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
Field type | Editable | Color coding | Indicator sign |
Single select list | Yes | Yes | No |
Radio button | Yes | Yes | No |
Dates | Yes | No | Yes |
Assignees | Yes | No | No |
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)
Collapse\Expend Group Issues
You can make your work even more clear and organized by collapsing the groups you don’t use at the moment.
Changing Groups Order
You can change the group's order by easily hold and drag the 4 points icon to the wanted location.
Easily move issues between groups and inside a group
You can change the issues order inside a group and between groups by easily drag and drop them to the wanted location
Issue status counter
Displaying on the group header how many issues are included and the status they are in.
Backlog group
A default backlog group that will contain all the issues that are not related to any group
Group sorting:
You can sort issues in a group according to a field by pressing the field name.
The sorting will be according to the alphabetic method.
Double pressing the filed name will sort it in the reverse alphabet.
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”