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?

What are Jira workflows?

All Jira projects contain issues that your team can view, work on, and transition through stages of work — from creation to completion. The path that your issues take is called a workflow. Each Jira workflow is composed of a set of statuses and transitions that your issue moves through during its lifecycle, and typically represents work processes within your organization. 

Company-managed project workflows

In addition, Jira uses workflow schemes to define the relationship between issue types and workflows. Workflow schemes are associated with a project, and make it possible to use a different workflow for different combinations of project and issue types. If you need to edit or create a more advanced workflow to match how your team or organization works, you can log in as a Jira administrator with global permission to access and create your workflow. To keep things simple, use the default workflows that come with the project type you select in Jira. You can always modify or create new workflows later.

What you can do...

Documentation

  • Edit existing workflows

  • Create new workflows

  • Configure existing workflows 

  • View workflow in company-managed projects

Working with workflows

  • Add a workflow scheme

  • Configure a workflow scheme

  • Manage workflow schemes

Configuring workflow schemes

  • Import and export workflows

  • Activate and deactivate workflows

Managing your workflows

  • Add custom events

  • Configure the initial status

  • Work in text mode

  • Configure workflow triggers

  • Use validators and custom fields

  • Use XML to create a workflow

  • Configure workflow properties

Advanced workflow configuration

Team-managed project workflows

Project admins can create, edit, or delete project workflows in team-managed projects. You can start off by using the default workflows that come with the template that you selected when you created a project. You can always modify or create new workflows later. You can have multiple workflows in each project through assigning issue types' their own workflow.

What you can do...

Documentation

  • Create new workflows

  • Edit workflows

Create and edit multiple workflows in team-managed projects

  • 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

 

Additional Help