course

Reduce administrative work with Jira automation

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duration

1 hour and 10 minutes

role

Jira Admin, Confluence Site Admin

level

Advanced

product

Jira Service Management
Jira
Confluence

Automate manual tasks

Build rules that automate manual tasks in Jira and Confluence automation — no coding required.
Start with simple automation rules. Then, create complex automation rules using smart values, use the lookup action to act on a group of work items or content, and perform multiple actions according to different criteria. You’ll also learn how to configure and manage automation globally for a Jira or Confluence site.
After this course, you’ll be able to:
  • Understand the components of an automation rule.
  • Configure all rule settings.
  • Create an automation rule.
  • Use branch rules to perform actions on related work items or content.
  • Follow best practices to manage automation rules.
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.

6 Lessons in this course

5 minutes
What is automation?

By the end of this lesson, you'll be able to: - Explain the benefits of automation - Describe how automation works in Atlassian products - List several use cases for automation

Get started
Sections
  • Build rules that automate manual tasks
  • Who can use automation?
15 minutes
Build simple automation rules

By the end of this lesson, you'll be able to: - List the building blocks of automation rules - Configure rule settings - Create an automation rule

Get started
Sections
  • Explore the building blocks of automation
  • Create automation rules from templates
  • Use the rule builder to create automation rules
  • Let's explore an example!
10 minutes
Create automation rules using natural language

By the end of this lesson, you'll be able to: - Create automation rules quickly by describing them using AI - Explore examples of building automation rules with AI in different apps

Get started
Sections
  • Automation using natural language with AI
  • Let’s create automation rules using AI
  • Build a rule using AI in Confluence
  • Build a simple rule using AI in Jira Service Management
  • Build a rule using AI in Jira
15 minutes
Create complex automation rules with smart values and branches

By the end of this lesson, you'll be able to: - Use smart values in rules - Use branch rules to perform multiple actions

Get started
Sections
  • Reference a smart value in an automation rule
  • Let's explore an example
  • Create branches within an automation rule
15 minutes
Best practices for managing automation rules

Use best practices to write, administer, and troubleshoot Jira automation rules.

Get started
Sections
  • Manage automation rules
  • Troubleshoot automation rules
10 minutes
Manage global automation settings

Configure global setting for automation across all projects as a Jira or Confluence admin.

Get started
Sections
  • What is global automation?
  • Manage automation globally
  • Let’s explore an example!

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