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): while the column is full, a fourth item cannot be moved there or created there until one leaves.
- 3Under Board Settings > Transitions, define every allowed transition with "Add transition" and turn on "Only allow the transitions defined below"; while it is off, undefined transitions are free and a developer could jump from "Ready to test" straight to "Done". On "In testing > Done", pick Tester under "Required roles". 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. There is a third way: pick a person field such as "Tester" on the task, and whoever is in it at the time can make the move. Any one requirement is enough.
- 5Write an auto-assignment rule on "In testing": assign to the reporter, to the "Tester" person field on the task, or to a specific person. The assignment replaces the current assignee, because what it means here is a handover.
- 6Under Board Settings > Templates create a "Bug report" template: issue type Bug, status Open, reproduction headings in the description, and the "Severity" custom field prefilled. Affects Version is a system field and a template cannot fill it; if it must not stay empty, mark it required under Task Screen.
- 7Anyone picking "Bug report" from the template selector on the new task screen now starts from the same skeleton.
- 8If every bug record must carry the same information, turn on "Description must match a task template" under Board Settings > General: choosing a template becomes mandatory on a new task and the template’s required sections cannot be left empty.
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 or writes a /status quick action in the description, the move does not happen and a notice explains why. The message also names the role the move requires.
Related pages: Workflows & custom fields, Boards & sprints, Roles & permissions.