course

Make information easily accessible in Jira projects


duration

55 minutes

role

Jira Project Admin

level

Intermediate

product

Jira

Organize the way your team works

Configure the board layout, work item fields, and notification settings in your Jira project to match your team’s workflow and optimize productivity.
After this course, you’ll be able to:
  • Tailor board columns to your team’s workflow.
  • Use swimlanes to visualize work in company-managed projects.
  • Configure the layout for work items in company-managed projects.
  • Add work types and request types to a team-managed project.
  • Create custom fields in team-managed projects.
  • Configure the layout for work types and request types
  • Configure notifications in team-managed projects.
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
Configure Jira board columns and statuses

By the end of this lesson, you'll be able to: - Differentiate between columns and statuses - Customize columns to match your workflow - Use column constraints to prevent bottlenecks - Describe the impacts of mapping statuses to columns


Sections
  • Match your board to your workflow
  • Configure columns
  • Configure statuses
10 minutes
Use swimlanes to group work on a company-managed Jira board

By the end of this lesson, you'll be able to: - Use swimlanes to better visualize work - Describe swimlane grouping methods


Sections
  • Use swimlanes to group work for better visibility
  • Let's explore an example!
10 minutes
Configure how fields appear on work items in company-managed projects

By the end of this lesson, you'll be able to: - Configure the layout for work items - Customize the fields on the request form or work item view for a request type - Describe how schemes impact layout in company-managed projects


Sections
  • Configure the layout for work items
  • What can you change in the layout?
  • Configure different layouts for work and request types
  • What if a field you need isn’t available?
10 minutes
Configure work types, fields, and layouts in team-managed projects

By the end of this lesson, you'll be able to: - Define work types, request types, and fields - Add work types and request types to a team-managed project - Create custom fields in team-managed projects - Describe the different sections fields can appear in - Configure the layout for work types and request types


Sections
  • Categorize work with work types and request types
  • Configure work types and request types
  • Configure fields
  • Configure layouts
5 minutes
Customize card layouts for a Jira board

By the end of this lesson, you'll be able to: - Display important fields on cards - Differentiate the layout for work items and the card layout


Sections
  • Configure the work item card layout
  • Let's look at an example!
  • Compare card layout and the layout for work items
5 minutes
Configure internal notifications in team-managed projects

By the end of this lesson, you'll be able to: - Describe the difference between internal notifications and customer notifications - Configure notifications for a team-managed project - Describe events and roles used to configure notifications - Troubleshoot project notifications


Sections
  • Configure internal notifications
  • Let’s explore an example!
  • Troubleshoot notifications