What’s New? Atlassian Content and Materials

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.

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

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 Software, Jira Service Management, and Confluence!

New Worksheets

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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.

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