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Advanced Columns is in a
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✍️ Step-by-Step:
From within a board:
Access a board on in the homepage by clicking on its name:
Once inside the board, At the Advanced Columns view, choose the column you want to edit, click .
Identify the column you wish to edit.
Click on
and on “Edit” right after:.
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From the columns page:
Click on the “Dynamic Boards” at the top-left corner and on “Advanced Columns” right after to switch the list view:
At the Advanced Columns view, choose the column you want to edit, click on
and on “Edit” right after:
From expanded column page:
At Expanded Column view, click on
and on “Edit” right after:
Once the modal below has opened, modify the needed information and click on “Save” to apply the changes:
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Once the editing modal has opened, update your fields:
Name (Required): A unique identification for your column. Must remain unique when editing, meaning it cannot be the same as another existing column.
Description (Optional): A description provides useful information and additional details for whoever accesses your columns in the future.
Issue Source (Optional): You can select a saved filter or perform a personalized ad hoc JQL query. You can freely switch between the issue source, if you wish to change a previously selected one.
Admin (Optional): An admin is someone who has special permissions and can perform actions that are usually restricted to other users. Assign someone as admin or change the current admin.
Click on “Save” to update your column with the new information.
📝 Important Tips:
Filling required fields is mandatory to edit 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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Editing the "Description" can help keep the information up-to-date and relevant to users.
When changing the associated JQL filter, make sure that the new filter is aligned with the column’s purpose and that it’s shared with the users whom need to see issues.
When performing an ad hoc JQL query, make sure your query is a valid one. If you try to set up an invalid query, you won’t be able to save your board and the field will display a message asking you to input a valid query.
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 creating advanced columns here.
NAVIGATE THROUGH OUR DOCUMENTATION:
← CREATING ADVANCED COLUMNS| CLONING ADVANCED COLUMNS →
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