Jira workflows are basically organizational methodologies, and they allow you to progress tasks in the existing system. The basic Jira Workflow includes the following segments:
Task management
The simplest workflow that can exist comprises the tasks which need to be completed as soon as possible.
Project management
This is a bit more complicated workflow, and it comprises of the “In Progress” status.
Process management
This is a workflow structure that comes along with innumerable statuses and also resolutions which imparts the complexity of the business and development methods as well.
Some of the best Jira workflow practices are the following.
- Create phase of the new workflow.
Before you create the new workflow, you definitely will require to examine all the various use cases that can be applied. Like how fast items pass through the system and what all information you need, and how is it captured?
- Validation phase of the initial workflow.
This is nothing but a dry run of the live workflow initiated once the building process is completed. In order to validate the work, you need to collect the representatives of the various stakeholders who are willing to use the workflow. Unlike the process of testing during the design phase, here validation is needed for you to manually run via every step in your workflow.
It also will be needed to run via the possible statuses and incidents. This way, you will know that the function is intended. In the process, you can gather feedback as well.
During this state, a great amount of time will be saved by getting a clear and simple access set of video tutorials and training sessions to give on-the-job coaching. Before the launching process, the documentation involved in the explanation of the functionality what all that is intended can be a second-best alternative as well.
- Production phase associated with the new workflow.
Your work does not end before the launch day, and you still need to do a lot.
Define and then track the process deviations effectively: if the user is not following the Jira workflows how they are supposed to, then you need to check the fact and also find out why. This process will depend on the environment and also what all the users are doing.
Review everything: once you have identified the issues, you will have to find out the ways why this disconnection is happening. You need to find if the Jira workflow is not clear or if the process is not clear for the users.
Discuss the outcome: workflow changes will be a huge issue for the organization. And thus, it can sometimes be helpful for connecting team leads with review changes. This can be performed either quarterly or bi-annually. All you need to do is to make sure the workflow is happening correctly and also is being used.
You can also manage these with external services like Power Scripts. Changing workflow in Jira is easy with Power Scripts and will also help you focus on other important aspects.
