Knowing how to create an issue is important, but your team is going to be working with more than one issue! You will need to know how your team is tracking, as well as help them stay on top of their backlog.
In this stage, we will show you how to work with multiple issues. You will learn how to use different search techniques to find issues. We will also show you how to share search results with your team and report on issues.
STEP 5 OF 8
Before you start, you are going to need a few more issues. Create a few more in your JIRA Junior project, using the sample data below.
Tip: Tick the Create another checkbox before you click Create, when you need to create multiple issues.
- Issue Type =
Storyand Summary =
As a kid, I want to hide things from dad and mum
- Issue Type =
Bugand Summary =
Can't set priority to Super Duper
- Issue Type = S
tory, Summary =
As a kid, I want to share issues with my friendsand Assignee =
- Issue Type =
Story, Summary =
As a kid, I want to groom my backlogand Assignee =
Step 1. Search for issues
In this example, we are going tackle a common scenario: searching for all unresolved issues assigned to you. You might regularly run a search like this to check your backlog of work.
- Choose Issues > Search for Issues. You should see all 13 issues (including issues from the Demo project) in your JIRA site.
Set Assignee = Current User in the search criteria.
Notice that the search results refresh when you select new criteria.
Choose More > type Resolution then select it.What does it look like?
- Set Resolution = Unresolved. The search results will show the nine issues that are unresolved and assigned to you.
If you are thinking that it would be handy to be able to rerun this search, we have got you covered! Hover over theicon in the top left and choose My Open Issues. Keep this screen open for the next step.
Saved searches, like this default one, are referred to as filters. You can also save your own searches instead of choosing from the default ones. We are just about to tackle this: see the next step below.
Step 2. Save your search
If you run a search with the same criteria frequently, you may want to save it as a filter. This lets you run the search again with a single click, rather than selecting the same criteria every time. For example, you may use a filter to review your open tasks for the day.
In this step, you will find all stories in the JIRA Junior project, then save it as a filter.
- Choose Issues > Search for Issues to start a new search.
- Set Project = JIRA Junior and Type = Story as the criteria. You should have four issues in your results: JJ-1, JJ-3, JJ-5 and JJ-6.
- Choose Save As (above the search criteria), enter JIRA Junior stories as the Filter Name and save it.
That's it! Hover over theicon in the top left. You can see your new filter under the Favorite Filters section. Just click it to run it.
Let's look at some of the ways that you can use your new issue filter.
Step 3. Share your search results
Getting your team on the same page is easy with shared filters. You could share a filter with your team that shows the unresolved stories for a development iteration, or the critical issues in a support backlog.
Here are two ways that you can share search results:
Email the search results
Run the desired filter, then choose Share. Enter the users that you want to share the filter with and they will be emailed a link to your filter (if you have email notifications set up).
Share the search results via a dashboard
The dashboard is the screen that all JIRA users see when they first log in. You can show a filter's results on a dashboard and share it with other users.
- Choose Dashboards > Manage Dashboards, then choose Create new dashboard.
- Name your dashboard JIRA Junior and choose the +Add button next to Add Shares to share it with everyone.
- Leave the other fields and choose Add.
- Choose JIRA Junior in the Favorite Dashboards section to configure it.
- Choose add a new gadget to open the 'Gadget Directory'.
- Enter filter results in the search box and choose Add It Now.
- Enter JIRA Junior stories in the Saved filter field and choose Save.
Step 4. Create a report
JIRA provides you with a number of different reports to help you track your team's progress. You can view the time tracking data, time taken to resolve issues, workload by user, and more.
In this example, you will create a simple report based on the 'JIRA Junior stories' filter that you created previously. The report will show all JIRA Junior stories by assignee.
- Choose Projects > JIRA Junior.
- On the project summary page, choose Single Level Group By Report in the Reports section (you may need to scroll down).
- Set Filter to JIRA Junior stories. Leave Statistic Type set to Assignee.
- Choose Next. The 'Single Level Group By Report' for the 'JIRA Junior stories' filter will be displayed.
Try creating a few other reports in the Reports section of the JIRA Junior project summary.
Congratulations! You have created an issue filter, shared it and used it in a report.
Next you will learn how to configure a project.
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