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