Jira Foundations: Plan, Track, Collaborate (41 chars)

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Create a professional, clean, and engaging presentation on Jira for internal teams. Audience: One team already uses Jira and needs a refresher One neighboring team that is new to Jira Tone: Clear, practical, and foundational Not overly technical Business-focused and collaborative Goal: Explain what Jira is and why teams use it Show how Jira helps teams stay organized, accountable, and transparent Introduce core Jira concepts and workflows without going too deep Slide Structure & Content: Slide 1 – Title Jira Foundations: Planning, Tracking, and Collaborating as a Team Subtitle: A refresher and introduction for cross-functional teams Slide 2 – What Is Jira? Jira as a team-wide to-do list Used to plan, track, and deliver work Works for teams of all sizes and all types (Agile, software, marketing, operations) Accessible on desktop and mobile Slide 3 – Why Teams Use Jira Tackles chaos and scattered work Assigns ownership and accountability Makes work status visible to everyone Provides a single source of truth Slide 4 – How Jira Helps Teams Transparency: Everyone can see and comment on work Efficiency: Break big projects into manageable pieces Collaboration: Centralized discussions and decisions Slide 5 – How Jira Helps You Prioritize important work Plan your week visually Track your tasks and teammates’ progress Share updates easily Slide 6 – Navigating Jira: Core Concepts Work items Spaces (projects) Boards How they all connect Slide 7 – What Is a Work Item? Individual piece of work in Jira Used to track progress, updates, and discussions Can include descriptions, comments, attachments, and links Slide 8 – What Is a Space (Project)? A collection of related work items Every work item belongs to a space Usually represents a team, product, or initiative Slide 9 – What Is a Board? Visual representation of work in a space Columns represent workflow statuses Shows how work moves from start to completion Slide 10 – Types of Boards Kanban Board: Continuous flow of work Scrum Board: Work organized into fixed-time sprints (e.g., 2 weeks) Brief explanation of when to use each Slide 11 – Common Work Item Types Epic: Large body of work (parent item) Story: User-focused deliverable Task: Specific piece of work Bug: Problem or defect Sub-task: Small step toward completing a larger item Slide 12 – Creating & Updating Work Items Writing clear descriptions Updating status as work progresses Commenting for questions and updates Slide 13 – Adding Context: Attachments & Links Attach files (images, docs, logs, etc.) Link related work items Link Confluence pages and external resources Slide 14 – Integrations & Wrap-Up Jira integrations (Slack, AWS Cloud, Tenable, etc.) Automatic work item creation Key takeaway: Jira helps teams stay aligned, accountable, and productive Design Guidelines: Minimal text per slide Use icons, diagrams, and simple workflows Clean, professional corporate style Use real-world examples where possible

Introduces Jira as a team tool for planning, tracking, and collaboration. Covers benefits for organization/transparency, core concepts (work items, projects, boards, workflows), item types, updates, a

December 12, 202514 slides
Slide 1 of 14

Slide 1 - Jira Foundations: Planning, Tracking, and Collaborating as a Team

This title slide features the main heading "Jira Foundations: Planning, Tracking, and Collaborating as a Team." The subtitle describes it as a refresher and introduction for cross-functional teams.

Jira Foundations: Planning, Tracking, and Collaborating as a Team

A refresher and introduction for cross-functional teams

Source: Internal Jira Training

Speaker Notes
Welcome audience. Tailor intro: refresher for experienced team, basics for new team. Emphasize collaboration benefits.
Slide 1 - Jira Foundations: Planning, Tracking, and Collaborating as a Team
Slide 2 of 14

Slide 2 - What Is Jira?

Jira is a team-wide shared to-do list for planning, tracking, and delivering work. It supports all teams, from Agile and software to marketing and ops, with desktop and mobile access.

What Is Jira?

  • Team-wide shared to-do list
  • Plan, track, and deliver work
  • For all teams: Agile, software, marketing, ops
  • Desktop and mobile access
Speaker Notes
Jira acts as a team-wide to-do list for planning, tracking, and delivering work. Ideal for all teams including Agile, software, marketing, and ops. Accessible on desktop and mobile.
Slide 2 - What Is Jira?
Slide 3 of 14

Slide 3 - Why Teams Use Jira

Teams use Jira to tackle chaos and scattered work by assigning clear ownership and accountability. It makes project status visible to everyone and serves as a single source of truth.

Why Teams Use Jira

  • Tackles chaos and scattered work
  • Assigns ownership and accountability
  • Makes status visible to everyone
  • Provides a single source of truth

Source: Jira Foundations presentation - Slide 3

Speaker Notes
Highlight how Jira solves common team pain points: chaos from scattered tools, unclear ownership, hidden progress, and multiple truth sources. Use real examples from our team. Keep it relatable for new users.
Slide 3 - Why Teams Use Jira
Slide 4 of 14

Slide 4 - How Jira Helps Teams

The "How Jira Helps Teams" slide features a grid of six key benefits: full transparency for real-time visibility and commenting, boosted efficiency via task breakdown, enhanced collaboration through centralized discussions, clear task ownership, progress monitoring, and a single source of truth. Each feature includes an icon and concise description emphasizing Jira's role in team productivity.

How Jira Helps Teams

{ "features": [ { "icon": "👁️", "heading": "Full Transparency", "description": "Everyone can see and comment on work in real-time." }, { "icon": "🚀", "heading": "Boost Efficiency", "description": "Break big projects into manageable, trackable pieces." }, { "icon": "🤝", "heading": "Enhance Collaboration", "description": "Centralize discussions and decisions in one place." }, { "icon": "🎯", "heading": "Assign Ownership", "description": "Clearly assign tasks and ensure accountability." }, { "icon": "📈", "heading": "Real-Time Visibility", "description": "Monitor progress and status across the team." }, { "icon": "📋", "heading": "Single Source of Truth", "description": "All work details in one reliable location." } ] }

Source: Jira Foundations Presentation

Speaker Notes
Emphasize transparency, efficiency, and collaboration as key benefits. Use this slide to show practical value for both refresher and new teams.
Slide 4 - How Jira Helps Teams
Slide 5 of 14

Slide 5 - How Jira Helps You

Jira helps prioritize important work and plan your week visually. It also tracks tasks and teammates’ progress while enabling easy updates sharing.

How Jira Helps You

  • Prioritize important work
  • Plan your week visually
  • Track tasks and teammates’ progress
  • Share updates easily

Source: Prioritize work. Visual weekly planning. Track tasks & progress. Easy updates.

Speaker Notes
Highlight personal benefits: helps users stay organized daily. Use icons for prioritization, calendar, progress bar, and chat.
Slide 5 - How Jira Helps You
Slide 6 of 14

Slide 6 - Navigating Jira: Core Concepts

This agenda slide outlines core Jira concepts: Work Items for tracking individual tasks with progress and discussions, Spaces (Projects) as collections of related items for teams or initiatives, and Boards as visual workflow displays from start to completion. It concludes with how these elements interconnect for unified organization, accountability, and transparency.

Navigating Jira: Core Concepts

  1. Work Items
  2. Individual pieces of work to track progress, updates, and discussions.

  3. Spaces (Projects)
  4. Collections of related work items representing teams or initiatives.

  5. Boards
  6. Visual displays of workflow statuses from start to completion.

  7. How They Connect

Unified structure for organization, accountability, and transparency. Source: Work items, Spaces (projects), Boards. See how they connect for organization.

Speaker Notes
Highlight interconnections with a simple diagram. Keep explanations foundational and business-oriented for both refresher and new users.
Slide 6 - Navigating Jira: Core Concepts
Slide 7 of 14

Slide 7 - What Is a Work Item?

A Work Item is an individual piece of work that tracks progress, updates, and discussions. It includes descriptions, comments, attachments, and links.

What Is a Work Item?

  • Individual piece of work
  • Tracks progress, updates, discussions
  • Includes descriptions, comments, attachments, links

Source: Jira Foundations: Planning, Tracking, and Collaborating as a Team

Speaker Notes
Emphasize work items as Jira's building blocks. Use a simple example like 'Update customer dashboard' to show how it tracks everything in one place.
Slide 7 - What Is a Work Item?
Slide 8 of 14

Slide 8 - What Is a Space (Project)?

A Space (Project) is a collection of related work items, with each item belonging to exactly one space. It represents a team, product, or initiative.

What Is a Space (Project)?

  • Collection of related work items
  • Each item belongs to one space
  • Represents a team, product, or initiative

Source: Jira Foundations

Speaker Notes
Emphasize that spaces organize work by team or initiative, keeping everything in one place for focus and collaboration.
Slide 8 - What Is a Space (Project)?
Slide 9 of 14

Slide 9 - What Is a Board?

The slide "What Is a Board?" defines a workflow board using four key statuses: To Do (assigned but unstarted, e.g., plan new feature), In Progress (actively worked on, e.g., develop code), In Review (completed awaiting feedback, e.g., test & review), and Done (finished and accepted, e.g., deploy to production). It presents this in a table format with columns for Status, Description, and Example.

What Is a Board?

{ "headers": [ "Status", "Description", "Example" ], "rows": [ [ "To Do", "Work assigned but not started", "Plan new feature" ], [ "In Progress", "Actively being worked on", "Develop code" ], [ "In Review", "Completed, awaiting feedback", "Test & review" ], [ "Done", "Finished and accepted", "Deploy to production" ] ] }

Source: Visual work view in a space. Columns = workflow statuses. Work flows start to finish. Simple diagram.

Speaker Notes
A Board is a visual representation of work in a space. Columns show workflow statuses (e.g., To Do, In Progress, Done). Work items move left to right as they progress. This makes status transparent and collaborative. Use icons or cards in each column for engagement.
Slide 9 - What Is a Board?
Slide 10 of 14

Slide 10 - Types of Boards

The slide "Types of Boards" compares Kanban and Scrum boards in two columns. Kanban enables continuous work flow without fixed iterations, limiting progress for steady throughput in ongoing or unpredictable tasks, while Scrum organizes work into fixed sprints (e.g., 2 weeks) for iterative planning in projects with defined cycles.

Types of Boards

Kanban BoardScrum Board
Continuous flow of work with no fixed iterations. Limits work in progress for steady throughput. Ideal for ongoing tasks, maintenance, or unpredictable volumes.Organizes work into fixed sprints (e.g., 2 weeks). Enables iterative planning and reviews. Best for projects with defined cycles and team cadences.

Source: Jira Foundations

Speaker Notes
Highlight Kanban for steady workflows like support; Scrum for time-boxed projects like feature releases. Ask audience: Which fits your team?
Slide 10 - Types of Boards
Slide 11 of 14

Slide 11 - Common Work Item Types

The slide "Common Work Item Types" is a table listing five key types: Epic (large parent body of work), Story (user-focused deliverable), Task (specific piece of work), Bug (problem or defect), and Sub-task (small step toward a larger item). It provides concise descriptions for each to clarify their roles in project management.

Common Work Item Types

{ "headers": [ "Type", "Description" ], "rows": [ [ "Epic", "Large body of work (parent item)" ], [ "Story", "User-focused deliverable" ], [ "Task", "Specific piece of work" ], [ "Bug", "Problem or defect" ], [ "Sub-task", "Small step toward larger item" ] ] }

Slide 11 - Common Work Item Types
Slide 12 of 14

Slide 12 - Creating & Updating Work Items

To create work items, write a clear, concise description including what, why, and acceptance criteria. Update items by dragging them across status columns (e.g., To Do → In Progress → Review → Done) to reflect progress, and add comments with @mentions, files, or links.

Creating & Updating Work Items

{ "headers": [ "Step", "What to Do", "Tips" ], "rows": [ [ "Create", "Write a clear description", "Include: What, Why, Acceptance criteria. Keep it concise and actionable." ], [ "Update", "Drag item to new status column", "e.g., To Do → In Progress → Review → Done. Reflect real progress." ], [ "Comment", "Add comments for Q&A and updates", "@mention teammates, attach files, link related items." ] ] }

Source: Clear descriptions → Update status → Comment for Q&A/updates. Step-by-step icons.

Speaker Notes
Highlight each step with icons (e.g., document for create, arrow for update, chat for comment). Stress clarity and collaboration for teams new and experienced with Jira.
Slide 12 - Creating & Updating Work Items
Slide 13 of 14

Slide 13 - Adding Context: Attachments & Links

This slide on "Adding Context: Attachments & Links" explains how to attach files like images, documents, and logs. It also covers linking related work items, Confluence pages, and external resources for easy reference.

Adding Context: Attachments & Links

  • Attach files (images, documents, logs, etc.)
  • Link related work items for easy reference
  • Link Confluence pages and external resources

Source: Jira Foundations Presentation

Slide 13 - Adding Context: Attachments & Links
Slide 14 of 14

Slide 14 - Integrations & Wrap-Up

This conclusion slide highlights integrations with Slack for real-time notifications, AWS for cloud workflow integration, and Tenable+ for auto-creating items from alerts, under the subtitle "Seamless tools for better teamwork." It wraps up with the bold message: "Aligned, accountable, productive teams!"

Integrations & Wrap-Up

• Slack: Real-time notifications

  • AWS: Cloud workflow integration
  • Tenable+: Auto-create items from alerts

Aligned, accountable, productive teams!****

Seamless tools for better teamwork

Source: Jira Foundations Presentation

Speaker Notes
Highlight key integrations like Slack for notifications, AWS for cloud workflows, and Tenable+ for auto-creating security items from alerts. Emphasize how they enhance alignment. Closing message: 'Aligned, accountable, productive teams!' CTA: 'Questions? Let's collaborate in Jira today!'
Slide 14 - Integrations & Wrap-Up
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