Getting Started with Canvas for JIRA

Opening Canvas

To begin using Canvas select Canvas from your JIRA Dashboard.

Or, if already in a project, select Boards from the JIRA sidebar. 

Using the Canvas Picker

Use the Canvas Picker to select existing projects or filters to get started in Canvas. 

 

 

 

 

 

 

 

 

 

 

 

All existing issues within your chosen project or favourite filter will then display on a Canvas board. You can also save Canvas layouts, which will then appear in the Canvas Picker.



Board Layout

To set your board layout, select fields from the toolbar to define your columns/rows, depending on your view: Column or Matrix. 

Quick filters

Filtering is now faster and simpler than ever. The data set from your saved boards or filters can be more concise using Quick Filters, instead of struggling with JQL. If you still prefer JQL, don't worry, check the options below!

Views

Choose fields such as Assignee, Issue Type, Priority, Status etc. to define your rows and columns in the Matrix view, or just columns in with the new Column view. Change fields at any time through the toolbar. 

Column view

The Column view provides a simplified, column only board, but still gives you the power to choose the custom fields and filtering for your data. 


Matrix view

The Matrix view brings another dimension to your boards, to help you better manage triaging, planning releases or prioritizing your team's work. 


 

Options

  • Save. You can save your custom boards so they're available whenever you need them.
  • Show JQL. The power of the JIRA Query Language to create your own views and working areas.
  • Share board. Get your colleagues involved, and share all the cool boards you create.
  • Manage boards. Access and manage your saved boards.
  • Manage fields. Select the fields you want to have available for your boards.
  • Manage filters. Access and manage your filters.
  • Help.  Nee some help? Have some feedback you're just dying to share with us? Here's your chance.

 

Working with Issues

To move issues around your boards, click on the issue and simply drag it to the desired location, then release the mouse. Moving and issue this way updates the attributes of the issue.

Viewing More Issue Information

To view more information on a given issue, click anywhere on the issues card to open the preview screen. This preview screen allows for quick modifications of specific fields.

To view the original issue page, click on the issue number link.

  • No labels