Many businesses use tools like Jira to help manage work. Jira is part of the Atlassian family of tools. It helps teams plan projects, track tasks, and finish work together.
Think of how work gets done in your company. A task often moves through different steps. For example, a task might start as “To Do,” then move to “In Progress,” and finally end up as “Done.” This path, the series of steps a task follows, is called a workflow in Jira. Jira comes with some basic workflows already set up.
But every business is different. Your company has its own way of doing things, its own special challenges, and unique goals. The basic workflows in Jira might not fit your team perfectly. Trying to use a workflow that doesn’t match how you really work can be confusing and slow things down.
This is where customizing your Jira workflow becomes important. Customizing means changing the workflow so it matches your team’s exact process. And this is where experts like Evelon can help. Evelon offers Atlassian consulting services and acts as a Jira implementation consultant to create solutions perfectly tailored to your needs.
Why Change the Standard Jira Workflow?
Using a workflow designed specifically for your team has many benefits:
- Matches Your Real Process: A custom workflow follows the exact steps your team takes to complete a task. No more trying to fit your work into steps that don’t make sense.
- Makes Work Easier: When the workflow matches the job, team members know exactly what to do next. This makes work flow smoothly.
- Improves Teamwork: Everyone can see where each task is in the process. This clarity helps teams work better together.
- Handles Special Tasks: Some work needs extra steps, like getting approval from a manager or special testing for software bugs. Custom workflows can include these specific steps.
- Gets More Value from Jira: When Jira is set up right for you, you get the most benefit from the tool. It helps your business run better.
- Reduces Mistakes: Clear steps and rules in a workflow can help prevent errors.
Different teams in your company might need different workflows because they do different kinds of work. For example, how the HR team hires someone is very different from how the software team fixes a bug. Custom workflows allow each team to have the best process for their specific job.
How Evelon Creates Your Perfect Workflow
Creating the right custom workflow requires understanding your business deeply. Evelon works as your partner to build the best Atlassian solution for you. Here’s how Evelon, as experienced Jira consultants, helps:
Learning About Your Business
- Evelon spends time learning how your business works.
- They talk to your team members, managers, and anyone involved in the process (stakeholders) to understand their needs and challenges.
- They look at your current ways of working, even if they are not in Jira yet.
- They figure out exactly what steps are needed for your tasks from start to finish.
Designing the Workflow
- Once Evelon understands your needs, their experts design a workflow map.
- They plan the different stages (called statuses, like “Open,” “In Review,” “Approved”) the work will go through.
- They define the actions that move work from one status to another (called transitions, like “Start Progress,” “Send for Approval”).
- They focus on keeping the workflow clear and as simple as possible, avoiding unnecessary steps—because a complicated workflow is hard to use.
- They use helpful Jira features like rules (conditions), checks (validators), and automatic actions (post‑functions) to make the workflow smart and efficient, often without needing complex code.
Building and Testing
- Evelon’s Atlassian‑certified experts then build this custom workflow inside your Jira system.
- They carefully set up all the statuses, transitions, and rules.
- Before you start using it, they test the workflow thoroughly in a safe test environment to make sure everything works correctly.
- They might ask your team to try the test workflow and give feedback, then make adjustments as needed.
Ongoing Help
- Evelon doesn’t just build the workflow and leave. They provide ongoing support, help with other Atlassian tools like Confluence, and offer training so your team knows how to use the new system effectively.
- They assist with the whole Atlassian picture, including setup, integrations with other tools, and migrating your data.
Examples of Custom Workflows
Workflows can be customized for almost any kind of team or process. Here are a few simple examples:
- Software Development Team:
“Idea” → “Planned for Sprint” → “Coding in Progress” → “Ready for Testing” → “Testing” → “Ready for Release” → “Released” (with special steps for fixing bugs) - IT Help Desk Team:
“New Request” → “Assigned to Technician” → “Investigating” → “Waiting for User Reply” → “Resolved” → “Closed” - Marketing Team:
“Concept” → “Budget Approval” → “Planning” → “Promotion” → “Event Day” → “Follow Up” → “Completed” - Human Resources (HR) Team:
“Job Advertised” → “Applications Received” → “Screening CVs” → “Interviewing” → “Reference Check” → “Offer Made” → “Hired” - Document Approval:
“Draft” → “Waiting for Manager Review” → “Waiting for Legal Review” → “Approved” → “Published”
In each case, the statuses and the transitions between them are designed specifically for that team’s unique way of working.
Why Choose Evelon for Atlassian Customization?
Choosing the right partner to help customize Jira is important. Evelon provides expert Atlassian consulting services focused on your success:
- Experts: Evelon’s team is certified by Atlassian and has deep experience.
- Tailored for You: They don’t use a one‑size‑fits‑all approach; they create solutions specifically for your business challenges and needs.
- Best Practices: They ensure your Atlassian tools are set up and used in the best possible way.
- Improved Work: Their goal is to make your teams more productive and efficient.
- Full Support: From planning and building to ongoing help and training, Evelon is a complete partner.
- Save Time: Letting experts handle the setup saves your team time and effort.
Conclusion: Unlock Jira’s Full Potential
Jira is a powerful tool, but its real strength comes from its flexibility. While standard workflows are a good start, customizing them to fit your unique business processes is key to getting the most value.
Custom workflows make work clearer, faster, and easier for your teams, helping your business achieve its goals more effectively. Evelon’s expert Jira consultants understand how to translate your unique business challenges into effective, tailored Atlassian solutions. By partnering with Evelon, you can ensure your Jira workflows are perfectly designed to help your teams succeed.
