Live workshopProject Management training for teams

Advanced Jira Workflows, Automation, and Reporting

Advanced Jira Workflows, Automation, and Reporting is a live, instructor-led class for experienced Jira users ready to make the platform run more of the workload. Design custom workflows, write JQL, build automation rules, and report from live dashboards instead of spreadsheets. Delivered live online, with on-site available on the Colorado Front Range. Available by request; no public schedule posted.
  • Built around your actual work
  • Live online, or on-site by request
  • Training careers nationwide since 2006

Workshop brief

Advanced Jira Workflows, Automation, and Reporting

Duration
1.5 Days (12 hrs; 3 sessions)
Tuition
$895.00per participant; team and private pricing by quote
Delivery
Live onlineOn-site, in person, by request
Included
Certificate of completionFor every participant

Advanced Jira Training: Custom Workflows, JQL, Automation Rules, and Dashboards

Advanced Jira Workflows, Automation, and Reporting is a live, instructor-led class that moves experienced users to advanced, admin-level capability across three hands-on sessions, delivered online via Zoom or on-site on the Colorado Front Range.

The first session covers custom workflows and project configuration. You will design workflows with conditions, validators, and post functions, configure issue types, screens, and custom fields with discipline, and set up permissions and governance habits that keep configuration maintained as more teams come onto the platform.

The second session goes deep on JQL and automation. You will write queries that answer real questions about overdue, unassigned, and aging work, save the filters that power boards and reports, and build multi-step automation rules with triggers, conditions, actions, and smart values, including cross-project routing and notifications.

The third session covers reporting, dashboards, and AI. You will read burndown, velocity, control charts, and cumulative flow honestly, assemble dashboards that combine multiple projects into one live view for teams, managers, and stakeholders, and apply Jira's AI features with responsible habits for verifying output. The class closes with a guided build applying a workflow, automation rules, and a dashboard to your own project.

Classes are available by request; there is no public schedule posted. Contact DWC to arrange a session for your team.

Why teams book DWC

  • Content, datasets, and examples built around your work before delivery
  • Live online with a real instructor, or on-site at your location
  • Invoicing and purchase order documentation for your organization

What your team gets

This course includes

  • Three live, instructor-led 4-hour sessions
  • Hands-on exercises in a live Jira environment
  • Instructor-provided practice projects and exercise files
  • Automation rule recipes, JQL reference sheets, and dashboard materials to keep after class
  • DWC certificate of completion

Course outline

How the workshop runs

Every session is live with a real instructor, and the exercises are built around your team's work.

Once a team is comfortable in Jira, the next drag on productivity is manual upkeep: statuses updated by hand, work routed by memory, and reporting assembled in spreadsheets outside the platform. In this advanced class, you will learn to build the layer that removes that work: custom workflows that match your real process, automation rules that route and update work on their own, and dashboards that report progress and capacity without a status meeting.

This is a hands-on class. You will design workflows with conditions, validators, and post functions, write JQL queries that power boards, filters, and reports, build multi-step automation rules with triggers and smart values, connect Jira to the email, calendar, and chat tools your organization already uses, and assemble dashboards that combine multiple projects into one live view of workload and progress. The class also covers Jira's AI features at a practical level, including when to use them and how to verify what they produce.

Jira classes at Digital Workshop Center focus on experiential learning, where students learn difficult topics from an expert instructor in a small, hands-on class. Our job is to make advanced concepts easy for you to understand and immediately apply on the job.

Outcomes

What You'll Learn at a Glance

  • Design custom workflows with statuses, transitions, conditions, validators, and post functions
  • Configure issue types, screens, and custom fields without creating configuration sprawl
  • Write JQL queries that power saved filters, boards, subscriptions, and reports
  • Build multi-step automation rules that route work, update statuses, and notify owners
  • Read and present agile reports: burndown, velocity, control charts, and cumulative flow
  • Build dashboards that combine multiple projects into one view of progress and workload
  • Apply Jira AI features responsibly to draft, summarize, and speed up routine work

Duration

1.5 Days (12 hrs; 3 sessions)

Prerequisites

  • Working knowledge of Jira basics: projects, boards, issues, and views
  • Completion of Jira Fundamentals for the Workplace, or equivalent everyday experience
  • Access to a Jira account with permission to edit workflows, automations, and dashboards (some features require a Standard or Premium plan; the subscription is not included in tuition)
  • No prior automation, JQL, or workflow configuration experience is needed

Format

Live, instructor-led

Online for most groups; on-site delivery by request.

Dates and options

Join a public session or book your teamBook this workshop for your team

Public sessions

Train your team privately

Schedule this workshop for your team, live online or on-site, with content built around your work. Tell us your group size, goals, and target dates.

How team training works

From first call to trained team

  • 20,000+Participants trained
  • 90%Completion rate
  • 1,500+Organizations served
  1. Scope it

    A short call about your team, your tools, and what needs to change after the session.

  2. Customize it

    Your instructor builds examples, exercises, and datasets around your actual work before delivery.

  3. Deliver it live

    Live online for most groups, or on-site at your location, scheduled around your team.

  4. Make it stick

    Every participant leaves with reference materials and a certificate of completion.

Pricing

Tuition and ways to buy

$895.00 per participant

Advanced Jira Workflows, Automation, and Reporting is available by request only, scheduled around your team.

  • $895 per participant, with a three participant minimum
  • Private training: request a custom quote. One on one sessions and teams below the three participant minimum are priced case by case
  • Larger groups: request a custom quote. We price larger cohorts case by case based on group size, schedule, and delivery format

Request a quote and we will build pricing around your team.

  • Per participant

    Enroll a few employees at the per-participant rate.

  • Private team session

    Your group only, built around your data, tools, and schedule.

  • Invoice your organization

    DWC invoices your company directly and provides purchase order documentation.

  • Multi-workshop programs

    Combine workshops into a series for a department or a cohort of new managers.

Project Management training

Project management training for teams

Projects run on more than a schedule. DWC project management workshops teach the tools teams run work in, including Jira and monday.com fundamentals and advanced Jira workflows, automation, and reporting, alongside project fundamentals, stakeholder communication, and risk management.

For a full credential, the Project Management Certificate is a live online program taught by a PMI Authorized Training Partner.

See all Project Management classes

FAQ

Questions from training managers

Still deciding? Call 970-980-8091 or request a quote.

Can you customize this workshop for our team?

Yes. Content, datasets, and examples are built around your actual work before delivery, so participants practice on the files, tools, and situations they deal with every day.

Is the training online or on-site?

Most groups train live online with a real instructor. On-site, in-person delivery is available by request.

Is there a minimum group size?

Most workshops booked for a team have a three participant minimum, and the Tuition section on each workshop page lists its exact terms. One-on-one sessions and smaller groups are priced case by case, and larger groups are quoted based on group size, schedule, and delivery format.

Are these workshops only for project managers?

No. The tool workshops are built for everyone who works in Jira or monday.com, and the fundamentals workshop suits anyone who runs projects without the title.

Do you also offer a full project management certificate?

Yes. The Project Management Certificate is a live online program taught by a PMI Authorized Training Partner.

Do participants receive a certificate?

Yes. Every participant receives a certificate of completion, along with digital learning materials and take-home reference guides.

Can we pay by invoice or purchase order?

Yes. DWC invoices your organization directly and provides purchase order documentation.

Can individual employees join a public session?

When a workshop has public dates, they appear in the Dates section of this page with a registration button. If none are listed, request a quote and we will share your options.

Bring this workshop to your team

Tell us about your group and your goals. A training advisor follows up within one business day with options and pricing.