What is correct way to add Project Stages in Project Plan

[Caryn Yeoh]

Hi, I m Jira newbie, anyone can offer help to let me know how to add project stages in Project Plan ?

[Ste Wright]

Hi @Caryn Yeoh 

When you state "Project Stages", do you mean the Workflow (which might be the columns on a board, like To Do, In Progress, etc).

If yes, is this a...

• Jira Software or Jira Work Management Project?
• Team Managed or Company Managed Project?

You can confirm this by going to...

1. Projects (top navigation bar) > View all projects
2. Search for your project
3. Check the type - eg. Company-managed software

Ste

[Caryn Yeoh]

Hi, I m using Jira Work Management tool for customer facing project.  I know there is status field for To Do, In Progress etc …. I need to have another field to organize tasks into different stages in project life cycle based on waterfall methodology eg Project Initiation Stage, Analysis & Design, Build, Deployment 

[Ste Wright]

Hi @Caryn Yeoh 

Sounds like you require a custom field - how you add it to the Issue Type will depend on the Project Type!

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Company-managed

First, you need a custom field. You'll need to be a Product Admin, and then...

1. Go to Settings (cog icon in top-right) > Issues
2. Select Custom Fields from the left-hand menu
3. Press the blue "Create custom field" button in the top-right
4. Select a field type - for example, a dropdown list is called a "Select List"
5. Fill in relevant information (name, options, etc)
6. Create the field

You can add it to the screen at this point also (which is how the field becomes visible on your Project) - or add it to the screen separately:

1. Go to Screens in the left-hand menu
2. Locate your Screen and select it
3. At the bottom, use the "Select Field" dropdown to find your field and add it to the list
4. Drag/drop it to the right position

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Team-managed

You'll need be a Project Admin, and then...

1. Go to Project Settings > Issue Types (from left-hand menu)
2. Select the relevant Issue Type the field needs to be added to
3. On the right-hand side is a "Create a Field" menu - drag/drop a field type from the list into the active field list on the left-hand side.
4. Give the field a name, and fill in required details (eg. Options)
5. Press "Save changes"

Note: Whilst I've detailed how to create/add a custom field, you can use a "shared" custom field also. These are the same fields created using the instructions above, if you want the field to be consistent across multiple Projects.

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Let us know if this works for you!

Ste