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Advanced Board Customization in Jira

Introduction

In this tutorial, we'll explore advanced customization options available for Agile boards in Jira. Customizing your boards can help you better visualize and manage your tasks, making your Agile processes more efficient and tailored to your team's needs.

Customizing Columns

Columns in Jira boards represent different stages in your workflow. Customizing columns allows you to adapt the board to better fit your team's process.

Steps:

  1. Navigate to your board and click on Board settings.
  2. Under the Columns section, you can add, edit, or delete columns.
  3. Drag and drop statuses to the appropriate columns to match your workflow.

Example: Adding a new column for "Code Review"

1. Click on "Add column".
2. Name the column "Code Review".
3. Drag the "In Review" status to the new "Code Review" column.

Swimlanes

Swimlanes help to further organize issues on your board by grouping them based on criteria like assignees, projects, or queries.

Steps:

  1. Go to Board settings and select the Swimlanes tab.
  2. Choose the swimlane type: Stories, Assignees, Projects, or Queries.
  3. Configure each swimlane according to your needs.

Example: Creating swimlanes by Assignee

1. Select "Assignees" from the swimlane type dropdown.
2. Jira will automatically create swimlanes for each assignee.

Quick Filters

Quick filters allow you to quickly filter the issues displayed on the board based on specific criteria.

Steps:

  1. Navigate to Board settings and click on the Quick Filters tab.
  2. Click on Add quick filter.
  3. Define the name and JQL (Jira Query Language) for the filter.

Example: Creating a filter for high-priority issues

1. Click "Add quick filter".
2. Name the filter "High Priority".
3. Set the JQL to "priority = High".

Card Colors

Changing card colors can help you quickly identify issues based on priority, type, or any custom criteria.

Steps:

  1. Go to Board settings and select the Card colors tab.
  2. Choose the basis for coloring: Queries, Assignees, or Priorities.
  3. Define the colors for each category.

Example: Coloring cards by priority

1. Select "Priority" from the basis dropdown.
2. Set colors for each priority level (e.g., Red for High, Yellow for Medium, Green for Low).

Card Layout

Customizing the card layout allows you to control what information is displayed on each issue card on the board.

Steps:

  1. Navigate to Board settings and select the Card layout tab.
  2. Choose the fields you want to display on the card.
  3. Drag and drop fields to arrange their order.

Example: Adding "Due Date" to the card layout

1. Click "Add field".
2. Select "Due Date" from the list.
3. Drag "Due Date" to the desired position on the card layout.

Conclusion

By leveraging the advanced customization options available in Jira, you can tailor your Agile boards to better fit your team's workflow and improve efficiency. Experiment with these settings to find the best configuration for your needs.