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Dan LeFebvre

This Team workflows in JIRA course is intended to give you some tips, tricks and techniques you can use right away to work better in JIRA. We'll use a project-based approach to build a workflow that allows a dev team to send issues to a QA team and then have the QA team send them back through JIRA's agile boards.

Along the way, we'll learn about many of JIRA's features including agile boards, filters, permissions, workflows, schemes, and many more.

This course is perfect for JIRA administrators and anyone who's familiar with JIRA but wants to learn some new tips and tricks for building team workflows in JIRA.

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What's inside

Learning objectives

  • Customize jira's agile features.
  • Understand workflows in jira better.
  • Be able to customize jira's agile boards.

Syllabus

By the end of this section, you'll have a good idea of what we'll be covering in this course.

In this video we'll learn about the project for this course.

Read more

In this video we'll get a better idea of the scenario for our project.

Our real-world scenario
Overview of our solution
By the end of this section, you'll have learned proven tips, tricks and techniques you can use to help your company's teams work together more effectively in JIRA.

In this video we'll start our project by creating a new agile board.

Adjusting our board's filter
Adding new columns

In this video we'll create some custom statuses that we'll need for our board.

Building the QA team board
Creating a new status
Adding statuses to our QA board
Adjusting the 'Done' statuses

In this video we'll take a moment to understand how the teams are set up in our scenario, so we'll have a better idea of how they need to communicate with each other through JIRA.

Auto-assigning issues to our QA team
Auto-assigning issues back to our dev team
Optional: Adding color cards
Course Conclusion

In this video we'll finish off the course and say our goodbyes.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Exploers setting up workflows in Jira, which is an industry standard
Provides practice using Jiras agile features
Taught by Dan LeFebvre, an adjunct instructor for web development at Boise State University
Best for Jira administrators and anyone looking to learn new Jira workflow tips
Covers how to use boards, filters, permissions, workflows, and schemes

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Reviews summary

Helpful overview of jira workflows

According to students, this introductory course on JIRA workflows is a helpful overview of the topic, especially for those who are new to JIRA or workflows in general.
The course is a useful overview of JIRA workflows.
"The course was a good match because I will be doing JIRA workflows in the coming weeks."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Team workflows in JIRA with these activities:
Review Agile Project Management
This course covers implementing and managing an Agile development team in JIRA, so it will be helpful to review the basics of agile methods in advance.
Browse courses on Agile Project Management
Show steps
  • Review the principles and practices of Agile
  • Review specific Agile methodologies such as Scrum and Kanban
Follow a Tutorial on JIRA Permissions
This course covers managing permissions in JIRA, so it will be helpful to follow a tutorial on this topic in advance.
Show steps
  • Find a reputable tutorial on JIRA permissions
  • Follow the tutorial step-by-step
Attend a JIRA User Group Meeting
This activity will help you to connect with other JIRA users and learn about best practices.
Show steps
  • Find a JIRA User Group meeting in your area
  • Attend the meeting and participate in discussions
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice Configuring JIRA Agile Boards
This course covers customizing agile boards in JIRA, so it will be helpful to practice configuring agile boards in advance.
Show steps
  • Review the different types of agile boards available in JIRA
  • Create a new agile board and add sprints
  • Configure the board settings such as swimlanes and issue types
Create an Issue Tracking Template
This activity will help you to practice creating and customizing issues in JIRA, one of the key skills covered in this course.
Show steps
  • Gather information on the types of issues your team will need to track
  • Design a template that includes relevant fields and workflows
  • Create a new issue type in JIRA and apply your template
Practice Creating and Editing Workflows
This course covers customizing workflows in JIRA, so it will be helpful to practice creating and editing workflows in advance.
Show steps
  • Review the different types of workflows available in JIRA
  • Create a new workflow and add transitions
  • Edit an existing workflow to add or modify transitions
Design a Custom JIRA Dashboard
This activity will help you to practice creating and customizing JIRA dashboards, one of the key skills covered in this course.
Show steps
  • Gather information on the metrics and data you want to track
  • Design a dashboard layout that is clear and easy to read
  • Create a new dashboard in JIRA and add gadgets

Career center

Learners who complete Team workflows in JIRA will develop knowledge and skills that may be useful to these careers:
Agile Coach
An Agile Coach is responsible for helping organizations adopt and implement agile methodologies. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Agile Coaches to help organizations adopt and implement agile. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for an Agile Coach to be able to effectively help organizations adopt and implement agile methodologies.
Technical Project Manager
A Technical Project Manager is responsible for planning, executing, and closing projects that involve technical components. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Technical Project Managers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Technical Project Manager to be able to effectively manage technical projects.
Scrum Master
A Scrum Master is responsible for facilitating agile teams and ensuring that they are following agile methodologies. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Scrum Masters to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Scrum Master to be able to effectively manage agile teams.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Project Managers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Project Manager to be able to effectively manage projects and collaborate with teams.
IT Project Manager
An IT Project Manager is responsible for planning, executing, and closing IT projects. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by IT Project Managers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for an IT Project Manager to be able to effectively manage IT projects.
Product Manager
A Product Manager is responsible for defining and managing the product vision and roadmap. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Product Managers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Product Manager to be able to effectively manage products and collaborate with teams.
Quality Assurance Analyst
A Quality Assurance Analyst is responsible for testing software applications to ensure that they meet the requirements of the business. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Quality Assurance Analysts to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Quality Assurance Analyst to be able to effectively test software applications.
Product Owner
A Product Owner is responsible for defining and managing the product vision and roadmap. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Product Owners to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Product Owner to be able to effectively define and manage the product vision and roadmap.
Software Test Engineer
A Software Test Engineer is responsible for testing software applications to ensure that they meet the requirements of the business. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Software Test Engineers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Software Test Engineer to be able to effectively test software applications.
DevOps Engineer
A DevOps Engineer is responsible for bridging the gap between development and operations teams. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by DevOps Engineers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a DevOps Engineer to be able to effectively work with development and operations teams.
Business Systems Analyst
A Business Systems Analyst is responsible for analyzing and designing business systems. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Business Systems Analysts to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Business Systems Analyst to be able to effectively analyze and design business systems.
Business Analyst
A Business Analyst works as a liaison between business stakeholders and technical teams to analyze and identify the needs of the business. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Business Analysts to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Business Analyst to be able to effectively manage projects and collaborate with technical teams.
Software Developer
A Software Developer is responsible for designing, developing, and maintaining software applications. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Software Developers to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Software Developer to be able to effectively work on agile teams.
Systems Analyst
A Systems Analyst is responsible for analyzing and designing business systems. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Systems Analysts to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Systems Analyst to be able to effectively analyze and design business systems.
Project Coordinator
A Project Coordinator is responsible for assisting project managers with the day-to-day tasks of managing projects. The Team workflows in JIRA course can help build a foundation in agile methodologies and the use of JIRA, a project management tool commonly used by Project Coordinators to help manage projects and track progress. The course covers topics such as customizing agile features, understanding workflows, and customizing agile boards, which are all essential skills for a Project Coordinator to be able to effectively assist project managers.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Team workflows in JIRA.
Great introduction to JIRA for beginners. It covers the basics of JIRA, such as how to create and manage projects, issues, and workflows. It also provides tips and tricks for getting the most out of JIRA.
Provides a comprehensive guide to DevOps practices, principles, and tools. It valuable resource for anyone involved in software development and delivery, and will be particularly useful for those seeking to implement DevOps in their organization.
Provides foundational knowledge on Scrum methodology. It will be most useful as additional reading for those new to Scrum or for those seeking a deeper understanding. The course will provide an introduction to Scrum, but this book could supplement that by providing a broader context.
Provides guidance on how to organize and structure teams for optimal performance. It will be particularly useful for managers and leaders looking to improve their team's effectiveness.
Explores the factors that contribute to high-performing teams and organizations. It provides insights into how to create a culture of trust, collaboration, and innovation.
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Explores the factors that motivate individuals and teams. It provides insights into how to create a motivating work environment and how to align individual goals with organizational objectives.
Provides a comprehensive introduction to Kanban methodology. It will be useful as additional reading for those new to Kanban or for those seeking a deeper understanding. The course will provide an introduction to Kanban, but this book could supplement that by providing a broader context.
Provides detailed guidance and practical exercises for conducting effective Agile retrospectives. It is an excellent resource for teams looking to improve their Agile practices, but will not be essential reading for all participants in the course.
Provides a foundational overview of Lean Startup methodology, which emphasizes iterative development, testing, and learning. It will be particularly useful as additional reading for those interested in adopting Lean principles in their workflow.
Provides a fictional narrative that explores the challenges and solutions of IT operations and DevOps. It is an engaging and informative read for anyone interested in improving their understanding of these topics.
Explores the strengths and challenges of introversion. It provides insights into how introverts can thrive in a world that often values extroversion.

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