1. Firstly, Open your Jira project board.
2. Click on "Filters".
3. Next, click on "View all filters".
4. Click on "Create filter".
5. Enter your filter criteria such as project, issue type, status, assignee, etc.
6. Then, click on "Save filter".
7. Video Step (
8. Finally, click on 'Save'.
9. It's done. You have successfully created a filter in Jira now.
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This interactive demo/guided walkthrough on How to Create a Filter in Jira was created using Supademo.
How to Create a Filter in Jira : Step-by-Step Guide
Begin by navigating to your Jira project board where you can manage all your tasks and issues related to that project.
From the main menu, locate and select the "Filters" option to access your existing filters and options for creating new ones.
Then, choose "View all filters" to get a comprehensive list of all filters available in your Jira instance, which helps you manage your search queries efficiently.
To start defining a new search query, click on "Create filter" at the top of the filters list. This will open the filter creation interface.
Enter the detailed criteria for your filter such as selecting the project, specifying the issue types, status, assignee, and any other parameters that narrow down the results.
Once your filter criteria are set, confirm and save your filter by clicking the "Save filter" button. This makes your filter available for future use and sharing.
For a visual walkthrough of this process, watch the video linked here to see each step in action and better understand the flow.
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Review your filter settings, and when everything looks good, finalize the process by clicking the 'Save' button to apply the filter to your project board.
Congratulations! You have successfully created a tailored filter in Jira that will help you quickly find the issues important to you.
Now, with your new filter saved, you’re set to efficiently manage and track your projects. Plus, you can create a Supademo in seconds to share your workflow easily.
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FAQs
Commonly asked questions about this topic.
What is a filter in Jira?
How do I create a new filter in Jira?
Can I share filters with my team?
What kind of criteria can I use when creating filters?
How can I edit an existing filter in Jira?
Does creating filters require admin permissions?
What is the difference between a filter and a dashboard gadget in Jira?
Can I use JQL (Jira Query Language) when creating filters?
How do I delete a filter in Jira?
How do saved filters improve efficiency in Jira?
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
