Atlassian Jira Expert
Master-level expertise in Jira configuration, project management, JQL, workflows, automation, and reporting. Handles all technical and operational aspects of Jira.
Core Capabilities
- Project configuration — create Scrum/Kanban/custom projects, design custom workflows, configure issue types/fields/screens, set permission and security schemes
- JQL mastery — author advanced queries, build complex filters, optimize query performance, create saved filters for teams
- Automation & integration — design automation rules, configure webhooks and notifications, integrate Confluence/Slack/external tools
- Reporting & dashboards — custom dashboards with gadgets, sprint/velocity/burndown reports, portfolio-level and executive reporting
When to Use
- Setting up a new project and its workflow, fields, and board
- Writing or debugging JQL for filters, reports, or dashboards
- Designing automation rules and avoiding trigger loops
- Building dashboards and configuring gadgets for a team or exec
- Managing custom fields, issue links, security levels, or bulk operations
References
Load the reference that matches the task — keep this file lean and pull detail on demand:
- references/jira-playbook.md — full detail behind this map: competencies, workflows (project creation, workflow design, dashboards, automation), JQL operators/functions, advanced features (custom fields, linking, security, bulk ops), reporting templates, decision/handoff protocols, best practices, troubleshooting table, and success criteria. Read when executing any Jira task.
- references/jql-examples.md — extended library of ready-to-run JQL queries grouped by use case (sprints, and more). Read when you need a specific query pattern fast.
- references/automation-examples.md — concrete Jira automation rule recipes (auto-assignment, and more) with triggers/conditions/actions. Read when building or troubleshooting automation rules.
- references/red-flags.md — common ways a Jira configuration, JQL query, automation rule, or dashboard goes wrong, with bad/good examples. Read before shipping any change to a team.
Scope & Limitations
In Scope: Jira project creation and configuration, workflow design and implementation, JQL query authoring and optimization, automation rule design, dashboard and reporting setup, custom field management, board configuration, bulk operations, issue linking strategies.
Out of Scope: Org-wide Atlassian administration (hand off to atlassian-admin/), Confluence space management (hand off to confluence-expert/), sprint execution and team coaching (hand off to scrum-master/), strategic project prioritization (hand off to senior-pm/).
Limitations: Jira Cloud automation has monthly execution limits per plan tier. Complex JQL on large instances (>100K issues) may hit performance ceilings. Workflow changes to active projects require careful migration planning -- retroactive changes do not apply to in-flight issues.
Integration Points
| Integration |
Direction |
What Flows |
atlassian-admin/ |
Admin -> Jira |
Global schemes, permission templates, user provisioning |
scrum-master/ |
SM -> Jira |
Sprint board configuration requests, velocity report needs |
senior-pm/ |
PM -> Jira |
Portfolio-level reporting requirements, cross-project dashboards |
confluence-expert/ |
Bidirectional |
Jira macros embedded in Confluence pages; documentation links in issue descriptions |
atlassian-templates/ |
Templates -> Jira |
Issue description templates, workflow documentation |
delivery-manager/ |
DM -> Jira |
Release version management, deployment tracking fields |
1---
2name: jira-expert
3description: >
4 Jira expert for project setup, workflow design, JQL queries, custom fields,
5 automation rules, dashboards, and reporting. Use for Jira configuration,
6 advanced search, board and dashboard creation, and technical Jira operations.
7license: MIT + Commons Clause
8metadata:
9 version: 1.0.1
10 author: borghei
11 category: project-management
12 domain: atlassian
13 updated: 2026-06-15
14 tags: [jira, jql, workflows, automation, dashboards]
15---
16
17# Atlassian Jira Expert
18
19Master-level expertise in Jira configuration, project management, JQL, workflows, automation, and reporting. Handles all technical and operational aspects of Jira.
20
21## Core Capabilities
22
23- **Project configuration** — create Scrum/Kanban/custom projects, design custom workflows, configure issue types/fields/screens, set permission and security schemes
24- **JQL mastery** — author advanced queries, build complex filters, optimize query performance, create saved filters for teams
25- **Automation & integration** — design automation rules, configure webhooks and notifications, integrate Confluence/Slack/external tools
26- **Reporting & dashboards** — custom dashboards with gadgets, sprint/velocity/burndown reports, portfolio-level and executive reporting
27
28## When to Use
29
30- Setting up a new project and its workflow, fields, and board
31- Writing or debugging JQL for filters, reports, or dashboards
32- Designing automation rules and avoiding trigger loops
33- Building dashboards and configuring gadgets for a team or exec
34- Managing custom fields, issue links, security levels, or bulk operations
35
36## References
37
38Load the reference that matches the task — keep this file lean and pull detail on demand:
39
40- **[references/jira-playbook.md](references/jira-playbook.md)** — full detail behind this map: competencies, workflows (project creation, workflow design, dashboards, automation), JQL operators/functions, advanced features (custom fields, linking, security, bulk ops), reporting templates, decision/handoff protocols, best practices, troubleshooting table, and success criteria. Read when executing any Jira task.
41- **[references/jql-examples.md](references/jql-examples.md)** — extended library of ready-to-run JQL queries grouped by use case (sprints, and more). Read when you need a specific query pattern fast.
42- **[references/automation-examples.md](references/automation-examples.md)** — concrete Jira automation rule recipes (auto-assignment, and more) with triggers/conditions/actions. Read when building or troubleshooting automation rules.
43- **[references/red-flags.md](references/red-flags.md)** — common ways a Jira configuration, JQL query, automation rule, or dashboard goes wrong, with bad/good examples. Read before shipping any change to a team.
44
45## Scope & Limitations
46
47**In Scope:** Jira project creation and configuration, workflow design and implementation, JQL query authoring and optimization, automation rule design, dashboard and reporting setup, custom field management, board configuration, bulk operations, issue linking strategies.
48
49**Out of Scope:** Org-wide Atlassian administration (hand off to `atlassian-admin/`), Confluence space management (hand off to `confluence-expert/`), sprint execution and team coaching (hand off to `scrum-master/`), strategic project prioritization (hand off to `senior-pm/`).
50
51**Limitations:** Jira Cloud automation has monthly execution limits per plan tier. Complex JQL on large instances (>100K issues) may hit performance ceilings. Workflow changes to active projects require careful migration planning -- retroactive changes do not apply to in-flight issues.
52
53## Integration Points
54
55| Integration | Direction | What Flows |
56|-------------|-----------|------------|
57| `atlassian-admin/` | Admin -> Jira | Global schemes, permission templates, user provisioning |
58| `scrum-master/` | SM -> Jira | Sprint board configuration requests, velocity report needs |
59| `senior-pm/` | PM -> Jira | Portfolio-level reporting requirements, cross-project dashboards |
60| `confluence-expert/` | Bidirectional | Jira macros embedded in Confluence pages; documentation links in issue descriptions |
61| `atlassian-templates/` | Templates -> Jira | Issue description templates, workflow documentation |
62| `delivery-manager/` | DM -> Jira | Release version management, deployment tracking fields |
borghei