I'm new to JIRA as an admin. Please bear with me.
I want to create a custom process (I'm not using the word "workflow" on purpose because it's confusing since that's a keyword in JIRA) and although I've watched several videos and read several tutorials, I can't find any resources to help me to set up the following:
"As a telephone agent, I want to take orders over the phone and record them into JIRA so that the order can be scheduled for fulfillment by another person."
1. User is presented with a custom form and custom form fields that allow (s)he to ask the customer questions and fill in basic information about the service request.
2. User can reschedule the service request if the weather is bad.
3. Upon completion, the service request is set to done and requesting customer is notified.
My thought is that I need to create a custom workflow, custom screen, custom form fields, put them all in schemas and tie them all together somehow. Yet, there doesn't seem to be any rhyme or reason to the user flow.
Gripe: I'm a UX Designer by trade. You'd think I could figure this out but it's so complex it's leaving me with a feeling of despair. JIRA seriously needs a better UX for this sort of thing. Perhaps a wizard would be good. /gripe over
Thanks for your help!
When to use CSV importer When managing your processes in Jira, there are many occasions where you need to create a lot of tasks. Creating them one by one will cost you a lot of time and effort and i...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events