Having effective project management is crucial for any organization to achieve success. A highly recommended tool for this purpose is Jira, a project management software developed by Atlassian. It provides a variety of features to support project tracking and team cooperation. One of its fundamental components is the Jira Workflow, which consists of a series of steps and movements that a task undergoes throughout its life cycle.
In this post, we will guide you on how to view a workflow in Jira. Understanding how to do this is fundamental as it allows you to track the progress of issues within a project and manage your tasks effectively.
Accessing the Jira Workflow
To view a workflow in Jira, you need to have the Jira administrator rights. These rights allow you to access the workflow settings in the main menu. If you do not have administrator rights, you can request them from your Jira administrator.
Steps to View a Jira Workflow:
- Login to your Jira account.
- Go to the main menu and select Projects.
- In the drop-down menu, choose the specific project for which you want to view the workflow.
- On the project page, click on Project settings at the bottom of the project sidebar.
- From the project settings menu, select Workflows. This will open a page displaying all the workflows associated with your chosen project.
Understanding the Workflow Diagram
Once you have accessed the workflows page, you can see a diagram representing the workflow of your selected project. This diagram illustrates the life cycle of an issue, from creation to completion. Each box in the diagram represents a status, and the arrows represent transitions.
Here’s a brief overview of what each component means:
- Status: These are the individual stages an issue can be in during its lifecycle. For example, To Do, In Progress, Done, etc.
- Transitions: These are the links between statuses. They represent the action needed to move an issue from one status to another.
Viewing Workflow in Text Mode
If you prefer to view the workflow in text mode rather than in a diagram, Jira also provides this option. To switch to text mode, click on the Text link located at the top right corner of the workflow diagram.
With this guide, you should now be able to view and understand workflows in Jira, an essential aspect of managing your projects efficiently and effectively.