Advanced Columns is in a BETA release, therefore, its features are evolving quickly and screenshots seen below may be a bit different of the current version deployed on your Jira instance. We will do our best to keep this documentation as updated as we can!
✍️ Step-by-Step:
Access a board in the homepage.
Identify the column you wish to edit.
Click on
and on “Edit” right after.
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 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:
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.
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.
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