How to create a filter in jira – Nishan Blog

what is jira?

JIRA is a tool developed by Australian Company Atlassian. JIRA is an issue tracking software.

JIRA keeps a track of your workflow.

  • Task- A task is something that is to be accomplished in a short or long term. You can always prioritize your task and give story points based on the priority. You can write the description as well..
  • Subtask- If a task is big or has a big number as it’s story point, it can be divided into a subtask under the main task.
  • Status- Here, you can give the status of your task or subtask. You can set it to ‘To Do’, ‘In progress’ or to the ‘Done’ state.
  • Bug- A bug is raised when something is to be corrected or noticed wrong in the accomplished task.
  • Board- You can create separate boards for the different departments of an enterprise (eg., for marketing, for the learnings, for the front and backend dept..)
  • Comments and images- You can write a short note while logging your work everyday and also you can attach the images/screenshots/files of your work.

How to Create a Filter in Jira

Creating a filter in Jira starts by conducting a search. Click the magnifying glass icon in Jira’s left navigation menu.

In the panel that opens, click Advanced search for issues just below the search bar.

Use the dropdown fields to sort your issues by project (1), issue type (2), status (3), and/or assignee (4). Use the text field (5) to search for issues that contain specific words or phrases. Or click the More dropdown (6) to sort by more than two dozen other criteria like epic name, due date, sprint, or priority. Then, click the measuring glass icon to conduct your search.

Check your search results to make sure the issues that display are the issues you want to filter for. Then, click the Save as to convert your search criteria into a filter.

Give your filter a name and click Submit. You’ve now created your first filter in Jira.

How to Access Your Filters in Jira

After you’ve created the filters you need, you can access them by clicking the Issues and filters tab in the left navigation menu.

Filters you’ve created appear under the STARRED section of the left navigation menu.

Just click on any filter to display all issues that match that filter’s criteria.

Or you can click View all filters at the bottom of the left navigation menu to open a list of all of the filters you’ve created.

How to Edit Your Jira Filters

If you want to share your filters with others, favorite (star) or unfavorite (de-star) them, or make changes to your filters’ names, you can do so from the View all filters screen.

Like you did above, click Issues and filters in the left navigation menu, scroll down, and click View all filters.

Next, click the three horizontal dots icon next to the filter you want to edit, then click Edit filter details. From this menu, you can also make copies of your filters or delete them if you no longer need them.

Make the necessary changes in the Edit Current Filter screen, then click Save to apply your changes.

How to Subscribe to a Filter in Jira

Subscribing to a filter in Jira lets you get periodic email updates of issues that match your filter criteria. To subscribe to a filter:

As above, click Issues and filters in the left navigation menu, and then scroll down and click View all filters. Next, click the three horizontal dots icon next to the filter you want to edit, then click Manage subscriptions.

Click the Add subscription button.

Fill out the overlay form to select email recipients, choose how often recipients receive email updates, and select the time the emails are sent. Then, click Subscribe to create the subscription.

You can also use these Zaps (automated workflows by Zapier) to get notifications of new Jira issues in Gmail, Outlook, or Slack:

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