Starting Quick View and Managing Groups

Once you install Quick View for Jira, you should see it in the list of apps displayed at the left menu bar, available for every Jira project.

A Quick View Group is composed from a set of issues. Groups are used as containers for issues you want to manage and track together. You can set new groups, change groups names etc. When you start using Quick View for the first time for a board, you will see a single default group named Quick View Backlog. By default, group issues are displayed with their issue Key and issue Summary. When you click on the issue key, the Jira issue view screen is opened, and you can view and edit all the issue details as usual.

Once you create more of your own groups (see below), you can simply drag issues from the backlog group into any group.

Note: Issues are associated to groups using Jira labels. A special group label is added to all issues linked to it. E.g., “This Week” group , will create a label “Groupby-This-Week” in all associated issues.

Creating a New Group

Quick View has several type of groups:

Default Group
Parent Child Group
Issue Type Group

Default Group

This is the simplest type of group. To create a default group click on New Group and then type its name.

Once you enter the name and click Create. The group will appear as the top group in the page.

As you can see the group is empty. Note the issue counter which lists the number of issues in Not-Started, In-Progress and Done Jira categories. You can now drag issues in from the backlog group, or even create new issues by clicking the +Add link below the group. You can add any number issues to a group. Issue order within the group can changed by drag and drop.

The group view is collapsed. To expand it and see its issue click on the > link to the left of the group name, Note the issue counters at the bottom of the group. The display the total issues in the group, and the number of not-started, in-progress and completed issues.

You can always reposition the group by placing the cursor on its name, then dragging and dropping it to its now location in the page.

Parent-Child Group

This group is based on a parent issue, and automatically lists its issues. To create a Parent-Child group, click on Now Group and select the option. You now need to select the parent issue from the list of issues in the drop down. These may, or may not, have child issues. If they do, the child issues will be listed in the group. When new child issues are created, they will appear in this group.

Linked-Issue Group

These are another type of related issues. Unlike Parent-Child, the relation is a set when issues are linked by a Jira linked type such as issues Blocked-By the master issue. To create a Linked-Issue group, select New Group, then select the issue type of the linked issues, the link type, and then the main issue from the drop down.

Show Done

Often, you want to focus on issues that require action, rather than gazing at long lists of historical completed ones. In that case, toggle OFF the Show Done option.

Subtask View

The Subtask View at the top of the screen, shows subtask under their parent issues in the group list.

Changing a Group Color

Clicking the three dots left of the group name opens a group menu.

Clicking Change Color from the group menu allows you to select a color from the pallet opened.

The color chosen is then used in the group title and left border.

Changing a Group Title

Clicking Change Title from the group menu will open a popup screen with the group name to be edited. Click the checkmark button in order to apply the new name.

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

Deleting a Group

Clicking Delete Group will delete the group, and unlink all the relevant issues from it (removing the label from the issue).