To create a new Jira workflow, you’ll need administrative privileges. Here are the general steps:
Navigate to Workflow Settings:
- Log in to your Jira instance as an administrator.
- Go to the Jira Administration area by clicking on the settings (cog) icon and selecting “System” or “Administration.”
- Under the “Issues” section, find and click on “Workflows.”
Create a New Workflow:
- In the Workflow section, click on the “Add Workflow” button.
Define Workflow Details:
- Give your new workflow a descriptive name that reflects its purpose.
- Optionally, provide a description to explain the workflow’s intended use or scope.
Design the Workflow:
- Click on the newly created workflow to open it in the workflow editor.
- You’ll see a visual representation of the workflow canvas, where you can design the workflow by adding statuses and transitions.
- Click on “Add Status” to create the initial status(es) for your workflow. These represent the different stages an issue can progress through.
- Connect statuses with transitions to define how issues move from one status to another. Click on a status, then click on “Add Transition” to create a transition to another status.
Configure Transitions:
- Define conditions, validators, and post-functions for each transition as needed. These control when a transition is available, whether certain criteria must be met before a transition can occur, and any actions that should happen automatically after a transition.
Save Changes:
- After designing and configuring your workflow, save your changes.
- Click on the “Publish Draft” or “Save” button to make the workflow active.
Associate Workflow with Projects:
- Once your new workflow is created, you can associate it with one or more projects.
- Go to the Workflow Scheme associated with the project(s) you want to use the new workflow for, and link the workflow to the appropriate issue types.
Test the Workflow:
- After associating the workflow with projects, test it by creating or editing issues and moving them through different statuses to ensure that the workflow behaves as intended.