1. Update the change management workflow

Jira Service Management has a default change management workflow, but we’ve updated it with additional statuses and transitions. You can download the ready workflow from Atlassian Marketplace, and have all the missing statuses created automatically.

Your new workflow at a glance

Here’s what the new workflow looks like. The statuses closely follow the ITIL best practices and terminology:

Download the workflow

To download the change management workflow:

  1. Go to Administration > Issues > Workflows.

  2. Select Import > Import Workflow.

  3. Select From Atlassian Marketplace, and search for Change management for Jira Service Management.

  4. Click Select and enter the workflow name

Review statuses

After importing the workflow, Jira will automatically match the statuses to the ones that already exist in your instance and suggest creating new ones. We recommend that you do it as presented on the screen.

The following statuses would be created in a default Jira instance:

  • Approving

  • CAB Review

  • Post-implementation review

  • Review

If you’re happy with them, just click Next and then Import. Alternatively, you could try mapping these missing statuses to some similar ones that you already have.

Associate the workflow with your project

To associate the workflow with your project:

  1. Open your project, and go to Project settings > Workflows.

  2. Select Add Workflow > Add existing.

  3. Select the new Change management for Jira Service Management workflow.

  4. Assign the Change issue type to this workflow.

  5. When you publish the workflow, your issues will be migrated and your project will start using it.

Next steps

When you’re ready, go to 2. Create resolutions, post-functions, and priorities.

Last modified on Dec 1, 2021

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