Course Taxonomy: Atlassian

Module 1: Course Introduction & Context

Purpose & scope of the course

• Why advanced asset management matters in JSM: linking assets, CIs, service context.
• Course outcomes: deeper object schema design, advanced searches, automation, integrations. Atlassian University+1

Audience, prerequisites & training logistics

• Intended for Assets/Admin specialists, Jira admins, ITAM/CMDB practitioners. Techtime+1
• Pre-req: experience in Assets (or completion of Essentials), basic Jira admin skills.

Module 2: Advanced Object Schema & Type Architecture

Designing scalable object schemas

• Partitioning data, logical schemas for different teams or domains.
• Naming conventions, hierarchy, governance.

Object types and complex attribute modeling

• Inheritance, child/parent relationships, status attributes, lifecycle fields.
• Connecting object types via references and modeling many-to-many relationships.
  • Exercise: Define a multi-domain schema (e.g., Hardware + Software + Contracts) with interlinked object types

Advanced configuration of attributes and reference fields

• Global vs schema-specific fields, reference attributes to other object types, dynamic picklists.
  • Lab: Create multiple object types and define complex attribute schemas with references

Module 3: Advanced Data Import & Integration

Data import strategies for large/complex datasets

• CSV, JSON, REST API, synchronized imports, external data sources.
• Mapping object types, attributes, references during import.
  • Exercise: Import a CSV dataset mapping “Device → Owner → Department” including references

Synchronisation and integration best practices

• Scheduled imports, data management, handling updates, dealing with legacy systems.
  • Lab: Configure a recurring import and sync process for asset data from external system

Module 4: Advanced Search, AQL & JQL Integration

Advanced AQL (Assets Query Language) usage

• Inbound/outbound references, dot-notation, nested queries.
• Combining filters and objects for precise asset retrieval.
  • Exercise: Write an AQL query selecting all devices whose “Owner” is in a specified department and status = “In Service”

JQL + AQL combined scenarios

• When to use JQL vs AQL, linking issues and asset queries, retrieving issues based on asset criteria.
  • Lab: Create a dashboard gadget or filter that shows issues linked to assets matching AQL criteria

Module 5: Automation & Workflow Integration

Automation rules leveraging Assets objects

• Triggers on object creation/update, issue transitions, scheduled events.
• Actions: update object attributes, create linked issues, send notifications.
  • Exercise: Build an automation rule that when a new device object is created with status “Retired”, alerts the procurement team

Workflow and issue-type integration

• Embedding asset object fields in issue view, auto-population, syncing asset changes with issue events.
  • Lab: Configure a service request workflow that updates device object fields when the request is resolved

Module 6: Advanced Reporting, Visualization & Metrics

Assets reporting for enterprise view

• Pre-built dashboards (objects by attribute, objects over time, work items linked to objects).
• Custom report creation: using filters, AQL, time-based metrics.
  • Exercise: Create a custom report showing number of devices by status over last 12 months, grouped by department

Visualization & service-map integration

• Graph views of object relationships, usage in incident or service request context, linking service registry to assets.
  • Lab: Build a service map visualization showing dependencies between business services and hardware assets

Module 7: Governance, Best Practices & Value Realization

Data governance and audit controls

• Roles/permissions, data ownership, data quality, periodic audits.
  • Exercise: Develop an audit checklist for Asset object schema and object type integrity

Demonstrating value of asset management

• Key performance indicators (KPIs), asset lifecycle metrics, cost-control, risk reduction.
  • Lab: Present a storyboard or dashboard summarizing key asset KPIs for leadership review

Future considerations: scaling, integrations, CMDB evolution

• Multi-domain asset models (ITAM, EAM), federated data, platform integrations.

Module 8: Course Wrap-Up & Next Steps

Recap of core learnings

• Review of schema design, advanced search/automation, reporting, governance.

Next steps and resources

• Suggested further learning paths (e.g., Jira admin, ITSM, Confluence integrations).
  • Exercise: Create a personal action plan for implementing advanced asset management in your organisation

Course Overview

Introduction to the Course

• Purpose of the course and structure

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• Overview of the topics covered

Learning Objectives

• Navigate the Assets interface and object schemas
• Create and configure object types and attributes
• Understand roles and permissions
• Use search methods including AQL
• Import data from external sources
• Configure automation rules
• Use Assets reporting capabilities

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Activity:

• None in this module

Assets Overview

What is Assets?

• Definition of Assets in Jira Service Management
• Assets as EAM, CMDB, and ITAM systems

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What Assets Can Track

• Physical goods, software, intellectual property, employees, and more

Configuration Items (CIs) and Relationships

• Physical, logical, and conceptual CIs
• Understanding relationships and dependencies within a CMDB

Activity:

• Lab 2 – Starting your lab environment (10 min)

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Assets Basics

User Interface Navigation

• Accessing Assets
• Understanding object schema list, hierarchy, and object views
• Switching between list and detail views

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Basic Building Blocks

• Object schema
• Object types
• Attributes
• Objects

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Roles and Permissions

• User, Developer, Manager, Assets Admin, Jira Admin
• Responsibilities and restrictions for each role

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Activity:

• None listed specifically for this module

Creating Object Types and Attributes

Planning Before Creating Schemas

• Importance of planning schemas and naming conventions

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Creating Object Schemas

• Steps to create schemas
• Schema description and icon selection

Creating Object Types

• Parent-child typology
• Inheritance and hierarchy considerations
• Best practices for naming

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Creating Attributes

• Attribute types: text, number, date, status, object references
• Global vs schema-level attribute values

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Activity:

• Lab 3 – Creating Object Types and Attributes (based on structure but lab not shown in snippet)*

Connecting Object Types

Object References

• Outbound and inbound references
• How object-based attributes form connections

Visualizing Relationships

• Using graph view for dependency visualization
• Viewing schema graph for entire object schema

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Best Practices

• How references affect search and reporting
• Example: Business Services referencing Confluence

Activity:

• Lab 5 – Connecting Object Types (15 min)
  • Connect Employee → Office
  • Connect Teams → Department
  • Connect System → System Owner
  • Connect Computer → Employee

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Searching and Basic AQL

Search Methods

• Object schema quick search
• Global search
• Basic vs advanced search (AQL)

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Filtering Objects

• Filtering based on attributes
• Limitations of basic filtering

Writing Basic AQL Queries

• Searching based on attribute values
• Using object references in queries
• Export objects to CSV from search results

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Activity:

• Lab 6 – Searching in Assets (15 min)
  • Execute basic AQL
  • Use global search

Importing Data

Understanding Imports

• Manual imports vs REST API imports
• When importing is useful (ERP data, HR data, etc.)

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Creating Import Configurations

• File upload
• Mapping attributes
• Mapping references

Executing and Validating Imports

• Verifying imported objects

Activity:

• Lab 7 – Importing Data (from lab workbook structure)

Assets Automations

Overview of Automation in Assets

• Global automation configuration
• Triggers, conditions, and actions

AQL in Automations

• Using Lookup Objects to pull related assets
• Using smart values to fetch attributes

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Example Workflows

• Auto-populate fields based on selected asset

Activity:

• Lab 8 – Assets Automation (15 min)
  • Create automation triggered when a new Employee is created
  • Update object fields automatically

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Reporting in Assets

Using the Reports Dashboard

• Pre-configured charts
• Objects by attribute
• Work items linked to objects
• Objects over time
• Attribute analysis

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Filters

• Global filters (apply to all reports)
• Report-specific filters

Confluence Macro for Assets

• Displaying filtered Assets lists using AQL
• Selecting attributes for display
• Auto-sync behavior

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Activity:

• Lab 9 – Assets Reporting (10 min)
  • Explore dashboard
  • Configure “Objects by attribute” report
  • Configure “Compare object type attributes” report

Module 1: Course Overview

Introduction to the Course

• Purpose, goals, and expected outcomes.
• Overview of Jira Service Management capabilities.
• Explanation of how Service Request Management fits within ITSM practices.

Learning Objectives

• Create and manage service projects.
• Set up a self-service knowledge base.
• Automate common service processes and asset management.
• Measure and improve service performance through reporting.

Module 2: Introduction to Service Request Management

Lab 2: Introduction to Service Request Management

Understanding Service Request Management

• Role of request management in ITSM.
• Request types, queues, and customer portals.
• Project templates and configuration overview.

Creating and Managing a Service Project

• Setting up a new service project using templates.
• Navigating the project sidebar (Queues, Channels, and Settings).
• Understanding company-managed project structure.
  • Exercise 1: Create a Service Project
  • Create a new HR Service Management project.
  • Verify project settings and queues.

Handling Service Requests

• Submitting and viewing requests via the portal.
• Understanding request lifecycle and status transitions.
• Agent vs. customer perspective.
  • Exercise 2: Create and View a Service Request
  • Submit a request in the customer portal.
  • Assign and resolve a request as an agent.
  • Explore queues and workflow visualization.

Module 3: Setting Up a Knowledge Base for Self-Service

Lab 3: Knowledge Base Setup and Configuration

Creating and Organizing Content

• Linking a Confluence knowledge base.
• Writing and labeling knowledge articles.
• Creating categories and featured content.
  • Exercise 1: Create and Organize Knowledge Base Content
    • Create Confluence space and add help articles.
    • Apply labels and macros (Filter by label).
    • Organize articles by category (e.g., Benefits, Expenses).

Verifying Knowledge Base Integration

• Customer experience in the Help Center.
• Article suggestion and search functionality.
  • Exercise 2: Verify the Knowledge Base
    • Test article visibility from portal and agent views.
    • Share an article as a comment in a request.

Configuring Knowledge Base Settings

• Linking multiple spaces and managing permissions.
• Controlling article suggestions by request type.
• Label-based filtering for relevant results.
  • Exercise 3: Configure Knowledge Base
    • Add new space (HR Policies).
    • Adjust article suggestion and visibility rules.

Running Knowledge Base Reports

• Measuring request deflection and resolution rates.
• Interpreting report metrics for optimization.
  • Exercise 4: Run Reports
    • Run “Requests Deflected” and “Requests Resolved” reports.
    • Review article engagement data.

(Optional) Exercise 5: Make Knowledge Base Public

• Configure Confluence and Jira for public access.
• Test anonymous access and customer portal visibility.

Module 4: Automating Service Requests

Lab 4: Create and Manage Automation Rules

Introduction to Automation

• Benefits of automation in service delivery.
• Triggers, conditions, and actions in Jira automation.

Automating Onboarding Processes

• Creating rules for cross-department collaboration.
• Linking service projects and automating task creation.
  • Exercise 1: Automate New Employee Onboarding
    • Create automation that generates IT requests from HR submissions.
    • Validate through linked issue creation.

Monitoring and Troubleshooting Automation

• Using the audit log to verify rule execution.
• Debugging failed automation runs.
  • Exercise 2: View the Audit Log

Module 5: Automating Asset Management

Lab 5: Asset Management and Automation

Exploring Assets in Jira

• Understanding Assets schemas and object types.
• Linking people, devices, and departments.
  • Exercise 1: View Assets
    • Explore People schema and object graph relationships.

Creating Custom Asset Fields

• Configuring Asset object fields with filters.
• Linking assets to request types.
  • Exercise 2: Create Asset Field and Request Type
    • Add “Affected Laptop(s)” field to service request form.

Automating Asset Updates

• Auto-populating asset fields based on reporter or request type.
• Setting status or updating asset attributes.
• Exercise 3: Create Rule to Populate Asset Data
  • (Optional) Exercise 4: Create Rule to Update Asset Status

Module 6: Improving and Reporting on Service Request Management

Lab 6: Reporting and Continuous Improvement

Running Default Reports

• Key service metrics: workload, satisfaction, and deflection.
• Using Reports to measure team and customer experience.
  • Exercise 1: Run Default Reports
    • Run Workload, Satisfaction, Requests Deflected, and Requests Resolved reports.

Creating and Editing Custom Reports

• Tailoring Created vs. Resolved reports.
• Filtering data for service request types.

      Exercise 2: Run and Edit Custom Reports

Building Advanced Reports

• Tracking SLA performance and response rates.
• Custom visualizations for management review.

                             Exercise 3: Create a New Custom Report

• Add Time to First Response % Met and Time to Resolution % Met metrics.

Course Overview

Purpose and Outcomes

• Understand Jira reporting concepts and dashboard tools.
• Learn to create, configure, and share reports and dashboards.
• Interpret reports and gadgets for actionable insights.

Key Learning Objectives

• Create and configure Jira reports and dashboards.
• Select appropriate reports/gadgets to answer business questions.
• Read and interpret Jira reports and gadgets.
• Configure and share dashboards and wallboards.

Pre-requisites

• Basic Jira navigation and use.
• Understanding of JQL (Jira Query Language) and filters.
• Familiarity with Jira workflows.

Course Schedule (Live Teach)

• Module 1: Jira Reporting – 40 min
• Module 2: Jira Dashboards – 90 min
• Module 3: Analyzing Reports and Gadgets – 90 min
• Module 4: Filtering Data for Reports & Dashboards – 90 min
• Module 5: Sharing Dashboards – 40 min

Module 1: Jira Reporting

Introduction to Reports

• Purpose of reports in Jira (project health, progress, and status).
• Types of Jira reports:
  • Agile Reports (Scrum/Kanban)
  • Work Item Analysis Reports
  • Forecast & Management Reports
• Static vs Dynamic data: Reports vs Dashboards.

Key Agile Reports

• Burndown Chart – track progress and remaining work.
• Burnup Chart – visualize total scope and completed work.
• Sprint Report – summarize sprint outcomes.
• Epic Report – track epic completion over multiple sprints.
• Velocity Chart – analyze sprint delivery trends.
• Control Chart – identify bottlenecks and variability.
• Release/Version Reports – predict delivery timelines.
• Average Age Report – monitor aging work items.

Selecting Reports by Role

• Scrum Master: Burndown, Velocity, Control Chart.
• Product Owner: Sprint Report, Epic/Version Reports.
• Developer: User Workload, Created vs Resolved Reports.

Forecasting and Analysis

• Use of Release Burndown and Version Report for forecasting.
• Identifying trends and delivery risks.

Knowledge Checks (“Are You Getting It?”)

• Identify appropriate reports for sprint goal achievement.
• Choose reports for release forecasting.

Lab 2 – Reporting with Jira (15 min)

• Exercise 1 – Version Reports
• Exercise 2 – Using the Burndown Chart
• Exercise 3 – Using the Sprint Report
• Exercise 4 – Using the Velocity Chart

Module 2: Creating Jira Dashboards

Understanding Dashboards

• Dynamic nature of dashboards vs static reports.
• Audience, sharing, and focus considerations.

Dashboard Planning

• Naming conventions and descriptions.
• Choosing layout (single, double, triple column).

Working with Gadgets

• Purpose and configuration of gadgets.
• Gadget categories: Work Items / Agile / Statistics / Other Products.
• Configurable parameters: data source, filters, refresh rate, display.
• Marketplace and REST API for custom gadgets.

Dashboard Management

• Viewing and copying dashboards.
• Configuring system/default dashboards.
• Permissions and sharing best practices.

Wallboards

• Turning dashboards into visual wallboards.
• Displaying multiple dashboards in rotation.
• Wallboard best practices (visual clarity, color coding, refresh).

Best Practices

• Data accuracy and timeliness.
• Avoiding dashboard clutter.
• Visual emphasis for quick insights.

Lab 3 – Creating Jira Dashboards (30 min)

• Exercise 1 – Configuring the Default Dashboard
• Exercise 2 – Viewing Available Dashboards
• Exercise 3 – Creating a Dashboard for Scrum Master
• Exercise 4 – Creating a Dashboard for Developer
• Exercise 5 – Creating a Wallboard (Optional)

Module 3: Analyzing Reports and Gadgets

Purpose

• Understand how to interpret data visualizations in Jira.
• Identify team progress, risks, and improvement areas.

Report Analysis Techniques

• Reading burndown and burnup trends.
• Interpreting story points, velocity, and scope change.
• Correlating epic and sprint performance.
• Using control charts for cycle-time analysis.

Lab 4 – Analyzing Reports and Gadgets (60 min)

• Exercise 1 – Interpreting the Burndown Chart
• Exercise 2 – Interpreting the Sprint Report
• Exercise 3 – Interpreting the Epic Burndown
• Exercise 4 – Interpreting the Release Burndown Report
• Exercise 5 – Interpreting the Velocity Chart
• Exercise 6 – Interpreting the Control Chart
• Exercise 7 – Interpreting a Custom Report

Module 4: Filtering Data for Reports & Dashboards

Using Filters

• Creating and saving filters.
• Applying JQL for precision filtering.
• Using filters in dashboards and reports.

Practical Application

• Combining long-term and short-term metrics.
• Integrating multiple filters for trend visualization.

Lab 5 – Filtering Data (40 min)

• Exercise 1 – Creating a Long and Short-Term Outlook Dashboard
• Exercise 2 – Using Filter Results Gadgets
• Exercise 3 – Using a Filter with a Report

Module 5: Sharing Dashboards

Sharing and Permissions

• Dashboard share settings and visibility options.
• Ensuring appropriate access rights for shared content.
• Managing updates and synchronization between users.

Copying and Version Control

• Creating dashboard templates and duplicates.
• Understanding changes in original vs copied dashboards.

Lab 6 – Sharing Dashboards (30 min)

• Exercise 1 – Creating the Shared Dashboard
• Exercise 2 – Fixing Share Permissions

Introduction to Advanced Workflow Concepts

Understanding workflow maturity in teams

·      Why teams evolve workflow needs

·      Common symptoms of inefficient workflows

Activity: Discuss in pairs significant “pain points” your team has in their current Jira workflow.

Key workflow components and their impact

·      Statuses, transitions, conditions, validators, post-functions

·      How each component affects the user experience and process flow

Lab: Open a sandbox Jira Cloud project and map out an existing workflow: list all statuses and transitions.

Designing Workflows for Team-Specific Needs

Gathering requirements from stakeholders

·      Identifying roles, handoffs, approvals, and exceptions

·      Workshop technique: workflow sketching on a whiteboard

Activity: In small groups, pick a common process (e.g., bug triage, feature development) and sketch it end-to-end.

Aligning workflow design with Agile mindset

·      Ensuring flow, limiting WIP, enabling feedback loops

·      Avoiding over-complexity: keeping workflows lean

Lab: Compare two workflows: one minimal (“To Do → In Progress → Done”) and one with many detailed statuses. Discuss pros/cons.

Implementing Workflows in Jira Cloud

Creating and editing workflows

·      Navigate: Jira settings → Issues → Workflows

·      Add statuses, transitions, set screens, and link to workflow schemes

Lab: Create a new Company-Managed workflow in Jira Cloud with at least 5 statuses and appropriate transitions.

Configuring transition elements

·      Conditions, validators, post-functions and triggers

·      Best practices: when to use each, how to avoid “dead ends”

Activity: For your created workflow, add a condition so only a certain group can execute a transition; add a post-function to auto-set a field on transition.

Advanced Workflow Features & Automation

Using automation to streamline transitions

·      Built-in Jira Cloud “Automation” rules triggered by workflow events

·      Example use-cases: auto-assign based on status; send notifications; set due‐dates

Lab: Create a Jira automation rule: when an issue transitions to “In Review”, set the reviewer field and notify a group.

Branching, parallel workflows & exception handling

·      How to model branching paths: e.g., Approval vs Direct Release

·      Parallel tracks for e.g., development + QA or support + escalation

Activity: Identify a process in your team with two possible paths (e.g., minor bug vs critical) and design a branching workflow for it.

Monitoring, Optimising & Maintaining Workflows

Tracking workflow effectiveness

·      Metrics: cycle time, transition bottlenecks, statuses with high dwell time

·      Using Jira Agile reports, dashboards, and JQL

Lab: Build a dashboard widget showing average time in status “In QA” and identify which issues exceed target.

Maintenance and evolution of workflows

·      Change management: adding statuses/transitions safely

·      Archiving old workflows, consolidating similar workflows

Activity: Review your current active workflows list; identify at least one that could be merged or simplified and propose how.

Governance, Best Practices & Stakeholder Engagement

Workflow governance and permissions

·      Who should be able to edit workflows: avoiding chaos

·      Documenting workflows, training users, change logs

Lab: Draft a change-request template for workflow modifications and simulate submission for one proposed change.

Engaging your team and continuous improvement

·      Gathering feedback from users, conducting retrospectives on workflow effectiveness

·      Iterative approach: refine rather than perfect once

Activity: Run a mini-retrospective question set: “Which status or transition causes most confusion?”, “What one small change could improve flow?”, etc.

Course Overview

Goals:

·      Define Atlassian cloud organizations, sites, and apps.

·      Identify different admin roles (Org Admin, Site Admin, User Access Admin, App Admin).

·      Understand user and access management.

·      Differentiate subscription plans.

·      Learn about Atlassian Guard (security/governance) and advanced features.

·      Pre-reqs: Basic Jira/Confluence knowledge.

Introducing Cloud Administration

Org structure:

·      An organization contains sites, users, and apps.

·      Org Admins manage users, security, and subscriptions in the admin hub.

Admin roles:

·      Org Admin: global control of users, domains, and SSO.

·      Site Admin: manages apps, billing, access requests.

·      User Access Admin: manages user access for a specific app.

·      App Admin: configures app-level settings (global permissions, backups, workflows).

·      Key takeaway: Different admin layers allow delegation without giving full org control.

Setting Up Your Organization and Site

·      Atlassian accounts: Required for access; can be created new or claimed from an existing account.

·      Creating orgs & sites: Automatic when signing up for an app; can host multiple apps under one site.

·      URLs: Site URLs unique but can be updated (3x max). Custom domains available in Premium/Enterprise.

·      Billing models: Original vs. improved billing; requires billing admins/technical contacts.

·      Deleting/renaming orgs & sites: Requires removing subscriptions first.

·      Key takeaway: Flexible setup but requires careful billing and domain management.

Users and Access

User management:

·      Invite via email, group, or approved domain.

·      Access controlled by default groups (e.g., jira-users, confluence-users).

·      Licensing:

·      Users consume licenses if they have app access and are active.

·      Admin roles don’t always consume licenses.

·      Access options: Invitation links, approved domains, user invites.

·      Suspension vs. removal: Suspended users retain group memberships but lose access; removed users fully deleted.

·      Key takeaway: Group-based access management is scalable; licensing depends on access, not role.

Managed Accounts

·      Definition: Accounts under a verified domain, claimed by the organization.

·      Features:

·      Enforce 2FA, reset passwords, revoke tokens.

·      Update user details centrally.

·      Deactivate/delete accounts.

·      Impact: Ensures lifecycle control, compliance, and security.

·      Key takeaway: Verifying domains and claiming accounts is critical for enterprise governance.

Premium and Enterprise Plan Features

·      Cloud plans: Free, Standard, Premium, Enterprise.

·      Premium: Sandbox environments, release tracks, IP allowlisting, advanced analytics, Atlassian Intelligence (AI).

·      Enterprise: Multiple sites, centralized billing, Guard Standard included, unlimited automation, enhanced SLAs.

·      Atlassian Intelligence (Rovo): AI-powered search, chat, and automation across Jira, Confluence, Slack, Google Drive, etc.

·      Key takeaway: Premium enhances control and testing; Enterprise focuses on scale, security, and advanced governance.

Advanced Features

Atlassian Guard:

·      Standard: SSO, user provisioning, 2FA, audit logs.

·      Premium: Adds data classification, threat detection, advanced audit.

·      Cloud Admin APIs: Automate org management (user lifecycle, audit logs, provisioning).

·      Application tunnels: Secure connection between cloud orgs and on-prem apps.

·      App requests: Control whether users can sign up for new apps, require admin review.

Module 1: Course Introduction & Access

• Welcome and setup
• Course logistics and terminology updates (Issues → Work items, Products → Apps)
• Jira Access
• Logging in to Jira Cloud site

Lab 1 – Log in to Jira (5 min)

• Use Lab Workbook to log into Jira Cloud site

Module 2: Jira Automation Overview

• Why Automate Jira?
• Automate repetitive tasks
• Enforce process consistency
• Clean up Jira projects
• Extend Jira functionality
• Inform teams with messages/notifications
• Integrate with other apps
• Ways to Automate Jira
• Workflow editor, bulk editing, apps, scripts/APIs
• Built-in Jira automation (focus of this course)
• What is Jira Automation?
• No-code rule builder with triggers, conditions, actions
• Example use cases (auto-close, Slack alerts, assign subtasks, cleanup tasks)
• Who Can Create Automation Rules?
• Global admins vs. project admins
• Automation Building Blocks
• Triggers (WHEN)
• Conditions (IF)
• Actions (THEN)

Lab 2 – Jira Automation Overview (10 min)

• Create Kanban project
• Create automation rule to add subtasks when new work item is created

Module 3: Creating More Rules

• Manual Triggers
• Run rules in special cases directly from work item details
• Modify trigger type
• Workflow Rules
• Auto-assigning high priority items when transitioned
• Balanced workload, random, or round-robin assignment
• If/Else Conditions
• Apply rules based on labels, priority, or field values
• Example: assign “database” tasks to specific user

Lab 3 – Creating More Rules (15 min)

• Create rule for subtasks with manual trigger
• Create rule for auto-assigning high-priority work items
• (Optional) Modify using If/Else block

Module 4: Automation Administration

• Project-Level Administration
• Rule details (scope, owner, actor, permissions)
• Audit logs and rule executions
• Copying, exporting, deleting rules
• Performance insights
• Global Administration
• Site-wide rule management
• Global/multi-project rules
• Labels, imports/exports, audit logs, performance insights
• Transfer user references across rules
• Limiting Rule Creation
• Restricting who can manage rules
• Best Practices
• Build step-by-step, test in sandbox projects
• Use Log action for debugging
• Avoid recursive rules and manage permissions carefully

Lab 4 – Administration (20 min)

• Create Kanban project for testing rules
• Create a rule that writes to audit log
• Limit groups who can trigger rules
• Copy rule to another project
• Explore global administration

Module 5: Smart Values

• Smart Values Overview
• Placeholders for dynamic data in conditions/actions
• Examples: {{now}}, field values, math/date functions
• Using Smart Values
• Work item fields, subtasks, story points
• Context-sensitive help & documentation
• Debugging with Log action
• Lookup Work Items Action
• Search with JQL and store results in {{lookupissues}}
• Looping through multiple results

Lab 5 – Smart Values (10 min)

• Create rule that lists keys for all “In Progress” work items in a project

Module 6: Advanced Rules

• Branch Rules
• Run sub-rules on related items (subtasks, parent epics, linked issues, sprint items)
• Example: copy comments from story to epic
• Advanced Component
• Execute multiple branches simultaneously
• Use for change/release orchestration
• Integration with Other Apps
• Slack, Teams, DevOps triggers (e.g., pull requests, builds)
• Incoming webhooks and external system triggers
• Sending JSON data to/from external apps

Lab 6 – Advanced Rules (15 min)

• Create rule to copy comments from child to parent epic
• (Optional) Create rule triggered by incoming webhook

Module 7: Jira Service Management Automation (Optional)

• Overview of Jira Service Management
• Request types, queues, SLAs, knowledge base integration
• JSM-Specific Triggers & Actions
• SLA breached triggers
• Actions: add customers, auto-approve/decline requests, create requests in other desks
• Template Rules
• Balance support load
• Notify assignee on SLA breach
• Re-open requests when reporter comments
• Resolve requests due to inactivity
• Set organization using reporter’s domain

Lab 7 – Jira Service Management Automation (15 min)

• View default JSM automation rules
• Create new Service Management automation rule

1. Course Overview

• Purpose of the course
• Target audience and prerequisites
• Schedule and total duration

Lab 1 – Log in (5 min)

2. Introduction to Planning / Getting Started with Plans

• Purpose and benefits of using Plans
• Challenges of long-term planning
• Agile vs. Enterprise planning
• Big picture planning meetings (quarterly)
  • Define strategic themes
  • Review customer/internal feedback, market, and goals
• Roles and planning requirements
  • Managers/Planners
  • Executives/Stakeholders
  • Jira Admins
  • Scrum Masters/Dev Leads
• Key features of Plans (single source of truth, scenarios, forecasting, progress tracking, sharing)

Lab 2 – Getting Started with Plans (20–30 min)

3. Creating and Navigating Plans

• What is a Plan?
  • Visualization of work
  • Shared source of truth
• What goes into a Plan?
  • Scope (boards, projects, filters)
  • Releases (versions in Jira)
  • Teams (velocity, capacity, iteration length)
• Creating a new plan (empty or with sample data)
• Navigating the Plan interface
  • Main tabs: Timeline, Calendar, Program, Teams, Releases, Dependencies
  • Work item creation and ranking
  • Accepting and committing changes
  • Filters, saved views, sharing
  • Plan settings (estimation units, dates, permissions, scenarios)

Lab 3 – Creating and Touring a Plan (25–30 min)

4. Working with Teams

• Definition of a team in Plans
• Why plan at the team level?
• Configuring teams (Scrum or Kanban)
  • Velocity, capacity, iteration length
• Atlassian teams vs. Plan-only teams
• Managing global teams across Plans

Lab 4 – Working with Teams (15 min)

5. Using the Auto-Scheduler / Working with the Schedule

• How the Auto-scheduler works
• Executing and reviewing schedules
• Overwriting work item values
• Factors that affect scheduling
  • Dependencies, estimation methods, sprint assignments, ranking, team capacity
• Adjusting plans manually after scheduling
• Saving or discarding changes

Lab 5 – Working with the Schedule (25–30 min)

6. Working with Dependencies

• Defining dependencies
• Blocks vs. is blocked by
• Required vs. dependent issues
• Multi-issue dependencies
• Creating dependencies in Jira vs. directly in Plans
• Visualizing dependencies (badges, lines, indicators)

Lab 6 – Managing Dependencies (30–45 min)

7. Releases and Scenarios

• Understanding Releases in Plans
• Planning with fixed vs. flexible dates
• Creating multiple scenarios (what-if analysis)
• Comparing and sharing scenarios

Lab 7 – Releases and Scenarios (45–60 min)

8. Sharing and Exporting Plans / Customizing Views

• Sharing Plans with stakeholders (read-only mode)
• Export options (reports, presentations)
• Customizing views
  • Colors, filters, fields, saved views
  • Tailoring views for specific audiences

Lab 8 – Using Views and Sharing Plans (40–45 min)

Module 1: Course Introduction

• Welcome & Introductions
  • Course logistics, tools, and interactions
  • Icebreakers (Introductions, Locations, Experience with Confluence)
• Lab 1 – Accessing Your Lab Environment (5 min)
  • Log into Confluence site

Module 2: User Management and Permissions

• Administration Levels
  • Organization admin, Site admin, User access admin, Confluence admin, Space admin
• User Management
  • Adding and removing users
  • Roles: User, App Admin, Guest
  • Groups and default groups
• Permissions
  • Global permissions
  • Space permissions
  • Page restrictions
  • Recovering space permissions
• Key Considerations
  • Anonymous access and security implications
  • Guest users and public links

Lab 2 Exercise 1 – Configuring Global Permissions (5 min)

• Revoke, grant, and assign create space permissions

Lab 2 Exercise 2 – Creating a Space and Managing Permissions (15 min)

• Access default space permissions
• Create Knowledge Base space for Events team
• Star Event & Finance spaces
• Override space permissions
• Configure permissions for Event space
• Create Finance space
• Add user to Finance space
• Edit permissions for Finance space
• Verify space permissions (optional)

Module 3: Configuring Global Settings

• Initial Configuration
  • Default language, look & feel, email notifications, apps, auditing
• Jira Integration
  • Linking Confluence with Jira
  • Application navigator customization
• Customization
  • Logo, favicon, homepage, themes, headers/footers
• Troubleshooting & Auditing
  • Using audit logs for tracking and compliance

Lab 3 Exercise 1 – Viewing & Updating Global Settings (10 min)

• Update site title, contact message, attachment limits, apps, notifications

Lab 3 Exercise 2 – Customizing the Look and Feel (5 min)

• Change site logo and color scheme

Lab 3 Exercise 3 – Using the Audit Log (5 min)

• Review log entries and retention

Module 4: Confluence Exports and Backups

• Exporting Content
  • PDF, HTML, CSV/XML formats
  • Single page/blog exports
  • Customizing PDF layouts and stylesheets
• Security Implications
  • Restricted pages in exports
• Restoring Content
  • Importing from CSV
  • Limitations with groups and users
• Archiving vs. Deleting Spaces
  • Benefits and visibility impacts
• Backups
  • Site vs. space backups
  • Frequency and limitations
  • Import considerations

Lab 4 Exercise 1 – Exporting & Archiving a Space (10 min)

• Create a PDF export
• Archive Event space

Lab 4 Exercise 2 – Backing Up and Restoring (15 min)

• Create site backup
• Create space backup
• Delete Finance space
• Import space from CSV backup

Module 5: Confluence Analytics

• Overview
  • Purpose and benefits (Premium/Enterprise only)
• Permissions
  • Restricting analytics access
• Levels of Analytics
  • Site-level: adoption, popular spaces, searches
  • Space-level: popular content, active readers/contributors
  • Page-level: views, engagement, read time
• Exporting Analytics
  • Excel reports for site, space, and users

Lab 5 Exercise 1 – Space Analytics (10 min)

• Restrict Analytics access
• View site analytics
• View space analytics
• View page analytics
• Export analytics as report

Module 1: Setting Up a Space

• Introduction to Confluence Spaces
  • Definition of spaces (personal vs. site spaces)
  • Organizing content in hierarchies
  • Space keys and their importance
• Permissions and Administration
  • Global vs. space-level permissions
  • Creating personal and site spaces
  • Default and customized space permissions
  • Recovering space permissions
• Controlling Access
  • Page-level restrictions (view vs. edit)
  • Inheritance of restrictions
  • Requesting and granting access to restricted pages
  • Inspecting permissions

Lab 1 – Accessing Your Lab Environment (5 min)

• Log into Confluence site

Lab 2 Exercise 1 – Create a Space and Manage Permissions (15 min)

• Create a Knowledge Base Space
• Change Space Permissions to Default
• Create a Team Space
• Edit Space Permissions

Lab 2 Exercise 2 – Controlling Access to Pages (15 min)

• Add and Update Page Restrictions
• Remove Page Restrictions
• Troubleshoot Page Restrictions

Module 2: Managing Space Content

• Managing Pages
  • Moving, deleting, restoring pages
  • Fixing hidden pages
• Using Labels
  • Standard labels for categorization
  • Labels impact on macros
• Templates & Blueprints
  • Page templates vs. blueprints
  • Types (space, global)
  • Creating, customizing, promoting, disabling templates/blueprints
• Macros
  • Adding dynamic functionality
  • Page restrictions impact on macros
  • Tracking macro usage

Lab 3 Exercise 1 – Managing Pages (15 min)

• Configure Page Tree View
• Manage Hidden Pages
• Use Undefined Links
• Troubleshoot Page Access

Lab 3 Exercise 2 & 3 – Create a New Page Template & Promote/Disable Blueprints (20 min)

• Create a New Page Template
• Add Variables & Placeholder Text
• Add Labels to Template
• Create Page using Template
• Promote a Blueprint
• Disable a Blueprint

Lab 3 Exercise 4 – Macros (15 min)

• Add Page Properties Macro to Pages
• Create a Page with a Label
• Label Existing Pages
• Create a Page with Page Properties Report & Content by Label Macros

Module 3: Exporting Spaces

• Reasons for Export
  • Printable documentation (PDF)
  • Static websites (HTML)
  • Backups & migration (CSV/XML)
• Export Options
  • PDF layout and stylesheet customization
  • Security considerations (restricted pages exported)
• Restoring Spaces
  • Importing from XML/CSV
  • Limitations on users and groups
• Archiving vs. Deleting Spaces

Module 4: Analyzing Spaces (Optional)

• Overview of Confluence Analytics
  • Site-level: adoption, popular spaces, trending searches
  • Space-level: popular content, active readers/contributors
  • Page-level: engagement, views, mentions, attachments
• Permissions for Analytics
• Exporting Analytics to Reports

Lab 5 Exercise 1 – Space Analytics (10 min)

• Restrict Access to Analytics
• View Site/Space/Page Analytics
• Export Analytics as Report