How can I enbale sub-tasks for custom ticket types?

Sia (Nastassia) Sharasheuskaya November 25, 2024

I have a new project where I want to track QA specialised activities. I have created a number of new issue types - for example: Test Request. There are cases where more than 1 QA would be working on any given ticket. 

What I want to do is enable the ability to create sub-tasks under those new issue types or if that fails, I would like to use some of them as "Epic" like tickets that could have child tickets assigned to different QAs. 

I cannot manage to find where I can enable sub-tasks for specific issue types and/or change the hierarchy of the ticket and make the type "Epic" like.

Additionally, I have a company-managed project so that I could pull in tickets from other company-managed projects for visibility.

The only place where I could find hierarchy is here:  Issue type hierarchy. But I cannot seem to edit this or add more than Epic to be on that level 1. (I'm the system Administrator for Jira)

2024-11-25_14h53_28.png

Can anyone help with either or both of the above?

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Humashankar VJ
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November 25, 2024

Hi @Sia (Nastassia) Sharasheuskaya 

To track QA specialized activities with multiple assignees within your company-managed project setup, consider the following approach. Enable sub-tasks for custom issue types, such as "Test Request".

As a system administrator, you can achieve this by navigating to Administration > Issues, selecting Issue types > Sub-tasks, and creating a new sub-task issue type

For more information - Configuring sub-tasks | Administering Jira applications Data Center 10.2 | Atlassian Documentation

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Sia (Nastassia) Sharasheuskaya November 25, 2024

Hi @Humashankar VJ thanks, I'm good to go the sub-task way but how do I enable the subtasks to be created, let's say under the "Test Request" ticket type? I have already created a custom sub-task ticket type, how do I attach it to the specific ticket type - "Test Request"

This is the ticket types that I have attached to my project:

2024-11-25_16h32_06.png

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Humashankar VJ
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November 25, 2024

@Sia (Nastassia) Sharasheuskaya 

To integrate your custom sub-task issue type with your project,  

First, associate the sub-task type with your project by editing the Issue Type Scheme in Jira Settings. Ensure that your custom sub-task issue type is listed under Sub-Task Issue Types and that the "Test Request" ticket type is included under Standard Issue Types.

 Next, enable sub-tasks for custom ticket types by confirming that both the "Test Request" and custom sub-task issue types are available in your project settings. Also, verify that there are no workflow or field configuration restrictions that prevent sub-task creation.

  • To create sub-tasks under "Test Request", open an existing issue or create a new one, and select the option to create a sub-task. Choose your custom sub-task type and provide the necessary details. The sub-task will automatically link to the parent "Test Request" issue.

 Finally, verify that the sub-task has been successfully created by checking that it appears in the Sub-tasks section of the parent issue view. Confirm that the sub-task has inherited the correct workflow, issue link, and permissions from the parent issue type.

Best Regards

 

Sia (Nastassia) Sharasheuskaya December 11, 2024

@Humashankar VJ Thanks for more steps, it all works!

 

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Humashankar VJ
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November 25, 2024

@Sia (Nastassia) Sharasheuskaya  - Regarding editing the issue type hierarchy

Your finding is correct that in company-managed projects, it's not possible to directly add more issue types at the Epic level (level 1) through the standard Jira interface.

This limitation is part of Jira's design for company-managed projects.

Best regards

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