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Creating Filters in Jira

Introduction to Filters

Filters in Jira are used to narrow down issues based on specific criteria. They help users quickly find issues that are relevant to them, making project management more efficient. This tutorial will guide you through the process of creating filters in Jira, from basic to advanced usage.

Step 1: Navigate to the Filters Section

To create a filter, start by navigating to the "Filters" section in Jira. This can be accessed from the main navigation bar.

Click on Filters in the top navigation bar.

Step 2: Create a New Filter

Once you are in the Filters section, you can create a new filter by following these steps:

Click on New filter.

Step 3: Define Filter Criteria

Now, you need to define the criteria for your filter. This can be done using basic or advanced search options:

Basic Search

The basic search option allows you to set criteria using dropdowns and text fields.

Select the appropriate criteria such as Project, Issue Type, Status, etc.

Advanced Search (JQL)

The advanced search option uses JQL (Jira Query Language) to define the filter criteria. This provides more flexibility and precision.

Enter a JQL query in the search bar. For example:

project = "TEST" AND status = "Open"

Step 4: Save the Filter

After defining your filter criteria, you need to save the filter for future use:

Click on Save as.

Enter a name for your filter and click Submit.

Step 5: Using the Filter

Once the filter is saved, you can use it to view the issues that match the criteria. You can also share the filter with others or add it to your dashboard.

To view the filter, go to Filters and select My Open Issues or the name of your saved filter.

To share the filter, click on Details and select Share.

Advanced Usage: Complex JQL Queries

For more complex filtering, you can use advanced JQL queries. Below are some examples:

Find issues assigned to a specific user:

assignee = "john.doe"

Find issues created in the last 7 days:

created >= -7d

Find issues that are either "Open" or "In Progress":

status in ("Open", "In Progress")

Find issues in a specific project and component:

project = "TEST" AND component = "Backend"

Conclusion

Creating filters in Jira is a powerful way to manage and view issues based on specific criteria. By mastering both basic and advanced filtering techniques, you can significantly enhance your productivity and efficiency in Jira. Experiment with different JQL queries to fully leverage the capabilities of Jira filters.