Course Taxonomy: Technology Platforms

ITIL® 5 Foundation

Posted on March 3, 2026 by -

Part 1: Key Concepts of Digital Product and Service Management

  • Product and service management
  • Service offerings
  • Value co-creation
  • Key ITIL Concepts & Definitions

Part 2: Service Relationships

  • Value co-creation
  • Service relationships

Part 3: The ITIL Value System (ITIL VS)

  • Components of the ITIL Value System
  • Explain the ITIL Value System (ITIL VS) and its purpose in enabling value co-creation through products and services.

Part 4: Governance

  • Define governance and its role in directing and controlling an organization
  • Explain the enabling nature and the activities of governance

Part 5: The ITIL Guiding Principles

  • Value co-creation: Explain how feedback contributes to value co-creation
  • Explain the ITIL Guiding Principles
  • Explain how the ITIL Guiding Principles should be applied in different contexts
  • Describe how the ITIL Guiding Principles interact to support effective decision-making and continual improvement.

Part 6: Value Chain and ITIL Management Practices

  • Introduction to ITIL Product and Service Lifecycle
  • Purpose and Scope of ITIL Product and Service Lifecycle activities
  • Value chain
  • Management practices

Part 7: Value Streams: Mapping and Management

  • Key concepts of value stream mapping and management
  • Application of value streams
  • Purpose of value stream mapping and management
  • Understand the relationship between digital value stream mapping and value stream management.

Part 8: Continual improvement

  • The ITIL Continual Improvement Model
  • Understand the steps of the ITIL Continual Improvement Model
  • Describe continual improvement within the ITIL Value System and its role in the organization

Part 9: The Four Dimensions of Product and Service Management

  • Introduction to the ITIL Four Dimensions of Product and Service Management
  • Internal factors and External factors
  • Introduction to AI
  • ITIL AI Governance

Part 10: ITIL and other frameworks integration

  • ITIL and DevOps
  • ITIL and PRINCE2

Microsoft Power Apps Boot Camp

Posted on February 17, 2026 by -

1. Introduction to Power Apps

  • What is Power Apps?
  • Role in the Power Platform
  • Types of apps

2. Canvas Apps vs Model-Driven Apps

  • Key differences
  • When to use each type
  • Strengths and limitations

3. Licensing Requirements

  • Power Apps licenses overview
  • Dataverse usage scenarios
  • When Premium licensing is required

4. Introduction to Canvas Apps

  • Canvas app building blocks
  • Designing screens and layout

5. Working with Canvas App Controls, Power Fx & Data Connections

  • Controls and properties
  • Power Fx fundamentals
  • Connecting to data sources (SharePoint, Excel, Dataverse, etc.)
  • Building simple formulas and logic

6. Introduction to Dataverse & Model-Driven Apps

  • What is Dataverse?
  • Tables, columns, relationships
  • Overview of model-driven design principles

7. Creating Solutions and Tables in Dataverse

  • What are Solutions?
  • Creating custom tables and relationships
  • Option sets, lookups, and data types
  • Understanding primary keys and schema design

8. Creating Model-Driven Apps

  • App design and components
  • Navigation, sitemap, and app configuration
  • Adding forms, views, dashboards

9. Creating and Working with Forms & Views in Model-Driven Apps

  • Form types and customization
  • Business rules and visibility settings
  • View creation and filtering

10. Publishing & Sharing Model-Driven Apps

  • App validation and publishing
  • Sharing apps and managing permissions

Practical Microsoft Copilot for Real Work

Posted on February 17, 2026 by -

Module 1 — Copilot Basics

  • What is Microsoft Copilot?
  • Licensing and prerequisites
  • Prompting fundamentals

Module 2 — Using Copilot in Office Apps

  • Copilot in Word: drafting, summarizing, improving content
  • Copilot in Excel: insights, formulas, visualizations
  • Copilot in PowerPoint: slide generation and editing
  • Copilot in Outlook: email summaries and drafting

Module 3 — Copilot in SharePoint

  • Using Copilot with document libraries

Module 4 — Copilot Chat in Teams

  • Meeting recaps and action items
  • Summarizing chat history

Module 5 — Work Copilot vs Web Copilot

  • Differences between Work Copilot and Web Copilot
  • Generative AI Capabilities

Module 6 — Creating Copilot Agents in Teams

  • Connecting data sources
  • Publishing an Agent to Teams

Advanced Asset Management in Jira Service Management

Posted on December 3, 2025 by -

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

Asset Management Essentials

Posted on December 3, 2025 by -

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

Atlassian Service Request Management Essentials

Posted on December 3, 2025 by -

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.

Realizing the Power of Jira Reporting and Dashboards

Posted on December 3, 2025 by -

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

Getting More from Jira Workflows

Posted on December 3, 2025 by -

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.

Atlassian Cloud Organization Administration

Posted on October 28, 2025 by -

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.

Jira Automation

Posted on July 31, 2025 by -

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