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Workflows-statuses and transitions

Drew Montagna February 18, 2024

Hello,

I was wondering if there is any documentation regarding Jira workflows (status/transitions) best practices.

Thanks,

Drew

1 answer

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Joseph Chung Yin
Community Leader
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February 18, 2024

@Drew Montagna -

Take a look at the following reference links -

https://support.atlassian.com/jira-software-cloud/docs/best-practices-for-workflows-in-jira/

https://idalko.com/jira-workflow-best-practices/

https://support.atlassian.com/jira-work-management/docs/how-to-create-workflows/

The concept of WF management is essentially the same regardless if it is for Jira Software/Jira Services Mgmt/Jira Work Mgmt applications.  The biggest differences are Company-Managed or Team-Managed.  Where the Team-Managed type project's WF customization/statuses/designs are not sharable between projects.

Based on my experiences, I would recommend the following general rules -

1) Keep WF simple.

2) When creating new WF statuses, consider a) make your status name short and generic to support the idea of re-use across many projects b) avoid creating status which only supporting one specific team/project c) customize the WF to use the common statuses and utilize design of transitions to handle different situation as much as possible.

With more practices/experiences, you will soon become a master on how to design/manage WFs for your company.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

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