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Jira 8 Essentials

You're reading from   Jira 8 Essentials Effective project tracking and issue management with enhanced Jira 8.21 and Data Center features

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803232652
Length 412 pages
Edition 6th Edition
Tools
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Author (1):
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Patrick Li Patrick Li
Author Profile Icon Patrick Li
Patrick Li
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Table of Contents (18) Chapters Close

Preface 1. Part 1: Introduction to Jira
2. Chapter 1: Getting Started with Jira Data Center FREE CHAPTER 3. Chapter 2: Using Jira for Business Projects 4. Part 2: Jira in Action
5. Chapter 3: Using Jira for Agile Projects 6. Chapter 4: Working with Issues 7. Chapter 5: Field Management 8. Chapter 6: Screen Management 9. Part 3: Advanced Jira
10. Chapter 7: Workflow and Business Process 11. Chapter 8: Emails and Notifications 12. Chapter 9: Securing Jira 13. Chapter 10: Searching, Reporting, and Analysis 14. Chapter 11: Jira Service Management 15. Chapter 12: Jira and Third Party Apps 16. Index 17. Other Books You May Enjoy

Authoring a workflow

So, let’s take a look at how to create and set up a new workflow in Jira. To create a new workflow, all you need is a name and description, so let’s get started:

  1. Browse to the View Workflows page.
  2. Click on the Add Workflow button.
  3. Enter a name and description for the new workflow in the Add Workflow dialog.
  4. Click on the Add button to create the workflow.

The newly created workflow will only contain the default Create and Open statuses, so you will need to configure it by adding new statuses and transitions to make it useful. Let’s start by adding new statuses to the workflow using the following steps:

  1. Click on the Add status button.
  2. Select an existing status from the drop-down list. If the status you need does not exist, you can create a new status by entering its name and pressing the Enter key on your keyboard.
  3. Check the Allow all statuses to transition to this one option if you want users to be...
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