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Introduction to Filters in Jira

What are Filters?

Filters in Jira are powerful tools that allow you to search for and organize issues based on specific criteria. They help in narrowing down the list of issues to those of particular interest, making it easier to manage and analyze the data.

Creating a Filter

To create a filter in Jira, follow these steps:

  1. Go to the Jira dashboard.
  2. Click on the "Issues" dropdown menu.
  3. Select "Search for issues".
  4. Use the Basic or Advanced search to define your criteria.
  5. Once you have your search results, click on "Save as" to create a new filter.
  6. Give your filter a name and click "Submit".

Example:

If you want to create a filter for all issues assigned to you, you would set the criteria as:

assignee = currentUser()

Using Filters

Once created, filters can be used in various parts of Jira such as dashboards, boards, and reports. You can also share filters with other team members.

To use a filter:

  1. Navigate to the "Issues" dropdown menu.
  2. Select "Manage filters".
  3. Find your filter in the list and click on it to apply it.

Example:

You can use a filter in a dashboard gadget to display a list of issues matching the filter criteria.

Advanced Filters with JQL

Jira Query Language (JQL) is a powerful tool for creating advanced filters. It allows you to specify complex search criteria using a SQL-like syntax.

Here are some common JQL examples:

  • project = "ProjectName" AND status = "Open"
    - Finds all open issues in a specific project.
  • priority = "High" AND assignee is EMPTY
    - Finds all high-priority issues that are unassigned.
  • updated >= -1w
    - Finds all issues updated in the last week.

Example:

To find all issues in the "Marketing" project that are in progress and assigned to you, you would use:

project = "Marketing" AND status = "In Progress" AND assignee = currentUser()

Sharing Filters

Filters can be shared with other team members, projects, or groups in Jira. This makes it easy to ensure everyone has access to the same set of issues.

To share a filter:

  1. Go to "Manage filters".
  2. Find your filter and click on the "Details" link next to it.
  3. In the "Edit" screen, click on the "Sharing" tab.
  4. Select the appropriate sharing options and click "Save".

Example:

You can share a filter with your entire team by selecting the appropriate group under the sharing options.

Subscribing to Filters

Jira allows you to subscribe to filters, meaning you can receive regular email updates about issues that match a particular filter criteria.

To subscribe to a filter:

  1. Go to "Manage filters".
  2. Find your filter and click on the "Subscriptions" link next to it.
  3. Click "Add subscription".
  4. Set the frequency and recipient of the email updates.
  5. Click "Subscribe".

Example:

You can set up a daily email update for all high-priority issues in your project by subscribing to a filter with the criteria:

project = "YourProject" AND priority = "High"

Editing and Deleting Filters

You can edit or delete filters as your project needs change. This ensures that your filters remain relevant and useful.

To edit a filter:

  1. Go to "Manage filters".
  2. Find your filter and click on the "Edit" link next to it.
  3. Make the necessary changes and click "Save".

To delete a filter:

  1. Go to "Manage filters".
  2. Find your filter and click on the "Delete" link next to it.
  3. Confirm the deletion.

Example:

You can edit a filter to include additional criteria or delete it if it's no longer needed.