What is correct way to add Project Stages in Project Plan

Question

Hi, I m Jira newbie, anyone can offer help to let me know how to add project stages in Project Plan ?

Ste Wright · Answer

Hi @Caryn Yeoh

Sounds like you require a custom field - how you add it to the Issue Type will depend on the Project Type!

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Company-managed

First, you need a custom field. You'll need to be a Product Admin, and then...

* Go to Settings (cog icon in top-right) > Issues
* Select Custom Fields from the left-hand menu
* Press the blue "Create custom field" button in the top-right
* Select a field type - for example, a dropdown list is called a "Select List"
* Fill in relevant information (name, options, etc)
* Create the field

You can add it to the screen at this point also (which is how the field becomes visible on your Project) - or add it to the screen separately:

* Go to Screens in the left-hand menu
* Locate your Screen and select it
* At the bottom, use the "Select Field" dropdown to find your field and add it to the list
* Drag/drop it to the right position

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Team-managed

You'll need be a Project Admin, and then...

* Go to Project Settings > Issue Types (from left-hand menu)
* Select the relevant Issue Type the field needs to be added to
* On the right-hand side is a "Create a Field" menu - drag/drop a field type from the list into the active field list on the left-hand side.
* Give the field a name, and fill in required details (eg. Options)
* Press "Save changes"

Note: Whilst I've detailed how to create/add a custom field, you can use a "shared" custom field also. These are the same fields created using the instructions above, if you want the field to be consistent across multiple Projects.

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Let us know if this works for you!

Ste

Caryn Yeoh · Answer

Hi, I m using Jira Work Management tool for customer facing project.  I know there is status field for To Do, In Progress etc …. I need to have another field to organize tasks into different stages in project life cycle based on waterfall methodology eg Project Initiation Stage, Analysis & Design, Build, Deployment

Ste Wright · Answer

Hi @Caryn Yeoh

When you state "Project Stages", do you mean the Workflow (which might be the columns on a board, like To Do, In Progress, etc).

If yes, is this a...

* Jira Software or Jira Work Management Project?
* Team Managed or Company Managed Project?

You can confirm this by going to...

* Projects (top navigation bar) > View all projects
* Search for your project
* Check the type - eg. Company-managed software

Ste