Documentation Content:

OverView

• Quick View is the new simplified and cool way to manage your issues & tasks in hassle free way

• Group your tasks as you want

• Update statuses, assignees, dates right from your Quick View screen

• Color code values to quick visibility and colorful display

• Set your insight indicators next to dates fields to better communicate your assessments of meeting these dates goals.

• Change the way you work in Jira. Work in environment set for humans

Boards

The QuickView screen is set per board in Jira.

Groups

Groups are used to set containers for issues we want to manage and track. You can set new groups, change groups names etc.

The groups are connected to the issues by using the labels mechanism. A group creates a specific label using the group name on the issue, so it can be linked to a group.

E.G. This Week group , will create a label Groupby-This-Week on all related issues.

Creating a new group

Pressing on the new group button will create a new group (will be created as the last group in the list) and will be titled as "New Group".

Changing group name

Pressing the group name will open a popup screen with the group name to be edited. You must press the V button in order to apply the new name.

All the issues connected to this group will change the label to represent the new group name.

Changing group color

Pressing the 3 dots button (on the left of the group name) will open a menu. One of the options is changing the group color. Pressing it will open color palette that you can choose a color from.

Deleting a group

Pressing the 3 dots button (on the left of the group name) will open a menu. One of the options is deleting the group.

Pressing this option will delete the group, and unlink all the relevant issues from it (deleting the label from the issue).

Adding issue to a group

Pressing the ‘add issue’ at the end of a group will open a Jira create issue screen. Note that there is a predefined label set there. DO NOT DELETE it, otherwise the issue will not be connected to the group.

Adding a group to an existing issue

Adding the label with the group name will make the group-issue connection.

The label is composed of prefix Groupby- and the group name (- character replaces spaces)

E.G. This Week group, will have a label `Groupby-This-Week`.

Issues

Jira view screen

Pressing on the issue id will open a new page with the issue view screen

Controlled fields

Changing color-coding to fields

For the relevant fields, the header line will present a special icon that can control the colors coding per value of the field.

A popup screen will show all values and their color codes. Pressing the color box will open available colors to choose from. After pressing "Apply" the screen will refresh and the new color scheme will be applied.

Changing values to select list or radio button fields

For the relevant fields, pressing on the field will open a popup screen with all the relevant values. Pressing the value, will set the value in the issue.

For Status field - if transition screen existing for the relevant value chosen, the value will not be set and an error message will appear. You need to change this value from the edit screen.

Note - if the field does not exist in the edit screen - this value can not be set here, and an error message will appear.

Set the field in the edit screen to be able to edit it from here.

Changing date value

Pressing a date field will open a schedule a popup screen enabling you to choose a value.

Note - if the field does not exist in the edit screen - this value can not be set here, and an error message will appear.

Set the field in the edit screen to be able to edit it from here.

Adding a special sign to dates

You can choose a special sign next to a date field to represent some sort of information or status per this field.

The values you can choose from:

These values are only used for display.

Changing assignee

Assignee based fields can be changed by pressing on the field an assignee popup screen will appear and you could pick an assignee from the search results.

Note - if the field does not exist in the edit screen - this value can not be set here, and a n error message will appear.

Set the field in the edit screen to be able to edit it from here.

Adjusting the fields you view

You can set up to 8 fields you want to see on the screen.

You can also adjust those fields by pressing the column button.

Choosing the fields you wish to view

Pressing the column button will present a popup screen with all available fields you can choose from. Clicking on the checkbox (or un clicking) will control the fields that will be shown

Choosing the order of the fields on the main screen

Dragging the field header (left-right) will change the position of the field on the screen.

(This will control all the groups together)

What can be managed with Quick View

You can manage easily set of different concepts, just create your custom fields for better status tracking or informative data, and manage and track your everyday needs. See some examples of what can be managed with the QuickView plugin:

Managing Projects or Features statuses

Managing teams weekly to-do list

Managing Customers Requirements

Using automation with Quick View

You can create automation rules using 3rd party plugins to set custom fields values.

These rules can be based on statuses or other fields values

Example:

In order to see progress in our dev process, we created custom fields for DEV and QA statuses to set a more granular view of the progress.

Here are some rules we created:

• Status “Ready for dev” → Set “DEV status” field to “Ready” and Set QA status to “Not started”.

• Status “In Progress” → set “DEV status” field to “In Progress”

• Status “Ready for QA” → set “DEV status” field to “Done” and Set “QA status” to ”Ready”

• Status “In QA” → Set QA status to “In Progress”.

• Status “Done” → Set QA status to “In Done”