How to DIY: Jira Consultant
Jira set up properly so my team actually uses it instead of fighting with it — or maybe just a better tool entirely
Tools used in this guide
4How to DIY: Jira Consultant
A step-by-step guide to doing this yourself — honestly.
What you're really trying to do
Jira set up properly so my team actually uses it instead of fighting with it — or maybe just a better tool entirely
DIY Cost
$0-8.15/user/mo
2-4 hours to learn
Hire Cost
$1,000-5,000
Done for you
You could save $1,000-5,000 by doing it yourself
Step-by-Step Guide
Follow along at your own pace. Most people finish in 2-4 hours.
Use Jira's built-in templates
~30 minJira has pre-configured Scrum and Kanban project templates. When creating a new project, choose 'Scrum' or 'Kanban' (team-managed). The defaults are good — resist the urge to customize everything on day one. Start simple, add complexity only when you feel the pain.
Complete Atlassian University courses
~40 minAtlassian offers free, self-paced courses on Jira fundamentals, boards, workflows, and reporting. The 'Jira Fundamentals' course takes 2-3 hours and covers everything a project admin needs to know. No certification needed — just the knowledge.
Set up your workflow and board
~50 minKeep your workflow simple: To Do, In Progress, In Review, Done. Add a 'Blocked' status if needed. Configure your board columns to match. Don't create custom statuses for every edge case — that's how Jira becomes a nightmare that nobody wants to update.
Consider Linear instead
~60 minHonest recommendation: if you're setting up from scratch, Linear is faster, cleaner, and teams actually enjoy using it. It imports from Jira and does 90% of what Jira does with 10% of the complexity. Only stick with Jira if your organization requires it or you're already deeply invested in the Atlassian ecosystem.
When to hire instead
Hire when: you have a large, company-managed Jira instance with custom workflows across 10+ teams, you need complex integrations with other Atlassian tools (Confluence, Bitbucket, Statuspage), you're migrating from Jira Server to Cloud with years of project history, or Jira admin is consuming more than 10 hours/week of someone's time.
No time? Skip to hiringReal talk
Jira is powerful but most teams use 10% of its features and fight the other 90%. The best Jira setup is the simplest one your team will actually keep updated. Complete the free 3-hour Atlassian University course, use the built-in Scrum template, and resist the urge to add custom fields for everything. Or just switch to Linear — seriously, it's faster, prettier, and your developers will actually enjoy updating their tickets instead of treating it as a chore.
Tools You'll Need
Hand-picked for this project. We only recommend tools we'd actually use.
Nice-to-Have Tools
Not required, but they make the job easier.
Notion
Free
Document your Jira configuration, workflow decisions, and team processes. Essential when onboarding new team members.
Why we recommend it
Document your Jira setup decisions in Notion — when someone asks why the workflow has 7 statuses, you have the answer.
ChatGPT Plus
$20/mo
Generate JQL queries, workflow configurations, and automation rules for Jira. Describe what you want and get the correct syntax.
Why we recommend it
JQL syntax is cryptic — describe the filter you want in English and ChatGPT writes the correct JQL query.
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Our Verdict
Difficulty
easy
Learning time
2-4 hours
DIY cost
$0-8.15/user/mo
Hire cost
$1,000-5,000
Choose DIY if...
- The process is straightforward
- You can spare 2-4 hours
- 1 of 2 tools are free
- You want to learn a new skill
Choose Hire if...
- Your time is worth more than the cost
- You have a tight deadline
- Experience matters for this task
Learn from video tutorials
Sometimes watching is easier than reading. Search for tutorials:
Join the conversation
See what other people are saying about doing this yourself:
Prefer to hire a pro?
No shame in that. Sometimes your time is worth more than the money you'd save. These top-rated freelancers specialize in Jira Consultant and can get it done fast.
Ben C
@jira_wizard_ben · Top Rated
Lucy T
@jira_admin_lucy · Level 2
Upwork Jira Consultants
@upwork · Top Rated
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