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  • Open an Auto-select Organizer. It has an Organizer icon surrounded by a circle with arrows

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  • On the top of the page, toggle the "Favorite" star to mark this Organizer as one of your favorites, which will show up in MY FAVORITE section on the Organizer Dashboard

  • Toggle the "Progress" checkbox to show or hide the progress bars in the folder structure area

  • The Organizer view is synchronized with the latest data at the time of opening. If you have been in the organizer for a while, you can click the "Refresh" button to re-synchronize

  • If you created this Organizer, a "Delete" button is visible. Feel free to click the "Delete" Button – it will prompt to for confirmation before deleting. However, if you proceed with "Yes", the Organizer will be deleted permanently

  • There are also options to Edit (if you are the creator) or Copy the Organizer. We will describe how those functions work

  • On the second row of the View page, click on the folder icons to show/hide the folder levels. Watch how the folder tree structure and the issue list table change. the changes are display purpose and not saved

  • For Auto-select Organizer, the second row also displays the JQL that defines the issues included in the Organizer

  • In the folder tree structure area,

    • Click the arrows to open or close the folders

    • Click on a folder name to see the issues belong to the folder in the issue list table

    • The number beside a folder name indicate the total number issues within the sub-folders of that folder

  • The progress bar is color-coded to indicate the ration of the issues in different status. Mouse over the progress bar to see the counts and percentage of the distribution

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  • View an existing Organizer

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  • Select a folder or sub-folder to bring the issues into the table

  • Use the Column drop-down list to show or hide columns

  • Drag the column header border lines to resize the column widths

  • Drag-drop column headers to reorder the table columns

  • Click the column headers to sort the issues

  • Click the bread icon on the right of a column to bring up the search filed; type words to search

  • Clicking on the issue fields. From there, you can update the Jira issue field, including

    • Summary

    • Priority

    • Status

    • Assignee

    • Affected Versions

    • Fix Versions

    • Components,

    • Labels

    • Sprint

    • etc.

  • Without leaving this the View Organizer page, you can also click the "+" icon on the Jira's Left Manu Bar to create new issues. For Auto-select Organizer, if you assign the basic properties to the issue so that it falls into the Organizer, you can complete specifying the rest of the issue properties within the Organizer.

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