Insight for Jira Essentials

Our Insight for Jira Essentials training course aims to provides an understanding of Insight Asset Tracking concepts and the creation of valuable reporting.

About this course

Is this course right for me?

This course is perfect for anyone new to Atlassian Insight.

Objectives and outcomes

By the end of this course, you will be able to use Insight for Jira to perform asset management.

You will become familiar with the specific processes required to create, modify and enhance asset tracking.


-Access to a laptop.

-Internet connection

Modules breakdown

Module Sections

  • Introduction
  • Course overview
  • Product introduction


  • Log in and access a sample Service Desk project

Module Sections

  • Abstract object types
  • Inheritance
  • Object creation and design


  • Navigate the Insight interface
  • Create a new object schema
  • Create first object type

Module Sections

  • References
  • Statuses
  • Attribute types
    • Attribution
    • Referencing
    • Integration
    • Cardinality
    • Validation


  • Create objects
  • Create attributes
  • Link and create relationships between object types

Module Sections

  • Creation, viewing and editing objects
  • Searching for objects
  • Graphical viewer


  • Build out the object schema
  • Add initial objects

Module Sections

  • Viewing custom fields
  • Creating Insight custom fields
  • Configuring custom fields
  • Displaying custom fields on portals


  • Create Jira Insight custom fields and place them on the screens
  • Create a Jira issue with linked Insight data
  • View the Insight data within a Jira issue

Module Sections

  • Reports
  • Dashboard gadgets
  • Confluence macro
  • Insight Query Language (IQL) introductions
  • IQL examples
  • Use of IQL in JQL commands (Jira Query Language)


  • Creating reports
  • Searching with IQL

Module Sections

  • Permissions
  • User permissions
  • Admin permissions
  • Object type permissions
  • Automation
  • Importing and synchronising data
  • Multiple schemas
  • Exporting schemas


  • Importing data into Insight

“Insight for Jira is a powerful tool allowing you to track and monitor asset history. This course will explain the vocabulary so that you can get started quickly.”

Paul Christie, Clearvision Trainer

Download our training brochure

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