Jira is a versatile and widely used tool for tracking issues and managing projects by teams globally. Its remarkable capability lies in its ability to generate filters, enabling users to organize, sort, and efficiently handle tasks. Watch this tutorial as we guide you through the process of creating a new filter in Jira.
Step 1: Accessing the Issue Navigator
The first step towards creating a new filter in Jira is to access the Issue Navigator. You can do this by clicking on the “Issues” option on the menu bar at the top of the screen and selecting “Search for Issues” from the dropdown menu. In Jira, all issue searches and filters are done through the Issue Navigator.
Step 2: Conducting a search
Once you are on the issue navigator, you can create a filter based on any search criteria you choose. The search can be as simple or as complex as you like, simply fill in the fields with your desired parameters. For example, you might want to find all the open issues assigned to you in a particular project. In this case, you would select your project under “Project” and set the status to “Open”.
Step 3: Saving as a new filter
After conducting your search, you can then save it as a new filter. To do this, simply click on the ‘Save as’ button, which is located above the search results. You will be prompted to give your filter a name and you can also add a description if you wish. Click on the ‘Submit’ button to save your new filter.
Step 4: Accessing your new filter
Once you have saved your filter, it is very easy to access it again. Simply go to the “Issues” dropdown menu and select “Manage filters”. Here, you will see a list of all your saved filters. Click on the name of the filter to apply it to the Issue Navigator.
Conclusion
Creating a new filter in Jira is an easy and effective way to manage your tasks and monitor project progress. With efficient use of filters, you can save time and ensure that important issues do not fall through the cracks. Remember, practice makes perfect, so don’t hesitate to experiment with creating different types of filters to suit your needs.