Configuring a Board

Configuring a board allows you to edit the mapping of JIRA workflow statuses to columns of a board, as well as edit the columns, swimlanes, filter and quick filters of a board, and customise the card colours and displayed issue fields. Only the administrator of a board (or a person with the 'JIRA Administrators' global permission) can modify its configuration.

(info) If you're using a Scrum board and your filter specifies more than one project, clicking the inline issue create link will open the Create issue dialog. This is because JIRA will not know which project you want to add your issue to, so you need to select the project.

Accessing a board's configuration

To configure a board:

  1. Select Agile > Manage Boards from the top navigation bar.
  2. On the Manage Boards screen, find the desired board and click Configure.
  3. On the Board Configuration screen, select the desired tab (Filter, Columns, etc).

(tick) Alternatively, to get to the Configuration screen for the board you are currently viewing, click the 'cog' icon at the top-right of the screen and select Configure from the drop-down.

Screenshot: the 'Board Configuration' screen ('Filter' tab).

Renaming a board

To change the name of your board:

  1. Go to the Configuration screen for your board.
  2. Click the 'pencil' icon (which will appear when you hover) to edit the name of your board. Press the Enter key when finished.

Changing a board's administrators

A board's administrator is the only person who can change the configuration of a board along with JIRA administrator users. By default, the administrator of a board includes the person who created it. If you are a board administrator, or a JIRA administrator, you can change the administrators of a board.

To change the administrators of a board:

  1. Go to the Configuration screen for your board.
  2. Click any of the name(s) in the Administrators field (a 'pencil' icon will appear when you hover over them).
  3. Enter the names of the desired users or groups. If you start typing the name, a list of users and groups will be suggested. Press the Enter key when finished.
    Note, the suggested user list will not display if you don't have the Browse Users permission. However, you can still enter the usernames and group names manually.

(info) You may also want to give the new administrators rights to manage the JIRA filter on which the board is based – see the JIRA documentation on Managing Shared Filters.

Sharing a board

A board is available to all users who can view the saved filter on which the board is based. (Note that they will also need 'Browse' permission for the project(s) whose issues are shown on the board.)

If you wish to share a board with different people, you will need to either edit the saved filter (see the JIRA documentation on issue filters), or choose a different filter (see Configuring Filters).

Last modified on Jan 11, 2015

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