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How to Customize Jira Software for Your Team's Workflow



Consider yourself in charge of a vibrant software development team, working relentlessly to provide cutting-edge solutions to your clients. You find yourself juggling several projects, straining to keep track of progress, and feeling the weight of miscommunication weighing you down as deadlines approach. With Jira, leveraging your team's full potential no longer has to be a monumental endeavor!

  • Jira allows you to test and iterate on critical components of workflow success.

  • Evaluate the performance of your processes regularly.

  • Receive input from team members that help you uncover areas that may be further improved.

  • Moving your projects forward with more momentum.

What are Jira workflows?

In Jira, a workflow is a set of rules and processes that define the life cycle of a task or issue within a project. It represents the path that an issue takes as it moves through various stages of work, from creation to completion. Each Jira project can have its unique workflow or can share workflows with other projects.


Jira workflow best practices

Customising your Jira workflow is like finding the perfect fit for your team. Investing time in its design brings long-term benefits.


Understand and Map Your Processes

Before customising your Jira workflow, understand your team's existing processes. Engage with team members to identify the key stages and steps involved in completing tasks or issues. Document the workflow on paper or use flowchart diagrams to visualise the process flow. This understanding will be the foundation for designing an efficient and well-structured Jira workflow.




Ensure scalability and flexibility in your workflow design

It involves designing a system that can handle increasing workloads and changing requirements without significant disruptions or the need for major redesigns. Such a workflow allows your team to effectively manage both current and future tasks while accommodating new processes or changes in the organisation. It fosters agility, efficiency, and the ability to respond to dynamic project demands, ultimately leading to improved productivity and successful project outcomes.


Test and Iterate Regularly

Designing a perfect workflow on the first attempt may be challenging. To ensure your workflow aligns with the team's needs and delivers the expected results, conduct thorough testing and gather feedback from users. Pilot the workflow with a small group of team members or in a non-production environment to identify any issues or improvements that are needed. Regularly review the workflow's performance and gather feedback from users to make necessary adjustments or optimizations over time. Workflows should be flexible enough to accommodate changes as your team's requirements evolve.


Involve stakeholders when creating workflows:

Involving the team in creating workflows is crucial for success. When building a workflow, remember that it's for the people who will be using it. Without team input, the workflow may not suit their needs or work processes effectively. To ensure a well-tailored workflow, include stakeholders from each role in your multidisciplinary team. Understand their work methods and preferences before designing the workflows.

Once you've crafted the workflows, seek feedback from the team representatives to ensure their satisfaction. After all, it's the team members who will be actively working with the workflow in Jira. Their involvement and feedback are crucial to achieving an efficient and user-friendly system.


Why are Jira workflows critical?

Jira’s workflows are essential for several reasons. They play a crucial role in streamlining and managing the entire lifecycle of tasks and issues within a project. It reduces confusion and improves the overall efficiency of project management.

Furthermore, Jira workflows promote collaboration and effective communication among team members. When everyone follows the same standardized process, it becomes easier to coordinate efforts and share information across the team.

Workflows can be tailored to match the specific needs of different teams, projects, or departments. This flexibility ensures that Jira becomes a powerful tool that adapts to the organization's workflows rather than forcing teams to conform to a rigid, predefined process.

In conclusion, Jira workflows are indispensable because they provide structure, promote collaboration, and align the tool with an organization's unique processes.


Tips for customising a Jira workflow

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


Creating a Custom issue Jira workflow

  1. Go to Jira Settings and select "Issues."



2. Click on "Workflows" to access the list of workflows in your Jira instance.



3. To create a new workflow, click on the "Add workflow" button.



4. Utilize the "Add status" and "Add transition" buttons to define the statuses and transitions needed for your workflow. You can customize these components as much as is required.

















5. From workflows tab search your newly created workflow you can click on "Edit" in the top-right corner of the screen to get a diagram of your workflow and start customizing the workflow.


6. Continue from stage 5 in the edit steps


To edit an additional workflow:

1. From your project's sidebar, select Project Settings > Issue Types.



2. Select the issue type and Edit the workflow.


3. Adjust the workflow as needed.

4. To save your changes, select Publish workflow.


5. From the sidebar, click on the workflow schemes tab and search the workflow scheme assigned to your project and click edit


6. Add Workflow


7. Assign issue type to workflow


8. Select Publish



9. Associate the Changes


10. Finished



How to create a new workflow in a Jira Cloud Project



You need to get your Jira workspace fixed now

After gaining a comprehensive understanding of Jira and its workflow examples, the need for Jira workflows for software development, and project management to run your tasks efficiently is at its highest. Now, consider reaching out to On Point. By engaging our expertise, your team can benefit from cost-cutting measures and accelerated decision-making processes. On Point will help you optimize your Jira workspace, tailor workflows to your team's needs, and implement best practices to streamline project management. With our guidance, you can enhance collaboration, improve efficiency, and maximize the potential of Jira, leading to successful project outcomes and overall organisational growth. Schedule a call and we’d be glad to assist!



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