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  1. On the Organizer dashboard, click "+ Auto-select Organizer" or "+ Pre-select Organizer".

  2. On the Manage Organizer page, click "+ Auto-select Organizer" or "+ Pre-select Organizer".

  3. On the Manage Organizer page, click "Import XLS" to create a Pre-select Organizer.

  4. Make a copy of an existing Organizer and update from there: While viewing an Organizer, click "Copy".

  5. On the Jira issue search page, from the drop-down menu, click "+ Auto-select Organizer" or "+ Pre-select Organizer", as in the following screenshot. The search JQL will be carried into the JQL field on the Create Organizer page.

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Create Auto-select Organizer

  • Click "+ Auto-select Organizer" to bring up Create Auto-select Organizer page

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  • Name your Organizer

  • Give a Description , which is optional

  • Provide the JQL that defines the set of Jira issues to be included in the Organizer. You can type in or copy/paste the JQL in the field. Alternatively, you can also select from any existing Jira Filter

  • Click the Search icon to execute the JQL

  • Click the "+" icon to add folder levels. Use the drop-down to select the Jira issue property as the folder level

  • Drag-drop to reorder the folder levels

  • Click the “x” sign beside a folder level dropdown to delete a folder level

  • Examine the page and make update as needed

  • If you like to keep this Organizer to yourself, check the "Private" checkbox. Otherwise, any logged-in users will be able to view this Organizer

  • Click "Save" at the top of the page to save the Organizer

  • Otherwise, click "Cancel" to discard the creation

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  • Click "+ Pre-select Organizer" to bring up Create Pre-select Organizer page

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  • Name your Organizer

  • Give a Description , which is optional

  • In the search Issue panel, use JQL or filter to retrieve Jira issues as candidates. Click the Search icon to execute the JQL

  • Select the issues and click the "Add To Organizer." button

  • To remove issues from the Organizer, select the added issues and click Remove button

  • Click the "+" icon to add folder levels. Use the drop-down to select the Jira issue property as the folder level

  • Drag-drop to reorder the folder levels

  • Click the “x” sign beside a folder level dropdown to delete a folder level

  • Examine the page and make update as needed

  • Check the "Private" checkbox if you like to keep this Organizer to yourself

  • Click "Save" at the top of the page to save the Organizer.

  • Otherwise, click "Cancel" to discard the creation

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