Training simulation checklists


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Training simulations, available through the checklist feature, are interactive videos that promote training, onboarding, and continued learning of Jira Align features, workflows, and modules. The training simulation checklists and associated simulations are authored by Jira Align and provided free of charge as part of Jira Align's enablement framework. The enablement framework includes in-product learning tools, such as context-sensitive coaching cards, the Help widget, access to the Help Center articles, and now the new training simulation checklists. 

This feature allows users to follow a comprehensive list of relevant actions or steps to be taken, in a specific order, needed to learn a task or workflow. Each step in the list links directly to a video training simulation. User interaction is required, when prompted on screen, to advance the simulations; for example, clicking or selecting elements on screen that simulate actual Jira Align scenarios.

Follow a training simulation checklist

To follow a checklist:

  1. If you’re using the new navigation, select the checklist Checklist icon in the top navigation bar.
    If you’re using the old navigation, on the Configuration bar of any Jira Align page, click the checklist icon on the top-right of the page.
  2. Click the Training Simulations tab.
  3. Select the checklist you want to follow; the selected checklist displays.
  4. Click each step, in sequence, to access the associated training simulation. Remember, user interaction with the screen, when prompted, is required to advance the simulation.
  5. When a simulation is complete, click the tick icon next to each step, showing completion.
  6. When all the steps are selected, the checklist is complete.

Switch training simulations on/off

The Training Simulations tab, which contains a list of available training checklists, is not displayed by default and requires administrator activation. Jira Align administrators can display the Training Simulations tab, following these steps:

  1. If you’re using the new navigation, select the Settings gear Gear in the top navigation bar.
    If you’re using the old navigation, select Administration in the Nav menu.
  2. On the left side of the Administration page, under the Settings heading, select Platform; the Platform Settings page displays.
  3. Click the General tab, and then set the Enable Training Simulations setting to Yes.

Training simulations will now display for all users when the checklist icon on the top-right of any page is clicked.

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