Jira Juggling

Re-entering the world of Jira I once again encountered mapping and transition issues.

The import lessons were to remember to consider System Level workflows, Project Level workflows and Board level mappings.  The three work together in a non-obvious way.  Add to that the need to understand active and inactive workflows, workflows vs. workflow schemas and the Jira approach to publishing changes, and you quickly get lost in a series of dead-end error message such as ‘can’t edit an active workflow’ and the inability to be able to move cards to different status on the board (a common result of not getting changes right).

Also one key thing is to make sure to refresh screens and boards wile doing changes.  Some changes are updated real time, others require a page refresh.  Easy to get caught out thinking a change hasn’t worked when it has.

Crucial screenshots:

  1. These are the system level controls for things like workflows.  They are often not obvious or easy to know about when you are at a project or board level

Screenshot from 2019-01-01 15-06-45

2.Workflows and Workflow Schemas and which are active in projects

Screenshot from 2019-01-01 15-06-19

3. When you change workflow you’ll frequently need to then readjust a board to deal with the different status and how they should show.

Screenshot from 2019-01-01 13-33-34

4. At the project level there are settings

Screenshot from 2019-01-01 13-08-15

5. Including workflows

Screenshot from 2019-01-01 13-08-34

6. Different boards may need different status mapping to get their workflow right

Screenshot from 2019-01-01 13-49-51


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