Jira Workflows: Build Custom Workflows That Match How Your Team Works
Dan LeFebvre
Watch this class and thousands more
Watch this class and thousands more
Lessons in This Class
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1.
Course Introduction
1:33
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2.
Core Concepts of Jira Workflows
5:50
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3.
Configuring Custom Statuses & Transitions
9:52
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4.
Restricting Transitions
7:19
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5.
Adding Request Input Rules
6:41
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6.
Validating Transitions
6:06
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7.
Performing Actions
5:13
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8.
Triggering AI Agents
10:04
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9.
Connecting Workflows with Workflow Schemes
10:59
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10.
Using Workflows with Agile Boards
10:35
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11.
Course Summary
2:28
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About This Class
Are default Jira workflows slowing your team down? In this hands-on class, you'll learn to build a custom Jira workflow that mirrors how your team actually works: From software development pipelines with code review and QA stages to role-based controls and AI-powered helpers.
Together, we'll build a complete software development workflow in Jira Cloud, step by step. By the end, you'll have a fully functioning workflow with restrictions, validations, actions, and AI agents deployed into your space.
What you'll learn:
- The core building blocks of every Jira workflow: statuses, transitions, and categories
- Creating custom statuses like Code Review, Ready for QA, QA Testing, Blocked, and Won't Do
- Controlling who can move work through restrictions — so only developers can submit code for review, and only QA can complete testing
- Collecting data at the right moment with request input rules (say goodbye to empty Fixed Version fields)
- Blocking invalid transitions with validate details rules and custom error messages
- Auto-assigning work to the right teammate when a status changes, using perform actions rules
- Triggering AI agents with Rovo to triage work items and suggest improvements on transition
- Mapping multiple workflows to different work types with workflow schemes (why Bugs can flow differently than Tasks and Ideas)
- Connecting your workflow to Kanban and Scrum boards so your team sees everything in one place
Who this class is for: Jira administrators, space administrators, and team leads who want workflows that enforce process instead of relying on everyone remembering the rules.
What you'll need: A Jira Cloud site with administrative access. We'll be working with company-managed spaces, but if you use team-managed spaces you'll still get value since the workflow editor works the same way.
Hands-on Class Project
Sketch out and build a custom workflow for a real process your team follows — add at least two custom statuses, one restriction, and one perform actions rule. Share a screenshot of your finished workflow diagram and describe what each transition does.
Along the way, I'll share practical tips from real-world setups: naming conventions that keep workflows maintainable, when to keep things simple versus add complexity, and how to test changes before rolling them out to your whole team. Happy workflow building!
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