A bug flow that cannot close unverified
A flow where only the tester can close work, and recurring bugs open from a template.
The goal is a process that defends itself: a developer can move work to "ready to test" but cannot declare it done, work landing in testing reaches the right person, and every bug record carries the same information.
Steps
- 1Under Board settings > Workflow set up the statuses: Open, In development, Ready to test, In testing, Done. Pick the right category for each - the "Done" category feeds burndown and velocity, and it is the category that counts, not the name.
- 2Put a WIP limit on "In testing" (say 3): if more than three items land in testing at once, the column header warns you.
- 3In the transition matrix mark "In testing > Done" and put a role requirement on it: Tester only. A developer moves work to "Ready to test" and can take it no further.
- 4If the gate belongs to one or two specific people, use a person requirement instead of a role: you do not have to define a role to name two people. The two requirements work as OR.
- 5Write an auto-assignment rule on "In testing": assign to the reporter, or to the "Tester" person field on the task. The assignment replaces the current assignee, because what it means here is a handover.
- 6Under Board settings > Task templates create a "Bug report" template: issue type Bug, status Open, reproduction headings in the description, and the "Affects version" and "Severity" custom fields prefilled.
- 7Anyone picking "Bug report" from the template selector on the new task screen now starts from the same skeleton.
A transition rule is a lock, not a hiding place. If someone without the right drags the card or presses the forward arrow in the task panel, the move does not happen and a notice explains why. This used to be reverted silently with no explanation.
Related pages: Workflows & custom fields, Boards & sprints, Roles & permissions.