✍️ Step-by-Step:
Access a board in Advanced Columnsthe homepage.
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Select the "Create Columns" buttonClick on “Create Column” in the top-right corner.
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Enter the following details:
Name
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Description: A brief description of the purpose of the column (optional).
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Saved Filter: Choose a saved JQL filter to associate with this column (optional).
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Admins: Specify the administrators responsible for managing the column (optional).
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(Required): A unique identification for your column. Try choosing a unique name that is related to what you’ll be using your column for.
Description (Optional): A description provides useful information and additional details for whoever accesses your columns in the future.
Saved Filter (Optional): A JQL filter that will bring the all issues you wish to display in your column. If you wish to skip this part for now, you’ll be able to add a filter when EDITING ADVANCED COLUMNSlater on.
Admin (Optional): An admin is someone who has special permissions and can perform actions that are usually restricted to other users. Assigning someone as admin can help you alleviate some administrative overload.
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Click on "Create" to create your new column.
📝 Important Tips:
The "Name" field is mandatory and should be unique. Avoid using duplicate names for columns.
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Providing a descriptive "Description" can help users understand the purpose of the column better.
You can associate a relevant JQL filter to the column for better issue organization.
Consider defining administrators for the column to manage configurations and permissions effectively.Filling required fields is mandatory to create a new column. To avoid duplication, consider choosing an unique name for your columns. If you leave the field “Name” blank or choose a name that is already in use, a message will be displayed according to the situation:
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A description help your team to understand what’s the purpose of each column, so consider providing one if you’re using a complex structure of columns or are dealing with new board users.
Assigning an administrator allow you to establish a more centralized management and alleviate administrative overload from your team, but keep in mind that this role comes with privileged permissions.
For further reference, you can explore our documentation on dynamic boards here.