Customizing view settings

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You can customize the view settings of your plan, to make it easier for your audience to consume the data in your plan.

In the sample plan below, both group by and color by settings are used at the same time, i.e. group issues by project and color issues by status.

To customize the view settings of a plan:

  1. In your plan, click the View settings drop-down.
  2. Choose which settings to use, for any of the following options:
    • Group by, to group issues into separate swimlanes
    • Color by, to color issues using relevant coloring options
    • Sort by, to sort issues in the plan by target start date, target end date, due date, or rank
  3. Select the Show rolled-up values in fields checkbox, if you want to view the rolled-up values of child issues at the parent hierarchy level.
  4. Select the Show warnings checkbox, if you want any existing warnings to be displayed in the plan.

Warnings can be distracting and slightly discouraging when you're viewing a plan with or sharing plan data with stakeholders. If the existing warnings are not urgent, you can consider not displaying these warnings. Make sure to clear the Show warnings checkbox before sharing your roadmap with your stakeholders. Check out Troubleshooting to learn more about these warnings.

Last modified on Nov 20, 2019

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