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 and Confluence
Admin and User Courses on LinkedIn

Not a LinkedIn Learning member yet? 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 and Confluence
Admin and User Courses on LinkedIn

Not a LinkedIn Learning member yet? 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.

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


Rachel Wright’s Jira and Confluence
Admin and User Courses on LinkedIn

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.

Access to my courses and others is included with your Premium subscription!


Rachel Wright’s Jira and Confluence
Admin and User 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!


Rachel Wright’s Jira and Confluence
Admin and User 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!


Rachel Wright’s Jira and Confluence
Admin and User Courses on LinkedIn

Learning Jira Cloud

My new Learning Jira Cloud course is available now! Use Jira Server or Data Center 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!


Rachel Wright’s Jira and Confluence
Admin and User Courses on LinkedIn

Training Your Jira, Jira Service Desk & Confluence Users

The job of an Atlassian administrator is never done. Your list of responsibilities is endless. You’re making sure your applications are up and running so work can get done. You’re weighing the benefits and long-term impacts of customization and add-on requests. You’re assisting users with access, permissions, and restrictions. You’re helping teams get the most out of the applications. And some of you are doing all of this while performing other tasks or managing other software. With all the demands on an Atlassian administrator, where does user training fall on your to do list? If you’re like most admins, it’s probably at the very bottom.

Continue reading “Training Your Jira, Jira Service Desk & Confluence Users”

Strategy for Jira Tour

Rachel Wright, author of the Jira Strategy Admin Workbook is delivering her Jira Software, Jira Service Management, and Confluence presentations in a town near you.  Meet the author, learn from her mistakes, and talk shop about Jira strategy!

Contact Info & Event Booking

Rachel Wright is available for speaking engagements, interviews, podcasts, and appearances.  She is also happy to speak to groups via telephone or web conference.

Rachel Wright
info@jirastrategy.com or 443-317-3279
LinkedIn | Twitter

Download: Speaking Kit (Topics, Appearance List, Questionnaire)
See also: Speaking

Speaking

Rachel Wright delivers presentations and training workshops for IT conferences, professional organizations, and her alma mater, Radford University.  Rachel’s approach to speaking is different. Instead of boring slides and data points, she uses real mistakes and examples, to help the audience avoid and overcome similar issues.

Rachel is an entrepreneur, process engineer, and Atlassian Certified Jira Administrator.  She is available for speaking engagements, interviews, podcasts, workshops, and appearances.  She is also happy to speak to groups via telephone or web conference.

Materials

Upcoming & Recent Appearances

Previous Appearances

  • Atlassian Summit User Conference
  • Atlassian Solution Partner Webinars, Podcasts, and Events
  • Atlassian User Groups and Community Events
  • Women Entrepreneurs’ Expo
  • International Concierge & Errand Association Conference
  • Radford University
  • Women’s Business Center of Northern Virginia
  • Loudoun Small Business Development Center
  • Loudoun Chamber of Commerce
  • Blue Ridge Business Journal

Let our industry knowledge speak for itself.  Join us at our upcoming events or contact us for more information.

Book Rachel Wright for your next event

Related Services

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