Jira Administration Part 2

Course Overview

• Introduces advanced Jira configuration concepts, focusing on tailoring Jira to fit your organization’s specific business processes.
• Designed for Jira admins and power users who want to customize Jira beyond basic setups.
• Includes hands-on exercises, real-world examples, and live Q&A to reinforce learning.

Mapping Your Business into Jira

• Understand how to translate your company’s workflows, teams, and processes into Jira’s framework.
• Learn how to analyze business requirements and map them to Jira concepts such as projects, issue types, and workflows.
• Discuss common use cases and best practices for structuring Jira to reflect organizational needs.
• Explore how to optimize Jira for different departments like software development, IT service management, or marketing.

Configuring Issue Types, Fields, & Screens

• Deep dive into Issue Types: Create, edit, and organize issue types to match different work items (e.g., bugs, tasks, stories).
• Customize Fields: Add, modify, and configure custom fields to capture necessary data specific to your processes.
• Understand Field Configurations and Field Configuration Schemes to manage required and optional fields per issue type.
• Design and configure Screens and Screen Schemes to control which fields appear during issue creation, editing, and transitions.
• Learn how to apply these configurations effectively to projects for tailored user experiences.

Customizing Workflows

• Understand Jira’s workflow concepts: statuses, transitions, conditions, validators, and post functions.
• Learn how to create and modify workflows to mirror your team’s actual processes.
• Implement advanced workflow features such as approvals, mandatory fields on transition, or automatic notifications.
• Explore how to associate workflows with issue types and projects using workflow schemes.
• Troubleshoot common workflow configuration challenges and test workflows in a sandbox environment.

Configuring Boards & Sprint Permissions

• Learn how to configure Kanban and Scrum boards to visualize team work effectively.
• Customize board settings: swimlanes, quick filters, card colors, and column mappings.
• Manage Sprint Permissions to control who can start, complete, or modify sprints.
• Understand how board and sprint configurations impact team workflows and reporting.
• Apply best practices for board management to enhance team collaboration and agility.

Applying New Configurations to Projects

• Learn how to implement the customizations—issue types, workflows, screens, boards—across different projects without disrupting existing work.
• Use schemes (issue type schemes, workflow schemes, permission schemes) for scalable administration.
• Understand project templates and cloning techniques for rolling out configurations efficiently.
• Manage versioning and updates to configurations, ensuring backward compatibility and minimal downtime.
• Plan and communicate changes to stakeholders and end-users for smooth adoption.

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

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