u/psilotum

I am making a checklist for setting up a Jira space to import a project from another tool (Helix). Of course my situation is unique, but here are the basic steps and the order I plan to do them. Anything missing I should consider or a different order you would recommend?

1. Create Custom Fields
2. Create Custom Workflows
3. Create Workflow Scheme
4. Create Space
5. Associate Work Types to Workflows
6. Use Default Field Configuration (i.e. I don't need custom field configs at this time)
7. Create Screens
8. Create Screen Schemes
9. Create Work Type Screen Schemes
10. Configure Roles
11. Assign Roles

NB My colleague has massaged the data for compatibility and we have already done the migration in a sandbox.