Create a tracker workflow

To channel project members' work on tracker items, set up rules for how a tracker item can move forward.

1. Click Project Admin in the project navigation bar.
2. Click Tracker Settings.
3. From the list of existing trackers, select a tracker.
4. Click the Workflow tab. The Workflow page lists all of your status values and the tracker workflow that you have configured.
5. On the Workflow page, click the status value for which you want to create a workflow.
6. On the Edit Field Transition Status page, select a status value from the Create Transition to Status drop-down menu.
   Note: By default, the Any workflow is shown. This means that you are defining workflow rules for the transition from the status that you selected to any other status.
7. Click Add. A new workflow is added. The Any workflow is changed to Remaining Statuses.
8. In the Roles to Make this Transition section, select the roles users must have in order to make the status transition. For example, only users with the QA Engineer role are allowed to change artifacts from Open to Cannot Reproduce. By default, all the global, direct and inherited roles applicable for the project are listed. However, a users' permissions would control his or her access to the project and its tools.
9. In the Required Field(s) for Status Transition section, select the fields for which the user must provide values.
   Note: Fields that are already required do not appear in this list.
   For example, the user must assign the tracker item to someone and enter a comment.
10. Click Save.