How to Set Up Jira Workflows in Under 10 Minutes

An effective workflow can drive team productivity, however, many teams use custom workflows that don’t fit for their business model, often hindering work instead of accelerating it. This video covers the basics of customizing workflows in Jira to help your team better understand how Jira works and how it can work better for their organization. This is a great guide for all project managers, SCRUM managers, and team leads that are using Jira but are unsure of what the value of their workflow, and for Jira administrators still learning how to better support the teams in their instance.

0:00 Intro

1:10 Overview

1:25 What is a workflow?

1:45 Familiar workflow visualizations

2:42 The value of educated requests

3:04 Building a workflow from scratch

4:55 Statuses in Jira

6:16 Adding a status to a workflow

7:21 Removing unwanted statuses

8:10 Transitions and transition configurations

8:49 Adding a new transition

10:43 Resolutions

11:07 Adding a resolution

12:10 Looking at the workflow from a Kanban view

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[dennykolesnikov]

So charismatic, checked all the playlist and simply in love with the content

[alansendgikoski]

A great demo, very thorough, detailed, and easy to follow. Can't wait to see more!

[Taskade]

Love it, thanks for making this, simple and easy to follow without having to try Jira. :)

[naveendas]

We just need more videos like that 🌏🌎🌍

[samnfor]

Incredible, thank you for this easy to follow yet comprehension tutorial!

[DeepakRai]

Your video is always very informative.

[OzoneMe]

I rolled--- LMAO loved the sound track

[guizultanski]

Great! Thank you! It was great for me. Let's see the next one!

[simonsimon]

1- What do you to issues that need to be carried over to next sprint on Jira? Pull them in the next sprint log or create new ones?
2- Some columns on my active board, I can't pull issues or glitches under them (I have previously worked on the workflow and it was working fine, not sure if someone from the team made any changes)
3- How can add "Categories" on the workflow (maybe this would solve #2 too

[marcsaturnino]

Outstanding video and right to the point Josh.

[lusineisakova]

Thanks for video, love it! But still have problems with setting up my created workflow for both existing and newly created projects. I am loosing the tasks from backlog when applying newly created and associated workflow. How can I solve this issue?

[idowuayoola]

Honestly, this is awesome. I would like to see how I can force users to select a priority value aside from the default value. Thanks.

[alexandradouglas]

Hi Josh! Thank you for the video. I created the workflow, but can not make it active, it would be good if you add a few more steps to make this video complete.

[HariShankarHP]

That was awesome! Thanks for the crisp and clear video.
Can you also help with a tutorial for CAB approval process? Like Requestor opens a request, CAB should approve only then assignee can take action on the Jira ticket?

[lauraluna]

Hi Josh, Hope you can help me with this. I can´t see the workflow menu at my left menu. How can I show it?

[DrJaytube]

Great video, but I am lost at 12:11. After creating the workflow, how do you get from an inactive workflow to using it in a Kanban board?

[sharonvanleeuwen]

Thanks for sharing this video. I Im interested how to set up the workflow, screens and issue types in way that doesn''t mess up your issue screen. I had issues where I was not able to create an issue as pic anymore because of the error that the issue had to relate to an epic. In addition, I also had an issue that I was not able to create a subtask anymore because it had to relate to an story which it was. It would be usefull to get a kind of instruction video on how these settings are related.

[SeniorSimRacer]

Love the demo! Question what will happen to the tickets in JIRA if you change the workflow. For example....Currently completed tickets are marked as DONE. we want to redefine DONE and add some states after. DONE -- Ready For Production -- Deployed To Production -- User Acceptance -- Completed. If we do this will all of the tickets that we have set to DONE show backup in the Backlog because they have not been process to Complete?

[viewersha]

So charismatic 😮 subscribed immediately 😂

[simonsimon]

I have 2 projects in my Jira accounts:

1) In one of the projects I can the backlog option on the side, in which I can create a Sprint whereas in other one the backlog option does not exist, hence I am not able to create a sprint
2) With a free Jira account how many projects can I be part of? how many projects can I create? what are the main limitation of a free account?

Thank you