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How to edit a workflow?

Samuel Lucero October 25, 2019

I am trying to figure out how to edit the checkpoints in a workflow. For example, some say "To-Do", "In Progress", etc. I would like to change some of the titles that are in the workflows that I use. I looked up how to do this and I got so far as to get to the workflow settings but there is no option to edit my workflow. I can see the workflow that I use but I am unable to actually edit the workflow. Any suggestions on where to go from here?

2 answers

0 votes
John Funk
Community Champion
October 26, 2019

Hi Samuel - Welcome to the Atlassian Community!

When you say you want to "change some of the titles that are in the workflows", I am assuming you want to change step in the workflow to a different status and not just change the name of the status. Changing the names of default statuses is very dangerous.

Are you using Server or Cloud? Is this a Classic project or a Next-gen project? 

To change a workflow for a Classic project, you will need to be a Jira Systems Administrator. 

Samuel Lucero October 28, 2019

Hi John,

For example, I would like to change one of the statuses that is titled "Done" to "In Review" or at least add a step in the workflow to include this checkpoint. However, I am not an admin so i will need to see if I can get access to begin editing.

Thank you!

John Funk
Community Champion
October 28, 2019

DO NOT CHANGE THE DONE status to another name!! That would be disastrous for you. You will definitely need to add a new status before the Done step. Check with your Jira Systems Administrator to get that added.  :-)

0 votes
Jack Brickey
Community Champion
October 25, 2019

Hi Samuel, a couple of questions. Are you an admin? Are you using Classic project template? If you are unsure can you send a screen shot of what you are seeing? To edit a workflow you would go to Project settings > Workflows > and click the pencil icon to edit the one associated w/ the issuetype in question.

Samuel Lucero October 28, 2019

Hi Jack,

I don't believe I am an admin so that is most likely why I am unable to edit the workflows. I will see if I can get access to be able to edit the workflows. Thank you!

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