Enable a workflow

As a Jira administrator, you need to activate workflows before your teams can use them to streamline space work. To activate a workflow, include it in a workflow scheme and associate that workflow scheme with a space. You can also import and export workflows to share them across teams. 

This page is for company-managed spaces

To check whether your space is team-managed or company-managed, select More actions (•••) next to the space name in either the header or the sidebar. At the bottom of the menu that opens, your space details will be shown.

More about the difference between company-managed and team-managed spaces.

 

ワークフローを有効化する

All workflows in company-managed spaces are inactive until you associate them with a workflow scheme. Once the workflow is associated with a scheme, it can then be associated with a company-managed space.

To activate a workflow: 

  1. Select Settings (), then under Jira admin settings select Work items.

  2. Under Workflows, select Workflow schemes to see a list of active and inactive schemes. 

  3. Create a workflow scheme or edit an active workflow scheme. Select the Active or Inactive headings to expand and collapse the list of workflows.

  4. Add your workflow to the scheme. Read about configuring workflow schemes

  5. Next, you will associate the workflow scheme with your space.

Associate a workflow scheme with a space

To finish activating your workflow, associate the workflow scheme with a space. If a work type is not defined in the space's work type scheme, that specific workflow is not used.

  1. Select the space you want to associate your workflow scheme to.

  2. Next to the name of your space in the sidebar, select More actions (•••), then Space settings.

  3. Select Workflows. You'll see which workflow scheme the space currently uses.

  4. [スキームの切り替え] を選択し、スキームのリストから関連するワークフロー スキームを選択します。 

  5. [関連付け] を選択し、移行プロセスを開始します。各作業項目には有効なステータスが必要です。そのため、ワークフロー スキームを切り替えた後で複数の作業項目にステータスを割り当てる必要がある場合があります。 

注意点

  • All work items need a valid status. After you switch workflow schemes, you may need to assign new status to some work items.

  • Because all work items must move through a workflow, your Jira space must always be associated with a workflow scheme.

  • To disassociate a custom workflow scheme from a space, simply associate the space with the default workflow scheme instead.

Export a workflow

For security reasons, only site admins can export workflows from Jira. Read about exporting workflows

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