Custom board shares

Custom boards

On Jira, users can customize boards to display specific issue types, they may be specified by one or more factors. External share for Jira is capable to share these custom boards. You can achieve this using JQL filters.

Why custom boards?

Depending on the model of your project and board types that you use, you may wish to provide more or less information to external users than the board available to your project members.

Creating a custom board

Let’s say you have a company-managed project and you are using the scrum board, you want to create an external share to show some external users about your sprint plan. However, you don’t really want to share the backlog issues. You want to share only your “Active board”.

To achieve this, you will need to create a JQL filter to remove backlog issues from your board.

1. Create a new board

   • Select the down arrow next to the board menu.

     Open

     

   • Click on the “Create board” button.

     Open

     

   • Select the Scrum board (for this example).

   • Create a board from an existing saved filter.

   • Name the board and select the project location.

   • Select the filter from the original board and click on the “Create board” button.

2. Create a Filter

   • Click on the “Filters” dropdown menu and select the “View all filters” option.

   • Click on the “Create filter” button.

   • Select your project and click on the “Switch to JQL” Button

   • Add the following JQL to your search

     • (sprint != Empty and sprint in openSprints()) This will remove backlog from the results.

     • Your filter should now look similar to this example, project = QSC AND (sprint != Empty and sprint in openSprints()) order by created DESC

   • Click on the “Save as” button, give your filter a name, and submit it.

      

3. Apply your filter to the board

   • Go to your project and select the newly created board.

   • Enter the board settings

   • Under the Filter section, click on the “Saved filter” field

   • Select the filter you created in Step 2

     You now have created and customized a board that will not display backlog issues on the board.

Grant access to External share

The last step is to allow external share access to the newly created filter, simply return to the “View all filters” page.

Find the newly created filter and select the “Edit” option.

On the configuration pop-up, under the editors' section,

1. select “User”

2. look for External share for Jira

3. Add

4. Save