In my personal account, I can create transitions in a workflow, but not statuses.

[Phil Bustin]

What do I need to do to be able to create statuses?

[CJ Edwards · Accepted solution]

To answer directly (For Jira Cloud):

To create a status in a Company Managed Project
- you must be a Jira Administrator
- you can create the status(es) from the workflow or the statuses page

To create a status in a Team Managed Project
- you must be a Jira Administrator or a Project Administrator
- you can create the status(es) from the workflow or the statuses page or from the board (in default state)

[Phil Bustin]

Thank you.  I had read about how to make myself a Jira or project admin the couple of times I took the free Jira courses, but have not committed the procedure to memory.  Also, in my personal account, I don't know how to designate a project as Company Managed or Team Managed; nor how to create teams.

[CJ Edwards]

Hi Phil, glad to help.

A couple questions to help me help you.

Did you create the Jira Cloud site you are testing on?
Did you create the project you are testing in?

[Phil Bustin]

I believe I created the site, in the sense that months ago I opened my own account in order to experiment.

Since there is no one else on the site (except that I created another user (myself) with a different email address, in order to be able to have another user available for testing), I created the project.

[CJ Edwards]

Great!

So now we know you are a full admin :)

You should be able to see the gear in the top right corner and click "Issues"
This will take you to the Admin section where you can play with alllll the good stuff, including making new Statuses that can be used in the whole Jira instance.

Once you are there look waaaaay down on the left hand side
You will see the "ISSUE ATTRIBUTES" section and under it "Statuses"

Then you will see the list of all of your global statuses
and on the top right side "Add Status" 

[CJ Edwards]

This is what you should see after clicking the Issues Link above

[Phil Bustin]

Thanks.  By the way, now that I think of it, I may not have created projects, but only issues under existing projects.  Not sure.  Makes a difference, right?  Are you saying I'm already an admin?

[CJ Edwards]

No problems,
If you can see the screens above, you most definitely are a full admin :)

[Phil Bustin]

I have been to these screens.  I guess I need to add a status I already created to a workflow.  I think I did not create projects, and possibly not issues either; instead, I may have used Jira-created ones.  It's hard for me to tell.  Also seems difficult to create a new project or issue.  For instance, I just created a Task, who's Summary can't be changed because it was created by Jira, according to a mouse-hover popup.  Description can be entered.  In the Summary line, there is no value.

[CJ Edwards]

The only real difference would be Global/Company Statuses vs ones created in the Team Managed Project

Statuses created inside Team managed projects are ONLY visible to that team project.

The pages and screenshots above are for statuses that would be available for all company projects

[Phil Bustin]

I don't know how to identify the kind of project, not how to define it when I create it.  I don't mind working within a Team Managed project and creating a status there, if I can add it to the workflow.

[CJ Edwards]

Easy peazy!

[Phil Bustin]

Thanks.  I see the project type at the bottom of the navigation panel.  After some close examination of screens, I succeeded in creating a project, selecting Company Managed, creating a Task, and editing its workflow; the Edit function allowed me to add a Subtask.  Assuming I can navigate those waters again, I guess I'm all set.

[Phil Bustin]

Now I can't find where to create a field, and after that, a rule.  I see the field I want, that I created yesterday, on a page called Default Field Configuration.  Under the Screens column on the right, the entry is No Screens.  So, while I don't at the moment see where fields are created (yesterday, there was a page on which boxes of field types on the right could be dragged to an issue to create the new field), I already have my field.  I just don't see how to add it to my current issue, and I don't see in Edit Workflow (for the project?) where to add a rule.  I suppose I have to try the issue view.

[CJ Edwards]

In Team Managed Projects you will want to add fields to your issues by going to Project Settings, Issue Types

From there you can do as you need!

[CJ Edwards]

Rules are done in a workflow through conditions/validators
Or via Automation which is just in the screen shot as well

Cheers!

[Phil Bustin]

I intentionally created a company managed project because I had the impression from the discussion that such a project would be easier to work with for my purpose.  So the project I'm trying to add a field and rule to is a company managed project.  In Project Settings, I don't see a place to change the project type.

[CJ Edwards]

No Problems!

When you create fields to be active in a Company project you need to designate the "Screens" where they can be seen, uses Schemes, in conjunction with "Fields" 

"Context" of the custom field determines what combination of projects, screens and Issue Types will be used

All must be used correctly to see and use the Field in a project/issue

[CJ Edwards]

Automations can also be access right from the Project Settings page

Welcome to your journey on Admin for Jira projects :)
There is a LOT to learn!

[Phil Bustin]

I tried to find a place to add screens to my field.  Can it only be done upon creation (I doubt it).  I'll keep looking, and will try to find the view for which you provided a screen shot.

[CJ Edwards]

I left the address in the Bar for reference for you as well :)

xyz.atlassian.net/jira/settings/issues/screens

Cheers!

[Phil Bustin]

In my personal account company-managed project, I have added transitions (can only be added to an inactive workflow) and previously-created (the only way) statuses to an inactive workflow.  I can't find a way to activate it, and if and when I succeed, I need to know how to add a rule to a transition.  Now I can't find the workflow anymore.

Also, months ago, I created some workflows in the Work Management app, and these are apparently available to me in new projects I've created.  Is it easier to create workflows in Work Management and then assign them to projects than working with workflows from projects?

What I would like to see is a step-by-step for creating a workflow and using it.  Seems impossible right now.

[Jack Brickey]

what type of project is this? what administration level do you have? Where are you creating transitions?

[Phil Bustin]

It's a software project.  How do I create a different kind of project?  I don't know what administration level I have, nor how to find out and change it.  I don't need to create transitions for now (in the workflow view)--just statuses, to emulate what we have in my company, so that I can test creating new fields and rules.  (Hope that's clear.)

[Jack Brickey]

Phil, it looks like you are deep into the discussion with CJ and have accepted his input. LMK if there are still questions. 

[Phil Bustin]

Just googled the acronym--"Let me know".

[Phil Bustin]

See my comment to CJ Edwards.