Jira Filters – 2 Essential Features

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Filters for project management dashboards and views are essential for efficient and hassle-free operations. What types of use cases are people already using Jira Filters for? To date, the developers and users of Jira Filters have used them in a wide range of settings. What are some popular examples?

Filters are useful for organizing improvements across different topics, including: 

• Polls and surveys 
• Services and Process Overviews
• Organizing changes to multiple fields and reference files 
• Story maps 

Performance tuning of the reporting service used to produce a dashboard and the related views using Jira filters, lists, and hierarchies to identify the relevant issues in different projects.

Table of Content:

• What is Jira?
• What is a Jira Filter?
• How to Get Started with Jira Filters?
• How to Create Jira Filters?
  • Using Advanced Filters
  • Using Basic Filters
• Steps to Create Jira Filters Using Criteria
• Closing Thoughts

What is Jira?

Jira is a software development tool used by agile teams to plan, track, and release software. It is designed to help teams manage their work by providing an easy way to create and track issues and set up project workflows.

Jira also provides several features that make it a valuable tool for software development teams, including creating and tracking issues, assigning work to team members, and tracking project progress.

With Jira Software, a powerful project management software that is used primarily in IT projects, you can create a filter and assign it to any Jira issue.

What is a Jira Filter?

Jira Filters can be a powerful tool for filtering your project information. There are many ways you can use Filters to research, filter, and manage your project data. Filters will help you find information with ease so you can deliver it in the most effective way possible.

With this feature, other users have the potential to re-program their workflows and add new features for their tasks and projects.

By burying the tools within Jira, it becomes easier to share specific filters with certain stakeholders. Users can then utilize these filters to get the information they need in a time-saving and convenient way.

The process of creating a Jira filter is simple and easy, but some steps need to be followed to ensure that it is done properly. In the following sections, we will try to cover the basics of Jira filters.

How to Get Started with Jira Filters

• Assign users to Jira Projects with various features to filter important information.
• Using filters in Jira will help you view/review project-related information that enables you to see what your team needs to prioritize.
• With Jira, you can easily filter and prioritize work and see what must be achieved first.
• You can assign filters to scheduling limits the date range of a filter to review all the activities in a project for a particular date range.

How to Create Jira Filters?

Using Advanced Filters 

• To start with Jira filters, Go to Filters from the Menu bar and click on Advanced Issue search→ Search Issues. 

• Using JQL (Jira Query Language), the “Advanced” option enables you to build more organized queries than the “Basic” mode, including the “OR,” “AND,” etc. operators. 

• You can sort queries more accurately than in Basic mode in either ascending or descending order. 

In some circumstances, you may also set up a filter based on old entries marked “was” and “changed”

Using Basic Filters

Jira’s basic filter works like a search bar. The basic filter can be used in detail or list views which give you detailed information about all the issues. 

Steps to Create Jira Filters Using Criteria 

For example, you might want to create a filter to view all issues that are due in the next week.

To do this, you would first create a filter with the following criteria:

Project = MyProject

Status = Resolved

Due Date = Next week

Once you have created the filter, you can then save it and share it with your team. This way, everyone can see the same set of issues when they view the filter.

If you want to get even more specific, you can add additional criteria to your filter.

For example, you might want to only view issues that are assigned to you. To do this, you would add the following criteria to your filter:

Assignee = currentUser()

This would only show issues that are assigned to the currently logged-in user. You can also use JQL to add even more criteria to your filter. For example, you might want to only view issues that are due in the next week and have the label “bug”. To do this, you would add the following criteria to your filter:

Project = MyProject

Status = Open

Due Date = Next week

Label = bug

JIRA filters are a great way to help you organize and view your work in progress. Creating custom filters allows you to view specific issues that match your criteria. This way, you can stay focused on the work that is most important to you.

Related Reads:

How to Create a Jira Gantt Chart using Plugins[2022]
A Guide to Jira Issue Types [2022]
How to Create Jira Advanced Roadmaps? [2022]

Closing Thoughts

JIRA filters are a great way to help you organize and view your work in progress. By default, JIRA shows all issues that are either assigned to you or created by you. 

However, you can create custom filters to view specific issues that match your criteria. Creating custom filters will help you stay organized, keeping you focused and on-task.

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Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!