Book Image

Jira Work Management for Business Teams

By : John Funk
Book Image

Jira Work Management for Business Teams

By: John Funk

Overview of this book

Jira Work Management (JWM) is the newest project management tool from Atlassian, replacing Atlassian's previous product, Jira Core Cloud. While Jira Software focuses on development groups, JWM is specifically targeted toward business teams in your organization, such as human resources, accounting, legal, and marketing, enabling these functional groups to manage and enhance their work, as well as stay connected with their company's developers and other technical groups. This book helps you to explore Jira project templates and work creation and guides you in modifying a board, workflow, and associated schemes. Jira Work Management for Business Teams takes a hands-on approach to JWM implementation and associated processes that will help you get up and running with Jira and make you productive in no time. As you explore the toolset, you'll find out how to create reports, forms, and dashboards. The book also shows you how to manage screens, field layouts, and administer your JWM projects effectively. Finally, you'll get to grips with the basics of creating automation rules and the most popular use cases. By the end of this Jira book, you'll be able to build and manage your own Jira Work Management projects and make basic project-related adjustments to achieve optimal productivity.
Table of Contents (15 chapters)
Section 1: Jira Work Management Basics
Section 2: Enhancing Your JWM Project
Section 3: Administering Jira Work Management Projects

Accessing and modifying the workflow

We saw the importance of workflows in Chapter 2, Working with Project Templates, and we explored how to access them in Chapter 3, Creating Your First Project. Now we will learn how to make changes to the workflow and how that affects the board.

As a review, you must be a project administrator or a Jira administrator to be able to make changes to the workflow used by the project. If the workflow is shared across multiple projects, you must be a Jira administrator to alter the shared workflow.

We will see how to share a workflow across multiple projects later in this section. For our initial purposes here, we will assume the workflow attached to the project is the original workflow created when we created the project and that it is not connected to any other project. Perform the following steps:

  1. To access the project workflow scheme, you must first begin by clicking on Project settings in the lower options of the left menu: