Jira Administration: Automation

on LinkedIn Learning

This course teaches you how to automate common Jira tasks to reduce manual work, clicks, and human error. You’ll build custom rules, extend abilities with smart values, and leverage built-in capabilities and features provided by third-party apps in the Atlassian Marketplace.

Automation is the most fun part of Jira administration! It’s easy to build simple and complex rules so you can focus on more important admin tasks instead. In this course, instructor Rachel Wright shows you how to use automation to communicate and update information, effortlessly repeat frequent tasks, sync information between issues, perform routine maintenance, calculate values, and automatically send reminders and alerts. With Atlassian’s no-code engine and low-code apps you can accomplish work faster, with less clicks, and less human error.

Course Contents

Introduction

  • Automating common Jira activities
  • Who is this course for
  • What do you need for this course
  • Important terms and definitions

What is Automation

  • Levels of automation
  • Automation benefits
  • Capabilities in Jira

Jira Automation Concepts

  • Using automation
  • Using and creating templates
  • Creating custom rules
  • Triggering rules
  • Adding conditions
  • Using branches
  • Leveraging actions
  • Testing rules
  • Challenge: Create a common rule
  • Solution

Managing Automation Rules

  • Maintaining rules
  • Importing and exporting rules
  • Documenting rules
  • Monitoring usage
  • Troubleshooting errors
  • Challenge: Back up a rule
  • Solution

Extending Capabilities with Smart Values

  • Using smart values
  • Accessing project and issue data
  • Working with user properties
  • Leveraging dates and times
  • Using conditional logic
  • Performing calculations
  • Challenge: Create a rule with smart values
  • Solution

Use Cases and Examples

  • Communicating information
  • Updating information
  • Repeating frequent tasks
  • Syncing information
  • Performing maintenance
  • Sending alerts
  • Calculating information
  • Challenge: Create an advanced rule
  • Solution

Automation with Apps

  • Post functions with JMWE
  • Scheduled actions with JMWE
  • Event-based actions with JMWE
  • Monitoring config changes with Salto
  • Test management with Katalon

Conclusion

  • Additional resources for Jira learning

Take Course

See all Rachel Wright’s Jira and Confluence Courses on LinkedIn

Format

Length

2h

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