course

Configure work items and fields across Jira projects using schemes

duration

1 hour and 25 minutes

role

Jira Admin

level

Advanced

product

Jira
Jira Service Management

Structure your company’s work

Build and configure Jira work items that suit your company’s needs and easily create future work items with schemes — reusable collections of configurations.
You’ll learn how Jira admins can categorize work in Jira, configure Jira’s default system fields, and apply custom fields according to the organization’s needs. Then, learn how a Jira admin can use field configurations to define the appearance and behavior of fields and configure work types for company-managed projects. Finally, understand best practices for managing work items and fields.

After this course, you’ll also be able to:
  • Configure work types, fields, and screens in Jira.
  • Configure system fields, statuses, priorities, and resolutions.
  • Create and configure custom fields.
  • Create a field configuration scheme and associate it with projects.
  • Create a work type scheme.
  • Create a screen and associate it with a work item operation using a screen scheme.
The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

7 Lessons in this course

10 minutes
Explore work types, fields, and screens in company-managed projects

By the end of this lesson, you’ll be able to: - Differentiate work types, request types, fields, and screens - Describe the purpose of work types, request types, fields, and screens - Describe the relationship between request and work types

Sections
  • Categorize work with work types
  • Provide context with fields
  • Determine what users see with screens
  • Customize what users see in projects with layouts
15 minutes
Configure system fields in Jira

By the end of this lesson, you’ll be able to: - Describe what Jira admins can configure for system fields - Configure statuses, priorities, and resolutions

Sections
  • What are system fields?
  • Configure system fields
  • Configure values for the Priority field
  • Configure values for the Resolution field
  • Configure values for the Status field
10 minutes
Create and configure custom fields in Jira

By the end of this lesson, you’ll be able to: - Create a custom field - Configure custom field behavior

Sections
  • What are custom fields?
  • Create a custom field for company-managed projects
  • Create a custom field for team-managed projects
  • Let’s explore an example!
10 minutes
Define field configuration for company-managed projects with schemes

By the end of this lesson, you’ll be able to: - Create a field configuration - Create a field configuration scheme - Associate a field configuration scheme with projects

Sections
  • Create a field configuration
  • Create a field configuration scheme
  • Associate a field configuration scheme with a project
  • Let’s explore an example!
15 minutes
Define work types for company-managed projects with schemes

By the end of this lesson, you'll be able to: - Configure the work type hierarchy - Create a work type - Create a work type scheme

Sections
  • Configure work type hierarchy
  • Create work types
  • Configure a work type scheme
  • Let’s explore an example
10 minutes
Define how users see work in company-managed projects with screen schemes

By the end of this lesson, you’ll be able to: - Create a screen - Associate a screen with a work item operation using a screen scheme - Associate a screen scheme with a work type using a work type screen scheme

Sections
  • Create a screen
  • Create a screen scheme
  • Create a work type screen scheme
  • Associate a work type screen scheme with a project
  • Let’s explore an example!

Community

Forums

FAQsForums guidelines

Learning

About learningResources

Events

Champions

Copyright © 2025 Atlassian
Report a problemPrivacy PolicyTermsSecurityAbout