Jira Automation

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

This course is designed for 

• Product owners
• Scrum masters
• Program managers
• Product managers
• Jira project administrators
• Jira administrators

• Automation overview
• Creating more rules
• Administration
• Smart values
• Advanced rules
• Jira Service Management rules