Managing Custom Jira Workflows Course Resources

Course Information

Professional Certifications and Continuing Education Units (CEUs)

TIP: This course qualifies for professional development units (PDUs) from the Project Management Institute (PMI)®. Read more

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

• In October 2025, Jira projects will be renamed Jira spaces across all Jira Cloud products (including Jira Service Management and Jira Product Discovery).
• In April 2025, Atlassian changed the name of everything you track in Jira Cloud from issues to work or work items. The naming change is to support Jira Cloud as the place of work for all teams. This change does not apply to Jira Data Center and records in the database are still called issues.
• Third-party apps from the Atlassian Marketplace were once called add-ons and plugins. In April 2025, Atlassian shifted away from calling their tools products to also calling them apps.
• Between March 2025 and July 2025 Atlassian progressively rolled out a new navigation experience to all Cloud users. Read more
• In March 2025, Atlassian renamed Atlassian University to Atlassian Learning. Additionally, the online Atlassian Community is now called Atlassian Community Forums. Both can be accessed from: community.atlassian.com.
• In May 2024, Atlassian announced that Jira Software and Jira Work Management are combined under the brand name Jira.

See an error or outdated information?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

Links

In order of appearance

• How to create workflows for team-managed projects? – https://support.atlassian.com/jira-work-management/docs/how-to-create-workflows-for-team-managed-projects
• Set up approval steps – https://support.atlassian.com/jira-service-management-cloud/docs/set-up-approvals
• Request approval from Change Advisory Board (CAB) members – https://support.atlassian.com/jira-service-management-cloud/docs/designate-your-approvers
• Manage approvals in team-managed projects – https://support.atlassian.com/jira-service-management-cloud/docs/how-are-approvals-used-in-team-managed-projects
• Verify Approval in a Jira Workflow – http://www.jirastrategy.com/link/jmwe-approval
• Workflow properties – Cloud – https://support.atlassian.com/jira-cloud-administration/docs/use-workflow-properties
• Workflow properties – Server and Data Center – https://confluence.atlassian.com/adminjiraserver/workflow-properties-938847526.html
• Best Practices for Creating a Custom Workflow –http://www.jirastrategy.com/link/workflow-best-practices

Features & Downloads

Exercise files	Workflows 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
Certificate	Yes
In-course quiz	Yes
In-course challenges and solutions	Yes

Notes

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