Change status and assignee at the same time?

[Emily Spencer]

Is it possible to change the status and assignee without having to make two separate changes? We're thinking of transitioning to using a Kanban board and I like the idea of dragging and dropping an issue into a new status. With the simplified workflow this would allow us to have much more specific statuses in place. This means that a change in status would usually be accompanied by a change in assignee. Is there any way that this can be done in one place? Thank you in advance!

[Thomas Schlegel · Accepted solution]

Hi Emily,

of course. If you create the Kanban board with a simplified workflow, you can edit this workflow as administrator. You find it named "Agile Simplified Workflow for Project xxx".

Create a new view with a field for changing the assignee.

Edit the simplified workflow and the workflow step, add the new view to your workflow step. Then publish your simplified workflow (make a copy of the old one first).

After you have done this, the view should come up, if you drag the issue to the next column.

Cheers

Thomas

[Emily Spencer]

We haven't made the switch just yet (it seems like a significant change so I'm being cautious) so I can't do much to poke around and make sure I understand each step. I'm glad I know it's a possibility, thank you for taking the time to respond!

[Randall Robertson]

Variation on the theme: if you are always assigning to a specific person when you make a certain transition, you can automate the change of assignee during the transition by adding a Post Function to the workflow. @Thomas described which workflow to edit.

[Emily Spencer]

Also good to know! Thank you!