As a tech enthusiast, without a doubt I love diving into software management tools that make our lives easier. Hence, Jira is one of the best tools available. It’s a powerhouse for managing projects and tracking issues. One of my favorite features in Jira is the ability to create filters. Filters help me sort through the noise and focus on what’s important. Thus, if you want to know how to create a filter in Jira, you’re in the right place. With this purpose in mind learn in this article about how to create a filter in Jira.
Step 1: Access the Filters Menu
Firstly, log into your Jira account. Once you’re in, look at the top navigation bar. You’ll see an option labeled “Filters.” After that click on it. This is where all the magic begins.
Step 2: Start a New Search
Thereafter, select “View all issues” from the dropdown menu. This will take you to a new page. Here, you can start building your filter. You can either use the basic search or switch to JQL (Jira Query Language) for more complex queries. Personally, I find JQL very powerful once you get the hang of it.
Step 3: Define Your Criteria
Thirdly, it’s time to define what you want to filter. Maybe you’re looking for issues assigned to you. Or perhaps you want to see all issues in a specific project. Use the dropdowns and text fields to set your criteria. To put it another way, if you’re using JQL, type your query in the search box.
Step 4: Save Your Filter
Happy with the results? Great! In that case look for the “Save filter” button at the top right of the screen. Click it.
Step 5: Fill in description and details
A dialog box will appear asking you to name your filter. Choose a name that makes sense to you. You can also add further information. Click “Save” to save it.
Step 6: Manage Your Filters
Eventually you can access your saved filters anytime. Therefore, go back to the “Filters” menu and select “View all filters.” Here, you’ll see a list of all your saved filters. You can edit, share, or delete them as needed.
Bonus Tips
- Share with Your Team: If you think your filter could help others, share it. Thus, go to your saved filters, click on the filter you want to share, and select “Edit.” Then, you’ll see an option to share it with specific users or groups.
- Use Filters for Dashboards: Filters are great for dashboards. For this purpose you can add your filter results to a Jira dashboard gadget. Consequently, you get real-time updates on issues that matter to you.
In conclusion, creating filters in Jira is straightforward and incredibly useful. Whether you’re managing a massive project or just keeping track of your tasks, filters can save you time and stress. So, go ahead and create your first filter. You’ll wonder how you ever managed without it.
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