JIRA Software : Configuring workflows

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Objective

How can I configure workflows in JIRA Software?

Environment

Server/Cloud

 

Procedure

A JIRA workflow is a set of ‘statuses and ‘transitions that an issue moves through during its lifecycle and typically represents processes within your organization. You cannot edit default built-in workflows but, you can copy and use these workflows to create your own.

You can also create your own workflows from scratch, or import workflows from Atlassian Marketplace. You can associate workflows with particular projects and, optionally, specific issue types, by using a workflow scheme. Click here to read more about working with workflows.

Note: You will need to log in as a user with the 'JIRA System Administrators' global permission to access and manage workflows.

 

Here's an example of a default workflow:

 

 

To Configure a workflow / Editing a project's workflow:

 

Whenever you create a new JIRA project, your project automatically uses the default workflow scheme. The scheme associates all available issue types in the project with the JIRA system workflow. Since neither the JIRA system workflow nor the default workflow scheme is editable, JIRA creates an editable copy of the system workflow and workflow scheme for your project.

 

1.Choose   >Projects, and select the relevant project.

2.On the Administration page for the project, click Workflows.

3.Click the 'edit' icon at the top-right of the box, and JIRA automatically does the following:

  •      Creates a draft copy of the system workflow named 'Your Project Name Workflow (Draft)'.
  •      Creates a new workflow scheme for the workflow named 'Your Project Name Workflow Scheme'.
  •      Associates any existing issues in your project with the new workflow.

4.You can now edit your draft workflow. Click on a status or transition to see editing alternatives in the panel that appears.

5.When you finish, click Publish Draft. The dialog allows you to publish your draft and, optionally, save your original workflow as an inactive backup.

 

 

 

 

Last modified on Dec 13, 2016

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