Image: monticellllo/Adobe Stock When you think about workflow, what comes to mind? In most basic terms, a workflow is a planned and repeatable way of doing what you do. Having a workflow is far more essential than you might think, specifically as organizations and projects scale. With an ineffective workflow, things either do not get done or concerned conclusion in a less-than-efficient way.
You do not desire that. Rather, you want predictability, effectiveness and even a particular level of automation.
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That’s why Jira included a Workflow tool to its job management platform. The Jira Workflow is a set of statuses and transitions that a specific issue moves through during its lifecycle. Workflows represent procedures within organizations and groups.
With Jira, you get built-in workflows to help make things much easier. These workflows consist of two components:
- Statuses: The steps that explain the state of a job, such as In Progress, Pending and Closed. Statuses function as “drop zones” for cards on a board.
- Transitions: A one-way link in between Statuses. This is how a job moves in between statuses, such as Waiting for Assistance or Waiting On Consumer.
You will also find active and inactive workflows. An inactive workflow is one that is not being utilized by a task at the time, and an active workflow is one that is currently being utilized.
What you’ll require to create a Workflow in Jira
In order to produce a Workflow in Jira, you’ll require a legitimate Jira account. That’s it: You can produce Workflows in the Free plan.
How to create a Workflow
Log in to your Jira Software application account and click the equipment icon in the upper right corner. In the resulting page, click Workflows in the left sidebar (Figure A).
Figure A
The Issues page in Jira consists of access to Workflows. In the resulting page, click Add Workflow in the upper right corner and choose Import from Marketplace. We’re going this route just because it’s much easier to understand how Workflows in fact work. As soon as you master it, you can then begin to develop custom-made workflows to completely match your project.
In the Workflow market, you can look for a specific workflow or scroll through the list to find one that closely matches your requirements.
Let’s say you wish to use the Cross-Project Board Workflow that makes it simple to manage problems from multiple tasks in one kanban board. For that, click Select (Figure B).
Figure B
The Cross-Project Board Workflow in Jira.
In the next screen, 
provide the Workflow a
name and click Next( Figure C). Figure C Naming our new Workflow. Here’s where I encountered some problem. After naming your Workflow and hitting Next, if you see a mistake saying that the “import wizard should be rebooted,”then you require to look for a Workflow such that it’s the only entry visible. In this case, in the Search field you would type Cross-Project Board. When the entry appears, click Select.
If that error continues to show itself, the only route to take is to create a Workflow from scratch. To do that, return to the Workflows screen, click the Workflows drop-down, and select Develop New. In the first window, provide the Workflow a name/description and click Add (Figure D).
Figure D
Creating a custom-made Workflow in Jira. Click Include and you’ll discover yourself on the Workflow designer, where you include statuses and shifts. Click Add Status and, in the
resulting Popup, choose a
status from the drop-down and click Include (Figure E).
Figure E< img src= "https://d1rytvr7gmk1sx.cloudfront.net/wp-content/uploads/2022/11/tr-wall-workflowe.jpg?x85972 "alt ="Adding a new Status to our custom Workflow. "width="477"height ="244"/ > Adding a brand-new Status to our
custom Workflow
. Now that you have a new Status developed, click a dot in the
OPEN status and after that drag it to the brand-new status(Figure F). Figure F 2 statuses waiting for a Transition. This will open the Shift production pop-up, where you should complete the necessary information(Figure G). Figure G Developing a new Transition for a Jira Workflow. Ensure to select New Transition and then choose a From Status, To Status, Call, optional Description and optional Screen. Then click Add. For the a lot of part, creating a Transition is self-explanatory.
The one thing you might not understand is the Screen choice. These are intermediate workflow screens that can be utilized to gather extra info from the user. For instance, users can be provided with a screen to select a Resolution for an issue when the issue is solved. There are many built-in Screens. Add a brand-new Status and link it with a Transition. Keep doing this until you have your
workflow complete. As you work, you can click any Transition and include more options( Figure H). Figure H Adding options to a Shift. One rather annoying aspect of this is the publishing of a Workflow draft. This has been a bug in the system for some time, and it has yet to be dealt with. In order to release your workflow, you need to make a copy of the workflow, modify it, return to Workflows and add the brand-new workflow to your list in a particular project. It’s convoluted. Hopefully, Jira will simplify the process quickly. Register for TechRepublic’s How To Make Tech Deal With YouTube for all the latest tech guidance for service pros from Jack Wallen. Source
