Manual Process Start and Pre-assignment Management

Many recurring processes can’t be scheduled or auto-assigned to the same people and need to start manually time by time. For these cases, you can use Manual process start and pre-assignment management. Clicking the Start button initiates the creation of Jira issues in selected Projects, enabling the quick and effortless establishment of a defined set of Jira issues without manual intervention. Also, by using Manage assignments you can assign every step to needed assigned and approvals for this one start. This feature improves workflow efficiency and ensures consistent execution, saving time and resources.

Manual Process Start and Pre-assignment Management streamlines the initiation and execution of recurring workflows that require manual intervention and cannot be pre-scheduled or automatically assigned to specific users.

Use Cases

• Onboarding new employees

• Processing vacation requests

• Equipment approvals

• Security access requests

• And any other workflows with unpredictable timing or task assignment

Feature benefits

• Automating Issues Creation: Clicking "Start" triggers automatically creating a defined set of Jira issues within your chosen project. This eliminates the time-consuming task of manually creating each issue, saving you valuable time and resources.

• Pre-assigned Tasks and Approvals: Leveraging the "Manage assignments" feature during the process start, you can pre-assign tasks and approvals for each step within the workflow. This ensures the right people are notified and involved at the right time, keeping the process moving smoothly. This flexibility in assigning tasks empowers you to adapt the workflow to specific scenarios.

By combining automatic issue creation with pre-assigned tasks, this feature significantly improves workflow efficiency and provides flexible assignment management for specific processes. Ultimately, it allows your team to focus on meaningful work, not administrative tasks.

Instruction on how the Process Template Starts work

1. Once a Process is ready, click the Start button on the Template Grid or in the Template edit window.

   Open

   
   Open

   

2. Set assignees and approvers for a single process start.

3. This automatically generates issues for each step or assignee in the process and creates a new epic that links all issues together. Each task has its assignee, project, and necessary form to be filled in. Note that each form can be submitted only once. Then the system displays the entered data in the respective issue.

4. To view submitted form data, click the Show submitted form data button. However, please note that this information cannot be edited once it has been submitted.