course

Streamline Jira administration with effective governance


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duration

1 hour and 20 minutes

role

Jira Admin

level

Advanced

product

Jira
Jira Service Management

Strategically manage custom configurations

Improve how you administer and maintain Jira and minimize clutter for users and administrators. You’ll learn how to ensure Jira meets your users' needs. You’ll also discover best practices for managing and creating work items, custom fields, workflows, and automation rules and how to create and manage global automation rules.
 After this course, you’ll be able to:
  • Define Atlassian cloud organizations, sites, and products.
  • Identify the different Atlassian cloud administrator roles.
  • Describe the basic responsibilities associated with product and project administration in Jira.
  • Map your organization’s business requirements to Jira configurations.
  • Share schemes among company-managed projects.
  • List best practices for creating and administering custom fields, administering system fields, and field visibility.
  • Reduce administrative burden by following workflow best practices.
  • Use best practices when writing and managing automation rules.
  • Configure global settings for automation.
  • Use best practices for site governance.
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.

8 Lessons in this course

10 minutes
How do you administer Jira?

By the end of this lesson, you’ll be able to: - Define Atlassian cloud organizations, sites, and products - Identify the different Atlassian cloud administrator roles - Describe the basic responsibilities associated with product and project administration in Jira

Get started

Sections
  • What’s an Atlassian cloud organization?
  • What are the different cloud admin roles?
  • How do you administer Jira?
5 minutes
Map business requirements to Jira configurations

By the end of this lesson, you’ll be able to: - Discover business requirements in your organization - Ask stakeholders the right questions - Map business requirements to Jira configurations

Get started

Sections
  • Make sure Jira meets the needs of your users
  • Discover and understand business requirements
  • Map requirements to Jira configurations
  • Implement Jira configurations
5 minutes
Use schemes to standardize company-managed projects

By the end of this lesson, you’ll be able to: - Describe the different types of schemes - List the benefits of sharing schemes among company-managed projects

Get started

Sections
  • What are schemes?
  • Share schemes
  • Let’s explore an example!
15 minutes
Best practices for managing work items and fields in a Jira site

By the end of this lesson, you'll be able to: - Use best practices for creating and administering custom fields - Use best practices for administering system fields - Use best practices for field visibility

Get started

Sections
  • Best practices for custom fields
  • Best practices for system fields
  • Best practices for field visibility
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

Get started

Sections
  • Best practices for configuring workflows
  • Best practices for managing workflows
  • Best practices for workflow governance
  • Troubleshoot workflows
15 minutes
Best practices for managing automation rules

Use best practices to write, administer, and troubleshoot Jira automation rules.

Get started

Sections
  • Manage automation rules
  • Troubleshoot automation rules

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