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Creating a general workflow

Dennis_H

I'm new to Jira. We are looking to see if we can create functionality similar to what we had in Dynamics CRM.

Can we create general workflows that are use say for any sales project. The idea being that we start a sale project that has pre-defined stages, so as a person completes each stage the tasks are closed, emails sent and the overall project moves to the next "stage"

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Yogesh Mude_u145qk

HI @Dennis_H

Yes, you can create a workflow and workflow can be associated with Issue types.

And the same workflow can be shared with multiple projects.

The idea being that we start a sale project that has pre-defined stages, so as a person completes each stage the tasks are closed.

In this case, you need to create a workflow and associate with an issue type, the workflow has the different statuses so user/team will create a ticket and the ticket will transit/move/change the status/stage accordingly and once the all the stage completes the ticket will close/resolve.

Dennis_H

Thats good to know. Thanks. Being completely new to Jira I'm still working on wrapping my head around it. So if I wanted to create something that does the following:

1) Create a project parts sale

step 1 is salesperson creates and sends quote, waits for response from client

Step 2 Client ok'd so now sales person closes his task and it goes to accountant (who receives notification email) who will be receiving a deposit for order

Step 3 accountant receives deposit so they close their task and it now hardware people are notified about their part (review and ship)

Step 4 hardware ships stuff and marks it as sent (email to client and separate email to accounting)

Step 5 accounting receives notice to send final billing

Step 6 payment received. Project done

If possible could you help me out with some basic framework for this? Once I have an idea I can take it and flesh it out and create more. Time constraints are a factor here or I'd just start looking everything up (which I'm still doing). If I can get a basic outline of this working I can work from there.

Yogesh Mude_u145qk

HI @Dennis_H

I have created a basic workflow with considering the above points.

If you want to notify an accountant, customer or the sales people then work with Notification scheme.

You can create a notification scheme and use it like whenever ticket will assign to the accountant/sales team/customer then they will get notifications.there are a lot more events are there using which you can send a notification as you want.

Regarding workflow please have a look at this page.

Yogesh Mude_u145qk

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