Jira Fundamentals: Part I and Part II

Course Details | Mar 08 - 10, 2023| Live Online| Sandy Pflugfelder

Course Fee

Event Details

  • Each days hours are 1:00 PM EST to 5:00 PM EST.
  • This is an online only class. All participants must be able to join a video conference from a computer with a camera, speaker and microphone.
    For certification classes, full class attendance and participation is required.

Jira Fundamentals: Part I and Part II

Live Online
Sandy Pflugfelder
Date & Time
Mar 8, 2023(Wed)
1:00 PM - 5:00 PM (EST)
Mar 9, 2023(Thu)
1:00 PM - 5:00 PM (EST)
Mar 10, 2023(Fri)
1:00 PM - 5:00 PM (EST)

Your Instructor

Sandy Pflugfelder

Sandy Pflugfelder is a Jira Administrator, Professional Scrum Master, training consultant, and experienced project manager with 20 years consulting in these capacities for a number of Fortune 500 companies.

Jira Cloud Fundamentals: Parts 1 & 2

Jira cloud Fundamentals: Parts 1 & 2

This highly interactive course provides a comprehensive introduction to Jira Cloud Fundamentals. Students will learn everything from creating projects to customizing workflows to configuring and managing dashboards and reports.

No courses currently scheduled. Contact Us to schedule a private course.


Our immersive instructional techniques teach you Jira through hands on and practical application
Twelve hours of highly-interactive learning experience with examples and exercises that truly enable understanding of Jira, by one of the few consulting firms solely focused on agile transformation for over 20 years
All course materials and resources
Twelve (12) PDUs toward Project Management Institute’s PMP® and PMI-ACP® certifications

This class is offered in partnership with PMI to support the local PM community.


This is a highly interactive course where we will be walking through activities together as well as individually. You will create a project and will go through the navigation, issues, issue types, and planning views. We will create filters, customize workflows, as well as create reports and dashboards. This course is for anyone that is new to Jira and familiar with agile principles and methodologies. You will need to create a free Jira account at Atlassian. It is easiest with a Gmail account but can be done with a different email address as well.  We recommend a dual monitor setup so that you can view zoom as well as view Jira classwork.

Course Objectives

Topics and lessons included in this course are:
  • Account and Project Setup
    • Prepare a project to use for subsequent course sections
    • Learn about project setup options
  • General Navigation
    • Define the main sections of Jira screens
    • Gain a high level understanding of important features and their screen locations
  • Issues and Issue Types
    • Define Issues
    • Understand the default Issue Types and their hierarchy
  • Planning: Roadmap View
    • Create Epics and other Issues
    • Work in the Issue hierarchy
  • Planning: Backlog View
    • Navigate and prioritize the Backlog view
    • Filter and Group Issues
    • Create Sprints
  • Project Settings and Customizations
    • Update Project Settings
    • Create and customize Issue Types
    • Create custom fields
  • Issue Navigation and Filters
    • Search for Issues
    • Create and Save filters
    • Share filters
  • Jira Workflows
    • Present an overview of workflows
    • Configure board columns
    • Add Transition rules
  • Reporting
    • Learn what Reporting Features are available out of the box
    • Create reports to help manage and track your Issues
  • Dashboards
    • Review common uses of Jira Dashboards
    • Create dashboards
    • Work with common widgets
    • Share dashboards
  • Company Managed Projects
    • Review the difference between Team managed and a Company managed project
    • Use releases and versions
    • Explore classic board options
  • Additional Jira Topics: Company Managed Settings and Schemes, Components and Integrations
    • Company managed settings
    • Company managed schemes
    • Components
    • Integrations

Over 7,000 Recommendations Can't Be Wrong

Platinum Edge provides one of the best training programs in the industry. We have so much confidence that you will be satisfied with our training that we offer a 100% money-back guarantee. If by the end of the course you are not satisfied, you will receive a full refund of the registration fee.


We have some of the most competitive pricing in the industry. We’ll match any published price on identical classes.


A full refund will be provided for any reason prior to one week before the start of the class. If less than one week prior to class, you will be charged $100 if you cancel and do not transfer your registration to a future Platinum Edge class.

Please see our Frequently Asked Questions page for answers to other common questions.

PMI, PMP, PMI-ACP and the PMI Registered Education Provider logo are registered marks of the Project Management Institute, Inc. CSM and its logo are registered trademarks of Scrum Alliance, Inc.


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