How to add a new workflow scheme

  1. Select > Issues.

  2. In the Workflows section, click Workflow schemes.
  3. Click Add workflow scheme.
  4. Enter the name and description of the new workflow scheme.
  5. Click Add. The new workflow scheme is created.

How to configure a workflow scheme associated with a project

  1. Choose Settings > Projects.

  2. Click Workflows on the left of the Project settings page. The Workflows page is displayed, indicating the current workflow scheme used by the project. Configure the workflow scheme using the table below. 

  3. In the Publish Workflows page, click Associate to begin the migration process. Each issue has to be in a valid status. The valid statuses for an issue are defined by its workflow. This means that when changing a workflow, you may need to tell Jira the status for specific issues after the change.

  4. Click Acknowledge to finish the process.

Configure the issue types for the workflow scheme as desired. This is not the same as editing the workflow (clicking the Edit button in the workflow diagram at the center of your screen). If you do that, you will be asked to publish your draft workflow scheme.

What do you want to do?

Instructions
Add a workflow to the scheme
  1. Click Add Workflow, and selectChoose From Marketplaceor Add Existing. After selecting Import From Bundle, you can select a workflow From Atlassian Marketplace. Select the desired workflow and issue types.

Edit a workflow

Hover over the desired workflow and click the Edit button.The Edit button only displays if you have the edit permission.

Remove a workflow from the schemeClick the cross icon under Operations to remove the workflow from the scheme.
Change the issue types associated with a workflow1. Click the Assign link under Issue Types for the desired workflow.
2. Select the desired issue types in the dialog that appears.
3. Click Finish.
View the text-based representation of a workflowHover over the desired workflow, and click the View as Text link. 
Change the workflow scheme associated with the projectClick the Switch Scheme button next to the scheme name.

How to configure a workflow scheme outside a project

You can use this procedure to edit any workflow scheme in the system, including those shared by multiple projects. The workflow scheme can be either active or inactive.

  • If your workflow scheme is associated with a project, use the instructions above instead.
  • When a workflow scheme is active, it creates a draft workflow scheme when you edit it.
  1. Select > Issues.

  2. In the Workflows section, click Workflow schemes.
  3. Click the Edit link for the desired workflow.

  4. Edit your workflow scheme, as described in the table below.

  5. If your workflow is active, you need to publish it to make your changes active.

What do you want to do?Instructions
Add a workflow to the scheme
  1. Click Add Workflow, and select Import From Bundle or Add Existing. After selecting Import From Bundle, you can select a workflow From Atlassian Marketplace.
  2. Select the desired workflow and issue types.
Remove a workflow from the schemeClick the Remove link in the Operations column.
Change the issue types associated with a workflow1. Click the Assign link under Issue Types for the desired workflow.
2. Select the desired issue types in the dialog that appears.
3. Click Finish.
View a representation of a workflowClick either the text or diagram link next to the Workflow name.
Remove an issue type from the schemeClick the x next to the name of the issue type to remove it.