Tips For Managing Jira Workflows

by Dani khan

If you need an effective tool to manage your business workflows, nothing compares to the incredible functionalities of Jira workflows. But first, you need to activate the workflows in Jira, which is more about managing the workflow schemes along with the project.

A workflow scheme in Jira refers to the set of associations or mappings that connects the flow with any significant issue type. So, you get to combine your project with different issue types with the integration of workflows in Jira.

But how do you manage workflows in Jira? You can manage them by linking the workflow schemes, exporting, importing, uploading, and finally sharing them. Do not get confused with the entire flow as it is pretty straightforward, provided you understand the whole procedure.

Start With Associating The Workflow Scheme With Your Project

The first tip to follow for managing the workflows has to be associating the schemes with more than one project. Remember that you can associate only one workflow with the given project. So, focus on the issue types that are directly linked with any project.

Why? That’s because it will define the issue types that are already available to that project. In case it is not defined appropriately, you cannot use that workflow.

Here are the steps to associate your workflow scheme with the project:

  • Select Administration () > Projects and then the relevant subject. It will proceed to the Project Summary page

  • On the left of Project Summary page, click on the workflows to get the current one as used by the project

  • Click on the Switch Scheme link to exhibit Associate Workflow Scheme to the Project page

  • Choose your relevant workflow scheme from your Scheme list

  • Click on the Associate button to initiate the migration process

  • Remember that each of the issues should be in a valid status. The workflow is responsible for defining the valid statuses for any issue. So, if you plan to change any workflow, inform Jira about the status of the target issue after the modification.

  • The screen highlight the progress of the migration of the project’s issues, your updated scheme’s workflows

  • Do not forget to acknowledge to end the procedure properly

Dissociation Of Workflow Scheme From Your Project

Remember that every Jira project with original workflow will continue to use the Jira’s system workflow by default. Therefore, if you want to re-associate the project’s workflow, you need to dissociate the scheme accordingly.

Here are the steps for dissociating your workflow scheme:

  • Just like the association procedure, you need to select the workflow scheme from your Scheme List

  • Choose the Default workflow scheme

  • Click on the Associate button and ensure to follow the wizard that can guide you through the project issues’ migration processes

Additional Strategies For Jira Workflow Maintenance

Apart from these fundamental steps, you can also use the following tips to manage your workflows in Jira:

  • You can export the Jira workflow to share with your teams or move it seamlessly within your organization

  • Upload or download the workflow from Atlassian Marketplace as per your project requirement

  • You can add, edit or remove special configuration notes when you need any modifications with any part of the workflow

Finally,

So, Jira workflow is here to simplify moving an issue that typically represents any processes within your company. The in-built workflows allow you to custom create and associate/disassociate them to meet your business requirements correctly. So, simplify the tasks and issues while you increase your company’s accountability and productivity pretty steadily.

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