Customizing columns and filters in Jira Plans allows you to tailor the information displayed in your views, making it easier to track progress and manage tasks effectively. This guide provides step-by-step instructions on how to customize columns and apply filters in Jira Plans.
Step 1: Access Your View in Jira Plans
- Log in to Jira: Open your web browser and log in to your Jira instance.
- Navigate to Plans: From the main navigation menu, click on “Plans.”
- Select Your Plan: Choose the plan you want to customize from the list of available plans.
- Open the Desired View: Use the “Views” dropdown menu to select the view you want to customize.
Step 2: Customizing Columns
- Open Column Configuration:
- In the view, look for the “Columns” button or option, usually located near the top of the screen or in the view settings.
- Add or Remove Columns:
- To Add Columns:
- Click on the “Add Column” button.
- A list of available columns will appear. Select the columns you want to add (e.g., Assignee, Due Date, Priority).
- To Remove Columns:
- Locate the column you want to remove in the current view.
- Click on the “Remove” or “X” icon next to the column name.
- Rearranging Columns:
- To change the order of the columns, click and drag the column headers to your desired position. This allows you to prioritize the information displayed.
- Saving Column Configuration:
- After making your changes, ensure you save the configuration. Look for a “Save” button or option to apply your changes.
Step 3: Applying Filters
- Open Filter Settings:
- In the view, locate the “Filters” section, usually found at the top or side of the screen.
- Select Filters:
- You can filter issues based on various criteria, such as:
- Projects: Choose specific projects to include in the view.
- Teams: Filter by the teams responsible for the issues.
- Issue Types: Select which types of issues to display (e.g., Stories, Bugs, Tasks).
- Status: Filter by the current status of issues (e.g., To Do, In Progress, Done).
- Using JQL for Advanced Filtering:
- For more complex filtering, you can use Jira Query Language (JQL).
- Example JQL queries:
- To filter by a specific label:
labels = "urgent" - To filter by issues assigned to a specific user:
assignee = currentUser () - Enter your JQL query in the designated field and apply it to see the filtered results.
- Saving Filter Configuration:
- After applying your desired filters, make sure to save the configuration. Look for a “Save” button or option to apply your changes.
Step 4: Reviewing and Adjusting Your View
- Review Your Customization:
- Take a moment to review the columns and filters you have set. Ensure that the displayed information meets your project management needs.
- Adjusting as Needed:
- If you find that certain columns or filters are not useful, you can return to the column and filter settings to make adjustments.
- Regular Updates:
- Periodically review your columns and filters to ensure they remain relevant as project requirements change.