What is a Workflow
Demo - How to edit existing workflow
Demo - How to create a new workflow
Demo - How to assign workflow to a project
Demo - How to add Workflow Rules
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What is a Workflow
Open > In Progress > Done
a series of stages that an issue goes through from creation to resolution
Open > In Progress > Done
Open > Assigned > In Progress > Completed
Open > In Progress > Done > In Review > Completed > Closed
In Jira workflow is the path an issue takes from creation to completion
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How to edit existing Workflow
Step 1 - From Project board click on three dots at top and select Manage workflow
OR Project settings > Issue types > Edit workflow
Step 2 - To edit workflow a direct way is to add/remove column in the Project board
Step 3 - Can edit in text or diagram mode (graphical editor)
Step 4 - Click Update workflow to save
Note - Click on ? to see how to use workflow diagram
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Transition = action taken to move an issue from one status to another. Eg:
Moving an issue from To Do to In Progress might require the user to be assigned to the issue
Moving from In Progress to Done might require the issue to be reviewed or tested
How to create new Workflow
Step 1 - Go to Settings > Issues > Workflows
Step 2 - To create new select Add workflow
Step 3 - Create the workflow as needed and save
Step 4 - Create a workflow scheme and add this workflow
Assign workflow to a Project
To assign the workflow goto Project properties > Workflows > Switch Scheme
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How to add Workflow Rules
Step 1 - In the workflow select any transition
Step 2 - Click Rules
Step 3 - Select the rule as needed (e.g. validate some field is not empty)
Step 4 - Add the rule
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Complete Jira Playlist - https://www.youtube.com/playlist?list=PLhW3qG5bs-L-uhDuJ7_hB7RIp-jSn28e8
All Step by Step Tutorials 🟢 https://AutomationStepByStep.com/
#Jira #Workflows #WorkflowAutomation #ProjectManagement #Efficiency #Productivity
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