This document asks DoIT JIRA admins to consider specifics before requesting and generating a custom workflow.
JIRA has the functionality to allow you to design your own workflow - the statuses and transitions that a task moves through for a given project or set of projects. The image below shows the DoIT Standard Workflow diagram.
The JIRA Admin team simply helps to create a digital version of your previously existing business workflow. Before sending requests to the JIRA Admin team, we highly recommend:
We find that the process of drawing/ drafting out this diagram will generate lots of important discussions and possibly process redesign prior to the Jira Project implementation process. As a starting point for your diagram you may:
Oftentimes this is sufficient for projects, or a good starting point to get a group used to using JIRA prior to customization. The change in tracking tasks or moving work items through a process can be a significant cultural change to a group.
In your final diagram, the blocks should indicate Statuses and lines connecting blocks are Transitions (which will correspond to the labels of the buttons). Additionally, provide explanatory text for transitions (which will be the mouseover text on the button), or custom actions that may occur at various steps (e.g. assign to a specific person, require a specific field). The image below shows the mouseover text for the status of Closed.
A few things are important to note regarding custom workflows:
When your custom workflow is designed with all the above considerations, please contact the Shared Tools team via the DoIT Help Desk at email@example.com. A JIRA Admin will then get in contact to discuss the implementation process. Please note that changes are implemented based on admin availability.