Create Organizer

There are two types of organizers: Auto-select Organizer and Pre-select Organizer.

Auto-select Organizer includes all the Jira issues that meet the JQL (Jira Query) criteria. It assesses the JQL when you go to the Organizer View page, or when you click the "Refresh" button on the View page.
Pre-select Organizer includes the Jira issues added at the creation time. You can add or remove Jira issues by Editing the Organizer.

Take one of the following approaches to start creating an Organizer:

On the Organizer dashboard, click "+ Auto-select Organizer" or "+ Pre-select Organizer".
On the Manage Organizer page, click "+ Auto-select Organizer" or "+ Pre-select Organizer".
On the Manage Organizer page, click "Import XLS" to create a Pre-select Organizer.
Make a copy of an existing Organizer and update from there: While viewing an Organizer, click "Copy".
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.

Create Auto-select Organizer

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

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