How to Edit Workflows in Jira
Here’s a step-by-step tutorial on how to edit workflows in Jira:
- Go to Project settings in the left sidebar.
- Find Workflows in the left sidebar and then click on Edit Workflow.
- Jira doesn't let you edit your workflows here, so we will use a workaround.
- Click on Publish Draft in the workflow screen.
- Select Yes for the backup and name the Workflow as "Backup~"
- Your draft is now published. Now, right-click on Workflows on the left sidebar and open it in a new tab.
- Go to the Inactive Workflow tab and find the inactive Backup workflow you just created.
- Click on the three dots menu and hit Edit.
- You can now Edit the Transitions that seem fit for you. E.g. Delete "All" tags from the transitions to restrict the movement of a card/task from all directions.
- Now, go back to the previous tab and click on Workflows Schemes. Click Edit on the earlier workflow.
- Click on Add Workflows and hit Add Existing. Select the Backup workflow you built earlier and hit Next.
- Select all Issue types you want in your workflow and hit finish.
- Finally, hit Publish.
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