course

Create workflows across Jira projects using schemes

duration

1 hour and 5 minutes

role

Jira Admin

level

Advanced

product

Jira Service Management
Jira

Represent how your team works

Align the path your team’s work items take — your workflows — with your team’s goals and other important work processes within your company. Then, create basic and complex workflows, configure workflows for company-managed projects, and follow workflow best practices.
After this course, you’ll be able to:
  • Describe common workflows and differentiate workflows in Jira projects.
  • Differentiate company-managed and team-managed workflows.
  • Create basic and complex workflows.
  • Extend your workflow’s capabilities with complex configurations.
  • Create, edit, and share a workflow scheme.
  • Troubleshoot common workflow configuration and notification problems.
  • Configure a notification scheme and associate it with a project.
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.

6 Lessons in this course

15 minutes
What are workflows in Jira?

By the end of this lesson, you’ll be able to: - Describe common workflows - Differentiate workflows in Jira products - Differentiate company-managed and team-managed workflows

Sections
  • Represent how your team works
  • Explore default workflows
  • Explore simplified workflows
  • Compare workflows in company-managed and team-managed projects
10 minutes
Create basic workflows in Jira

By the end of this lesson, you’ll be able to: - Differentiate the workflow editors - Create a workflow

Sections
  • Explore the workflow editors
  • Create workflows
  • Configure workflows
10 minutes
Create complex workflows in Jira

By the end of this lesson, you’ll be able to: - Use triggers to automatically transition work - Use conditions to determine whether a transition occurs - Use validators to check criteria during a transition - Use post-functions to act after a transition executes - Use properties to add detailed behavior to workflows

Sections
  • Use triggers to automatically transition work
  • Use conditions to determine whether a transition occurs
  • Use validators to check criteria during a transition
  • Use post-functions to act after a transition executes
  • Use properties to add detailed behaviors to your workflows
  • Let’s explore an example
10 minutes
Define workflows for company-managed projects with schemes

By the end of this lesson, you’ll be able to: - Create a workflow scheme - Associate workflow schemes with work types - Edit a workflow scheme - Share workflows

Sections
  • Create a workflow scheme
  • Let’s explore an example!
10 minutes
Best practices for creating workflows in Jira

By the end of this lesson, you’ll be able to: - Reduce administrative burden by following workflow best practices - Troubleshoot common workflow configuration problems

Sections
  • Best practices for configuring workflows
  • Best practices for managing workflows
  • Best practices for workflow governance
  • Troubleshoot workflows
10 minutes
Define notifications for company-managed projects using schemes

By the end of this lesson, you’ll be able to: - Create a notification scheme - Add an event recipient to a notification scheme - Use the notification helper

Sections
  • What is a notification scheme?
  • Configure a notification scheme
  • Troubleshoot notifications
  • Let’s explore an example!

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