Inherited workflows for issue types
Asked by Peter Gillard-Moss:

I want to understand how I can setup a Jira project so that it can work with different types which inherit a super workflow.  

As an example imagine I have an Events project. We do Weddings, Mitzvahs, Birthdays, Funerals and Corporate Events.  

Each of these require their own workflow because they are slightly different (we have a Book Celebrant status for weddings and a Book Clown status for birthdays).  

Each type would then have its own kanban board to manage the event.  

However, the Events Manager needs to oversee all events and wants a single kanban board for a high level view.  

They want to see Request, Booked, Planned, Delivered, Invoiced, Paid.  

Problem is, some of these status' might be the same (all events have Booked) but their status' for Planned might be different (e.g. Booked maps to Booked Clown).  

How would you go about achieving this?  


Answers:
author: Trudy Claspill
body: Hello [@Peter Gillard-Moss](/t5/user/viewprofilepage/user-id/5537476)

Welcome to the Atlassian community.

I agree with [@John Funk](/t5/user/viewprofilepage/user-id/7148) that you should use a Company Managed Software project. That will better suit your needs for multiple boards. Only a Jira Administrator will be able to create the project

A Jira Admin can create a custom workflow for each issue type. The workflows get associated to the issue type through a Workflow Scheme, which will then need to be associated to the project.

You can create and save Filters for each of the event/issue types and then create a kanban board for each based on the saved filters

In the board created with the project the project admin will need to map all of the statuses of the individual workflows to columns on the board. The names of the columns on that board can be generic (Request, Booked, Planned, etc.). Each column can have multiple statuses mapped to it. So if the event/issue workflows have unique Booked *Something* statuses, those can all be mapped to the generic Booked column on the board used by the EM.

comments: author: Peter Gillard-Moss
body: I will give this a go.  

Thanks for your tips


author: Peter Gillard-Moss
body: This worked.  

I have a related question about creating a project view and having dependencies across teams. Using the example I have a team which books entertainers and officials and has a separate project with a Supplier ticket type.  

When you look at the Plan view I'd like to go from Wedding or Birthday event to see the dependency on the Supplier Booking.


author: Trudy Claspill
body: [@Peter Gillard-Moss](/t5/user/viewprofilepage/user-id/5537476)

I recommend that you start a new Question for your question about Plans and dependencies.

You can include a link to this original post for background information.

Also detail how you are creating the dependency between the issues.

At a minimum, you would need to create a Plan that encompassed the source project(s) and the projects containing issues that they depend on. You might be able to refine the contents of the plan by using saved filters as a source where the filters retrieve just the issues you want to include.


author: John Funk
body: Hi Peter - Welcome to the Atlassian Community!

Make sure you create a Company-managed project.

Go to Projects \> Create Project

You can do either a Software project or a Business project. I would suggest a Software project in this case for what you are wanting to do do.

So, after the Create Project - it will default to Software Development. Just click the Kanban default at the top.

On the next screen, select Use template.

On the next screen, select Company-managed on the right side.

Give it a name and a key and you are ready to go.

After that is done, if you need help with the workflows and issue types, just give us a holler.


Tags: cloud

jira-cloud