Configure projects workflow
Workflows are not project-specific. When the organization administrator configures a workflow it applies to the item type across projects.
Note
You must have organization administrator permissions to complete this task.
Important considerations
If the organization administrator selects Allow project managers to override workflows on a project, the project administrator for each project can set up the workflows.
If you disable a workflow, Jama Connect stores your settings for later use.
An organization administrator can disable a workflow by deleting it from the Workflow Administration section.
Select Admin > Organization, then select Workflow. If you disable a workflow, Jama Connect stores your settings for later use.
Select Enable workflow for this organization.
(Optional) Select Allow project managers to override workflows on a project.
Important
If you select or deselect either option, it could trigger a long transaction that might impact system performance.
This enables workflow for all projects using this item type. It can't be disabled at a project level.
In the Workflow Administration section, select Add/Edit to start a new workflow, or select an existing workflow and then Config in the Action column to edit it.
A project or organization administrator can continue setting up the workflow from here.