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Kosh Sarkar

This course teaches you how to use the invaluable automation tool in Jira.

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This course teaches you how to use the invaluable automation tool in Jira.

This tool (that was previously a paid add-on) has proven to be so popular and useful, that it was taken over by Atlassian themselves, and is now included with all Cloud subscription. It is still an add-on available on Jira Server though.

Automation for Jira allows you to set up Triggers, Conditions and Actions, where you can listen for a particular event in Jira to trigger an automation rule, then check certain conditions and execute some actions accordingly. We will be learning this tool through real-world examples, some of which include:

  • Send notifications (email/slack) when an issue is created with a particular priority, or when the priority is set to a specific value, or simply whenever the priority is upgraded

  • Automatically distribute workload to the development team by auto-assigning issues and keeping balance in workload between all team members

  • Embed issue data in the automation logic and include in notifications

  • Perform recurring tasks automatically and on a scheduled basis (like creating recurring issues)

  • Track how many times an issue goes to a particular status

  • Post a list of filter results to Slack at the same time every weekday

  • Bulk update issues using smart logic

  • and many more....

Hope to see you inside :)

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What's inside

Learning objectives

  • Understand how automation works in jira - types of automations, allowances, permissions etc
  • Be able to set up automation rules to automate mundane tasks in jira
  • Get ideas (through examples) of where the automation tool can be taken advantage of

Syllabus

Introduction

Get an introduction to the very valuable capabilities and usefulness of smart values

Welcome to the automation for Jira course :)

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Let's take a look at what an automation rule is composed of and get some background on the tool

Understand the allowances and permissions around automation for jira

We're going to create a project with sample data, see how we can access the automation tool, create our first rule and then observe and look at the rule details.

Students will get an introduction to the main automation components that make it such a useful tool. There will be basic examples of rules that will provide practice and guidance to use the tool.

We will use the "field value changed" trigger and set up a rule to send notifications based on the priority of a newly created issue.

We will look at the auto-assign action and all the different options available with this action

Learn how to test smart value output using the audit log. This audit log is actually useful to do testing on any automation rule.

We will take a look at the Manual Trigger and use it to auto-generate issues through a one-click step

Our first look at the ability to create branch rules inside an automation rule. This feature can come in handy on many occasions.

Learn how to auto-generate issues, or do other functions on a scheduled basis and never require that manual step to do recurring tasks.

Take a look at a valuable action available to do logic on the latest state of an issue, even if that issue was updated in the automation rule itself. It allows us to see an issue in it's latest state, while in the middle of a rule execution.

Students will get a look at more advanced features of automation through more examples

We will take a look at an easy way to capture smart value names to use in your automation rules, and see what data is available.

A more advanced rule to notify on priority upgrades, rather than a pre-defined value of Priority. It will utilize a smart value function and notify whenever a priority is upgraded.

We will see how you can keep a count of how many times an issue goes to a particular status. More specifically, we will see how many times an issue needs dev re-work (goes from QA back to Dev)

See how you can use the Lookup Issues action to post a daily list of filter results to Slack.

Kick bulk updating issues up a notch by implementing smart logic on the update. In this example, we will see how we can bulk update a custom field (QA time) by setting it to 10% of the total time logged on the issue.

We will see how we can have automation around linking issues. In this example, when a blocking issue is completed, we will post a comment in the issue it was blocking. We will also see how data can be copied from the blocking issue into the blocked issue.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores Jira Automation, which is standard in the industry
Taught by Kosh Sarkar, who is recognized for their work in Jira Automation
Develops skills for automating mundane Jira task, which are core skills for Jira users
Offers hands-on labs and interactive materials, which help learners practice and apply the skills they learn
Covers real-world examples of Jira Automation, which help learners understand the practical applications of the skills they learn
Requires learners to have some familiarity with Jira, which may be a barrier for complete beginners

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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 Learn Automation in Jira with real-world examples with these activities:
Review Agile Principles by Robert C. Martin
Deepen your understanding of the theoretical principles underpinning Agile Development practices.
Show steps
  • Read the book.
  • Take notes on key concepts.
  • Discuss the book with peers or a mentor.
Create a Jira Automation Blueprint
Develop a comprehensive plan for automating repetitive tasks within Jira.
Show steps
  • Identify repetitive tasks and corresponding trigger events
  • Research and evaluate available automation tools
  • Design and develop automation rules
  • Implement and test automation rules
Develop a Scrum Board for a Sample Project
Practice applying Agile principles by developing a Scrum board for a real-world project.
Browse courses on Agile Development
Show steps
  • Identify a sample project.
  • Create a list of user stories.
  • Prioritize the user stories.
  • Develop a Scrum board.
  • Estimate the effort for each user story.
  • Assign user stories to sprints.
Five other activities
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Show all eight activities
Learn REST APIs with JavaScript and Node.js
Strengthen your understanding of REST APIs and their implementation in JavaScript and Node.js.
Browse courses on REST APIs
Show steps
  • Follow a tutorial on REST APIs using JavaScript and Node.js.
  • Build a small RESTful API using Node.js.
  • Test your API using Postman or a similar tool.
Attend a Workshop on Jira Automation
Gain hands-on experience with Jira automation techniques by attending a workshop.
Browse courses on Jira
Show steps
  • Find a workshop on Jira Automation.
  • Register for the workshop.
  • Attend the workshop.
Discuss Implementation Strategies in Study Groups
Enhance your understanding of implementation strategies through discussions with peers.
Show steps
  • Form a study group.
  • Choose a topic for discussion.
  • Prepare for the discussion.
  • Attend the discussion and share your insights.
Develop a Cheat Sheet on Jira Automation Commands
Create a resource that summarizes key Jira automation commands for easy reference.
Show steps
  • Identify the most important Jira automation commands.
  • Create a document or website to organize the commands.
  • Write clear and concise descriptions for each command.
Assist Less Experienced Developers with Jira Automation
Deepen your understanding by helping others implement Jira automation techniques.
Browse courses on Mentoring
Show steps
  • Identify opportunities to mentor less experienced developers.
  • Share your knowledge and expertise.
  • Provide guidance and support.

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Learners who complete Learn Automation in Jira with real-world examples will develop knowledge and skills that may be useful to these careers:

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