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

Understanding workflow schemes

While workflows define and model business processes, there still needs to be a way to tell Jira the situations in which to apply the workflows. As with other configurations in Jira, this is achieved through the use of schemes. As we have seen in the previous chapters, schemes act as self-contained, reusable configuration units that associate specific configuration options with projects and, optionally, issue types.

A workflow scheme establishes the association between workflows and issue types. The scheme can then be applied to multiple projects. Once applied, the workflows within the scheme become active.

To view and manage workflow schemes, perform the following steps:

  1. Log in to Jira as a Jira administrator user.
  2. Browse to the Jira administration console.
  3. Select the Issues tab and then the Workflow schemes option. This will bring up the Workflow schemes page, as shown in the following screenshot: