Hi there
I have two questions relating to the attached screenshot: (this is a project Board)
1. How do I change the existing options highlighted in the horizontal yellow annotation, and where do I create new options to go there?
2. In the vertical highlighted blue annotation, where do I go to change the options that are there with new one's? (I assume I create new one's in "fields?"
Thank you in advance...
hello,
1. You can add or remove columns by going to Board Settings > Layout > Columns.
2. Under each ticket, you'll see a gear icon for configuration. Click it to edit the ticket settings.
Hello @Angus Smith
Can you first tell us what type of project this concerns?
Get that information from the View All Projects page available under the Projects menu.
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Thank you for that clarification @Angus Smith .
Is the project type Software, Business, or Service Management?
Starting with question #2:
For a Company Managed project new fields must first be created by a Jira Administrator, which I see you are (per your post tags).
This document details creation of new custom fields:
https://support.atlassian.com/jira-cloud-administration/docs/create-a-custom-field/
During that process there will be prompting for you to optionally add the fields to specific screens, which you can do to add them to the screen you showed. You will need to identify the screen being used by that work item type in that project. You can get that information from Project Settings > Work Items > Screens.
You can also change the fields available in the screens of specific issue types by going to Project Settings > Work Items > Layout. Then select Edit issue layout next to the work item type for which you want to change the fields.
You can remove fields from the screen by dragging them from the center panel to the right panel. You can add fields to the screen by finding them in the right panel and dragging them to the center panel.
Regarding question #1:
The columns in the Board view are mapped to Statuses to which the work items in the board can be set. When a board is first created the available status values are mapped to columns automatically, and the columns are named to reflect the mapped Status.
If you don't want to change the actual Status value, it may be possible to simply rename the columns, depending on the project type.
It may also be possible to change the mapping of Statuses to columns, again depending on the project type.
If you want to have different Status values available for the work items that will require modifying the workflow used by the project work item types.
Since workflows and workflow schemes may be shared between Company Managed projects you would want to determine it the workflows and schemes you are changing are actually shared before making any changes.
Also be aware that while you might be technically able to change the name of a status while modifying a workflow, doing so would change that status's name in all workflows where it is used, potentially affecting other projects.
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Hi Trudy, it is a Business project. Allow me a little time to go through your guidance please.
Many thanks
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For a Business project the Columns of the board are tied directly to Status values with each Status value having a column. You cannot rename the columns. You cannot map different statuses to different columns. That is all handled automatically for this type of project.
You would have to rename the status, or add/remove statuses available in the workflow for the issues in the projects in order to change the columns that are available.
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