Add, edit, and delete a work item workflow scheme

How to add a new workflow scheme

  1. Select Settings (), then Work items.

  2. In the Workflows section, select Workflow schemes.

  3. Select Add workflow scheme.

  4. Enter the name and description of the new workflow scheme.

  5. Select Add. The new workflow scheme is created.

How to configure a workflow scheme associated with a project

  1. Select Settings (), then Projects.

  2. Select Workflows on the left of the Project settings page. The Workflows page is displayed, indicating the current workflow scheme used by the project. Configure the workflow scheme using the table below. 

  3. In the Publish Workflows page, select Associate to begin the migration process. Each work item has to be in a valid status. The valid statuses for a work item are defined by its workflow. This means that when changing a workflow, you may need to tell Jira the status for specific work items after the change.

  4. Select Acknowledge to finish the process.

Configure the work types for the workflow scheme as desired. This is not the same as editing the workflow (selecting the Edit button in the workflow diagram at the center of your screen). If you do that, you will be asked to publish your draft workflow scheme.

What do you want to do?

Instructions

Add a workflow to the scheme

  1. Select Add Workflow, and select Choose From Marketplace or Add Existing. After selecting Import From Bundle, you can select a workflow From Atlassian Marketplace. Select the desired workflow and work types.

Edit a workflow

Hover over the desired workflow and select the Edit button. The Edit button only displays if you have the edit permission.

Remove a workflow from the scheme

Select the cross icon under Operations to remove the workflow from the scheme.

Change the work types associated with a workflow

1. Select the Assign link under Work Types for the desired workflow.
2. Select the desired work types in the dialog that appears.
3. Select Finish.

View the text-based representation of a workflow

Hover over the desired workflow, and select the View as Text link. 

Change the workflow scheme associated with the project

Select the Switch Scheme button next to the scheme name.

How to configure a workflow scheme outside a project

You can use this procedure to edit any workflow scheme in the system, including those shared by multiple projects. The workflow scheme can be either active or inactive.

  • If your workflow scheme is associated with a project, use the instructions above instead.

  • When a workflow scheme is active, it creates a draft workflow scheme when you edit it.

  1. Select Settings (), then Work items.

  2. In the Workflows section, select Workflow schemes.

  3. Select the Edit link for the desired workflow.

  4. Edit your workflow scheme, as described in the table below.

  5. If your workflow is active, you need to publish it to make your changes active.

What do you want to do?

Instructions

Add a workflow to the scheme

  1. Select Add Workflow, and select Import From Bundle or Add Existing. After selecting Import From Bundle, you can select a workflow From Atlassian Marketplace.

  2. Select the desired workflow and work types.

Remove a workflow from the scheme

Select the Remove link in the Operations column.

Change the work types associated with a workflow

1. Select the Assign link under Work Types for the desired workflow.
2. Select the desired work types in the dialog that appears.
3. Select Finish.

View a representation of a workflow

Select either the text or diagram link next to the Workflow name.

Remove a work type from the scheme

Select the x next to the name of the work type to remove it.

 

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