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How to create a workflow Dan Radigan, Sr. Agile Evangelist
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Page 1: How to create a workflow

How to create a

workflowDan Radigan, Sr. Agile Evangelist

Page 2: How to create a workflow

Work together at scale

Page 3: How to create a workflow

Large and small

Page 4: How to create a workflow

Managing workflows

Page 5: How to create a workflow

Workflow is critical

Page 6: How to create a workflow

Checkout

At Library

Check in

With Customer

1

RetiredCreate

2

3

Statuses - WhereRestore to

Service

Retire Item

Page 7: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

Transitions - HowRestore to

Service

Retire Item

Page 8: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

Assignees - WhoRestore to

Service

Retire Item

Page 9: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

DamagedOut of Date

Lost

Resolutions - WhyRestore to

Service

Retire Item

Page 10: How to create a workflow

Confusing

resolution with

status

Settingresolutioncorrectly

The two biggest mistakes new JIRA administrators make

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I’m ready to build a workflow… now what?

Gather all of your stakeholders

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Gather all your stakeholders

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5 steps to create a project workflow

Keep the workflow simple

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Keep the workflow simple

Page 15: How to create a workflow

Keep the workflow simple

Page 16: How to create a workflow

Checkout

At Library

Check in

With Customer

Create

Restore to Service

Retire Item

Make every transition count

Conditions

Retired

Page 17: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

Restore to Service

Retire Item

Validators

Make every transition count

Page 18: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

Restore to Service

Retire Item

Post functions

Make every transition count

Page 19: How to create a workflow

Checkout

At Library

Check in

With Customer

RetiredCreate

Damaged

Out of Date

Lost

Restore to Service

Retire Item

Assignees

Make every transition count

Page 20: How to create a workflow

Make every transition count

Damaged Out of Date

Lost

Damaged Out of Date

LostScratched

Properties

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Building your workflow in JIRA

Checkout

At Library

Check in

With Customer

1

RetiredCreate

2

3Restore to Service

Retire Item

Workflow V 0.1

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Scaling JIRA with workflow

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Here are a few extra resources to help you on your way:

JIRA workflow documentation

JIRA workflow sharing – Many workflows are available on Atlassian’s marketplace for installation into your JIRA

JIRA Misc Workflow Extensions – A marketplace add on for OnDemand and OnPremise JIRA that adds additional conditions, validators, and post functions

JIRA Workflow Toolbox – A marketplace add on for OnPremise JIRA that adds additional conditions, validators, and post functions

Additional resources

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