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

Setting up a workflow for a request type

Just as with fields, you can also control how workflow statuses are displayed in Jira Service Management. Note that you cannot change the actual workflow, but you can make the workflow less confusing to your customers so that they know exactly how their requests are progressing.

To set up the workflow for a request type, perform the following steps:

  1. Browse to the project settings page for the service desk you want to set up a workflow for.
  2. Select the Request types option from the left-hand panel.
  3. Click on the Edit fields link for the request type you want to set up a workflow for.
  4. Select the Workflow Statuses tab. This will list all the workflow statuses that are available in the workflow, as shown in the following screenshot:

Figure 11.16 – Customizing the workflow

As shown in the preceding screenshot, the actual Jira workflow status names are listed in the left-hand column. For each...