Jira: Managing Custom Workflows
1h 42mBeginner2024-01-19
Authors
Rachel Wright
Entrepreneur, Process Engineer, and Atlassian Certified Jira Administrator
Course details
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.
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.
Skills covered
JiraAtlassianAgile Software DevelopmentOperations ManagementDevOpsProject ManagementLearningBusiness Analysis and Strategy
Concepts
0. Introduction
- 01 - Custom workflows in Jira
- 02 - Who is this course for
- 03 - What do you need for this course
1. Using Custom Workflows
- 04 - Important terms and definitions
- 05 - Important workflow concepts
- 06 - Types of workflows
- 07 - Workflow relationships
- 08 - Challenge - Configure a workflow relationship
- 09 - Solution - Configure a workflow relationship
2. Planning Custom Workflows
- 10 - Using a phased approach
- 11 - Conducting a workflow interview
- 12 - Determining statuses
- 13 - Adding transitions
- 14 - Designing a custom workflow
- 15 - Challenge - Workflow interview and design
- 16 - Solution - Workflow interview and design
3. Building Custom Workflows
- 17 - Translating requirements
- 18 - Creating new workflows
- 19 - Importing, exporting, and backing up
- 20 - Challenge - Reconstruct this workflow
- 21 - Solution - Reconstruct this workflow
4. Extending Workflow Capabilities
- 22 - Using triggers, conditions, validators, and post functions
- 23 - Requiring approval
- 24 - Leveraging automation
- 25 - Expanding with apps
- 26 - Using properties
- 27 - Challenge - Enhance this workflow
- 28 - Solution - Enhance this workflow
5. Best Practices
- 29 - Workflow recommendations
- 30 - Challenge - Workflow scavenger hunt
- 31 - Solution - Workflow scavenger hunt
Conclusion
- 32 - Additional resources for Jira learning