How to manage filters for Jira Service Management boards

Platform Notice: Cloud Only - This article only applies to Atlassian products on the cloud platform.

Summary

When a board is created, there is a filter responsible for managing the content displayed on the board using a JQL query.

As soon as boards were introduced in JSM, we noticed that filters were not configured by the board itself.

In this case, filters should be managed directly on the Jira filters.

Environment

JIRA Service Management Cloud.

Managing Jira Service Management filter boards

  • Access the Jira Filters:

From the top navigation bar, select Filters > View all filters to see all filters.

Each Jira Service Management project has a filter automatically created. The name of the filter usually is “Filter for project-key”, as you can see in the below example:


  • Navigate through the filter:

When selecting the filter, you will be redirected to the main filter page.

We have a default JQL query inserting all the issues available on the project, for example:


project = AP ORDER BY Rank ASC


  • Best practices for managing the board filters

As the JQL query is responsible for displaying the issues on the board, it can be filtrate by a custom field or a component required from this board, for example.

However, if the filter was modified and you noticed that some tickets are missing from the board, ensure that the JQL query is not missing any value which can cause the lack of this new ticket created.

 It’s important to note that initially, the project lead will be the owner of the filter. However, you can change the filter permissions to allow other users via user groups, projects, and project roles to edit the content of this filter.

References

Last modified on Mar 27, 2024

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