Advanced Jira Administration: Getting into the Scheme of Things

A practical example for a development project

Let’s say you create specific Jira issue types because you want to collect a different data set for each type, and because want the different issue types to use different workflows. So what do you do next? How do you tell Jira what information to collect for each issue type? Should you create screens or a field configuration scheme first? What’s the difference between an issue type scheme and an issue type screen scheme? How do you associate an issue type with a workflow?

Understanding Jira schemes and how they interact with each other is one of the most important, and most challenging parts of Jira administration. My new Advanced Jira Administration course will help you understand:

  • The nine different Jira schemes and what each one does
  • Where to find the schemes used by a given project
  • The hierarchal relationship between screen schemes and issue type screen schemes
  • The correct order for creating screens, screen schemes and issue type screen schemes
  • How to remove a screen, screen scheme or issue type screen scheme
  • How to share schemes across multiple projects
  • When and how to create custom schemes
  • And much more
The course contains challenges, quizzes, downloadable handouts, and personal stories.

In this course, we’ll discuss real-life Jira scheme examples, areas where it’s easy to go wrong, and best practices for creating and managing schemes. The course includes clear explanations, demonstrations, and challenges (with solutions!) to try in your Jira application.

Once you understand Jira schemes you’ll have the keys to unlock Jira efficiency and scaleability.

Rachel Wright’s Jira Courses on LinkedIn

Not a LinkedIn Learning member yet? Start your 30 day LinkedIn Learning free trial! Access to my courses and others is included with your Premium subscription!

New Course – Jira: Advanced Administration

Jira: Advanced Administration with Rachel Wright
Take “Jira: Advanced Administration” with Rachel Wright

Life is short. Jira is complex. There simply isn’t time to make all of the mistakes and learn everything you need to know by trial and error. I’ve compiled over eight years of lessons learned in my Jira Basic and Advanced Administration courses. The advanced course is available now on LinkedIn! It will help you navigate the complexities of Jira and find the right balance between user support and application functionality. Take this course to correctly configure your application and make sure it stays clean, manageable, and flexible.

Course Structure

The Jira: Advanced Administration course picks up where the Jira: Basic Administration course leaves off. The advanced course is designed to help you understand and internalize Jira concepts by including:

  • Real world examples of what to do, and what not to do taken from my personal experience
  • Explanations of the latest Jira jargon (ie. Company-managed projects vs team-managed projects)
  • Tips and best practices
  • Demonstrations
  • Challenges that you can try in your own Jira application
  • Quizzes to ensure understanding and build your confidence
  • Handouts
  • And more

While the examples used in the course are from Jira Software, the lessons can also be applied to Jira Service Management and Jira Work Management projects. All deployment types (Cloud, Server, and Data Center) are included.

Course Content

The course takes a deep dive into topics such as configuring global permissions, understanding scheme hierarchy, creating custom schemes and custom workflows, managing project settings, working with groups and roles, and controlling access to information.  

Your job as a Jira administrator is to give your teams the functionality they need and ensure the long term health of your Jira application. We’ll discuss when and how to make customizations and how to choose from the thousands of available Jira apps and extensions.

Finally, we’ll also look at advanced Jira features such as creating issues from email and issue collectors, importing data into your Jira instance, and streamlining process with automation.

Knowing the best way to solve a problem and how it will impact your application in the future is the difference between a good Jira administrator and a great one. If you’re a newly minted Administrator, an experienced JA looking for guidance on taming an overgrown Jira instance, or a determined perfectionist who’s trying to set things up right the first time – then this course is for you!

Rachel Wright’s Jira Courses on LinkedIn

Not a LinkedIn Learning member yet? Start your 30 day LinkedIn Learning free trial! Access to my courses and others is included with your Premium subscription!

Coming Soon – Jira: Advanced Administration

My new Jira: Advanced Administration course is now available! Take the course on LinkedIn now.

Not a LinkedIn Learning member yet? Start your 30 day LinkedIn Learning free trial! Access to my courses and others is included with your Premium subscription!

About the Course

Jira is the industry standard for tracking work, tasks, and strategic company initiatives.  The software is infinitely flexible and customizable, which is both a blessing and a curse.  The goal of the Jira administrator should be to configure application settings to support the needs of the organization and ensure the health of the application in the future.  This requires an intimate understanding of Jira’s capabilities, global options, and scheme configuration.

In this advanced Jira administration course, you’ll learn:

  • The most important configuration options like general settings and global permissions
  • How schemes work together to power Jira projects
  • How to create custom projects, issue types, workflows, screens, and custom fields
  • How to manage project-specific settings like components and versions
  • Working with groups and roles for easy user management
  • How to restrict access and share information with permission, issue security, and notification schemes
  • Ways to extend Jira with apps, connections, and integrations
  • Advanced features like importing data, creating issues from email, adding custom events, and automation
  • And more

“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.”
– Rachel Wright

New Course: Learning Jira (Server Edition)

How do you track your work? As organizations continue to adopt digital technology, more and more teams are leveraging Jira! By learning Jira you’ll be able to easily manage your own daily tasks and help your organization plan their strategic initiatives.

I’ve used Jira since 2011 and it’s the best application I’ve found to manage my work.  Join my LinkedIn Learning course to understand Jira fundamentals and how you can leverage this software to tame your never-ending “to do” list.

Not a LinkedIn Learning member yet? Start your 30 day LinkedIn Learning free trial! Access to my courses and others is included with your Premium subscription!

Rachel Wright’s Jira Courses on LinkedIn

Use Jira Cloud instead?

Learning Jira Server

My new Learning Jira Server course is available now! Use Jira Cloud instead?

By learning Jira you’ll be able to easily manage your own daily tasks and help your organization plan their strategic initiatives. In this course, you’ll learn all about navigating Jira, working with projects and issues, and creating filters, dashboards, and boards.  I’ll show you everything you need to know so you can get started right away.

Take my Jira course on LinkedIn. Access is included with your Premium subscription! Not a member yet? Start your 30 day LinkedIn Learning free trial

Rachel Wright’s Jira Courses on LinkedIn

New Jira Basic Administration Course

For every Jira application there’s an administrator that needs to correctly configure settings, manage users, complete customization requests, and ensure the instance supports growth and change in their organization.

But how do you learn to do that?

Take my new course! Jira: Basic Administration is perfect for new Jira admins or anyone who could use a refresher on the top skills every administrator needs.

This course includes the top 5 things every Jira admin needs to know like: adding users, creating projects, editing workflows, and troubleshooting common permission and notification problems.

You’ll learn:

  • how to use Jira,
  • which application type you have,
  • the responsibilities of an administrator,
  • how to access the most used admin areas, and
  • how to set up a test environment so you can experiment without impacting production data.

Take my Jira admin course on LinkedIn. Access is included with your Premium subscription! Not a member yet? Start your 30 day LinkedIn Learning free trial

Rachel Wright’s Jira Courses on LinkedIn

Rachel Wright’s Jira Courses on LinkedIn

Rachel Wright at LinkedIn’s recording studio

I’m excited to announce my Jira courses are now part of LinkedIn’s technology course library! I’m officially a LinkedIn Learning instructor! In March 2020 LinkedIn flew me to their California offices to film my Jira: Basic Administration course.

LinkedIn’s online video courses help you learn software, creative, and business skills. Classes are taught by credible industry experts with a focus on high-quality content and production value. Over 50 new courses are added each week, so there’s always something new to learn.

And the best part: Their entire course library is included with your LinkedIn Premium subscription! Not a member yet? Start your 30 day LinkedIn Learning free trial

I loved teaching Jira administration in their professional video and audio recording studios. I felt like a movie star!

On the Road with Jira

I’ve been on the road since 2015 and I take every opportunity to combine my love of Jira and travel. On this LinkedIn recording trip, I completed another item from my Jira bucket list! I visited the Channel Islands in Ventura, California. The five individual islands are only accessible only by boat. I visited Santa Cruz and Anacapa and can’t wait to go back!

Hello from the Channel Islands

Rachel Wright’s Jira Courses on LinkedIn

Learning Jira Cloud

My new Learning Jira Cloud course is available now! Use Jira Server instead?

By learning Jira you’ll be able to easily manage your own daily tasks and help your organization plan their strategic initiatives. In this course, you’ll learn all about navigating Jira, working with projects and issues, and creating filters, dashboards, and boards.  I’ll show you everything you need to know so you can get started right away.

Take my Jira course on LinkedIn. Access is included with your Premium subscription! Not a member yet? Start your 30 day LinkedIn Learning free trial

Rachel Wright’s Jira Courses on LinkedIn

Easily Deliver Company-wide Atlassian Product Training

What is your Atlassian product training strategy? You know you need to train your Jira, Jira Service Desk and Confluence users, but organizing training can be daunting and finding a time that works for everyone’s busy schedule is a challenge. How will you educate everyone, encourage adoption, and deliver information on a continual basis? How will you train new users when they join the organization? Training could easily turn into a full time job for application admins and burden an already busy training department.

Many companies either don’t have product-specific training or want training but can’t implement it. Others gather everyone in a room for a marathon training session that doesn’t provide an optimal learning experience. The content is not tailored to different user roles and everyone forgets what the instructor said by the end of the day.  Employees who missed the “training day” don’t get the help they need and new hires won’t get a training opportunity for a long time.

When users don’t understand the software, or when admins don’t have enough experience, the applications won’t work as well as they should. As a result companies spend time and money cleaning up the mess caused by prior mistakes. I saw this first hand. With no training, I became an application administrator! I built things badly and eventually realized I’d copied the mistakes of others and added to the overall mess.

Let Us Handle Your Training

We know training departments don’t always have the time or expertise to create product-specific training. We do and we’re good at it. Let us deliver company-wide training though our efficient, 30-minute, online, skill or topic-based courses.

Our courses are self-paced and include video lessons, homework, and a quiz to test and reinforce understanding.  There’s even a course certificate for your employee’s portfolio or resume!  Users self-enroll and leadership can view enrollment, progress, and completion at any time.

Please complete the form or share it with your training coordinator so we can recommend courses, presentations, and materials.

How can we help with your training needs?

Role Based Jira, Jira Service Desk, and Confluence Training Strategy

When considering your Atlassian product training strategy, select content that’s specific to each user’s role and delivered in manageable pieces. Different types of users need different information, different levels of detail, and need it delivered at different times. It’s tempting to gather everyone in a big room for a marathon training class. But it’s much smarter to offer role-specific information in small, digestible, and progressive pieces.

Progressive, Role-based Training

Intro to Jira Cloud Agenda

In the beginning, a brand new user just needs to know the basics.  Answer questions like:  “What is this application?”, “How do I use it?”, and “How do I access it?” Take a look at the agenda in our 30 minute “Intro to Jira Cloud” online course, for example. It’s short and specifically designed not to overwhelm new users. The goal is to get them feeling comfortable in the application immediately. Consider that some employees may have used Atlassian applications before. Their previous experience, version, use, and expectations could differ from what’s expected in your organization.

As part of initial training, give new users a simple homework assignment. Here’s an example: (1) to log into the application, (2) bookmark it in the browser, and (3) create a Jira issue, a Confluence page, or a Jira Service Desk request. You can test whether their creation meets the needs of the organization. This is a great time to catch problems before they turn into bad habits. Look for future trouble like missing an important issue field, creating a page in the wrong global space, or providing vague request details.

Once the user understands the basics start adding additional content. Select new content based on user role, how they’ll use the software, and skills they’ll need to do their regular job. Time the content delivery so they can learn little by little without impacting their other work.

User Types and Roles

Here are some additional user types and content recommendations:

  • The regular or occasional user needs info about sharing and organizing their data, creating filter subscriptions, linking, and logging time.
  • The power user wants information about basic & advanced search, JQL, and bulk changes.
  • Team leads, project managers, and scrum masters want to know about views like dashboards, boards, and reports.
  • Service Desk Agents want to understand service level agreements (SLAs) and how to use JSD features to support their customers.
  • Application admins want information about configuration, performance, effective workflows, best practices, mistakes, and certification.

Delivering information progressively, and based on roles, lets you quickly and effectively train users. They can put the info into practice immediately and won’t forget everything they learned by the end of the day.

Let Us Handle Your Training

We know admins don’t always have the time or expertise to train users. We do and we’re good at it. Let us deliver your company-wide training though our efficient, 30-minute, online, skill or topic-based courses.

Please complete the form, or share it with your training coordinator, so we can recommend courses, presentations, and materials.

How can we help with your training needs?