Book Image

Jira 8 Essentials - Sixth Edition

By : Patrick Li
Book Image

Jira 8 Essentials - Sixth Edition

By: Patrick Li

Overview of this book

This new and improved sixth edition comes with the latest Jira 8.21 Data Center offerings, with enhanced features such as clustering, advanced roadmaps, custom field optimization, and tools to track and manage tasks for your projects. This comprehensive guide to Jira 8.20.x LTS version provides updated content on project tracking, issue and field management, workflows, Jira Service Management, and security. The book begins by showing you how to plan and set up a new Jira instance from scratch before getting you acquainted with key features such as emails, workflows, and business processes. You’ll also get to grips with Jira’s data hierarchy and design and work with projects. Since Jira is used for issue management, this book will help you understand the different issues that can arise in your projects. As you advance, you’ll create new screens from scratch and customize them to suit your requirements. Workflows, business processes, and guides on setting up incoming and outgoing mail servers will be covered alongside Jira’s security model and Jira Service Management. Toward the end, you’ll learn how Jira capabilities are extended with third-party apps from Atlassian marketplace. By the end of this Jira book, you’ll have understood core components and functionalities of Jira and be able to implement them in business projects with ease.
Table of Contents (18 chapters)
Part 1: Introduction to Jira
Part 2: Jira in Action
Part 3: Advanced Jira

Managing workflows

Workflows are controlled and managed centrally from the Jira administration console, so you need to be an administrator to create and configure workflows. To manage workflows, perform the following steps:

  1. Log in to Jira as a Jira administrator.
  2. Browse to the Jira administration console.
  3. Select the Issues tab and then the Workflows option. This will bring up the View Workflows page:

Figure 7.3 – Workflow list page

From the View Workflows page, you will be able to manage all the available workflows and create new workflows. The page is divided into two sections, Active and Inactive. Active workflows are being used by projects, and inactive ones are not. By default, the Inactive section is collapsed, so the page will only display active workflows. The preceding screenshot shows both the sections being expanded.

Jira comes with a default read-only workflow called jira, mostly used to remain backward compatible with...