Filters in Atlassian Jira are implemented on the Jira dashboard, such as a Scrum or Kanban dashboard. They filter out the issues for a specific project or sprint cycle. Furthermore, these filters provide additional filtering capabilities based on JQL queries.
Using quick filters, one can easily switch between different issues types that we view on the screen. It allows us to focus on the precise subset of tickets raised in Jira that fulfil our requirements. And quick filters in Jira list down specific issues from a vast range that concerns a user.
The quick filters make local and temporary adjustments to the board structure without changing the configurations for others. If two users simultaneously open the same board and you apply a filter, the other user will still view the original structure.
Since using quick filters is a preference granted to users independently, it doesn’t impact the board’s view of other users. Hence, multiple users can operate parallelly by applying different filters based on their needs without interrupting others’ work.
To configure the dashboard and its settings, one must either be a Jira Administrator or a Board Administrator. Additionally, you have the required control access for the structure to create, edit or apply filters in Jira.
Read the article to get acquainted with the steps to create and apply quick filters to your project dashboards. Also, get more insights on how these filters affect your project and issue visibility.
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Quick Filters in Jira
As you’ve read above, quick filters allow you to view a thorough issue list on your dashboard. Using a customised filter, one can always meet their needs for specific search requirements. For example, you can adjust the quick filters to explore:
- Distinct issue types in a project
- Issues with a specific status.
- Unresolved issues
- Issues assigned to or submitted by you
- Issues linked to a particular project, sprint or release, etc
Default Quick Filters in Jira
While Jira allows us to customise the filters for enhanced search results, there is an option to use the default filters. These pre-defined default quick filters in Jira display the default search results every time we navigate the dashboard screen.
|Only My Issues
|assignee = currentuser()
|Displays issues assigned to the current user logged in to the screen and viewing the board.
|updatedDate >= -1d
|Displays the list of issues that have been updated in the past 24 hours
How to create and apply a customised quick filter?
To enhance and bound the search results to fulfil your conditions, you can create customised quick filters using the below steps:
Step 1: At first, in your project, go to the Kanban or Scrum board in which you want to search for issues.
Step 2: Click on the (triple-dot) … icon and choose the Manage Custom Filters option.
Step 3: Configure the quick filter to meet your search requirements.
Step 4: Next, you enter a filter name and click on Create button. Finally, the new filter is now available for use.
Step 5: Furthermore, using the Custom filters option, choose a filter and apply it on your dashboard for a capped search outcome.
Step 6: At last, you can see the filtered search results on your screen.
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