Master Jira Automation Through Real-World Scenarios, Exercises, and Quizzes”
Jira Automation: A Hands-On,
Practical Masterclass
This comprehensive Jira Automation course is designed for professionals who already have a foundational understanding of Jira operations and want to enhance their productivity by leveraging Jira's powerful automation capabilities. Through interactive lessons, real-world scenarios, and hands-on exercises, you will learn how to create, manage, and optimize automation rules that streamline workflows, reduce manual tasks, and improve team collaboration.
Participants
Who Should Attend
Prerequisites
The minimum requirements to ensure participants can keep up:
Course Outline
Estimated Total Duration : 16–18 hours
Could be delivered over 2–3 full days Weenends, or in shorter sessions across a week.
- Overview of Automation basics
- Benefits, use cases, and feature overview
- Navigation in Jira Automation interface
More info
1.1 Understanding Automation Basics
- Definition: What is automation in the context of Jira?
- Benefits and use cases of automating Jira tasks
- Overview of Automation features (Cloud vs. Server/Data Center differences)
1.2 Navigating the Jira Automation Interface
- Accessing Jira Automation rules
- Automation Library: Common, pre-built rules and templates
- Anatomy of an automation rule (Triggers, Conditions, Actions)
- Triggers: types and use cases
- Conditions: basic vs. advanced (JQL)
- Actions: chaining multiple actions
- Branching logic (parent/child, linked issues)
More info
2.1 Triggers
- Different trigger categories: Issue creation, transitions, field changes, scheduled triggers
- Real-world use cases for each trigger
- Best practices: selecting the right trigger for the right scenario
2.2 Conditions
- Basic vs. Advanced (JQL) conditions
- Combining multiple conditions for complex logic
- Real-world examples: filtering issues by fields, status, priority, labels, etc.
2.3 Actions
- Transition issue, Edit issue, Send email, Create sub-task, Comment on issue, etc.
- How to chain multiple actions effectively
- Pitfalls to avoid: circular logic or infinite loops
2.4 Branching and Advanced Conditions
- Branch rule / related issues: For subtasks, linked issues, and epic-child relationships
- Use cases for branching logic (e.g., updating parent issue when child issue changes)
- Nested conditions for more granular control
- Simple automations (auto-assign, notifications)
- Scheduled automations (backlog grooming, reminders)
- Hands-on exercises & quiz
More info
3.1 Simple Automations
- Auto-assign new issues to a user or team
- Notify users upon specific status changes
- Auto-add watchers or mention relevant team members
3.2 Scheduled Automations
- Automated backlog grooming (e.g., close stale issues)
- Scheduled reminder emails to assignees or watchers
- Weekly or monthly status reporting
3.3 Hands-On Exercises & Quizzes
- Exercise: Create a rule that automatically transitions an issue from “To Do” to “In Progress” when a custom field is updated.
- Quiz Topics: Triggers, basic conditions, and simple actions
- JQL refresher (common operators, complex filters)
- Conditional logic (if/else branching)
- Example use cases: parent-child updates, dynamic notifications
- Hands-on exercises & quiz
More info
4.1 JQL (Jira Query Language) Refresher
- Crafting advanced filters for automation conditions
- Best practices for using JQL in complex workflows
4.2 Conditional Logic in Automation
- Using if/else blocks for different issue types or priorities
- Combining multiple conditions for refined rules
4.3 Example Use Cases
- Auto-update parent task progress when sub-tasks are closed
- Send dynamic notifications based on custom fields (e.g., severity, department)
- Auto-generate sub-tasks with specific fields populated
4.4 Hands-On Exercises & Quizzes
- Exercise: Build a rule that sends a Slack (or email) notification if an issue with Priority = “High” is still unresolved after X days.
- Quiz Topics: Using JQL operators (
=
,!=
,IN
,NOT IN
, etc.), conditional branching
- External integrations (Slack, Teams, email, Confluence)
- Webhooks setup and configuration
- Using smart values for scripting
- Advanced field manipulations and JSON payloads
- Hands-on exercises & quiz
More info
5.1 External Integrations
- Connecting Jira automation to Slack, Microsoft Teams, or email services
- Automating tasks that span multiple tools (e.g., creating Confluence pages, updating tickets in other systems)
5.2 Webhooks
- What are webhooks and how to configure them in Jira
- Example scenarios: Trigger external scripts, integrate with CI/CD pipelines, or update external dashboards
5.3 Scripting Within Automation
- Using smart values in Jira Automation
- Manipulating JSON data from webhooks or other payloads
- Customizing messages, field updates, or URLs
5.4 Hands-On Exercises & Quizzes
- Exercise: Configure a rule that sends a webhook to a third-party app (e.g., a custom script on a server) whenever a critical bug is filed.
- Quiz Topics: Smart values, webhook configuration, advanced field manipulation
- Governance and rule management (global vs. project-level)
- Naming conventions & version control
- Performance considerations and rule execution limits
- Troubleshooting & debugging (Audit logs, common errors)
More info
6.1 Governance & Rule Management
- Naming conventions for rules
- Managing global vs. project-level rules
- Understanding rule execution limits and performance considerations
6.2 Troubleshooting & Debugging
- Common errors and how to handle them
- Viewing Audit Logs for debugging
- Handling race conditions and conflicting automation rules
6.3 Collaboration & Maintenance
- Documenting automation rules for the team
- Version control for automation rules (where possible)
- Periodic reviews & cleanup of unused rules
- Agile project management (Scrum/Kanban)
- ITSM/helpdesk examples (auto-routing tickets, escalation)
- DevOps scenarios (CI/CD notifications, release notes)
- Scenario-based exercises & quiz
More info
7.1 Agile Project Management Use Cases
- Automatically update sprint fields based on certain triggers
- Scrum vs. Kanban-specific automations
- Linking automation to retrospective improvements
7.2 ITSM & Helpdesk Use Cases
- Auto-assigning tickets based on support tiers or incident types
- Priority escalation logic and notifications
- Linking tickets to change management tasks
7.3 DevOps & CI/CD Use Cases
- Synchronizing Jira issues with Git commits/pull requests
- Sending build or deployment notifications to Jira issues
- Automating release notes generation
7.4 Hands-On Exercises & Quizzes
- Exercise: Create a comprehensive automation rule covering a typical end-to-end scenario: new support request -> escalation -> completion -> closure notifications.
- Quiz Topics: End-to-end knowledge check of all triggers, conditions, and actions
- Cumulative practical exercises (multi-step automation)
- Final quiz/assessment with scenario-based questions
- Optional group project or real-world simulation
More info
8.1 Cumulative Practical Exercises
- Learners collaborate to design a multi-step automation rule covering multiple triggers, conditions, and advanced actions.
8.2 Final Quiz / Assessment
- Scenario-based questions testing problem-solving and practical knowledge
- Evaluate participants’ abilities to recommend the best automation solutions
8.3 Course Project (Optional)
- Full project where participants configure a real or simulated Jira environment
- Showcasing automation best practices for different use cases
- Retrospective and key takeaways
- Additional resources (Atlassian documentation, community)
- Next steps: advanced scripting, certifications, or specialized add-ons
More info
9.1 Retrospective
- Reviewing key takeaways, common pitfalls, and success stories
- Sharing participant experiences with complex automations
9.2 Additional Resources
- Links to Jira’s official documentation on Automation
- Atlassian community forums and user groups
- Advanced tutorials and specialized integration guides
9.3 Next Steps
- Suggestion for advanced training: Scripting with Jira (using ScriptRunner, for instance), Marketplace apps, custom webhooks, etc.
- Earning Jira certifications or badges
How the course will delivered and how long it will take
Course Format & Duration
Registration Details & Fees
Please refer to the table above for the specific training dates. session times, and price options:Estimated Total Duration : 16–18 hours
Could be delivered over 2–3 full days Weenends, or in shorter sessions across a week.
Option 1: Early Bird Discount
Price: â‚ą8,000.00 + Tax
Booking Type: Early Bird (limited to only 20 seats!)
Validity: Once 20 seats are booked, Early Bird pricing closes.
Refund Policy
Please refer to the table above for the specific training dates. session times, and price options:- Full Refund if canceled 7 days prior to the course start date.
- 50% Refund if canceled within 3 days of the course start date.
- No Refund for no-shows or cancellations less than 24 hours before the course.
Note: To guarantee your spot at the discounted rate, please act quickly. Only 20 seats are allocated for the Early Bird option, and they fill up fast!
Frequently Asked Questions
1. General Course Queries
Q1: Who should attend this course?
Q2: Do I need any prerequisites before joining?
Q3: What if I can’t attend live for all the sessions?
2. Course Logistics & Materials
Q4: Will I receive a certificate after completing the course?
Q5: Do I get access to any tools for practice?
Q6: How long is the course?
Q7: In which time zone is the training conducted?
3. Pricing & Discounts
Q8: Are there any group discounts available?
Q9: How many seats are available at the Early Bird rate?
Q10: What payment methods are accepted?
4. After the Course
Q11: Will I have ongoing access to the course materials?
Q12: What kind of post-training support is available?
5. Refunds & Cancellations
Q13: What is the refund policy?
50% Refund if canceled within 3 days of the start date.
No Refund for cancellations or no-shows within 24 hours of the course start date.