Customizing view settings
Viewing work
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Related content
- Configuring team settings
- Tracking progress and status
- Creating and deleting plans
- Configuring scheduling settings
- 3. Migrate classic plan data to a live plan
- Issue sources
- Assigning issues to sprints
- Mapping issue assignees to team members
- Frequently asked questions (live plans)
- Creating and deleting issues
Use the View settings drop-down menu in your plan to customize how data is displayed. For example, in the plan below, the Group by setting is being used to group issues by project, and the Color by setting is used to color issues by status:Here’s an overview of the options in the view settings menu:
Group by — To group issues into separate swimlanes based on attributes like sprint, team, or assignee. Learn more
Color by — To color-code issues based on relevant information for plan viewers, for example, color by project, labels, or custom fields. Learn more
Roll-up — In the Roll-up section, select the Dates or Others checkbox, or both, to surface values of child issues at the parent hierarchy level. Learn more
Warnings — When activated, you’ll see notifications for things like issue dates clashing with due dates. Learn more
Sort by — To sort issues in the plan by rank, target dates, or other custom dates. Learn more
Related content
- Configuring team settings
- Tracking progress and status
- Creating and deleting plans
- Configuring scheduling settings
- 3. Migrate classic plan data to a live plan
- Issue sources
- Assigning issues to sprints
- Mapping issue assignees to team members
- Frequently asked questions (live plans)
- Creating and deleting issues