How To Filter In Jira Dashboard

Jira is a widely-used project management software utilized by many teams around the globe. Its customizable dashboard is particularly advantageous, allowing users to efficiently browse through extensive project data with the help of filters. This article will provide instructions on how to effectively implement filtering on the Jira dashboard.

Why are Filters Important in Jira?

Filters in Jira help you view specific sets of issues. By using filters, you can track the components of your project without going through individual issues. Filters help in:

  • Ensuring that everyone sees the same list of issues at meetings
  • Tracking progress on a feature or a set of features
  • Focusing on the issues of a particular project component or team

How to Create a Basic Filter in Jira Dashboard

Creating a basic filter in Jira dashboard is quite simple. Follow the steps below:

  1. Navigate to your Jira dashboard and select Issues from the navigation bar.
  2. Click on Search for issues.
  3. Here, you can filter the issues based on project, issue type, status, assignee, etc. Make the necessary selections.
  4. After you’ve made your selections, click on Save as to save this filter for future use.

How to Use JQL for Advanced Filtering

For more advanced filtering, Jira provides a powerful tool known as Jira Query Language (JQL). JQL allows you to build complex queries using logical operators. Here is a basic example:

    
    project = "My Project" AND status = "In Progress" AND assignee = currentuser()
    
    

This JQL query will filter out all the issues in “My Project” that are “In Progress” and assigned to the current user.

Adding the Filter to the Dashboard

Once you’ve created your filter, you can add it to your dashboard for quick access. Follow the steps below:

  1. Navigate to your Jira dashboard and click on Add gadget.
  2. Find the Filter Results gadget and click on Add gadget.
  3. In the gadget settings, select your saved filter and click on Save.

Now, your filter is part of your Jira dashboard. You can view the filtered issues directly from the dashboard.

Conclusion

Filters in Jira dashboard are an effective way to keep track of various components of your project. By creating and using filters, you can focus on the issues that matter the most to you and your team.