How to create a custom workflow for my project?

[Youmna Alomari]

I created a new company-managed project and shared its settings with another project. The workflow of my new project is shared by 30 other projects. I want to create a specific custom workflow for my new project without affecting other projects' workflow.

[John Funk · Accepted solution]

Hi Youmna,

You will need to copy the existing workflow and then make your changes to the new workflow.

Next, create a new workflow scheme and use the new workflow you created.

Finally, go to project settings for the project, click on Summary, then click on the workflow scheme name.

Then choose Use a different scheme. Find your new scheme and publish the workflow.

[Youmna Alomari]

Thank you, that worked perfectly!

[Melo]

Hi @Youmna Alomari

1. Creating a New Workflow:

   • Navigate to Settings > Issues and choose Workflows to start creating a new one. For step-by-step instructions on creating a new workflow, refer to: https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/

2. Configuring a Workflow Scheme:

   • Workflow schemes allow you to associate specific workflows with issue types within a project. To activate and apply your workflow to a project, it needs to be associated with a workflow scheme. Instructions on how to do this can be found at: https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/

Remember, you need to have Jira administrative permissions to create and edit workflows and workflow schemes. Each link provided above directs you to Atlassian's official support documentation, where you'll find detailed guidance and examples to help you through the process.

I hope that helps.

Thanks,

Melo

[Youmna Alomari]

Thank you Melo! This is helpful. 

Can you advise on how to align the workflow of my tickets from a different board with the workflow in another board?