course

Streamline service projects with Jira automation and integrations

duration

1 hour and 10 minutes

role

Jira Service Management Project Admin

level

Intermediate

product

Jira Service Management

Save time and extend functionality

Build rules to automate simple tasks in Jira — no coding required. With automation, you can save time on repetitive tasks, extend Jira’s functionality, keep your team informed outside of Jira, and more. You’ll learn how to create simple and complex automation rules in Jira and how to apply best practices when writing and managing them.
After this course, you’ll be able to:
  • Describe how automation works in Jira products.
  • List several use cases for Jira automation.
  • List the building blocks of automation rules.
  • Create and configure an automation rule.
  • Use smart values as placeholders for dynamic data.
  • Use branches to perform multiple actions according to different criteria.
  • Administer and troubleshoot automation rules.
  • Integrate Jira with other tools.
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

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

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 products

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

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 Jira automation rules

By the end of this lesson, you'll be able to: - Administer automation rules - Use best practices when writing and managing automation rules - Troubleshoot Jira automation

Sections
  • Manage automation rules
  • Troubleshoot automation rules
10 minutes
Discover new apps and integrations for Jira

By the end of this lesson, you'll be able to: - Identify ways to integrate Jira with other tools - Explore Atlassian’s ecosystem and marketplace - Discover new apps for Jira

Sections
  • Integrate Jira with Atlassian’s built-in integrations
  • Integrate Jira with 3,000+ external tools
  • Discover new apps

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