In this comprehensive course for current, new, and aspiring Jira administrators, instructor Rachel Wright teaches you:

• how to create and configure a new Jira or Jira Service Management application;
• what initial decisions to consider for managing existing data, users, and access;
• how to select global configuration, permission, and interface settings;
• how to create and configure Jira projects, schemes, workflows, custom fields, and related settings;
• ways to leverage software-specific features like versions and releases,
• and how to use automation, apps, and integrations to extend Jira functionality.

Course Contents

Introduction

• Administration in Jira
• Who is this course for?
• What do you need for this course?

Getting Started with Jira

• What is Jira?
• How is Jira used?
• Types of Jira
• Jira versions
• Important terms and definitions
• Quiz

Making Initial Decisions

• Planning your implementation
• Addressing technical requirements
• Managing new and existing data
• Managing users and access
• Establishing standards and policies
• Planning maintenance and support
• Other initial decisions

Jira Setup and Preparation

• Course use case
• Creating a Jira Cloud site
• Creating a test environment
• Selecting global configuration settings
• Customizing the Jira interface
• Creating a test account
• Quiz

Using Jira

• Jira from an end user’s perspective
• Logging in
• Using key views
• Accessing key features
• Working with projects
• Working with issues
• Working with requests
• Searching with Jira Query Language
• Using views and reports
• Quiz

Managing Users, Roles, and Groups

• Understanding Atlassian’s user model
• User types and responsibilities
• Managing users
• Leveraging project roles
• Leveraging global groups
• Quiz

Creating and Configuring Jira Projects

• Creating Jira projects
• Managing and sharing schemes
• Scheme hierarchy
• Managing project-specific settings
• Setting project details
• Enabling and disabling features
• Quiz

Configuring Issue Settings

• Configuring issue types
• Leveraging issue hierarchy
• Using priorities
• Quiz

Configuring Workflows

• Workflow overview
• Workflow schemes and relationships
• Adding statuses
• Adding transitions between statuses
• Configuring transition behaviors
• Using properties
• Requiring approval
• Quiz

Working with Standard and Custom Fields

• Identifying standard fields
• Creating custom fields
• Selecting proper field types
• Using custom field contexts
• Quiz

Creating Screens and Field Configurations

• Screen overview
• Screen schemes and relationships
• Adding fields to screens
• Using layout settings
• Field configurations and relationships
• Requiring fields
• Quiz

Configuring Permissions and Notifications

• Types of Jira permissions
• Using the permission helper
• Using issue security
• Types of Jira notifications
• Using the notification helper
• Quiz

Configuring Software-specific Features

• Software project overview
• Using estimation and time tracking
• Creating scrum and kanban boards
• Using the release hub
• Quiz

Configuring Service-specific Features

• Jira Service Management feature overview
• Managing organizations and customers
• Creating queues
• Creating request types
• Using portal groups
• Setting customer permissions
• Configuring the self-service portal
• Managing email requests
• Customizing notification templates
• Measuring customer satisfaction
• Connecting a Confluence knowledge base
• Quiz

JSM Service Level Agreements

• Service level agreement overview
• Using and creating SLAs
• Managing SLA calendars
• Troubleshooting SLAs
• Quiz

Jira Automation

• Automation overview
• Creating custom rules
• Triggering rules
• Adding conditions
• Using branches
• Leveraging actions
• Enhancing rules with smart values
• Monitoring usage
• Troubleshooting errors
• Quiz

Extending Jira

• Using and vetting apps
• Creating connections
• Integrating with other applications
• Importing data
• Creating issues from email
• Using a Jira collector
• Using a JSM widget
• Quiz

Conclusion

• Additional resources for Jira learning

Take Course

See all Rachel Wright’s Jira and Confluence Courses on LinkedIn