Mastering Jira Forms Training Course
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.
Course Outline
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
Requirements
- Basic knowledge of Jira's interface and functionality
Audience
- Project managers
- Software developers
- IT professionals
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Testimonials (5)
I like the way how Sebastian was taughting about too many complicated things in such an interesting way and having only 2 days, the training wasn't boring. In my opinion he's a guy with a great knowledge, knows very well what he is talking about, the language which he tries to talk with the audience is intelligible. Just keep the level I think.
Marcin - Polski Zwiazek Pilki Noznej
Course - Jira Service Management
The trainer made it easy to learn the topics and I liked having access to the training site so I could play along as we went.
Amy Bain - Metro Bank
Course - JIRA for Beginners
Marek was AWESOME. And I insist... he really was awesome. His level of knowledge, enthusiasm, organisation... he really was well prepared and in-control of the course material. I loved he did demonstrations instead of diagrams... it was a lot more interactive, and we could answer questions related to the situation we were seeing.
Eliane Champagne - Bell Solutions techniques
Course - JIRA for Administrators
I liked very much the mood and the peace of the trainer.
Daniel Iliescu - Provident Polska S.A.
Course - Effective Agile Project Management with Jira & Confluence
The training covered all the topics I was interested in.
Kim Hassan - Litera Microsystems
Course - JIRA for Advanced Users
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Format of the Course
- Part lecture, part discussion, exercises and heavy hands-on practice in a live-lab environment.
Note
- To request a customized training for this course, please contact us to arrange.