Design WorkFlows in JIRA

Creating Workflow in Jira

Follow the below steps to create a workflow in Jira.

• Step 1: Open Jira and click settings > issues > workflows.
   
• Step 2: Click on the Add workflow and Create new to create a new workflow.

• Step 3: Enter the new workflow's name and description and click the Add button.

• After this, you can see the below interface if you follow the steps currently.

Congratulations, you have successfully created your new workflow in Jira software.

Customising the Jira Workflow

Now let’s customise our workflow by adding new statuses and transitions to it. 

• Click on the Add status button to add a new status. Write the status name and check the Allow all statuses to transition to this one.

• You can add the description for the status if needed. Finally, click the Create button to create your new status.

• After this, your new status will get added, as shown below.

Now, to make transitions between statuses, we need to add transitions. 

• To add transitions, click on the Add transition button. You need to specify the transition's start and end and a name for it. Finally, click on the Add button.

• After this, a new transition gets added to your workflow from Open to To Do.

Similarly, you can add new statuses and transitions as per your need.

After finally adding all statuses and transitions, your new workflow will look like shown below:

Congratulations! You are now ready to add this workflow to your projects!

Adding Workflow Scheme

Currently, our workflow is Inactive as it is not being used. To add our newly created workflow, follow the below steps:

• Click on the workflow schemes > Inactive > edit > Add Workflow. You will be given two choices, to Add existing workflow and choose from Marketplace. Click on the Add existing workflow button.

• Now, select your workflow name; in our case, it is Demo Workflow. Finally, click the Next button.
   
• Click on the type of issue you want to associate your workflow with, and then click the Finish and Publish button.

If you have followed all the steps correctly, you will get your desired result, as shown below.

Frequently Asked Questions

What is a workflow in Jira?

In Jira, workflow is a set of defined steps and statuses that represents the lifecycle of a project or an issue.

How to create a custom workflow in Jira?

To create a custom workflow in Jira, Go to the Jira administration panel and Click on the issues > Workflows > Add Workflow.

Can I modify an existing workflow in Jira?

Yes, Jira allows you to modify an existing workflow. You can edit, remove, and add statuses and transitions to your workflow.

Can I create different workflows for different issue types in Jira?

Yes, Jira allows you to create a separate workflow for separate issues as per your requirement.

Conclusion

This article discusses the topic of design workflows in Jira. We discussed workflows and how to create a custom workflow in Jira. We hope this blog has helped you enhance your knowledge of design workflow in Jira. If you want to learn more, then check out our articles.

• Atlassian Preparation Guide
• Test Management in JIRA
• Top Jira Interview Questions (2023)
   

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