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How to assign a workflow to a project

Christophe Vasseur January 20, 2025

Hi,

Found other threads about this... no solution except answers with probably old screens...
I've created a workflow, assigned a name like what I saw in different videos.

Now when I want to assign it to my project, there's no option in the project parameters: no 'workflow' section. No option in the project board. Just 'manage workflow' on top right... but this option is only to edit the existing workflow. So probably I need to redo everything. Incredible that nobody cares at atlassian to provide any answer to the community. 

If anyone has the solution, he will be welcome!

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Marc - Devoteam
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January 20, 2025

Hi @Christophe Vasseur 

The options you are seeing is based on the fact that the project you are using is a team managed project.

To add a workflow to a workflow scheme and use it in a project or a specific issue type in a project, then the project type you need to use is a company managed project.

In a team managed project you can only edit hte workflow for each separate issue type used in the project.

In a company managed project you can have a single workflow used for all issue types in the project and you can use the workflow in multiple projects.

Be aware only a Jira admin can maintain the workflow, unless the workflow is only used in a single company managed project.

See the project differences, what-are-team-managed-and-company-managed-projects 

 

Christophe Vasseur January 20, 2025

Thanks @Marc - Devoteam for your prompt answer!

Then, good to know the wf can be different for each ticket type for this team-managed projects... but it means we need to redo it step by step, each time for each individual typcket type. No way to simply copy-paste... Sorry, I discover the tool that has great capabilities but looks so long to set-up!

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Marc - Devoteam
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January 20, 2025

Hi @Christophe Vasseur 

Yes, this is the only option in a team-managed project.

Best practice in your case, is to start using a company managed project.

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