Managing Custom Jira Workflows Course Resources

Course Information

Jira: Managing Custom Workflows

Jira: Advanced Administration
Edition: 1
Last updated: Jan 2024

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Who is this Course For?

This course helps new and experienced Jira administrators design, build, and maintain custom processes and workflows. It’s also useful for anyone who’s interested in improving team efficiency, fostering cross-team communication, managing business pipelines, passing audits, smoothing handoffs between users and teams, or improving time to market. The needs of the organization are best achieved when application administrators and business managers work together.

This course contains demos, challenges, and the quizzes to help reinforce the material. And don’t miss the workflow scavenger hunt to see how many problems or opportunities for improvement you can detect!

Prerequisites

If you’re new to Jira administration, take my basic and advanced administration courses first. This course builds on those courses and assumes you already know how to configure Jira-specific application settings and all the standard schemes in Jira projects. This course provides a comprehensive guide for custom workflow features, functions, and strategies for creating, extending and maintaining them.

Course Updates

None yet! See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Links

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesWorkflows Course Materials.zip

Includes:
– Custom Workflow Requirements.docx
– Custom Workflow Template.pptx
– Jira Jargon – Workflows.docx
– Jira Workflow Checklist.docx
– Jira Workflow Scavenger Hunt.docx
– Jira Workflow Scavenger Hunt Answers.docx
– Jira Workflow Scavenger Hunt Materials.docx
– Scavenger Hunt.jwb
– Scavenger Hunt.xml
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

  • The workflow scavenger hunt uses only built-in Jira features. No third-party apps or special capabilities are required for the challenge.

Learning Jira (Server & Data Center Edition) Course Resources

Course Information

Learning Jira (Server Edition)

Learning Jira (Server Edition)
Edition: 1
Last updated: Aug 2020

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—  Updated course coming soon! —

2024 Edition Preview

The updated version includes new live Jira examples, more examples of how Jira is used, a live tour of each Jira application type, more information about project types, a downloadable glossary to help you with terminology for this course and when navigating the Atlassian ecosystem, additional challenges and solutions, and updated information, screenshots, and quiz questions. Also, in response to your feedback, I am speaking slightly slower.

Course Updates (2020 edition)

The “Server” deployment type reaches end of support on Feb 15, 2024. Read more: https://www.atlassian.com/migration/assess/journey-to-cloud

From Kate Webster: “ACP-600 Project Administration in Jira Server Certification has now been replaced by ACP-610 for anyone looking to do some Atlassian qualifications.”

There are Jira naming changes approaching! “Jira Core” will be named “Jira Work Management” (in Cloud only) and “Jira Service Desk” was previously renamed “Jira Service Management”.

Read more: https://lnkd.in/eKsyEpv and https://lnkd.in/ezP3Euf

See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Learning Jira (Cloud Edition) Course Resources

Course Information

Learning Jira (Cloud Edition)

Learning Jira (Cloud Edition)
Edition: 2
Last updated: Dec 2023

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This updated course includes new live Jira examples, more examples of how Jira is used, a live tour of each Jira application type, more information about project types (including company-managed vs. team-managed projects), a downloadable glossary to help you with terminology for this course and when navigating the Atlassian ecosystem, additional challenges and solutions, and updated information, screenshots, and quiz questions. Also, in response to your feedback, I speak slightly slower.

Downloadable Images

Navigation Cheat Sheet

Course Updates

None yet! See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Course Updates (2020 edition)

On Mar 31, 2021, all Jira Cloud projects will change to the new issue view. Additionally, there are naming changes approaching. “Classic” Jira projects will be named “company-managed” projects and “next-gen” projects will be named “team-managed” projects. Finally, “Jira Core” will be named “Jira Work Management” and “Jira Service Desk” was previously renamed “Jira Service Management”. 

Read more: https://lnkd.in/eeZHfMf and https://lnkd.in/eKsyEpv

For more information about the Jira Cloud project changes (team-managed vs. company-managed) and an interesting discussion in the comments section, see: https://community.atlassian.com/t5/Jira-articles/Two-ways-we-re-simplifying-how-to-create-projects-in-Jira/ba-p/1625982

Links

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesJira Jargon.pdf
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

This course replaces Learning Jira (Cloud Edition) (2020).

Learning Confluence Administration Course Resources

Course Information

Learning Confluence Administration

Learning Confluence Administration
Edition: 1
Last updated: Aug 2022

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Complementary Courses

If your organization has additional Atlassian tools like Jira and Bitbucket, I invite you to also take my Planning and Releasing Software with Jira course.

This course shows how to use Confluence to Jira together for requirements management, project planning, retrospectives, and to support the software development life cycle.

Course Updates and Related News

  • Support for Server products ends on February 15, 2024.

See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Links

  • Free Cloud Software – https://atlassian.com/software/free
  • Confluence Cloud Pricing – https://www.atlassian.com/software/confluence/pricing
  • The Ultimate Guide to Jira Migrations – http://www.jirastrategy.com/link/migrate-book
  • Atlassian Migration Resources – https://www.atlassian.com/migration/cloud
  • Cloud Sandbox – https://support.atlassian.com/organization-administration/docs/manage-product-sandboxes
  • Developer Test Instance – https://developer.atlassian.com/platform/marketplace/getting-started
  • Developer Platform Overview – https://developer.atlassian.com/developer-guide/cloud-development-platform-overview
  • Confluence Plugin Guide – https://developer.atlassian.com/server/confluence/confluence-plugin-guide
  • Archiving a Page – https://support.atlassian.com/confluence-cloud/docs/archive-pages/
  • Search Syntax – https://support.atlassian.com/confluence-cloud/docs/confluence-search-syntax
  • JSON Formatter – https://jsononline.net/json-formatter
  • Search Confluence and Jira from your Browser – http://www.jirastrategy.com/link/browser-search
  • Collaborative Editing – https://confluence.atlassian.com/doc/configuring-system-properties-168002854.html
  • Synchrony (Cloud) – https://confluence.atlassian.com/doc/possible-confluence-and-synchrony-configurations-958779064.html
  • Synchrony (Server and Data Center) – https://confluence.atlassian.com/doc/administering-collaborative-editing-858772086.html
  • WebHooks – https://confluence.atlassian.com/conf716/managing-webhooks-1108683027.html
  • 9 Ways to Learn Jira Administration – https://jirastrategy.com/link/ways-to-learn
  • Product Documentation – https://confluence.atlassian.com
  • Atlassian Support – https://support.atlassian.com
  • Atlassian Community – https://community.atlassian.com
  • How to Study for Atlassian Certification – https://jirastrategy.com/link/study
  • How to Extend your Atlassian Certification – https://jirastrategy.com/link/extend

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesConfluence Space Customization.pdf
Confluence App Vetting Questions.pdf
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

None

Jira Service Management Administration Course Resources

Course Information

Jira Service Management: Administration

Jira Service Management: Administration
Edition: 1
Last updated: Sep 2021

Take this course

Recommended Learning Path


If you’re new to Jira administration, take my basic and advanced administration courses first. This course builds on those courses and assumes you already know how to configure Jira-specific application settings and all the standard schemes in Jira projects. This course only covers the features that are additionally provided by Jira Service Management for support-type projects.

Course Updates and Related News

  • Support for Server products ends on February 15, 2024.
  • Atlassian has changed terminology over the years and some applications were renamed. For example:
BeforeAfter
Jira Service Desk (“JSD”)Jira Service Management (“JSM”)
Jira CoreJira Work Management (“JWM”, Cloud)
Jira Core (Server and Data Center)
Jira SoftwareJira Software (“JSW”)
n/aJira Product Discovery (“JWM”, Cloud)
n/aJira Align (Cloud)

See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Links

  • Cloud Pricing – https://www.atlassian.com/software/jira/service-management/pricing
  • Atlassian ITSM – https://www.atlassian.com/itsm
  • Use and create custom fields – https://www.linkedin.com/learning/jira-advanced-administration/use-and-create-custom-fields
  • Project Administration Links in Jira Software and Jira Service Management – http://www.jirastrategy.com/link/project-admin-links
  • Advanced Features – https://www.linkedin.com/learning/jira-advanced-administration/import-data
  • JSM Features – https://www.atlassian.com/software/jira/service-management/features
  • Cloud Sandbox – https://support.atlassian.com/organization-administration/docs/manage-product-sandboxes
  • Developer Documentation – https://developer.atlassian.com/platform/marketplace/getting-started
  • What are Jira Service Management team-managed projects? – https://support.atlassian.com/jira-service-management-cloud/docs/what-are-jira-service-management-next-gen-projects
  • JSM Approval Options – https://support.atlassian.com/jira-service-management-cloud/docs/set-up-approvals
  • JSM Approval Queries – https://support.atlassian.com/jira-service-management-cloud/docs/advanced-search-reference-jql-fields
  • Getting started with Jira Service Management for agents – https://support.atlassian.com/jira-service-management-cloud/docs/get-started-with-jira-service-management-for-agents
  • Using the Permission Helper – https://www.linkedin.com/learning/jira-basic-administration/using-the-permission-helper
  • SLA Queries – https://support.atlassian.com/jira-service-management-cloud/docs/advanced-search-reference-jql-fields
    • The Ultimate Guide to Jira Migrations – http://www.jirastrategy.com/link/migrate-book
    • Atlassian Migration Resources – https://www.atlassian.com/migration/cloud
    • Team-managed Experience – https://support.atlassian.com/jira-service-management-cloud/docs/get-the-team-managed-jira-service-management-experience
    • 9 Ways to Learn Jira Administrationhttps://jirastrategy.com/link/ways-to-learn
    • Product Documentationhttps://confluence.atlassian.com
    • Atlassian Supporthttps://support.atlassian.com
    • Atlassian Communityhttps://community.atlassian.com
    • How to Study for Jira Certificationhttps://jirastrategy.com/link/study
    • How to Extend your Jira Certificationhttps://jirastrategy.com/link/extend
    • SLA Troubleshooting – https://confluence.atlassian.com/jirakb/how-to-troubleshoot-slas-in-jira-service-management-785326555.html
    • Automation Smart Values – https://support.atlassian.com/jira-software-cloud/docs/what-are-smart-valuesJira Automation Ideas – http://www.jirastrategy.com/link/automation-ideas
    • Automation Playground – https://www.atlassian.com/software/jira/automation-template-library/rules

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesNone
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

None

Jira Advanced Administration Course Resources

Course Information

Jira: Advanced Administration

Jira: Advanced Administration
Edition: 1
Last updated: Jul 2021

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Who is this Course For?

In this course, we’ll focus on the configuration areas you use most. My goal is not just for you to understand the settings but to be able to make smart decisions when creating or changing them. Knowing the best way to solve a problem and how it will impact your application in the future is the difference between a good administrator and a great one.

For each section, I’ve included the most important things to know, best practices, and my personal tips so you can avoid all the mistakes I’ve made over the years. Don’t miss the challenges, quizzes, downloadable handouts, and some personal appearances scattered throughout the course.

Prerequisite

If you’re brand new to Jira, take my Jira: Basic Administration course first. The basic course covers how Jira is used, the differences between application types and deployment types, navigating the admin area, the different types of admin users, and the top skills a new admin needs. This course references information from the basic course.

Course Updates & Related News

  • Starting February 15, 2024 Atlassian is discontinuing the “trusted” users role in Jira Cloud. “Trusted” users will automatically become product admins. Read more: https://confluence.atlassian.com/jirakb/what-are-trusted-users-1155494641.html
  • Support for Server products ends on February 15, 2024.
  • In the “Use automation” section (in chapter 8), I mentioned Jira Service Management has some legacy automation capabilities that will one day be decommissioned.  Atlassian has since announced that they will turn off Legacy automation for NEW Jira Service Management sites.  “For Jira Service Management sites created after August 30, 2021, you will see one automation choice in your project settings.” For EXISTING JSM users: “You will not lose access to Legacy Automations on existing sites where you can continue using and editing rules as you have before.”   Read more: https://lnkd.in/eR5i7GeB

See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Links

  • Setting Up a Test Environment – https://www.linkedin.com/learning/jira-basic-administration/choose-a-test-environment
  • Global Permissions – https://confluence.atlassian.com/adminjiraserver/managing-global-permissions-938847142.html
  • Are you ready for the new Jira? – https://www.jirastrategy.com/content/are-you-ready-for-the-new-jira
  • Default Jira Global Permissions – http://www.jirastrategy.com/link/default-global-permissions
  • Using the Permission Helper – https://www.linkedin.com/learning/jira-basic-administration/using-the-permission-helper
  • How to manage and edit shared Jira scheme settings – https://www.jirastrategy.com/questions/manage-jira-schemes
  • Creating Workflows – https://www.linkedin.com/learning/jira-basic-administration/types-of-workflows
  • Workflow Properties – https://support.atlassian.com/jira-cloud-administration/docs/use-workflow-properties
  • Manage Versions – https://support.atlassian.com/jira-cloud-administration/docs/manage-versions
  • Default Jira Project Permissions – http://www.jirastrategy.com/link/default-project-permissions
  • Default Jira Notifications – http://www.jirastrategy.com/link/default-notifications
  • Using the Notification Helper – https://www.linkedin.com/learning/jira-basic-administration/using-the-notification-helper
  • Chat Automation – https://www.atlassian.com/software/jira/automation-template-library/slack-ms-teams
  • WebHooks – https://developer.atlassian.com/cloud/jira/platform/webhooks
  • How to Create a Project – https://www.linkedin.com/learning/jira-basic-administration/how-to-create-a-project
  • Import via CSV – https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file
  • Automation Playground – https://www.atlassian.com/software/jira/automation-template-library/rules
  • The Ultimate Guide to Jira Migrations – http://www.jirastrategy.com/link/migrate-book
  • Atlassian Migration Resources – https://www.atlassian.com/migration/cloud
  • 9 Ways to Learn Jira Administrationhttps://jirastrategy.com/link/ways-to-learn
  • Product Documentationhttps://confluence.atlassian.com
  • Atlassian Supporthttps://support.atlassian.com
  • Atlassian Communityhttps://community.atlassian.com
  • How to Study for Jira Certificationhttps://jirastrategy.com/link/study
  • How to Extend your Jira Certificationhttps://jirastrategy.com/link/extend

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesJira-Workflow-Checklist_Fillable.pdf
Jira-App-Vetting-Questions.pdf
Jira-App-Vetting-Questions_Fillable.pdf
Jira-Workflow-Checklist.pdf
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

None

Jira Basic Administration Course Resources

Course Information

Jira: Basic Administration

Jira: Basic Administration
Edition: 2
Last updated: Jan 2023

Take this course

Recommended Learning Path


New to Jira?
If you’re new to Jira, I recommend starting with my “Learning Jira” course, to understand what your end users experience. There’s one course for Cloud and another for Server and Data Center. Next, take Learning Jira Software which focuses on development-specific features like backlogs, sprints, versions, and more. Once you have a good understanding of Jira capabilities, take this basic course and then the advanced course.


New to Jira Administration?
If you’re new to application administration, here’s the learning path I’d follow: After this basic course, take Jira: Advanced Administration. The advanced course dives deeper into the configuration areas used most. If you have Jira Service Management, my JSM admin course shows how to configure: requests,
queues, service level agreements, and a knowledge base, so your organization can support internal and external customers. And finally, if you have Confluence, I created an admin course to help configure that application too.

Course Updates & Related News

See an error or outdated information? Please report it by emailing errata@jirastrategy.com.

Links

Features & Downloads

Find these resources and others on the course’s “Overview” page
Exercise filesNone
CertificateYes
In-course quizYes
In-course challenges and solutionsYes

Notes

This course replaces Jira: Basic Administration (2002).

Course Resources

Content Updates

It’s really hard to keep up with software changes, especially with Cloud software. When something changes that impacts a course, you’ll find updated information here.

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Learning Jira Software

Learning Jira Software

Planning and Releasing Software with Jira

Planning and Releasing Software with Jira

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