Creating a Board

You need a board so that you can view and work with issues in JIRA Agile. A board displays issues from one or more projects. You can either use a board that someone else has created, or create a new board for yourself. You can create as many boards as you like.

There are two types of boards:

  • Scrum boards are for teams that plan their work in sprints.
  • Kanban boards are for teams that focus on managing and constraining their work-in-progress. Because work is not planned in advance using discrete time periods or versions, Kanban boards do not have a Backlog screen.

(tick) Before you begin, please note that you will need the JIRA 'Create Shared Objects' global permission before you can create a board. If you don't have this permission you can still create a board, but it will not be visible to other people as its filter will not be shared.

You can either copy an existing board, or create a completely new one.

Creating a completely new board

  1. Log in to JIRA.
    (info) If you are on the JIRA Agile Getting Started page, simply click either Create a new board or Create a new project and board, then select (or create) a project, type the name of your new board — and you're done! Otherwise, please continue:
  2. Select Agile > Manage Boards from the top navigation bar.
  3. Choose Create board at the top-right of the page.
  4. Pick the type of board you want to create, Scrum or Kanban (optionally, with sample data). Note, you cannot change the board type after creation (that is, a Scrum board cannot become a Kanban board, and vice versa).
    (info) Note that clicking the Create a Kanban board with sample data option will create a new project. Make sure you have the required permissions if you want to use that option, and note that creating a project from JIRA Agile requires the 'Browse Projects' permission in the Default Permission Scheme.
  5. Follow the wizard to finish creating the board. Note the following information about basing your board on a project or a filter:
    • For boards based on projects:
      • Scrum boards will be preconfigured with the following issue filter:

        project = "[YOUR PROJECT(S)]" ORDER BY Rank ASC
      • Kanban boards will be preconfigured with the following issue filter: 

        project = "[YOUR PROJECT(S)]" AND (fixVersion in unreleasedVersions() OR fixVersion is EMPTY) ORDER BY Rank ASC
    • For boards based on filters: You must have access to at least one saved JIRA filter, otherwise you will need to create one first. Your new board will be available to all users who have access to your chosen filter.

        Example JQL for your board's Saved Filter
      • Select all issues which are Unscheduled or in an Unreleased Fix Version:

        project = GHS AND (fixVersion in unreleasedVersions() or fixVersion is empty
      • Select all issues you are interested in:

        (assignee = currentUser() or reporter = currentUser()) AND (fixVersion in unreleasedVersions() or fixVersion is empty)
      • Show all issues that you have participated in and have been updated in the last week. (info) This requires the JIRA Toolkit add-on.

        updatedDate > -7d AND Participants = currentUser()
      • Select all issues for a team (using a Label custom field named 'Team')

        (team = ateam or team = dreamteam or team = engineroom) AND (fixVersion in unreleasedVersions() or fixVersion is empty)
      • Only select my bugs for a bugfix team

        project = GHS AND team = bugfix AND issuetype = bug AND (fixVersion in unreleasedVersions() or fixVersion is empty)
      • Try fixVersion = earliestUnreleasedVersion(PROJECT KEY) to see all issues in the next Fix Version to be released:

        fixVersion = earliestUnreleasedVersion(PROJECT KEY) 

      (info) Refer to the JIRA documentation for your detailed JQL reference.

      Let your imagination run wild and please comment below with your best JQL suggestions to help us learn what you are looking for.

Screenshot: First screen of the board creation wizard


 

(tick) Congratulations! You have created a new board.

Your new board will be shown. At the top is a link that you may want to send to other people so that they can use your board.

Copying an existing board

If you would like to create a board that is similar to one you are already using, you can simply create a copy.

Your new board will be based on the same JIRA issue filter as the original board. You will be the administrator of the new board, but not necessarily of the filter, so you may not be able to edit the filter. However, once your new board is created, you can easily choose a different filter (e.g. to view a different project) — see Configuring Filters.

To copy a board:

  1. Select Agile > Manage Boards from the top navigation bar.
    .
  2. The Manage Boards screen will be displayed. Click the Copy link corresponding to the board of interest.

Alternatively, to quickly create a copy of the board you are currently viewing, simply select Copy from the Tools (cog) menu at the top right of the screen.

Please be aware of this BUG: JSW-11604 - Copy board does not copy administrator Resolved where Board administrators are not currently being set when boards are copied

Next steps

  • To start using your new board right away, click Use board at the top of the screen. See Using a Board.
  • If you wish to make any changes to your new board, see Configuring a Board.
  • To learn more about changing the filter for your board, see Configuring Filters.

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