How to configure issue, status and workflow for my issue tracker?

How do I configure status and workflow for my issue tracker?

  1. Navigate to   >  Customization   >  Layouts and Fields  >  Issues  >  Fields.
  2. Open an existing layout or create a new layout.
  3. Click   on the right-side of Status & Workflow.

  4. Change the default status for an issue under Set Default Status section.
  5. Click the +Add Status link to create a new issue status.
    A new status will fall under either Open or Closed status types.
    Default Status can't be deleted and there should be at-least one open & one closed status.

  1. Enter a status name.
  2. Click to the left of the status name to assign a color. Pick any color from the palette that matches the status name and type.
  3. Define a Workflow by selecting the next available status. The workflow determines the next available status as specified in the box.
  4. Click Done and then click Apply changes to add the Status.

Default Status Types
  • Open             -  All issues which are posted newly will be assigned to the Open status by default.
  • In progress   - All the issues that are under progress.
  • To be tested  - All the issues that are to be tested.
  • Closed           - All the issues that are resolved and tested. 
  • Reopen          - All the issues that are reopened from the closed status. The issues that are in the reopen status can be moved to the In progress or Resolved or Closed status. 

You can modify the status as per your requirement. In addition, you can reorder the status using the drag and drop option. Further, you can delete the existing statuses too (Default status cannot be deleted). Learn more.