View Organizer and Manage Jira Issues

Owned by AppFoci Support
Last updated: Feb 21, 2019
3 min read

Use one of the following approaches to access existing Organizers:

  1. From Organizer Dashboard

    • In the MY RECENT area, browse the Organizer list and click the one you like to view, or

    • In the MY FAVORITE area, browse the Organizer list and click the one you like to view

  2. The Manage Organizer page lists all the organizers that you created and your team members created by and made non-private. Click the one you like to view

  3. You can also bookmark a View Organizer page for later access. If you choose to send the link to your team members to share an Organizer, remember to mark it as non-private

View Auto-select Organizer

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

  • 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

View Pre-select Organizer

Open a Pre-select Organizer. It has an Organizer icon surrounded by a plain circle All the functions on the Pre-select Organizer View page are the same as the Auto-select Organizer, except two display differences:

  1. The Pre-select Organizer icon circle does not have arrows

  2. It does not have an JQL because the issues included in the Organizer are Pre-selected at the creation or editing time

 

Manage Jira Issues within Organizer

It is very convenient and productive to manage Jira issues in the multi-dimensional view of hierarchy folder structure.

  • View an existing Organizer

  • 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 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.

Column widths, order, and show/hide are persisted as user preferences, so that the look and feeling will be the same to you when viewing different Organizers and when you log out and log back in.

 

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