down to the very bottom of the sidebar, there we go, customize sidebar. So I'm going to switch off plans and I'm also going to switch off assets, knowing that at any time you can come back in here and turn them back on again. And you could also reorder them from here as well. But let me save changes to that.

6:53And yes, I'm a bit happier that I've removed a couple of items that I know I will never use. That's how we navigate Jira. So you might want to have a little click around and explore. And I do have a couple of quiz questions in the final section of this skill to help you recap on some of these basic concepts that we've covered before we dive into more detail in the following skills in this course.