Workflow Schemes in Jira

Introduction to Workflow Schemes

Workflow schemes in Jira are used to associate workflows with specific issue types in a project. By using workflow schemes, you can define different workflows for different types of issues, such as bugs, tasks, and stories, within the same project.

Creating a Workflow Scheme

To create a workflow scheme in Jira, follow these steps:

1. Navigate to the Jira Administration section by clicking on the gear icon in the top-right corner.
2. Under the Issues section, select Workflow Schemes.
3. Click the Add Workflow Scheme button.
4. Enter a name and a description for your new workflow scheme.
5. Click Save to create the workflow scheme.

Associating Workflows with Issue Types

After creating a workflow scheme, the next step is to associate workflows with specific issue types. Here's how:

1. In the Workflow Schemes section, find the scheme you just created and click on the Edit button.
2. Click on the Add Workflow button.
3. Select the workflow you want to associate and the issue types it should be applied to.
4. Click Associate to save your changes.

Activating a Workflow Scheme

To make a workflow scheme active for a project, you must associate it with the project. Follow these steps:

1. Navigate to the project settings of the project you want to associate the workflow scheme with.
2. Under the Workflows section, click on Switch Scheme.
3. Select the workflow scheme you created.
4. Click Associate to apply the scheme to the project.

Best Practices

Here are some best practices to follow when working with workflow schemes in Jira:

• Ensure that all necessary workflows are created and tested before associating them with issue types.
• Use descriptive names and clear descriptions for workflow schemes to make them easily identifiable.
• Regularly review and update workflow schemes as project requirements evolve.
• Communicate changes to workflow schemes with your team to avoid confusion.

Conclusion

Workflow schemes in Jira are a powerful way to manage different workflows for different issue types within a project. By following the steps outlined in this tutorial, you can create, associate, and activate workflow schemes effectively.