Different types of sub-tasks in Jira, within a single project

[Dmitry Aleshkovskiy]

Hello everyone!

I need some help figuring this out. How can I create 5-6 different types of sub-tasks in Jira, within a single project, and ensure that each sub-task has its own workflow? The manual recommends creating sub-tasks (admin -> issues -> add issue type -> create sub-task), but this new sub-task type doesn’t appear in my project when I go to Project Settings -> Issue Types.

I suspect that I need to create a custom scheme, and I tried doing that, assigning it to the project I’m working on. However, things got more complicated — not only did the new sub-task types not show up, but even the columns didn’t match the custom workflow I created.

It feels like I’m close to a solution but can’t quite figure it out. Could you please advise on how to proceed, or maybe point me to a clear, step-by-step guide (preferably with images) that shows how to solve a similar issue?

Thank you in advance!

[John Funk]

Hi Dmitry,

After you create the new Sub-tasks, click on the Issue Type Schemes option in the left menu and select the Issue Type Scheme used by your test project. Then edit the scheme to add the new sub-tasks. Refresh your screen and then they should show up when you go to create new issues. 

[Rilwan Ahmed]

@Dmitry Aleshkovskiy ,

On the above the steps mentioned by @John Funk , don't forget to create workflow and map the created workflow to the project workflow scheme.

[Trudy Claspill]

Hello @Dmitry Aleshkovskiy 

The first thing that needs to be determined is the type of project - Company Managed or Team Managed.

You can get that information from the Type column on the View All Projects page under the projects menu. You can also see it at the bottom of the navigation pane on the left when you navigate to Project Settings for the project.

I suspect that you are using a Team Managed project. I base this on this statement that you made in your post:

this new sub-task type doesn’t appear in my project when I go to Project Settings -> Issue Types

Specifically your mention of having gone to Project Settings > Issue Types

In a Team Managed project you will find the option "Issue Types". In a Company Managed project the option is named just "Issues".

If you are working with a Team Managed project you cannot have more than one Subtask issue type. That is documented here:

https://support.atlassian.com/jira-software-cloud/docs/set-up-issue-types-in-team-managed-projects/

The processes and documentation referred to in the answers from @John Funk and @Dexter de Vera apply only to Company Managed projects.

[Dexter de Vera]

Hi @Dmitry Aleshkovskiy ,

If your project company managed software project , first you need to assosiate the list of subtask to your issue type screen, then assosiate also the workflow for your subtask in project workflow scheme. Lastly you need to update the column of your your project board.

You can check this list of documentation.

How to cofigure issue type

https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-types/ 

How to configure workflow scheme

https://support.atlassian.com/jira-cloud-administration/docs/configure-workflow-schemes/ 

How to add configure column in board

https://support.atlassian.com/jira-software-cloud/docs/configure-columns/ 

Hope it helps

Thank you

[Dmitry Aleshkovskiy]

Dexter, thank you for your reply.

As mentioned in my original post, I’ve already tried reading the manual, but unfortunately, I’m unclear about the specific steps and details. If you can help with concrete steps, I would really appreciate it.

I’ve created a blank (test) project in Jira Software, using the Kanban template. Could you please provide a step-by-step guide on what I need to do now to add two or three different types of sub-tasks to this project?

Thanks in advance.

[Dexter de Vera]

Okay, this is the quick step by-step guide when adding issue type, updating the workflow scheme and aligning the status in Kanban board column.

Go to project settting - Types - Action - edit issue types

Drag and drop the issue type that you need in this project then save

Go to project settings - workflows - Add workflow - Add existing - then select the workflow  and associate to your issue type then publish

Go to the Board - Configure board - Columns

Align the available status in column, You can also create new column if you want by click the plus sign

Hope it helps.

Thanks!