Understand workflows

A Jira workflow is a set of statuses and transitions that a work item moves through. It typically represents a process within your organization. Workflows can be associated with particular projects and, if you like, specific work types by using a workflow scheme. Read about workflow schemes

Jira has built-in workflows that you can use straight away. Or, you can start fresh and create your own. You can't edit the built-in workflows, but you can copy them and use them as a base to create your own.

もう 1 つのオプションは、Atlassian Marketplace からワークフローをインポートする方法です。

Layout of the workflow editor

1. ツールバー: ステータス、トランジション、ルールを追加してワークフローを作成します。

2. 更新または破棄: 変更を即座に公開します。変更内容が期待どおりではない場合、いつでも破棄して元のワークフローに戻すことができます。

3. サイドバー: 図からステータスまたはトランジションを選択し、名前、ルール、プロパティなどを編集します。

4. 図: ドラッグしてステータスを移動し、トランジションを作成します。ステータスまたはトランジションを選択すると、その詳細がサイドバーに表示されます。

5. Name and projects: Find projects that use this workflow before publishing.

ステータスとトランジション

Two concepts make up a workflow:

1. Statuses: the steps in your team’s process that describe the state of a task. Read more about statuses

2. Transitions: usually, how a piece of work moves between statuses. 

   • For a work item to move between two statuses, a transition must exist.

   • Transitions are one-way. To move a work item back and forth, you need two separate transitions.

   • Transitions can also loop, so the work item's status stays the same. This is useful for opening transition screens or triggering actions without changing the status.

Read about creating workflow transitions, how to add rules to a transition, or editing statuses.

アクティブおよび非アクティブなワークフロー

There are slight differences between editing an inactive and an active workflow. We restrict what you can do to an active workflow because it might impact other projects and/or work types that also use the workflow.

非アクティブなワークフロー

This means no projects are using the workflow. You can freely edit the workflow and any of its transitions. Read about how to activate a workflow.

アクティブなワークフロー

This is a workflow currently being used by one or more projects. In the new workflow editor, you can edit an active workflow, then select Update workflow to apply your changes, or choose to discard them.

In the old editor, Jira creates a draft for you to work from. When you've finished editing, you can publish your draft and choose to save your original workflow as an inactive backup.

There are some limits to editing a draft for an active workflow:

• You can’t edit the workflow’s name (only the description).

• You can't delete statuses or change the step ID.

• If a status has no outgoing transitions (excluding global transitions), you can’t add any new outgoing transitions (regular or global).

To do any of the steps described above, first copy the workflow, modify the copy, and then activate it. Read about managing workflows

In some rare cases, we might make a temporary workflow on your behalf to prevent problems while we perform updates. Find out how to activate a Jira workflow.

Use the workflow designer in the old editor

The workflow designer is a graphical tool for viewing the layout of your workflow and editing its statuses and transitions. It automatically validates your workflow and highlights any statuses without incoming or outgoing transitions. It will also highlight any issues with permissions.

With the workflow designer, you can easily manage statuses and transitions (global and local) or configure advanced transition rules.

注意点

• You can’t clone transitions in the workflow designer, or create annotations.

• You also can’t directly set the issue.editable property. To do this, add the issue.editable property to the status properties.

Work in text mode in the old editor

Text mode is an advanced way of working with workflows, and it shows the difference between steps and statuses. In text mode, you work directly with steps. Read more about working in text mode.

高度なワークフローの設定

Go to the documentation about advanced workflow configuration.