Mastering Jira Forms

• Basic knowledge of Jira's interface and functionality

Audience

• Project managers
• Software developers
• IT professionals

Jira is a project management and issue-tracking tool developed by Atlassian that allows users to create custom forms for collecting and managing data related to issues, tasks, and projects.

This instructor-led, live training (online or onsite) is aimed at intermediate-level project managers who wish to create, execute, and manage forms in Jira effectively.

By the end of this training, participants will be able to:

• Understand Jira's core concepts, including issue types, workflows, and projects.
• Develop and manage custom fields to collect and organize data effectively.
• Optimize form-related processes for various project types and teams.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Jira

• Overview of Jira
• Understanding issue types and workflows
• Navigating the Jira interface

Configuring Jira Projects

• Creating and configuring projects
• Defining issue types and schemes
• Customizing project settings

Using Custom Fields in Jira

• Creating and managing custom fields
• Different types of custom fields
• Best practices for using the custom field

Screen Configuration

• Screen schemes and their role
• Adding custom fields to screens
• Configuring issue view, edit, and create screens

Workflow Essentials

• Introduction to Jira workflows
• Creating and modifying workflows
• Adding transitions and statuses

Workflow Automation

• Validators, conditions, and post functions
• Implementing workflow automation rules
• Ensuring data integrity and consistency

Advanced Form Management

• Security and permissions in Jira
• Issue type schemes and permission schemes
• Role-based access control

Jira Add-ons and Integrations

• Exploring Jira Marketplace
• Selecting and installing relevant add-ons
• Integrating Jira with other tools

Best Practices and Case Studies

• Review of best practices for form management
• Real-world case studies and success stories
• Tips for optimizing form-related processes

Summary and Next Steps