![]() Every time you answer “yes,” there’s an opportunity to increase your productivity with a workflow. Take a moment to ask yourself the following questions. Here, we’ll walk you through how to add, run, and manage your workflows. In short, they can save you time and effort. For example, we might want the resolution scratched to show up for disk media when retiring, but not for books.įor more information about these tasks, see Advanced workflow configuration.Workflows let you automate repetitive tasks or processes that connect one or more apps to Teams. The most common one is to limit resolutions displayed to the user on a given transition. Jira Work Management recognizes some properties on transitions. See advanced workflow configuration for more. This ensures that the next part of the work gets done by the right person. ![]() You can make it so that whenever an issue status is changed, it forces the user to choose a new assignee. For example, you can set a post-function to make sure a resolution reason is always given when the resolution is set. Use post-functions to trigger specific changes on issues after they've passed conditions and validators. For example, before changing to a Review status, a validator can check if a draft is ready. Use validators to ensure that a status change gets validated before it happens. For example, make it so that only a particular assignee (like a reviewer) can change the issue status to "Ready to publish". Use conditions to determine who can change issues from one specific status to another. For example, you can make sure issues are always assigned to a certain person when they are in a certain status. You can take control over how your issues behave as they are progressing through the workflow by customizing transitions. To change to a different initial status (the first one after the circle), click the transition line then drag the arrow from the existing initial status to your new one. Select the new workflow to use with your project:Ĭhoose Projects and select a starred or recent project, or choose View all projects and select a project.įrom your project's sidebar, select Project settings > Workflows.Ĭlick Add workflow and choose Add ExistingĬhoose the issue types that'll use this workflow and click FinishĬlick Publish and click Associate to migrate any existing issues to the new statuses in your workflow ![]() If there isn't an existing workflow to meet your needs, you can create a new one then use it with your project.ĭo both of the following until you've built your workflow:Ĭlick Add status to add a new step to the workflow (you can add existing statuses or create new ones)Ĭlick Add transition or drag from a node on one status to another to add a transition Low-tech tip: use a whiteboard to create a flow diagram that everyone can see and agree on. What restrictions does there need to be to ensure that the process is followed? For example, can some steps only be done by some people? Who are the approvers? What information is required to complete the process? For example, is there a request form? Are there designs or assets involved? What is the final output? What are the basic steps in the process? What steps are done by each group, team or person? Are any steps repeated or looped, such as review steps or approval gates? Get stakeholders in a room to talk about requirements and minimum must-haves. If your process involves multiple people, teams or groups, then you need to develop a workflow that meets everyone's needs. From Done, if the issue needs more work, you can either reopen it (transition it to Approved again) or send it to be reassessed for approval (transition it to the To Do status).įor more on creating and editing workflows, see Working with workflows. In this example, you need to approve an issue (it'll then transition it to the Approved status) before you can complete it (transition it to Done).
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