How do I set up custom workflows in Jira Cloud?

[Jesse Hilton]

I want to create my own steps or process for tasks instead of using Jira’s default ones. How can I do that?

[Pallavi Shirodkar]

Hi @Jesse Hilton 

Please try this steps.

Open the Workflow Editor: To change a workflow or create a new one for your project, navigate to Settings → Issues → Workflows as a Jira administrator. ​

Create Custom Statuses: Create new statuses for each distinct step in your process in the workflow editor (use the graphical "diagram" option). Examples of these statuses are "Draft," "QA," "Review," and "Approved." ​

Establish Transitions: To specify how tasks proceed from one stage to the next, draw arrows or transitions between statuses. For every transition, you can configure automation triggers and conditions as necessary. ​

Publish and Assign Workflow: After saving and publishing your workflow, use the workflow scheme to map it to the appropriate issue categories so that your unique stages are applied to both new and ongoing tasks.

Hope this helps.

[Gor Greyan]

Hi @Jesse Hilton

Please look at this documentations.

https://support.atlassian.com/jira-software-cloud/docs/how-to-create-workflows/

https://support.atlassian.com/jira-cloud-administration/docs/add-and-delete-an-issue-workflow/