How to create workflows for team-managed projects?

This page is for team-managed projects

If the lower-left of your project sidebar says you're in a company-managed project, check out this article instead.

Learn how to spot the the difference between company-managed and team-managed projects.

Only project admins can edit workflows in a team-managed project

Multiple workflows help you track different streams or types of work in a project. This is useful if you’re tracking high-level work alongside day-to-day tasks, or if you wish to capture more than one process for work to get done.

In the workflow editor, it’s possible to create a workflow that applies to a single issue type or a combination of issue types.

To create or edit an additional workflow:

  1. From your project's sidebar, select Project settings > Issue types.

  2. Select the issue type > Edit workflow.

  3. Adjust the workflow as needed.

  4. To save your changes, select Update workflow.

  5. From the dropdown, deselect lozenges to specify which issue types the workflow will apply to.

  6. Select Save.

To learn more about workflows in team-managed projects, see:

  • Learn about workflows, workflow statuses, and status categories

  • Learn about workflow transitions

  • View and edit an issue type’s workflow

  • Save changes to an issue type’s workflow

Manage how work flows in your team-managed project

  • Create or add a status in your issue type’s workflow

  • Edit a status’s name or category in your issue type’s workflow

  • Delete a status in your issue type’s workflow

Create, edit and delete statuses in team-managed projects

  • Create, edit, and delete a transition

Manage issue transitions in team-managed projects

  • Rule to assign an issue to someone

  • Rule to check an issue’s field

  • Rule to check whether an issue’s been through a status

  • Rule to update an issue field

Available workflow rules in team-managed projects

  • Add a new rule to a transition

  • Edit or delete a transition rule

Add or remove workflow rules in team-managed projects

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