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Jama Connect Help

Configure workflow

Workflows aren't project-specific. When you configure a workflow, it applies to the item type across projects.

Note

You must have organization or process admin permissions to complete this task.

Important considerations

  • If the organization admin selects Allow project managers to override workflows on a project, the project admin for each project can set up the workflows.

    Note

    Selecting this option might impact system performance.

  • If you disable a workflow, Jama Connect stores your settings for later use.

  • An organization admin can disable a workflow from the Workflow Administration section.

  • Workflow applies to all projects using the selected item type and can't be disabled at a project level.

To configure workflow:

  1. Select Admin > Organization, then select Workflow.

    Two options at the top of the Workflow details page are selected and highlighted: Enable workflow for this organization and Allow project managers to override workflows for a project.

  2. Select options to enable workflow for all projects that use this item type:

    • Enable workflow for this organization.

    • Allow project managers to override workflows on a project.

  3. Under Workflow Administration:

    • To start a new workflow, select Add/Edit.

    • To edit a workflow, select Config in the Action column.

    The Add/Edit button is highlighted for the Workflow Administration table, and each item type includes two actions: Config and Delete.

From here, a project admin can continue to set up the project workflow.

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