Free ebook for project managers on setting up Jira projects, Scrum and Kanban boards, dashboards, and reports for delivery visibility.
Free ebook content
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Jira for Project Managers: Navigating the Interface and Core Building Blocks
+ Exercise: You want a Jira view that best supports daily standups and discussions about work currently in progress. Which view should you use?
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Jira Project Setup for Visibility: Choosing a Project Type and Initial Configuration
+ Exercise: A project manager wants consistent reporting across multiple teams, with shared definitions of required fields and workflows. Which Jira project type best fits this need?
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Designing Issue Types and Work Breakdown in Jira for Clear Scope Control
+ Exercise: Which approach best keeps operational work visible in Jira without polluting feature delivery scope?
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Workflow and Statuses in Jira: Aligning Process Without Over-Engineering
+ Exercise: Which approach best simplifies a Jira workflow while still supporting reporting on lead time, review waiting, and release status?
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Backlog Management in Jira: Prioritization, Refinement, and Readiness
+ Exercise: Which approach best supports a predictable Jira backlog by making ordering clear and preventing “priority wars”?
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Scrum Boards in Jira: Sprint Planning, Execution, and Scope Management
+ Exercise: During an active sprint, a new 2-point issue is added because a security review reveals it is required to meet the sprint goal. Which action best keeps Jira reporting and sprint predictability accurate?
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Kanban Boards in Jira: Flow Management, WIP Limits, and Service Delivery
+ Exercise: A Jira Kanban board shows Review far over its WIP limit with several items aging 5–10 days, while Build is also over limit. What is the best immediate action to improve flow?
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Structuring Jira Boards for Multi-Team and Cross-Project Coordination
+ Exercise: When setting up a cross-project coordination board for multiple teams, which approach best keeps administration lightweight while still allowing stakeholders to answer common questions quickly?
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Dependencies, Risks, and Milestones in Jira: Making Hidden Work Visible
+ Exercise: When reviewing dependencies in Jira, which combination best helps answer “What is blocked, for how long, and what is the next action?”
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Essential Jira Reports for Project Managers: Interpreting Progress and Predictability
+ Exercise: A project manager wants to explain progress while making scope changes visible during a sprint or release conversation. Which Jira report is best suited for this purpose?
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Dashboards and Stakeholder Communication in Jira: Building Reusable Views
+ Exercise: When creating an executive-friendly Jira dashboard from the same saved filters, which change best reduces noise while staying accurate?
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Operational Practices in Jira: Quality, Consistency, and Lightweight Governance
+ Exercise: Which practice best reflects “lightweight governance” in Jira to improve execution and reporting without creating busywork?
About the free ebook
Jira for Project Managers: Setting Up Projects, Boards, and Reporting
This free ebook helps project managers use Jira as a practical system for planning, coordinating, monitoring, and communicating work. It focuses on creating a clear operating model without turning Jira administration into an overly complex exercise.
Build projects that make work visible
Learn how Jira’s projects, issues, fields, workflows, backlogs, and boards work together. The ebook explains how to select an appropriate project type, establish useful initial settings, and design issue structures that support reliable scope control.
Use issue types, statuses, and workflows to reflect the team’s real delivery process. The guidance emphasizes simple configurations that clarify ownership, progress, approvals, and completion criteria while remaining easy for teams to adopt.
Manage delivery with Scrum or Kanban
Discover how to maintain a prioritized, ready backlog and run Scrum boards for sprint planning and execution. For continuous-flow teams, explore Kanban board design, work-in-progress limits, and ways to improve service delivery and flow.
The ebook also addresses cross-project and multi-team coordination. It shows how board structures, filters, and consistent work definitions can give project managers an actionable view of shared work without losing team-level detail.
Report progress with confidence
Make dependencies, risks, milestones, and blocked work easier to identify before they become delivery surprises. Learn which Jira reports can support conversations about progress, predictability, workload, and scope change.
Practical dashboard guidance helps you create reusable stakeholder views that communicate the right level of information to delivery teams, sponsors, and leaders. The final practices focus on data quality, consistency, and lightweight governance so Jira remains trustworthy as projects evolve.
What you will be able to do
- Set up Jira projects and boards around meaningful delivery outcomes.
- Create manageable workflows and issue structures.
- Use backlogs, boards, reports, and dashboards for informed decisions.
- Improve visibility across teams, dependencies, risks, and milestones.
How do project managers choose between Scrum and Kanban boards in Jira?
Use Scrum for timeboxed sprint planning and Kanban for continuous flow, service work, and WIP-based delivery.
Which Jira reports are most useful for tracking project predictability?
Velocity, burndown, cumulative flow, and control charts can reveal progress trends, flow issues, and forecast reliability.
How can Jira dashboards improve stakeholder reporting?
Dashboards combine selected filters and gadgets into reusable views of status, risks, workload, and delivery progress.
This ebook includes:
12 content chapters
Digital certificate of course completion (Free)
Exercises to train your knowledge
100% free, from content to certificate
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