NEED HELP SETTING UP CORE

[Norbin Cruz]

I am new to Core and I like help setting it up. Willing to hire someone.

[John Funk · Accepted solution]

Hi Norbin - Welcome to the Atlassian Community!

Have you set up the initial installation at all? In other words, have you done this?

https://support.atlassian.com/jira-core-cloud/docs/set-up-your-site/

Next, I would suggest following up with this:

https://support.atlassian.com/jira-core-cloud/docs/get-started-with-jira-core-cloud/

Try to do those and let's see where you get to. 

[Norbin Cruz]

thanks for the links. taking a look at it now.

[Norbin Cruz]

I had Jira Service Desk so lots of these settings were already configured. The issue I am having is that I tried changing the Worflow of Core. After adding a few new steps and transitions I was not able to look at the project in Board.  Took a bit for me to clean it then I was able to see it again.

I have a sales team and we would like to create steps for Opportunity, Contracted, Contract (Round 2nd), Contacted (Round 3), sign or lost.  I just can't figure out how to do it without messing up the view.

[John Funk]

Can you share a screenshot of the workflow?

Core is very limited in what you can do with the board and workflow, but let's take a look. 

[Norbin Cruz]

I can apply transitions to the last two entries

[John Funk]

I am not seeing the screenshots - can you repost? 

[John Funk]

And what error are you getting when trying to apply the transitions to other statuses? 

[Norbin Cruz]

For the last two Linked Status there is no option to apply the transition. 

[John Funk]

Can you post a screenshot of the Diagram version of your workflow? 

[Norbin Cruz]

Solved. Instead of using the text I went back to diagram and connected the points from there. It was much easier. Board is working as we want it too now.

[John Funk]

Awesome! Yes, the diagram view is always better for me to use.  ;-)

[Norbin Cruz]

The last two linked Status created I am not able to apply transitions to them.