PM Tools Deep Dive: Jira, Miro, Confluence, Smartsheet

Explore key project management tools - Jira, Miro, Confluence, and Smartsheet - to enhance collaboration, planning, and workflow efficiency across teams.
Duration: 1 Day
Hours: 2 Hours
Training: Live Training
Training Level: All Level
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

Modern product teams live inside a complex ecosystem of tools. When used well, they accelerate clarity, collaboration, and delivery. When misused, they create noise, duplication, and confusion. 

This practical workshop gives Product Managers hands-on guidance on four of the most widely used delivery and collaboration platforms: Jira, Miro, Confluence, and Smartsheet. Participants will learn core workflows, best-practice configurations, and real examples of how these tools integrate to support product discovery and delivery at pace.

Course Objectives:

By the end of this course, participants will be able to:

  • Configure Jira boards, workflows, and issue types for product delivery.
  • Run ideation, mapping, and prioritization workshops in Miro.
  • Create effective product documentation and decision logs in Confluence.
  • Build project plans, dashboards, and dependencies in Smartsheet.
  • Integrate the tools to reduce duplication and improve transparency.
  • Apply governance through templates, permissions, and review cadences.
  • Avoid common anti-patterns that slow teams down.

Who is the Target Audience?

  • Product Managers and Senior PMs.
  • Product Owners and Delivery Leads.
  • Scrum Masters and TPMs.

Basic Knowledge:

  • Basic computer skills, understanding of project workflows, and familiarity with team collaboration tools or project management concepts are helpful for this topic.

Curriculum
Total Duration: 2 Hours
Kickoff & Tooling Philosophy

  • Where product tooling breaks down
  • Tool overload vs. tool integration
  • Source of truth vs. sources of insight

Jira Deep Dive

  • Workflows, issue types, and statuses
  • Epics vs. stories vs. tasks
  • Custom fields and labels for reporting
  • Sprint planning and backlog grooming
  • Dashboards and filters (JQL)
  • Anti-patterns: over-workflowing, status confusion

Miro Deep Dive

  • Whiteboarding for discovery
  • Templates for user journeys, brainstorming, and retros
  • Running remote workshops
  • Voting and clustering techniques

Confluence Deep Dive

  • Documentation hierarchy and linking
  • Writing effective specs and decision logs
  • Versioning and page history
  • Integrating Jira issues into pages

Smartsheet Deep Dive

  • Grid, Gantt, and card views
  • Dependency management and critical path
  • Resource allocation
  • Update requests and automation basics
  • Progress dashboards

Tool Integration Patterns

  • Jira issues surfaced in Confluence pages
  • Miro boards linked to specs and retros
  • Smartsheet dashboards feeding leadership reporting
  • When to mirror vs. when to reference

Governance & Templates

  • Page templates (roadmaps, specs, RFCs)
  • Board-hygiene rules
  • Naming conventions and tagging
  • Permission guidelines

Facilitating Tool Adoption

  • Coaching teams on proper usage
  • Tool hygiene agreements
  • Reducing noise and duplication

Wrap-Up & Next Steps

  • Pitfall checklist
  • Personal action commitments
  • Q&A + resource pack