Customizing a JIRA Dashboard
Recorded Training: Creating a Custom JIRA Dashboard
Step 1: Logging into JIRA
When accessing the JIRA Dashboards link, https://mcoecn.atlassian.net/jira/dashboards/10000 you will be taken to the default system dashboard. You must log into JIRA, using your Atlassian account, in order to create a custom dashboard and filters. Use the Icon to the far right of the page to log in.
If you have already logged into the cloud-based Confluence Wiki, you will use the same login information for the cloud-based JIRA/JIRA Service Desk.
If you have not logged into the cloud-based Confluence Wiki (you have NOT created an Atlassian account yet), when logging into the Jira Dashboard, the username will be your MCOECN AD account email. The first time you log, you will be required to create a password. Please save your newly created password as you can use it interchangeably between the Wiki and JIRA/JIRA Service Desk.
Once logged in, it will automatically display the default dashboard. However, before you create a separate custom dashboard, let’s create some filters on various State Software Spaces/Projects that will eventually be added to your dashboard.
Step 2: Creating Filters
You can save Jira work item searches as filters. Use basic or advanced search to find work items by various criteria, then save your search as a filter for various Spaces/Projects provided in JIRA. While there may be additional options available, the following are the recommended spaces/projects to create filters for:
Employee Self Service
ESS Feedback
Individual Professional Development Plan
IPDP Feedback
Inventory
Inventory Feedback
ITC Management
SchoolComms
SubHub Ohio
USAS-R
USAS-R Feedback
USPS-R
USPS-R Feedback
Creating Starred Filters
After logging into JIRA, under the left side panel , click on the drop down on 'Filters' and select ‘View all filters’.
Note: If you can't see the side panel, select the arrow on the left corner of the main Jira search bar
There are several predefined filters created by SSDT that will be displayed. However, you will be creating custom filters that are private to you. Others will not be able to see your filters. In order to create a custom filter, click 'Create filter'.
After clicking 'Create filter', a new window will appear with all existing Jira projects.
On the far right side of the page, click on the ‘change view type’ icon from ‘Detail View’ to ‘List View’ in order to see the existing JIRA issues in a list format.
The menu bar near the top will be used to filter by project and by status. To filter on USPS-R core project issues, click on the drop down next to ‘Project: All’ and either scroll down or search for USPS-R. Checkmark the project.
Under the ‘Status’ dropdown, select all ‘outstanding’ statuses which include Documentation, In Progress, In Review, New, Open and Re-opened.
Add any additional columns to your view that may be helpful to you by clicking on the ‘Columns’ dropdown at the far right. Recommended columns include:
Fix Version - may be helpful to see what release the outstanding JIRA issue is scheduled for.
Times Requested - The number of times requested is used in determining priority of scheduling that issue for a future update.
Status - New, Open, Pending, In Progress, In Review, Documentation, Resolved, Closed.
Watchers - Shows the number of users following updates on that specific issue.
Priority - Low, Medium, High, Highest, Major
Linked Work Items - may be helpful to see any related issues possibly linked
Once you have your filter set, you will need to select Select 'Save Filter' above the search results.
Enter a name for the new filter
You can choose to add a Description
Both the View and Edit selections will default to Private
Save your search
By default, when you create a filter, it’ll be starred. You can remove a starred filter by selecting Filters from the sidebar and removing it from the list.
Your saved filter is displayed under ‘Starred’ on the left side of the screen.
Copying and Editing An Existing Filter
After creating your initial filter (e.g., Outstanding USPS Jira issues), use it as a template to create new or additional filters
Change the existing project from USPS-R to USAS-R by unchecking USPS-R and searching for USAS-R. Checkmark the project
Clear your existing statuses by selecting ‘Clear Selected Items’ and then checkmark all ‘outstanding’ statuses which include Documentation, In Progress, In Review, New, Open and Specification.
Add or remove any columns from your existing list.
Once you have your filters set, click on the drop down arrow next to ‘Save Filter’ at the top of the screen and select ‘Save As. You will then be prompted for the new filter name.
NOTE: Be careful not to click on ‘Save’ or it will overwrite your existing filter (outstanding USPS Jira Issues) with your most recent changes (USAS filters)
Enter the filter name for your USAS filter and click Save.
If you would like to see All Filters again, click on the drop down next to Filters (under the side panel) and select ‘View all filters’. To see just the filters you created, enter your name in the ‘owner’ box or click on the first column to re-sort by ‘starred’ filters. You will notice the filters you created display ‘private’ under the ‘Viewers’ column. This indicates only you can see them.
Utilizing System Filters
Jira has a set of filters that are pre-defined for you. The JQL query for these filters will be set and the search results will be displayed.
System filters in Jira are:
My open work items
Reported by me
All work items
Open work items
Done work items
Viewed recently
Created recently
Resolved recently
Updated recently
Simply select one of the filters above to run them. These filters have a preset criteria defined already and you don’t have to define your search criteria for them.
Selecting some filters, like the Viewed recently filter, will switch you to the advanced search (JQL) as the basic search can't represent the ORDER BY clause in this filter. After clearing or exiting a JQL search type, the system will not automatically revert to the Basic search type.