Creating Advanced Columns

Step-by-Step:

• From within a board:

1. Access a board on the homepage by clicking on its name:

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2. Once inside the board, click on “Create Column” at the top-right corner:

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• From the columns page:

1. Click on the “Dynamic Boards” at the top-left corner and on “Advanced Columns” right after to switch the list view:

2. At the Advanced Columns view, click on “Create Column” at the top-right corner:

2. Once the create modal has opened, enter the following details:

3. 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.
  
  

   

4. 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.