In our first project (Part 1), which teaches you how to create Jira Software in six easy steps, we introduced step 4: Create the Problem, and we’ll move on to step 5: Invite the team. From the previous article, we can obviously see that there are minor categories in these steps, mainly divided into Classic and Next-Gen. The fifth step will also have the same categories.

classic

  1. From the project menu on the left, select Project Settings.

  2. Select personnel.

  3. In the upper right corner, select Add People.

  4. Search for email addresses of your team members, then select Add.

next-gen

  1. Navigate to your Board or Backlog.

  2. At the top of the screen, select Add People.

  3. Search for email addresses of your team members, then select Add.

Step 6 – Set up the workflow

Now that your team is on your Jira site, you are ready to collaborate and track work together. If you are on a Scrum project, you need to create and start a sprint to start tracking. If you are in the Kanban project, you can start working on the trackboard. To track work items, move issues from one column to another throughout the team’s workflow.

classic

Be sure to comment on issues so that everyone on the team can understand what is going on; This creates an open way of working, rather than limiting communication between two people via private email.

next-gen

Advanced rules: Bonus Stuff/Bonus

classic

Although we used columns to set up the workflow in Step 3, you can add more functionality to your team’s workflow using the workflow editor. The steps are as follows:

  1. In your Project, choose Project Settings > Workflows/ Project Settings > Workflow.

  2. Select the Edit/Edit icon under Actions and Jira will automatically do the following:

    – Create a Draft copy of the system Workflow named Your Project Name Workflow (Draft)/ Your Project Name Workflow (Draft).

    – Create a new Workflow scheme for Your Project Name Workflow (Draft)/ Your Project Name Workflow.

    – Associate any existing issues in the project with the new workflow.

  3. You can now edit the draft workflow. Click status or Transition to see editing options in the panel that displays.

  4. When finished, click Publish draft. This dialog allows you to publish drafts with the option to save the original workflow as an inactive backup.

next-gen

Although we set up your workflow using columns in Step 3, you can also set up other rules for your boards to provide more guardrails for your team. Here’s how to do it:

  1. Select Board from the project menu on the left.

  2. In the far right corner, choose More (•••) > Manage Rules/More (•••) > Manage Rules.

  3. Click Add Rule, select the rule to add from the list, and then click Select.

  4. Fill in the information required to set up the rule, and then click Add.

  5. To see the rules, create a test question on your motherboard and move it to the column using the new rules.

That’s all for this tutorial. If you have any questions or suggestions about this article, please leave them in the comments section.