How to associated project board to a given Workflow ?

Question

Hi,

I am working on a project defined as Business Project on Jira. This project has sevral workflows :

* Validation workflow : several status and validation steps. This workflow is associated to EPIC ONLY
* Simple workflow : To do -> Doing -> Done. This workflow is associated to Stories, Tasks and sub-tasks.

This two workflows dont share any common status. The thing is I want to define my project's Board to be associated to my validation Workflow, but when I define the Workflow scheme as described above my Project's board disappears.

The only way I found to have a visible workflow is by changing the scheme to :

* Validation workflow -> Epic, task, stories
* Simple workflow -> sub-task

But this scheme doesnt apply to my project.

I have being investigating the issue for some time now but still stuck.

Thank you in advance,

Regards,

Camilo

Camilo_VEGA_FARFAN · Answer

Hello @Jack Brickey,

Thank you for your answer, but as long as my project is defined as a Business project I still have the same problem.

The solution I found is to redefine my project as Software project and create several boards and filters.

Thank you for your time.

Jack Brickey · Answer

@Camilo_VEGA_FARFAN, Welcome to the Community.

Boards are defined by the board filter. So if you want the board to be based upon your validation workflow let's define the filter that captures the issues that are associated to the workflow.

Now a couple of things to understand up front. Given that you are on Cloud and this is a Business project you will need to understand that if you wish to create a new Kanban board other than the default it will need to be associated w/ your Profile. It will not show in the Project sidebar by default but you can add a link to it so that it is referenced there. With that limitation out of the way let's dig into your specific request.

You mention that the "validation workflow" is associated w/ Epics only at one point but later in the bulleted list it refers to Epics, Stories, Tasks. Depending on which it is you should create one of the following jql examples and create/save a filter then create a board from that filter.

* project = abc and issuetype = Epic
* project = abc and issuetype != sub-task

Note, if it is only Epic I imagine this will be a rather uninteresting board to be honest but it depends on how you are using Epics. Generally Epics are large bodies of work that are rather stagnant. Maybe that is not the case for your project?

One final thought, it may be that you don't need to do any of the above but rather simply alter the status mapping of the existing board. For example, if you simply don't want sub-tasks to display on your board and indeed they don't share any status w/ the validation issuetypes, then don't map the associated statuses to any column.