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I need some assistance with Jira and how to configure certain access and actions.

Raymond Correa March 25, 2025

1st question - How do we grant a user access to the Plans feature inside jira?

I have a user who needs access and unsure where to add that user to gain access to the plan feature?

https://imgur.com/a/UMDfuKR

2nd question: In this project we have this one project called CRM, we have two categories in this board, To do & Backlog. In the backlog category we have a ticket status set for Ready for Dev and when we move it over to the to do category, the status of that ticket gets changed from Ready for Dev and changes it To Do. Is this expected behavior? is it possible to change it?

https://imgur.com/a/daxsEmZ

2 answers

3 votes
Brant Schroeder
Community Champion
March 25, 2025

@Raymond Correa 

  1. You can follow the instructions here to ensure a user has access to plans.  If you are not a Jira Admin you will need to work with them to get it setup.  https://support.atlassian.com/jira-software-cloud/docs/set-permissions-in-advanced-roadmaps/    It is important to remember that Plans respects project permissions so the users will need to have access to the projects contained in the plan.
  2. I am making the assumption that this is a company managed project.  Jira issues transition on a board by issue status (https://support.atlassian.com/jira-work-management/docs/workflows-and-statuses-for-the-board/ ).  I would suggest learning more about them and workflows (https://support.atlassian.com/jira-service-management-cloud/docs/overview-of-jira-cloud-workflows/ ).  The board is configured to move the issue through the workflow. https://support.atlassian.com/jira-software-cloud/docs/configure-a-company-managed-board/ 
Raymond Correa March 28, 2025

Would altering the work flows affect just this project or every single project inside our jira platform?  

Brant Schroeder
Community Champion
March 29, 2025

@Raymond Correa It depends on if it is a company managed project or not.  I was assuming that it is.  That being the case you should copy the workflows, make the changes and then associate those with a new workflow scheme and that scheme with the single project.

Raymond Correa March 31, 2025

Verifed we are in a company managed project. 

0 votes
Joseph Chung Yin
Community Champion
March 25, 2025

@Raymond Correa -

I agreed with what @Brant Schroeder stated.  More often than not, the access plan issue is related to the plan content where users don't have the access to the content associated to the projects.

It is not clear on what you are asking on the WF, To Do and Backlog are WF statuses, what do you mean by categories.  NOTE - All WF statuses are associated with one and only one of the three categories: "TO DO" (Dark Grey color), "IN PROGRESS" (Blue color), or "DON" (Green color).

Please provide more information, so we can better assist you.

Best, Joseph Chung Yin

Raymond Correa March 28, 2025

WF statues is what I am referring to. If you look at the second screenshot you will see a ticket inside backlog with a WF status of ready for dev and move this ticket up to the To do section the status changes back to do. hope that makes sense

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