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Learn Automation in Jira with real-world examples

4.6 Filled star Filled star Filled star Filled star Half star
Based on 1,025 ratings
see reviews
Kosh Sarkar

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.

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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.

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.

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.

Traffic lights

Read about what's good
what should give you pause
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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Reviews summary

Practical jira automation with real-world examples

According to learners, this course is a highly practical and immediately applicable guide to Jira automation. Students consistently praise the real-world examples and scenarios provided, which make complex concepts easy to understand and implement. The instructor's clear explanations and comprehensive coverage of core automation components like triggers, conditions, actions, and especially smart values, are frequently highlighted as major strengths. While some learners note the pace can be fast for absolute beginners or desire more advanced use cases like error handling, the course is largely seen as essential for Jira administrators and power users aiming to streamline workflows and automate mundane tasks.
Effectively covers essential automation features like Smart Values.
"I especially loved the section on smart values and how they can be used to create truly dynamic rules."
"Absolutely fantastic! This course demystifies Jira automation. I now feel confident setting up complex rules. The smart values explanation was top-notch."
"It covers a lot of ground and gives a good foundation, explaining triggers, conditions, and actions well."
Instructor's clarity and engaging delivery simplify complex topics.
"The explanations are clear and concise. My team has already started implementing several automations directly from what I learned here."
"The instructor's delivery is engaging, and the course structure builds up nicely from basics to more advanced topics."
"The instructor clearly knows his stuff and presents it in an easy-to-digest manner."
Provides highly practical and immediately applicable examples.
"This course is incredibly practical and immediately applicable. The instructor walks through real-world examples that perfectly illustrate how to use Jira automation."
"The emphasis on real-world scenarios makes it easy to grasp complex concepts. I particularly appreciated the detailed examples on auto-assigning tasks and recurring issues."
"This course provided me with all the tools I needed to start automating our Jira workflows. The real-world examples are truly its strongest suit, making it easy to translate the lessons into actual work improvements."
Some learners desired deeper dives into more complex scenarios.
"I would have loved to see a bit more depth on error handling within automation rules or some more complex debugging tips."
"However, I was hoping for more advanced use cases or integration with other tools beyond just Slack notifications."
"It serves as a good introduction but might not satisfy experienced automation users looking for deep dives."
Pace may be fast for absolute beginners to Jira automation.
"Some parts felt a little fast-paced, but I could re-watch easily."
"The course has good information, but I felt it moved a bit too quickly at times, especially in the later sections. As a beginner to Jira automation, I had to pause and re-watch several times."
"Perhaps a dedicated 'beginner' track or slower pace would help those new to automation."

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.
View Agile Principles, Patterns, and Practices in C# on Amazon
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
Expand to see all activities and additional details
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.

Career center

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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Course image
Rating
4.6 Filled star Filled star Filled star Filled star Half star
Effort
2.5 total hours
Via
Udemy
Instructor
Kosh Sarkar
Language
English
Traffic lights
Read about what's good
what should give you pause
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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