Help - Easy Board Status Workflow that allows for more detail

Kirsten_Wakefield September 23, 2022

I am needing to adjust an overly complicated workflow to accommodate my Team's needs in a more simple way.

What we need are:

TO DO - IN PROGRESS - ENV1 - ENV2 - ENV3 (the item then cycles through three different environments which are currently on the board as statuses and making it very complicated and messy) - DONE.

To simplify this I am thinking of simply having TO DO - IN PROGRESS - IN REVIEW - DONE.

BUT I still want to see which environment the task is currently in while in Progress or in Review. I know I can't add sub categories to the columns, and I don't want to add all three as their own columns/statuses again.

Any advice? 

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Trudy Claspill
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September 23, 2022

Hello @Kirsten_Wakefield 

You could create a custom field to hold the Environment information, and then add that to the display of issue cards on your board.

I don't work with Work Management projects a lot so I don't know all about the limitations associated with adding custom fields to the displays, but I did notice at least some custom fields I added were available in the Board view when I clicked on the ... button and selected Customize Cards.

Addition of a new custom field and adding that to the screens for the issues in your project requires Jira Administrator permissions.

Kirsten_Wakefield September 28, 2022

Thank you, this worked! I then created a filter based on the drop down options in my custom filter field "Environments". This has allowed me to be able to view all tasks currently on a particular environment as well as being able to change the environment status when it moves.

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