Jira: Managing Custom Workflows

on LinkedIn Learning

In this course, you’ll learn how to create smart workflows that your business, development, and support teams will love to use with the popular project management tool Jira. Find out how a well-designed Jira workflow can—and should—complement a team’s process, not dictate it.


Instructor Rachel Wright provides an in-depth overview of the skills required to design, plan, and build workflows as both a new and experienced Jira administrator. Discover some of the most widely used features, functions, and strategies for creating, using, extending, and maintaining custom workflows. Test out your new skills as you progress through the course in the practice challenges at the end of each section. And don’t miss the workflow scavenger hunt to see how many problems or opportunities for improvement you can detect.

Course Contents


  • Custom Workflows in Jira
  • Who is this course for
  • What do you need for this course

Using Custom Workflows

  • Important terms and definitions
  • Important workflow concepts
  • Types of workflows
  • Workflow relationships
  • Challenge Configure a workflow relationship
  • Solution Configure a workflow relationship

Planning Custom Workflows

  • Using a phased approach
  • Conducting a workflow interview
  • Determining statuses
  • Adding transitions
  • Designing a custom workflow
  • Challenge Workflow interview and design
  • Solution Workflow interview and design

Building Custom Workflows

  • Translating requirements
  • Creating new workflows
  • Importing exporting and backing up
  • Challenge Reconstruct this workflow
  • Solution Reconstruct this workflow

Extending workflow capabilities

  • Using triggers conditions validators and post functions
  • Requiring approval
  • Leveraging automation
  • Expanding with apps
  • Using properties
  • Challenge Enhance this workflow
  • Solution Enhance this workflow

Best practices

  • Workflow recommendations
  • Challenge Workflow scavenger hunt
  • Solution Workflow scavenger hunt


  • Additional resources for Jira learning

Take Course

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

Additional information



1h 41m