Create a new Board based on a Team

Owned by Karen Jennings, created
Last updated: Dec 21, 2023
4 min read

If multiple teams are using the same issue types/workflows/screens, they can share a project but filter the work for just that team by using the Team field in the filter.

 Instructions

Create the Team

  1. In the Jira menu at the top of the screen select “Teams” (click on “More: if you don’t see “Teams”) and scroll down to “Create a team”

  2. Give your team a name

  3. Add people to your team.

  4. Click on Create Team.

 

 

Create the filter

  1. In the Jira menu at the top of the screen select “Filters” and scroll down to “View all issues”

    1. https://fergusonprod.atlassian.net/issues

  2. If you are in a Basic search, switch to JQL.

  3. Clear the current search criteria

  4. Indicate the project, team and any other criteria for your board.

    1. Ex. project = AA AND "Team[Team]" = Atlassian

Utilize the issue navigator auto-complete to select the Team field and the Team name. Once you enter the Team name, the issue navigator will change the name to a number.

4. Run and then Save the filter and remember the name you gave the filter.

5. Share the filter with the project by clicking on Details->Edit Permissions

6. Under Viewers, select Private and change to Project.

7. In the next drop down that says Project, select the project to share the filter and the roles within that project. Best practice is to share with all roles or they will not see any issues on the Board.

8. Click on Add and Save.

 

 

Create the board

  1. In the project, in the left pane under Planning, click on the v next to the Board name and scroll down and click on “Create board”.

  2. Decide whether your Board will be Scrum or Kanban. Scrum Boards have Sprints and Kanban Boards do not.

  3. Select “Board from an existing Saved Filter

  4. Give your Board a name and select the filter you created in the previous steps

  5. Make sure the correct project is indicated in the Location field. This is where the Board will reside and is independent of the filter.

  6. You will see that initially the setup says No Shares. The board will be shared based on the permissions of the filter used.

  7. If you want to check your Board setup you can access the configuration through the … at the top right corner of the screen. In the General section of the settings you will see the filter and shares.

  8. If you want to be able to Rank your issues on the Board and Rank was not part of your filter, you can click on Add Rank. This will remove any previous sorting order.

 

 

 

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