Jira Administration Part 2

Overview

An expert instructor will teach your team the most advanced Jira administration tasks using a business case study. Your team will learn how to configure issue types, fields, screens, workflows, sprints, boards, and schemes to meet your business requirements. Your team will learn applicable, that they can start using at your organization immediately. Throughout the course, your team will be able to in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

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Full course details

Course outline

1. Mapping Your Business into Jira

  • Importance of business analysis before configuration
  • Goals: reduce rework, improve efficiency, encourage adoption
  • Approach: Discover → Map → Implement
  • Stakeholder engagement: interviews, MoSCoW prioritization, process diagrams
  • Case study: Teams in Space – cleanup and standardization of messy Jira instance

Lab 1 – Mapping Business Requirements into Jira

  • Cloud: View Teams in Space requirements (5 min)
  • Data Center: Start lab VM & view requirements (5 min)

2. Assigning Project Roles & Sharing Schemes

  • Identifying Scrum vs. business team roles
  • Jira roles: Administrators, Project Lead, Default Assignee, Board Administrators
  • Mapping team roles to Jira roles & permissions
  • Teams in Space case: restricting developer admin rights, designating Scrum Master as Lead
  • Shared schemes: benefits (consistency, reduced admin overhead, performance) vs. drawbacks (less flexibility, stakeholder involvement)

Lab 2 – Assigning Roles & Sharing Schemes

  • Assign project roles (40–50 min)
  • Create a standard project as a baseline
  • Share schemes across projects

3. Configuring Work/Issue Types, Fields & Screens

  • Creating work/issue types and custom fields
  • Best practices: reuse fields, avoid unnecessary customization
  • Screen schemes and field configurations
  • Mapping screens to operations (Create/Edit/View)
  • Case study application: aligning Teams in Space work types to new schemes

Lab 3 – Configuring Work/Issue Types, Fields & Screens

  • Cloud: 1h 20m
  • Data Center: 2h 10m
  • Create fields, configure screen schemes, apply field configurations

4. Configuring Screens & Schemes (Cloud only)

  • Field configuration schemes
  • Workflow schemes
  • Notification & permission schemes
  • Work item/issue security schemes

Lab 4 – Configuring Screens & Schemes (1h, Cloud only)

5. Creating & Configuring Workflows

  • Workflow elements: statuses, transitions, conditions, validators, post functions
  • Workflow schemes: associating workflows with work/issue types
  • Best practices: keep workflows simple, avoid over-engineering, encourage reuse

Lab 5 – Creating & Configuring Workflows

  • Cloud: 1h 15m
  • Data Center: 1h 25m
  • Build workflows for bugs, stories, and other issue types; implement workflow schemes

6. Configuring Board & Sprint Permissions

  • Role of board administrators
  • Configuring permissions for Scrum Masters vs. team members
  • Aligning permissions with Teams in Space governance model

Lab 6 – Configuring Board & Sprint Permissions

  • Cloud: 40 min
  • Data Center: 1h

7. Configuring Email Notifications (Cloud only)

  • Notification schemes overview
  • Mapping project roles to notifications
  • Balancing notification overload vs. missing key updates

Lab 7 – Configuring Email Notifications (25 min, Cloud only)

8. Applying New Configurations to Projects

  • Applying schemes to new projects
  • Migrating existing projects to new standardized schemes
  • Cleaning up unused schemes
  • Teams in Space: enforcing standardization going forward

Lab 8 – Applying New Configurations to Projects

  • Cloud: 1h
  • Data Center: 55 min
Audience / prerequisites

This course is designed for Jira administrators who manage Jira or Jira Service Management.

In this class you will learn how to

After this course, your team will be able to:

  • Ask better questions to extract business requirements
  • Map business requirements to Jira configurations
  • Implement Jira administrator best practices and responsibilities

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