c6-masteringjiraworkflows-100614125302-phpapp02.pdf
-
Upload
peregrino-santiaguero -
Category
Documents
-
view
73 -
download
2
Transcript of c6-masteringjiraworkflows-100614125302-phpapp02.pdf
![Page 1: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/1.jpg)
1!
![Page 2: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/2.jpg)
Mastering JIRA Workflows!Best Practices, Tips & Tricks!
Christina Bang!
Atlassian Sales Engineer!
2!
![Page 3: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/3.jpg)
Agenda!1. Power of Workflow!
2. Terminology!
3. Dive In!• Concepts!• Default workflow!• Build your own: where to start, examples!
4. Advanced and Super Advanced!• Using and creating plugins!• Common Transitions!
3!
![Page 4: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/4.jpg)
PDF Guide!My own cheat-sheet!
I created ʻcopy-and-pasteʼ text for emails!
Do things in order, or else:!
DOWNLOAD HERE:!
atlss.in/workflowguide!
4!
![Page 5: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/5.jpg)
Power of Workflow!My favorite feature!!
5!
![Page 6: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/6.jpg)
Workflow: best feature of JIRA!!Purchase Orders!
> $5,000: Office Manager!> $10,000: Senior Manager!
1. Automate a process!
2. Enforce a process!
6!
![Page 7: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/7.jpg)
Workflow: best feature of JIRA!!Thank youʼs!
3. Replace a form!
4. Route information!
7!
![Page 8: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/8.jpg)
Workflow: best feature of JIRA!!5. Audit trail!
Who did what, when!Permanent Record!
8!
![Page 9: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/9.jpg)
Workflow: best feature of JIRA!!6. Any business process!
Resume tracking!Changes to website!Action items!Idea gathering!
9!
![Page 10: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/10.jpg)
Dive In!Concepts!
10!
![Page 11: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/11.jpg)
Push vs Pull!• Push process!
• Hand-off!• Ownership!
• Pull process!• Unassigned!• Issues-in-waiting!
11!
![Page 12: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/12.jpg)
Open vs Restricted!
12!
In progress
Resolved
Closed Reopened
Open
In progress
Resolved
Closed Reopened
Open
![Page 13: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/13.jpg)
Issue basics!Issues always have a state!
• Open, Closed, Verified, Ordered!• ʻStatusʼ is for search & reporting!
Done or not done?!• Does it have a Resolution?!
13!
![Page 14: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/14.jpg)
Terminology!
14!
![Page 15: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/15.jpg)
Do you speak JIRA?!
Workflow has:!
1. Statuses for Search!
2. Transitions you will Click!
15!
Close Issue
In progress
Resolved
Closed Reopened
Start Progress
Reopen Issue
Resolve Issue
Open
Start Progress
![Page 16: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/16.jpg)
Do you speak JIRA?!Transition Conditions !
• Restrictions !• Before the action, wonʼt see it!
16!
Close Issue
In progress
Resolved
Closed Reopened
Start Progress
Reopen Issue
Resolve Issue
Open
Start Progress
![Page 17: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/17.jpg)
Do you speak JIRA?!Transition Validators !
• Check points !• After the action, warning message!
17!
Close Issue
In progress
Resolved
Closed Reopened
Start Progress
Reopen Issue
Resolve Issue
Open
Start Progress
![Page 18: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/18.jpg)
Do you speak JIRA?!Transition Post-Functions !
• Auto actions !• Users donʼt have to know!
Example: !ʻEscalate Issueʼ will automatically!• Assign to team lead!• Update the priority!
18!
Close Issue
In progress
Resolved
Closed Reopened
Start Progress
Reopen Issue
Resolve Issue
Open
Start Progress
![Page 19: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/19.jpg)
What else workflow touches!• Screens!• Fields!• Permissions!• Roles!• Notifications!• Resolutions!• Canned reports & filters!
19!
![Page 20: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/20.jpg)
Schemes save you time!
Saved configurations!
• Write once, apply to many!• Allow more flexibility!• Structure new projects on-the-fly!• Granular control!
20!
![Page 21: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/21.jpg)
ʻUnresolvedʼ = field has no value!
OPEN issues are allowed to have Resolutions!
Resolutions Matter!
21!
Resolution Field flips it ON!ReOpen Issue clears Resolution!
![Page 22: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/22.jpg)
Dive In!Default Workflow!
22!
![Page 23: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/23.jpg)
Default workflow breakdown!• Software development!
• Simple at first glance!• Open like Atlassian!• Powerful + flexible = complex!!
• Push process!• Notifications, ownership!
• Resolved = done!
• Closed = delivered!
23!
Close Issue
In progress
Resolved
Closed Reopened
Start Progress
Reopen Issue
Resolve Issue
Open
Start Progress
![Page 24: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/24.jpg)
Conditions, Validators, Post-Functions!
Built into default transitions!
Affect notifications, Resolutions!
Depend on !• Permissions !• User roles!
24!
Start Progress Transition
Only the assignee can execute this transition
The Resolution field will be cleared
![Page 25: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/25.jpg)
Dive In!Build your own!
25!
![Page 26: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/26.jpg)
Where to Start?!
26!
Modify the default Build from scratch • Push process (ownership)
• Software dev process
• Using default permissions, roles
• Built in notifications
• Simple changes
• Pull process (queue)
• Don’t want the default system dependencies
• Very different process from default
• Few steps (2)
• Many steps (7+)
K.I.S.S.
![Page 27: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/27.jpg)
Before you build!• VISUALIZE open or restricted; push or pull!
• IDENTIFY things to add/edit!• Issue types!• Fields!• Screens!• Statuses!• Resolutions!
• PLAN transitions carefully!
• TEST when done!
27!
![Page 28: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/28.jpg)
Example 1: Add an Approval Step!
• Statuses: Waiting for Approval, Approved!
• Resolution: Approved!
• Field: Reason for Approval!
• Screen: Approve screen!
• Users: add group ʻManagersʼ!
• Conditions: Approve (restricted to Managers)!
28!
VISUALIZE IDENTIFY PLAN TEST
Close Issue
In progress
Waiting for approval
Approved
Reopened
Start Progress
Reopen Issue
Approve Issue
Open
Closed
Send for Approval
Start Progress
![Page 29: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/29.jpg)
Example 2: Build from scratch!1. Anybody internal can enter an idea!
2. Track both ideas & active work!
29!
![Page 30: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/30.jpg)
Blog tracking!
• Statuses!• Draft waiting for review!• Publish date scheduled!• Published!
• Resolution: Published!• Issue Type: Blog Entry!• Field = Target Publish Date!• Field = Blog Category!• Condition: category owner!
30!
Publish
Start Progress
Draft Complete
Schedule Blog Close as not
published
In progress
Draft waiting for review
Publish Date Scheduled
Closed – not published
Open
Published
VISUALIZE IDENTIFY PLAN TEST
![Page 31: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/31.jpg)
With any workflow!• Visualize so you can do things in order!
• Most annoying JIRA ʻgotchaʼ - follow the cheat-sheet!
31!
![Page 32: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/32.jpg)
Advanced!
32!
![Page 33: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/33.jpg)
Workflow Plugins!
33!
Plugin Cool Stuff JIRA Suite Utilities Compare number condition $<PO<$$
Mandatory field on transition Copy value from another field
JIRA Toolkit Participants field for notifications Time since last comment
Misc Workflow Extensions Previous status (request clarification) Comment required validator Set issue security based on user role
Workflow Designer Visualize while you build
![Page 34: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/34.jpg)
Super Advanced!Workflow Blackbelts!!
34!
![Page 35: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/35.jpg)
Common Transitions!
• ʻGotchaʼ for new JIRA workflow admins!
• Add or change a step, modify transitions!
• Confusing to keep track!
• Allows more granular control!
• Can edit in XML!
35!
![Page 36: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/36.jpg)
Build your own plugins!
• Skeletons and Guides: atlss.in/jirahub !
• Use existing as examples: plugins.atlassian.com!
• JIRA Development Forum: atlss.in/jiraforum !
• AtlasBar & Charlie Lounge!
• Atlassian Partners: atlassian.com/partners!
36!
![Page 37: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/37.jpg)
Take-aways!
1. Keep it simple!
2. Visualize before you click!
3. Issues are defined by!• Resolution !
• Status!
37!
![Page 38: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/38.jpg)
Thank you!
38!
![Page 39: c6-masteringjiraworkflows-100614125302-phpapp02.pdf](https://reader034.fdocuments.in/reader034/viewer/2022042814/552b5b9b4a795971588b464e/html5/thumbnails/39.jpg)
Resources for any workflow!
39!
Videos: atlss.in/jiravids !
Quick Start Guide: atlss.in/jiraquick !
Workflow Docs: atlss.in/jiraworkflow !
Plugins: plugins.atlassian.com!
PDF Workflow Guide: atlss.in/workflowguide!