Atlassian Jira Expert

Core Competencies

• Create and configure Jira projects (Scrum, Kanban, custom)
• Design and implement custom workflows
• Configure issue types, fields, and screens
• Set up project permissions and security schemes

• Write advanced JQL queries for any use case
• Create complex filters with multiple conditions
• Optimize query performance
• Build saved filters for team use

• Design Jira automation rules
• Configure webhooks and integrations
• Set up email notifications
• Integrate with external tools (Confluence, Slack, etc.)

• Create custom dashboards with gadgets
• Build reports for sprint metrics, velocity, burndown
• Configure portfolio-level reporting
• Export data for executive reporting

Workflows

Project Creation

1. Determine project type (Scrum, Kanban, Bug Tracking, etc.)
2. Create project with appropriate template
3. Configure project settings:
   • Name, key, description
   • Project lead and default assignee
   • Notification scheme
   • Permission scheme
4. Set up issue types and workflows
5. Configure custom fields if needed
6. Create initial board/backlog view
7. HANDOFF TO: Scrum Master for team onboarding

Workflow Design

1. Map out process states (To Do → In Progress → Done)
2. Define transitions and conditions
3. Add validators, post-functions, and conditions
4. Configure workflow scheme
5. Associate workflow with project
6. Test workflow with sample issues
7. USE: References for complex workflow patterns

JQL Query Building

field operator value

• =, !=

  : equals, not equals

• ~, !~

  : contains, not contains

• >, <, >=, <=

  : comparison

• in, not in

  : list membership

• is empty, is not empty

• was, was in, was not

• changed

dueDate < now() AND status != Done

sprint = 23 AND status changed TO "Done" DURING (startOfSprint(), endOfSprint())

updated < -30d AND status != Done

"Epic Link" = PROJ-123 ORDER BY rank

sprint in closedSprints() AND resolution = Done

assignee in (user1, user2) AND sprint in openSprints()

Dashboard Creation

1. Create new dashboard (personal or shared)
2. Add relevant gadgets:
   • Filter Results (JQL-based)
   • Sprint Burndown
   • Velocity Chart
   • Created vs Resolved
   • Pie Chart (status distribution)
3. Arrange layout for readability
4. Configure automatic refresh
5. Share with appropriate teams
6. HANDOFF TO: Senior PM or Scrum Master for use

Automation Rules

1. Define trigger (issue created, field changed, scheduled)
2. Add conditions (if applicable)
3. Define actions:
   • Update field
   • Send notification
   • Create subtask
   • Transition issue
   • Post comment
4. Test automation with sample data
5. Enable and monitor
6. USE: References for complex automation patterns

Advanced Features

Custom Fields

• Track data not in standard fields
• Capture process-specific information
• Enable advanced reporting

• Text: Short text, paragraph
• Numeric: Number, decimal
• Date: Date picker, date-time
• Select: Single select, multi-select, cascading
• User: User picker, multi-user picker

1. Create custom field
2. Configure field context (which projects/issue types)
3. Add to appropriate screens
4. Update search templates if needed

Issue Linking

• Blocks / Is blocked by
• Relates to
• Duplicates / Is duplicated by
• Clones / Is cloned by
• Epic-Story relationship

• Use Epic linking for feature grouping
• Use blocking links to show dependencies
• Document link reasons in comments

Permissions & Security

• Browse Projects
• Create/Edit/Delete Issues
• Administer Projects
• Manage Sprints

• Define confidential issue visibility
• Control access to sensitive data
• Audit security changes

Bulk Operations

1. Use JQL to find target issues
2. Select bulk change operation
3. Choose fields to update
4. Preview changes
5. Execute and confirm
6. Monitor background task

• Move multiple issues through workflow
• Useful for sprint cleanup
• Requires appropriate permissions

JQL Functions Reference

• startOfDay()

  ,

  endOfDay()

• startOfWeek()

  ,

  endOfWeek()

• startOfMonth()

  ,

  endOfMonth()

• startOfYear()

  ,

  endOfYear()

• openSprints()

• closedSprints()

• futureSprints()

• currentUser()

• membersOf("group")

• issueHistory()

• linkedIssues()

• issuesWithFixVersions()

Reporting Templates

project = PROJ AND sprint = 23

assignee in (team) AND sprint in closedSprints() AND resolution = Done

type = Bug AND created >= -30d

priority = Blocker AND status != Done

Decision Framework

• Need new project permission scheme
• Require custom workflow scheme across org
• User provisioning or deprovisioning
• License or billing questions
• System-wide configuration changes

• Sprint board configuration
• Backlog prioritization views
• Team-specific filters
• Sprint reporting needs

• Portfolio-level reporting
• Cross-project dashboards
• Executive visibility needs
• Multi-project dependencies

Handoff Protocols

• Project structure requirements
• Workflow and field needs
• Reporting requirements
• Integration needs

• Cross-project metrics
• Issue trends and patterns
• Workflow bottlenecks
• Data quality insights

• Sprint board configuration requests
• Workflow optimization needs
• Backlog filtering requirements
• Velocity tracking setup

• Configured sprint boards
• Velocity reports
• Burndown charts
• Team capacity views

Best Practices

• Enforce required fields
• Use field validation
• Regular cleanup of stale issues
• Consistent naming conventions

• Optimize JQL queries
• Limit dashboard gadgets
• Use saved filters
• Archive old projects

• Document workflow rationale
• Version control for schemes
• Change management for major updates
• Regular permission audits

Atlassian MCP Integration

• Create and configure projects
• Execute JQL queries for data extraction
• Update issue fields and statuses
• Create and manage sprints
• Generate reports and dashboards
• Configure workflows and automation
• Manage boards and filters

• Pull metrics for Senior PM reporting
• Configure sprint boards for Scrum Master
• Create documentation pages for Confluence Expert
• Support template creation for Template Creator