Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

Move and transition issues through a workflow

Workflows

To transition your issue through a workflow in the board, drag the issue you’d like to transition to a different column.

alt="Dragging a card in the board into a new column to change its status."

You can only drag your issue to a status that’s in order of your business project’s workflow. For example, you’re unable to drag a card from To do → Done. It needs to be dragged in the order of your workflow’s transition.

Alternatively, you can:

  1. Open the issue dialog of the issue you’d like to transition.

  2. Select the dropdown to change the status at the top right corner.

alt="Change issue status in the issue view dialog."

View your business project’s workflow in a company-managed project

If you’d like to view your business project's workflow, you can:

  1. Go to Project settingsWorkflows

  2. Select View as diagram

alt="View your project's workflow."

Only Jira admins (in company-managed projects) can edit workflows. Learn how to edit a workflow.

View your business project’s workflow in a team-managed project

If you’d like to view your team-managed business project's workflow, you can:

  1. Go to Project settingsIssue types

  2. Select Edit workflow at the top-right of the screen.

You can edit the workflow for each issue type within your business project.

Only project admins (in team-managed projects) can edit project workflows. Learn how to edit a workflow.

alt="Where to edit the workflow for each issue type in a team-managed project."

Change the order of your issues

Drag and drop an issue within a column to rank it higher in the column, or lower on the board. You can move items around within a column, which lets you order tasks any way you like, such as by priority, complexity, or due date.

alt="Dragging the issue from the bottom of the list to the top."

Quickly perform actions for your cards from within the board

Move even quicker in the board by performing actions for your cards without opening the issue’s detailed view. Hover your cursor over the card and select the three horizontal dots (...) at the top right of the card. You can:

  • Copy the link of the issue

  • Delete the card (if you have the Delete issues permission for the project)

  • Move the card to the top or bottom of the column it’s currently in

alt="Managing an issue from within the board view."

Additional Help