User Guide: Viewing and Filtering Jira Tickets

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Background: Technical staff and lower-level business analysts had been using Jira for years, but additional team members, including project managers and team managers, had just begun using the tool.

Intent: We were receiving questions from new users about navigating through tickets, searching, and filtering, so the intent was to provide quick instructions for these tasks.

To view releases
To customize the display (choose which fields appear on your screen)
To view tickets that haven’t been added to a release
To save a custom filter
To access saved filters

To view releases

In the navigation pane (left side of the screen), click Releases.

Image of a Jira screen. In the left navigation pane, the "Releases" heading and red mouse pointer are enclosed in a red circle. Everything within the circle is enlarged.

To view the list of tickets within the release, click the release version and then click Issues in version.

Image of a Jira screen. In the "Version" column, which appears on the left side of the screen, "2.43," indicating version 2.43, is enclosed in a red circle. The numbers within the cirlce are enlarged.

To customize the display (choose which fields appear on your screen)

When viewing the tickets within a release, click View in Issue Navigator.

Image of a Jira screen. The "View in Issue Navigator" link, which appears in the top-right corner of the screen, is enclosed in a red rectangle.

Click the Columns dropdown and then select (check) the columns you want to see (uncheck columns you want to hide).

A Jira screen showing the "Columns" dropdown. The following menu options are checked: "Assignee," "Issue Type," "Key," "Status," and "Summary." The following options are not checked: ".Net framework Upgrade" and "A New Adaptation Version is Requested." The "Columns" menu heading and menu options are enclosed in red.

To view tickets that haven’t been added to a release

In the navigation pane (left side of the screen), click Issues.

Image of a Jira screen. In the left navigation pane, the "Issues" heading is enclosed in a red circle. Everything within the circle is enlarged.

Click View all issues and filters (top-right corner of the screen).

Image of a Jira screen. The "View all issues and filters" link, which appears in the top-right corner of the screen, is enclosed in a red rectangle.

In the search box at the top of the screen, enter the following criteria and then click the Search button:

project = SWB AND fixVersion = EMPTY AND status not in (Deleted, Rejected, OBE, Closed)

Image of a Jira search box showing the noted search criteria

To save a custom filter

Once you've entered a custom filter, such as the example above, you can save the filter: Click the Save as button (next to the Search heading), enter a name, and click the Save button.

Image of a Jira search screen with "Save as" enclosed in a red circle. Everything within the circle is enlarged.

Image of the Jira "Save filter" screen. The following is entered in the "Filter Name" field: "Not in a release.”

To access saved filters

Click the Issues link (left navigation pane).

Click View all issues and filters (top-right corner of the screen).

Saved filters appear under the Favorite Filters heading in the navigation pane.

Image of the "Favorite Filters" heading. "Not in a release" (the name of the saved filter) appears under heading. "Favorite Filters" and "Not in a release" are enclosed in a red circle. Everything within the circle is enlarged.