Create a custom work type hierarchy in Jira Cloud

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要約

Jira Cloud supports customizable work hierarchies that fit your organization’s way of working. 

To configure Jira for a custom Agile framework or custom work hierarchy, you’ll need to make updates to:

  • Work types

  • Work hierarchy levels

  • Work type schemes


ソリューション

Customize work hierarchy 

This ability to create and manage additional levels in your issue type hierarchy is only available as part of Jira Cloud Premium and Enterprise.

The changes outlined in this guide will only apply to your company-managed projects.

Changing your issue type hierarchy can break existing parent and child relationships between your issues. For more information on the impact of these changes, view the FAQs section below.

In this example, we'll update the issue hierarchy to:

  • エピック
  • Capability
  • 機能
  • ストーリー
  • サブタスク

To view work type settings:

  1. Select Settings > Issues

  2. In the left column, go to Issue types

From the work type settings screen, you can rename the default Epic work type. To do this:

  1. On the Epic issue type, select > Edit

  2. Update the Name field, and select Update

    1. For our example, we'll rename Epic to Feature

Next, we'll add a new work types named Epic and Capability. To do this:

  1. Select Add issue type in the top right of the screen

  2. In the Name field, enter the new work type name

    1. We'll create Epic first
  3. Make sure the Type field is set to Standard Issue Type (Level 0), then select Update

  4. Repeat steps 1-3 to add another new work type named Capability

Update your work type hierarchy levels

Next, navigate to the Issue type hierarchy settings in the left column.

  1. Select the Epic level name, and change to Feature

  2. Select + Create level at the bottom of the list of levels

    1. A new level will be created at the top of the work type hierarchy (level 2)

  3. Name this new level Capability and select the corresponding work type that you created on the previous screen

  4. Select + Create level to add another level to your hierarchy (level 3)

  5. Name this level Epic and select the corresponding work type that you created

  6. [変更を保存] を選択します。

The Epic dropdown and Epic Panel in Backlog contain Level 1 issues, as determined by your issue type hierarchy. With the above changes, these will be renamed to Feature and Feature Panel and will list all Features in the project.

Update your work type schemes

Next, navigate to the Issue type schemes settings in the left column.

  1. Locate the scheme associated with the project you’d like to apply the new issue hierarchy to, and select > Edit

  2. Drag the Capability and Epic work types into the Issue Types for Current Scheme

  3. [保存] を選択します。

Repeat this process to update the schemes for each project you'd like to use the new work hierarchy with.

Your Jira is now configured for your custom Agile framework. The changes you’ve made to your issue hierarchy will be reflected throughout Jira, such as in your plans and when editing an issue.

FAQ

Can I use an existing work type for my custom hierarchy instead of creating a new one?

Yes! However, moving issue types in your issue type hierarchy will break existing parent and child relationships between your work items. This is because work can only have parent and child relationships with work items that are adjacent to them in the hierarchy. For more information, see our documentation on work types.

When you attempt to modify the existing structure of your work type hierarchy, Jira will calculate the impact of these changes and require confirmation to proceed.

Please ensure that you understand the risks and impact of changing your work type hierarchy before modifying its structure as once these changes are made, they cannot be undone.

If you are planning to modify your work type hierarchy, consider first performing a bulk update to update any work items that may be affected. By changing the work type of these items to one that will remain on the same level, you will preserve any relationships that would otherwise be broken.

To do this, select Filters > View all issues and search for the work you want to edit. You can use the following JQL syntaxes to help:

  • parent to find all issues that have a particular parent issue ID

  • issueType to find all issues of a particular issue type

  • key in portfolioChildIssueOf(" ") to find all child issues and all descendant issues of a particular issue ID

Once you’ve found the issues to edit, select > Bulk change all issues.

Select the issues to change, and choose the Edit Issues operation. In the fields list, select to either assign a new issue type, or assign a new parent.


最終更新日 2025 年 5 月 15 日

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