JIRA core Brochure workflow

[Himanshu Kansara]

Guys,

If I am looking to create a collateral that involves both creative and content team , then what should be the ideal workflow.

Consider the case when I need to create a brochure

1. Content writer writes the content and it is approved.

2. Creative guy is working on the visual parts and it is approved

both creative and content writer is part of JIRA core team and the collateral  is completed only if both 1 and 2 is completed.

Should I create main task and two subtask for the 2 separate people, is this possible with JIRA core?

[Earl McCutcheon · Accepted solution]

Hi Himanshu,

There are a couple approaches to take depending on wether your Creative Team and Content Writers can work in tandem (Team A and B can start work independently and work at the same time) or if they need to work in sequence (Team A must complete work and get approval before Team B can start).

If The work must be completed in sequence then the approach would be to create one issue, and progress through a single workflow with something like:

• Open >> Writing Team Draft >> Writing Team Under Review >> Creative Team Draft >> Creative team Under Review >> Done

If you want the Teams to work in tandem I would suggest two workflow and you create a Parent Issue on the first simple workflow scheme with a subtask for each team both on the second workflow scheme.  this way the main work item is the parent issue type, and each team is responsible for their respective subtask issue type the workflow for the parent issue would be:

• Todo >> InProgress >> Done

And the workflow for both Subtask types set up as:

• Open >> InProgress >> Under Review >> Done

Next to build out the approval step you will want to to build your approvals as an explicit workflow steps and have the transition between "Under Review" and the next step joined with an "approve" transition that has a "condition" of "only people in the approval role/group" is set.

There is a really god breakdown of the workflow concepts to achieve this with example workflows on this Blog post:

• A guide to setting up business workflows using Jira Core

I would also recommend setting up a custom notification event to send a notification to the users in the Approver role and set that on the post function of the transition entering the  Review Step which would be the "Submit for Review" step in the exe workflow in the blog

Regards,
Earl

[Himanshu Kansara]

Thanks Earl. This is indeed a comprehensive and helpful. Thanks a lot.