Creating Filters in Jira: Everything You Need to Know
Brody Hallon June 30, 2022.
Jira filters allow users to control the output of Jira Search issues by applying a set of conditions to search results. Users can use filters, for example, to show only the issues that are assigned to a specified assignee, that are in a particular status, or that are tagged with a particular keyword.
Read on to learn all you need to know about filters in Jira.
When to Use a Filter in Jira
A filter in Jira is a way to control the flow of work items in a particular project. Filters can be used to show or hide work items based on specific criteria, such as the type of work item, the status of the work item, or the assignee of the work item. Filters can also be used to create views of the project that show only a subset of the work items in that project.
How to Create a Filter in Jira
Jira has numerous search filters that can be used to locate and manage different projects, issues, and boards. As there are far too many to mention, for this tutorial, we’ve plucked out a couple of example filters to demonstrate the process.
Here’s how to apply Jira filters:
- Log into your Jira account and from the dashboard’s menu, navigate to “Filters” > “View all filters”.
- Once the filters page has loaded, from the top left-hand corner, click the “Create filter” button.
- Next, from the top of the search page, set the assignee to “Current User”.
- Now, select “More” > “Resolution” and check “Unresolved”.
- Using these specific filters, the search results will return unresolved issues that have been assigned to the current user.
Of course, you can choose between a vast array of different filters from the search bar. To view them all, simply click on the scroll bar, wait for the list to drop down, and select which filter you feel applies to the search query you wish to execute.
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How to Edit a Filter in Jira
In Jira, filters allow you to view a specific set of issues that meet certain criteria, some of which you may use regularly. If this is the case, users can save filters for later use.
To save a filter, simply:
- Define and run your search.
- Click the “Save as” link above the search results.
- This will display the “Save Filter” panel.
- Assign a filter name and click “Submit” to save the changes.
Once saved, they are stored on a user’s “favorite filters” list. If needed, these can later be edited.
To edit a filter:
- Head to the Issues menu and select "Filters".
- Click the name of the filter you want to edit.
- To add or remove criteria, simply click the "+" or "—" buttons next to each field. You can also change the order of the fields by clicking and dragging them up or down.
How to Share a Filter in Jira
Filters that have been previously created can be shared with other Jira users via groups, projects, or project roles. Additionally, any save filter can be shared globally using the JIRA Administrators' “Shared Filters” feature.
To share an existing filter, simply:
- Choose “Issues” > “Manage filters”.
- From here, click the “My” tab.
- Locate the filter you want to share and select it.
- Click the “Details” link.
- Click “Edit permissions” to open the “Edit Current Filter” display.
- Click on the “Add Shares” dropdown menu and select either “Everyone”, “Group”, or “Project”.
- Once selected, next to the dropdown menu, click the “+Add” button and select who you’d like to share permissions with.
- To finalize, click “Save”.
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Best Practices for Using Filters in Jira
As we’ve covered here, filters are an important part of Jira as they allow users to focus on specific issues and tasks. By using filters effectively, users can improve their productivity and reduce the amount of time they spend managing their work.
Check out our post on how a powerful intranet search improves employee productivity.
To get the most out of Jira filters, here are some best practices:
- Use filters to organize your work One of the best ways to use filters is to create a custom filter for each project you're working on. This will help you stay organized and focused on the tasks at hand.
- Use keywords in your filters When creating a filter, be sure to use keywords that will help you find the issues you need quickly and easily. This will save you time when looking for specific issues.
- Don’t overuse filters Filters can help you quickly find and track issues, but it's important to use them wisely. Too many filters can lead to information overload and make it difficult to find the issue you're looking for.
If you’d like to see more best practices, check out our Jira best practices post here.