Complete Guide to Jira Administration: Configuration, Management, and Automation

Course details

Jira helps teams of all types manage their work and has become the industry standard for tracking business tasks, releasing software development features and bugs, and fulfilling support requests for service teams. Behind the scenes is a Jira administrator who implements, configures, and maintains the software and all its settings. Understanding how end users leverage Jira and how to configure it properly is the key to unleashing the power of Jira Software and Jira Service Management.

In this comprehensive course, instructor Rachel Wright teaches you: how to create and configure a new Jira or Jira Service Management application; what initial decisions to consider for managing existing data, users, and access; how to select global configuration, permission, and interface settings; how to create and configure Jira projects, schemes, workflows, custom fields, and related settings; ways to leverage software-specific features like versions and releases, and how to use automation, apps, and integrations to extend Jira functionality.

Concepts

0. Introduction

01 - Administration in Jira
02 - Who is this course for
03 - What do you need for this course

1. Getting Started with Jira

04 - What is Jira
05 - How is Jira used
06 - Types of Jira
07 - Jira versions
08 - Important terms and definitions

2. Making Initial Decisions

09 - Planning your implementation
10 - Addressing technical requirements
11 - Managing new and existing data
12 - Managing users and access
13 - Establishing standards and policies
14 - Planning maintenance and support
15 - Other initial decisions

3. Jira Setup and Preparation

16 - Course use case
17 - Creating a Jira Cloud site
18 - Creating a test environment
19 - Selecting global configuration settings
20 - Customizing the Jira interface
21 - Creating a test account

4. Using Jira

22 - Jira from an end user's perspective
23 - Logging in
24 - Using key views
25 - Accessing key features
26 - Working with projects
27 - Working with issues
28 - Working with requests
29 - Searching with Jira Query Language
30 - Using views and reports

5. Managing Users, Roles, and Groups

31 - Understanding Atlassian s user model
32 - User types and responsibilities
33 - Managing users
34 - Leveraging project roles
35 - Leveraging global groups

6. Creating and Configuring Jira Projects

36 - Creating Jira projects
37 - Managing and sharing schemes
38 - Scheme hierarchy
39 - Managing project-specific settings
40 - Setting project details
41 - Enabling and disabling features

7. Configuring Issue Settings

42 - Configuring issue types
43 - Leveraging issue hierarchy
44 - Using priorities

8. Configuring Workflows

45 - Workflow overview
46 - Workflow schemes and relationships
47 - Adding statuses
48 - Adding transitions between statuses
49 - Configuring transition behaviors
50 - Using properties
51 - Requiring approval

9. Working with Standard and Custom Fields

52 - Identifying standard fields
53 - Creating custom fields
54 - Selecting proper field types
55 - Using custom field contexts

10. Creating Screens and Field Configurations

56 - Screen overview
57 - Screen schemes and relationships
58 - Adding fields to screens
59 - Using layout settings
60 - Field configurations and relationships
61 - Requiring fields

11. Configuring Permissions and Notifications

62 - Types of Jira permissions
63 - Using the permission helper
64 - Using issue security
65 - Types of Jira notifications
66 - Using the notification helper

12. Configuring Development-Specific Features

67 - Software project overview
68 - Using estimation and time tracking
69 - Creating scrum and kanban boards
70 - Using the release hub

13. Configuring Software-Specific Features

71 - Jira Service Management (JSM) feature overview
72 - Managing organizations and customers
73 - Creating queues
74 - Creating request types
75 - Using portal groups
76 - Setting customer permissions
77 - Configuring the self-service portal
78 - Managing email requests
79 - Customizing notification templates
80 - Measuring customer satisfaction
81 - Connecting a Confluence knowledge base

14. JSM Service-Level Agreements

82 - Service-level agreement (SLA) overview
83 - Using and creating SLAs
84 - Managing SLA calendars
85 - Troubleshooting SLAs

15. Jira Automation

86 - Automation overview
87 - Creating custom rules
88 - Triggering rules
89 - Adding conditions
90 - Using branches
91 - Leveraging actions
92 - Enhancing rules with smart values
93 - Monitoring usage
94 - Troubleshooting errors

16. Extending Jira

95 - Using and vetting apps
96 - Creating connections
97 - Integrating with other applications
98 - Importing data
99 - Creating issues from email
100 - Using a Jira collector
101 - Using a JSM widget

Conclusion

102 - Additional resources for Jira learning