Applying a workflow scheme to projects

Workflow schemes are inactive by default after they are created. This means there are no projects in Jira using the workflow scheme. To activate a workflow scheme, you need to select the scheme and apply it to the project.

When assigning a workflow scheme to a project, you need to follow the four basic steps:

  1. Browse to the project administration page for the project you want to apply the workflow scheme to
  2. Select the Workflows option from the left panel
  3. Click on the Switch Scheme button
  4. Select the new workflow scheme to use and click on the Associate button

On the confirmation page, depending on the differences between the current and new workflow, you will be prompted to make migration decisions for existing issues. For example, if the current workflow has a status called Resolved and the new workflow does not (or it has something equivalent but with a different ID), you need to specify the new status to place the issues that are currently in the Resolved status. Once mapped, Jira will start migrating existing issues to the new status:

Given below are the steps:

  1. Select new workflow statuses for the existing issues that are in statuses that do not exist in the new workflow
  2. Click on the Associate button to start the migration

Once the migration starts, Jira will display a progress bar showing you the progress. Depending on the number of issues that need to be migrated, this process may take some time. It is recommended to allocate a time frame to perform this task as it can be quite resource-intensive for large instances.

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