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:
From within a board:
Access a board in the homepage.
Click on “Create Column” in the top-right corner.
From the columns page:
Click on the “Dynamic Boards” dropdown and change the view to “Advanced Columns”:
Click on “Create Column” in the top-right corner.
Enter the following details:
Name (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.
Issue Source (Optional): You can select a saved filter or perform a ad hoc JQL Query at the moment of creation. If you wish to skip this part for now, you’ll be able to add a filter when EDITING ADVANCED COLUMNS later 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.
Click on "Create" to create your new column.
📝 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:
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.
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 create 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 dynamic boards here.
NAVIGATE THROUGH OUR DOCUMENTATION:
← SEARCHING FOR ADVANCED COLUMNS | EDITING ADVANCED COLUMNS →
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