course

Create a marketing project in Jira


duration

1 hour and 30 minutes

role

Jira Project Admin

level

Intermediate

product

Jira

Match the way your team works

Choose the right project and template for your team. You'll represent how your team works with a workflow and configure your board to match. Then, learn how your project admin can set up team-managed Jira projects to support the way your marketing team already works.
After this course, you'll be able to:
  • Describe the differences between company-managed and team-managed projects.
  • Differentiate project types, templates, and shared configurations.
  • Add work types and request types to a team-managed project.
  • Create custom fields in team-managed projects.
  • Assign project roles to match how your team works.
  • Create forms to track requests.
The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

8 Lessons in this course

5 minutes
Compare company-managed projects and team-managed projects in Jira

By the end of this lesson, you'll be able to: - Describe the differences between company-managed and team-managed projects - Identify if a project is company-managed or team-managed - Differentiate what project admins can do in company-managed and team-managed projects


Sections
  • Compare project types in Jira
  • Determine the project type
  • Administer different project types
10 minutes
Choose a project template in Jira

By the end of this lesson, you'll be able to: - Differentiate project types, templates, and shared configurations - Choose a project template that meets your team’s needs


Sections
  • What's a project template?
  • Explore available project templates
  • Create a Jira project from a template
10 minutes
Configure work types, fields, and layouts in team-managed projects

By the end of this lesson, you'll be able to: - Define work types, request types, and fields - Add work types and request types to a team-managed project - Create custom fields in team-managed projects - Describe the different sections fields can appear in - Configure the layout for work types and request types


Sections
  • Categorize work with work types and request types
  • Configure work types and request types
  • Configure fields
  • Configure layouts
15 minutes
What are workflows in Jira?

By the end of this lesson, you’ll be able to: - Describe common workflows - Differentiate workflows in Jira products - Differentiate company-managed and team-managed workflows


Sections
  • Represent how your team works
  • Explore default workflows
  • Explore simplified workflows
  • Compare workflows in company-managed and team-managed projects
15 minutes
Configure Jira board columns and statuses

By the end of this lesson, you'll be able to: - Differentiate between columns and statuses - Customize columns to match your workflow - Use column constraints to prevent bottlenecks - Describe the impacts of mapping statuses to columns


Sections
  • Match your board to your workflow
  • Configure columns
  • Configure statuses
15 minutes
Add users to a Jira project

By the end of this lesson, you’ll be able to: - Assign project roles to match how your team works - Add users to your Jira project


Sections
  • Add users to project roles
  • Create a new project role

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