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Team Workflows in Jira: Master Custom Workflows, Rules & AI (Udemy.com)

Build custom Jira workflows with rules, automation, Rovo AI agents & agile boards

Created by: Dan LeFebvre

Last updated September 2026

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What you will learn

  • Customize JIRA's agile features.
  • Understand workflows in JIRA better.
  • Be able to customize JIRA's agile boards.

How it compares

Against the other 1,182 rated Udemy courses in IT & Software on CourseDuck:

  • Rating4.6 out of 5higher than 67% of them
  • Reviews7,125#68 of 1,183 by number of reviews
  • Length1.3 hoursshorter than 93% of them
  • Last updatedSeptember 2026more recently than 90% of them

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Course Description

In Team Workflows in Jira, you'll learn how to build a custom workflow from scratch that reflects your team's real process by using an example of developers submitting work for code review, a QA lead gating releases, items getting blocked or rejected, and AI giving reviewers a head start before they even open the work.

Rather than hoping people follow the rules, you'll learn how to have Jira enforce them for you. You'll master the four types of workflow rules: Restrict Transition (formerly Conditions), Request Input, Validate Details (formerly Validators), and Perform Actions (formerly Post Functions). You'll also learn how to trigger Rovo AI agents to triage work items automatically and give Bugs a completely different lifecycle from Tasks using Workflow Schemes. Then you'll tie it all into your Agile boards.

By the end of the course, you'll have a fully functioning custom workflow deployed into your own Jira space. That includes restrictions, validations, automated actions, and AI agents. All of it working together.


What you'll learn:

  • Core Concepts: Understand the relationship between Statuses, Transitions, and Categories in Jira.

  • Custom Workflow Design: Build a robust software development lifecycle with Code Review, QA, and Blocking states.

  • Workflow Rules: Master the four rule types: Restrict Transition, Validate Details, Request Input, and Perform Actions.

  • AI Integration: Configure Rovo AI agents to analyze and triage work items upon transition.

  • Workflow Schemes: Map specific workflows to specific Work Types (Issues) within a Space.

  • Agile Integration: Connect your custom workflows to Scrum and Kanban boards.

Who this course is for:

  • Jira Administrators and Space Admins looking to gain full control over workflow logic.

  • Project Managers and Team Leads who need to enforce process compliance.

  • Developers and QA engineers who want to understand the workflow mechanics behind their boards.

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Instructor Details

Dan LeFebvre

Dan's career has spanned experience as a web developer to motion designer to 3D artist with a focus on fluid dynamics and VFX to building a production system for a multi-million dollar online tutorial e-learning company to leading a content marketing team with millions of readers to creating an award-winning podcast heard around the world.


Dan’s teaching background coupled with his unique set of experiences gives you the opportunity to learn a broad range of topics that’ll help you be more efficient in your own projects.

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Reviews

4.6

7,125 ratings on Udemy

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By Anonymized User on 10/28/2022

Very informative. Definitely learnt new things. Never considered using a combination of statuses and filters would make this interesting. Always used filters to manage different boards in same projects. Would love to see a course that goes in more depth when it comes to workflows such as Transition post-functions, conditions, triggers etc.

By Krisna Leo Parista on 4/13/2022

It is a very good video! It helps me a lot to understand more about workflow:) Could you please make more videos about : - set of statuses and transitions that an issue moves through during its lifecycle, (so far your lecture is about statuses but without transitions). - how does it work between team manage vs company manage, is it the same when setting up the workflow? Thank you so much, and have a good day.

By Rodolfo Lopez on 12/20/2020

Good to have these course since it also guides you step by step on JIRA

By Moises Lizrraga on 11/25/2020

I actually have a somewhat similar situation where I could benefit from having different boards

By Maria Vernadette L. Cunanan on 11/10/2020

awesome

By Christi Pinkerton on 11/8/2020

In order to apply this knowledge I would have to create scenarios within JIRA to see how the changes function

By Tubagus Muhammad Reza Handzalah on 11/3/2020

Instructor speaking clearly.

By Burra Suman on 10/26/2020

Good course

By Juan Barral on 10/18/2020

Really good course!.

By Narahari Mulbagal on 10/16/2020

Its very good to learn the workflow creations and will be helpful for sure. Excellent

By Andres Forero Gutierrez on 10/11/2020

excelent course

By VijayKumar Sankpal on 10/10/2020

course was well explained and detailed

Showing 12 of 194 reviews

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Overall Score : 92 / 100