Plans and New Jira Content for 2024

Jira consultant Rachel Wright outlines 2024 goals, including new Jira courses, tool consolidation, community engagement, and website improvements.

As a consultant, I continuously refine my business operations, Jira implementation strategies, and expand my repository of knowledge. The learning journey is endless and there are always opportunities to streamline, automate, and enhance not just my own experience, but also that of my clients. Here’s a peek into my initiatives for early 2024, spotlighting my top three goals.

Top 2024 Goals

1. 🎯 Consolidating tools to improve my focus and automate processes
2. 📣 Re-engaging with the community and improving my response time
3. 🔨 Fixing this broken, outdated, and embarrassing website

New Creating Custom Workflows for Jira Course

My newest course Jira: Managing Custom Workflows just launched on LinkedIn Learning!

In this course, I provide an in-depth overview of the skills required to design, plan, and build workflows for new and experienced Jira administrators. Discover the features, functions, and my strategies for creating, using, extending, and maintaining custom workflows. Test out your new skills with practice challenges and quizzes. And don’t miss the workflow scavenger hunt to see how many problems or opportunities for improvement you can detect.

Updated “Learning Jira (Server & Data Center Edition)” Course

I’m currently working on a new version of my “Learning Jira” course for Server and Data Center. 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, additional challenges and solutions, and updated information, screenshots, and quiz questions.

Additional new courses on specific Jira topics are also planned for 2024!

New Course Resources Section

It’s really hard to keep up with software changes. New features are added, moved, or changed all the time. Existing features or even entire products are renamed. And links that worked yesterday are broken today.

That’s why I’ve set up a special place on my website where you can get the latest Jira information. When something impactful in any of my courses changes, I’ll post that information.

Other Projects and Ideas

What additional items or priorities would you like to see me work on in 2024? What are you working on? Leave a comment or idea below!

What’s New? Atlassian Content and Materials

New Courses

Jira Service Management: Administration

Jira Service Management takes support to the next level with queues, SLAs, a simple interface for your customers, and integration with Confluence as a knowledgebase.

In this course, you’ll learn how to set up and administer Jira Service Management so customers can create requests, support agents can provide the help users need, and leadership can measure effectiveness.

Jira: Advanced Administration

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 stories scattered throughout the course.

Rachel Wright’s Jira Courses on LinkedIn

New Books

The Ultimate Guide to Jira Migrations
The Ultimate Guide to Jira Migrations

The Ultimate Guide to Jira Migrations: How to migrate from Jira Server to Data Center or Cloud

Rachel Wright teamed up with Atlassian Solution Partner Botron Atlassian Apps to create this 180 page master resource to answer all your migration questions and provide a comprehensive plan to follow.

Download from Botron

New Materials

We’re constantly adding new content and materials to help Atlassian admins and users with their applications. Additionally we were limited in how many pages we could physically fit the Jira Strategy Admin Workbook! Here’s what is not in the book and new for Jira, Jira Service Management, and Confluence!

New Worksheets

External User Access Policy – Use the sample to create your own application access guidelines for independent contractors, third-party vendors, outsourced support, and other external users.

Jira Administrator Job Description – Was your Jira Administrator job description written by Human Resources or a non-technical user? Does formal admin role documentation even exist?  Use this sample to write, or improve, your organization’s Jira admin job description.

Jira Upgrade Automated Test Cases – Save time by automating your upgrade verification tasks.  Use these 37 test cases to get started.

Jira Merge Applications Comparison – Using this sample application comparison from a real use case, determine whether the application admin team should migrate data, migrate users but not data, or start over in a new application.

Initial Jira Set Up Decisions – Use this 35 question planning checklist to help you make initial decisions and consider actions you should take to ensure a successful setup. 

Jira Workflow Checklist – Use this 25 question checklist when planning and documenting custom workflows.

Jira Workflow Examples – Additional custom workflows to use as examples and examples of workflow documentation. 

Custom Plugin & Macro Vetting Procedure – Are users requesting custom plugins and macros for your Atlassian apps?  You need a request and test procedure

Customization Policy – Are users requesting customizations to Atlassian apps? You need a customization policy, request, and research procedure.

Jira Bulk Import Activity – Use the scenario, steps, and sample data to practice a successful import.

Remove Jira Notification Scheme Activity – When you have more schemes than you need, you’ll need to compare them, determine their differences, and decide which to keep, consolidate, or remove.

Jira New Project Interview – Questions to help you conduct a good initial interview when onboarding new teams to Jira.

Jira Project Permissions List – In addition to documenting Permission Schemes for the application-admin audience, provide the same information, in an easier to digest format, for end users.

Jira Workflow Phased Approach – Instead of creating a workflow status for every little step in your process, use a phased approach. 

Jira Project Admin Training Agenda – Use the sample agenda to create your own presentation to train your Jira project admins.

Jira Custom Field Audit – A worksheet to help you compare custom fields created by Jira, by add-ons, or by admins, for the purposes of clean up.

View all worksheets

Online Courses

Our online, skill or topic-based courses get your users and admins up to speed fast!

For Admins

For Users

View all courses


View all packages

Other Books

Effective Jira Administration (Digital | Print | Kindle)
Battling Jira Custom Field Bloat (Digital | Print | Kindle)

View all books

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Final Chance for 20% off Print JIRA Strategy Admin Workbook

My publisher is retiring their coupon program.  Eek!  This is your very last opportunity for a discount on the print version of the JIRA Strategy Admin Workbook!  Act now – this final 20% off coupon code is only valid until October 31, 2017!

Last Chance – 20% off the Print Version
Code: UY7NXHVB Shop Now

After October 31, this discount code and any previous codes will be invalid.  The print version of the book will only be available from Amazon, where I have no ability to offer discounts.

Looking for the digital version?  Get it here.

TIP: Send this coupon to your purchasing department or ask your manager if they’ll reimburse you from their annual training budget! Companies can deduct educational materials on their taxes.

How to Use

Visit and click the “Add to Cart” button on the left.   In the text field at the bottom, enter “VLW4RYTB” and click the “Apply Discount” button.  See screenshot below.


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JIRA Strategy Admin Workbook

New JIRA Administrator Training Course

A new JIRA Administrator training course, based on the principles in the JIRA Strategy Admin Workbook, is on the way!

Just like the workbook isn’t typical documentation, this course is different too!  This isn’t a traditional class, where you listen to the instructor speak all day, watch them click around a screen, and forget half of what you heard.

Instead, this course walks you through the content in the Workbook and helps you develop and implement your own strategies.  This is so much more than a standard training course.  Sure there’s content to read and videos to watch, but there’s also action items, interaction with the JIRA environment, and real scenarios to help you fix mistakes in your own application.  This course may also help you prepare for JIRA Certification.

The course is self-paced so you can review the material and complete the tasks when and in the order it makes sense for you.  Want to learn on the bus on the way to work?  Why not?  Want to pause while you discuss a scenario with your team?  Do it!

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Content Editors Announced

Today, my new book the JIRA Strategy Admin Workbook is ready for Phase 1 of editing.

Phase 1 is all about content!  Things like: Does the content make sense for the intended audience?  Are the recommendations accurate?

The following fellow JIRA administrators were specially selected to help with the editing effort:

It took two years to get here, but I’m so happy to hit this milestone!

Book in Progress

I’m using the Memorial Day holiday to work on writing my very first book.

The book is about JIRA, an issue and project tracking application made by Atlassian.

This project is harder than I expected but I’m finally getting somewhere. I’m up to 185 pages today!  (About 1/2 way there.)

UPDATE:  The completed 295 page book was published on November 30, 2016!

JIRA Strategy Admin Workbook

Title: JIRA Strategy Admin Workbook
Sub title: Templates for the application administrator to set up, clean up, and maintain JIRA
Author: Rachel Wright
Publisher: Industry Templates, LLC
Date of Publication: November 30, 2016
Retail Price: $59.99 USD (Print Version)
ISBN-13: 978-1539090229
ISBN-10: 1539090221
Pages: 295

Download the worksheets, templates & companion materials for this book from the JIRA Strategy Store at:

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