How to create a workflow and add statues, transitions in Jira?

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In the previous post, we saw “How to Activate/Associate Jira Workflow with project?“. Now we will see how to create a workflow and add statues, transition in Jira.





How to create a workflow?

To create a workflow we need Jira admin permission first. IF we have admin permission then only we can go for workflow creation.

Please follow the below steps:

  • Go to Setting (Jira Admin option) and click on it.
  • Select Issues as shown below screenshot:
Admin setting option - Edutaxuber
Admin setting option

  • Once you clicked on “Issues” below screen will be open and then you need to select workflow
Workflow selection screen - Edutaxtuber
Workflow selection screen

  • When you will select “Workflow” below screen will be open
Workflow main view- edutaxtuber
Workflow main view

  • Now click on “Add workflows” and provide workflow name and description as shown in below screen
Adding/Creating workflow - edutaxtuber
Adding/Creating workflow

  • Once you will click on “Add” your workflow will be created and it will be inactive mode as shown in below screen:
Inactive workflow - edutaxtuber
Inactive workflow

How to Add Statues in workflow?

  • Since we have already created inactive workflow now we need to add Statues
  • By default inactive workflow will be in edit mode.
  • IF you are opening any inactive workflow then you need to click on Edit as shown in below screen:
Editing inactive workflow- edutaxtuber
Editing inactive workflow

  • Now we are going to add statues in an inactive mode in the Diagram view
  • Click on “Add Status” and provide “Status name”
  • Here we are going to add the “In progress” status and click on “Add” as shown in below screen:
Adding status in Workflow - Edutaxtuber
Adding status in Workflow

In Progress status has been added successfully as shown in below screen.
In progress status Added - EduTaxTuber
In progress status Added

  • In the same way, we can add as many statuses as per our business requirement
  • Without Transition, the workflow will not complete.

How to Add Transitions in workflow?

  • Since we have created the “In Progress” workflow but still there is no transition for it.
  • So we will create transitions from Open to In progress
  • Click on any dots from Open Status and then Drag and drop to In progress status as shown in the below screen
Adding Transitions in workflow - EduTaxTuber
Adding Transitions in workflow

  • Now we need to provide transitions name as shown in below screen
Status transitions name in workflow - EduTaxTuber
Status transitions name in workflow

  • Once you click on Add button transitions will be added successfully as shown in below screen
Workflow transitions - EduTaxTuber
Workflow transitions

Now we have successfully created workflow and added status and transition on it.

NOTE: To activate this workflow follow the previous article

https://edutaxtuber.in/how-to-activate-associate-jira-workflow-with-project/



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