mastering jira workflow - atlassian summit 2010
DESCRIPTION
Mastering JIRA Workflow Christina Bang, AtlassianTRANSCRIPT
1!
Mastering JIRA Workflows!Best Practices, Tips & Tricks!
Christina Bang!
Atlassian Sales Engineer!
2!
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!
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!
Power of Workflow!My favorite feature!!
5!
Workflow: best feature of JIRA!!Purchase Orders!
> $5,000: Office Manager!> $10,000: Senior Manager!
1. Automate a process!
2. Enforce a process!
6!
Workflow: best feature of JIRA!!Thank youʼs!
3. Replace a form!
4. Route information!
7!
Workflow: best feature of JIRA!!5. Audit trail!
Who did what, when!Permanent Record!
8!
Workflow: best feature of JIRA!!6. Any business process!
Resume tracking!Changes to website!Action items!Idea gathering!
9!
Dive In!Concepts!
10!
Push vs Pull!• Push process!
• Hand-off!• Ownership!
• Pull process!• Unassigned!• Issues-in-waiting!
11!
Open vs Restricted!
12!
In progress
Resolved
Closed Reopened
Open
In progress
Resolved
Closed Reopened
Open
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!
Terminology!
14!
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
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
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
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
What else workflow touches!• Screens!• Fields!• Permissions!• Roles!• Notifications!• Resolutions!• Canned reports & filters!
19!
Schemes save you time!
Saved configurations!
• Write once, apply to many!• Allow more flexibility!• Structure new projects on-the-fly!• Granular control!
20!
ʻUnresolvedʼ = field has no value!
OPEN issues are allowed to have Resolutions!
Resolutions Matter!
21!
Resolution Field flips it ON!ReOpen Issue clears Resolution!
Dive In!Default Workflow!
22!
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
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
Dive In!Build your own!
25!
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.
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!
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
Example 2: Build from scratch!1. Anybody internal can enter an idea!
2. Track both ideas & active work!
29!
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
With any workflow!• Visualize so you can do things in order!
• Most annoying JIRA ʻgotchaʼ - follow the cheat-sheet!
31!
Advanced!
32!
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
Super Advanced!Workflow Blackbelts!!
34!
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!
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!
Take-aways!
1. Keep it simple!
2. Visualize before you click!
3. Issues are defined by!• Resolution !
• Status!
37!
Thank you!
38!
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!