When you want to use the different steps as the different units in a company? Like the first step is for Sales, then the next one is for Presales, the upcoming one for ... etc.
yes of course. these are just statuses and you can add new statuses to meet your needs.
Yes.
Jira calls these statuses, and they can be changed in the administration section.
If you want to have different statuses for different units, you'll need different workflows. You would then have different statuses for those workflows.
For example:
Project: Sales
Workflow Scheme: Sales Workflow Scheme
For simplicity, the workflow scheme contains 1 workflow: the Sales Workflow
Sales Workflow looks like this (has the following statuses):
Open
In Progress
Reviewing with Customer
Done
And the workflow could transition like this:
Open -> In Progress -> Reviewing with customer -> Done
The other separate project could look like this:
Project: HR
Workflow Scheme: HR Workflow Scheme
Workflow: HR Workflow
HR Workflow looks like this:
To Do
In Progress
Blocked
Done
Closed
And transition like:
To Do -> In Progress -> Done -> Closed
l
V
Blocked
When you are building these workflows, you can create new statuses that have unique names, and reuse the existing statuses. Then assign each workflow to a scheme, and each workflow scheme to a project.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.