Jira Administration: Automation

1h 58mAdvanced2024-10-30

Authors

Rachel Wright

Entrepreneur, Process Engineer, and Atlassian Certified Jira Administrator

Course details

Automation is the most fun part of Jira administration! It’s easy to build simple and complex rules so you can focus on more important admin tasks instead. In this course, instructor Rachel Wright shows you how to use automation to communicate and update information, effortlessly repeat frequent tasks, sync information between issues, perform routine maintenance, calculate values, and automatically send reminders and alerts. With Atlassian’s no-code engine and low-code apps you can accomplish work faster, with less clicks, and less human error.

Learning objectives
Automate common Jira tasks to reduce manual work, clicks, and human error.
Build custom rules and extend abilities with smart values.
Leverage built-in capabilities and features provided by third-party apps in the Atlassian Marketplace.

Skills covered

JiraAtlassianAgile Software DevelopmentIT AutomationDevOps FoundationsDevOpsNetwork and System AdministrationDeep Dive (X:Y)

Concepts

0. Introduction

01 - Automating common Jira activities
02 - Who is this course for
03 - What do you need for this course
04 - Important terms and definitions

1. What Is Automation

05 - Levels of automation
06 - Automation benefits
07 - Capabilities in Jira

2. Jira Automation Concepts

08 - Using automation
09 - Using and creating templates
10 - Creating custom rules
11 - Triggering rules
12 - Adding conditions
13 - Using branches
14 - Leveraging actions
15 - Testing rules
16 - Challenge - Create a common rule
17 - Solution - Create a common rule

3. Managing Automation Rules

18 - Maintaining rules
19 - Importing and exporting rules
20 - Documenting rules
21 - Monitoring usage
22 - Troubleshooting errors
23 - Challenge - Back up a rule
24 - Solution - Back up a rule

4. Extending Capabilities with Smart Values

25 - Using smart values
26 - Accessing project and issue data
27 - Working with user properties
28 - Leveraging dates and times
29 - Using conditional logic
30 - Performing calculations
31 - Challenge - Create a rule with smart values
32 - Solution - Create a rule with smart values

5. Use Cases and Examples

33 - Communicating information
34 - Updating information
35 - Repeating frequent tasks
36 - Syncing information
37 - Performing maintenance
38 - Sending alerts
39 - Calculating information
40 - Challenge - Create an advanced rule
41 - Solution - Create an advanced rule

6. Automation with Apps

42 - Post functions with JMWE
43 - Scheduled actions with JMWE
44 - Event-based actions with JMWE
45 - Monitoring config changes with Salto
46 - Test management with Katalon

Conclusion

47 - Additional resources for Jira learning