プロセス管理に Jira を使用する方法
This page is for business spaces
To check whether you’re in a business or software space, 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.
The process management template sets you up with a workflow suitable for running most business processes.
ワークフローには、レビューと承認のステップ、および複数の選択肢から選べる解決状況が含まれます。
Use this template for...
購買プロセスなどの毎回同じ手順に従うアクティビティ
創造的なデザインやコンテンツ開発プロセス
Any process where reviews and approvals are mandatory
ボードでのアクティビティの管理
Use the business spaces board to quickly see where your process is at, such as how much work is in progress, or how many items are stuck in review. It also gives you a quick view of what is overdue (if you are using due dates) and who is assigned to issues, so you can follow up.
「ボードで作業を監視する」をご参照ください。
サブタスクの作成
If a work item that you add is actually a group of smaller tasks, you can create subtasks and assign them to different people. The work item won't be able to move to "Done" until all the subtasks are complete as well. Subtasks don't appear on the board but are listed on the work items they belong to.
See Creating work items and subtasks.
Customize work items
The table below shows the specifications for default work items. If you're a Jira admin, you can customize these defaults. For example, you can add other work types to the space, or add new fields to the work type. Take a look at Configuring work items for more info.
作業タイプ | タスクおよびサブタスク |
Work item fields | Summary, Issue Type, Reporter, Attachment, Due Date, Original Estimate, Remaining Estimate, Description, Assignee, Priority, Resolution, and Labels |
解決状況 | Done, Won't Do, Duplicate, and Cannot Reproduce |
優先度 | Highest, High, Medium, Low, and Lowest |
Example use of a process management space
シナリオ
部署で新しいコピー機が必要で、購入の承認を受けるためのビジネス ケースを提出する必要がある
Work item lifecycle
Create a work item for the business case.
Start work and move the business case to In Progress. Add all the business case details to the work item, including supporting documents (this might include quotes), images, and spreadsheets.
ケースの提出準備が整ったらそれを "レビュー" ステージに進め、マネージャーに割り当てて承認を依頼します。
承認されたら、購入リクエストを作成し、関連する部署に送信します。
Move the work item to Done.
主なアクション
Reassign the work item to the approver when it gets moved to review (this can be automated).
フォローアップが必要な場合は、承認者に @メンションしてコメントを残します。
迅速な対応が必要な場合、承認者に期日を通知するようリマインダーを設定します。
見積もりや予算などの関連ドキュメントを添付します。
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