Create a Personalized Task Board in Jira

Create a Personalized Task Board in Jira

Seton Hall users can create a customized Kanban-style board in Jira to easily manage tasks assigned to them across multiple projects. Instead of viewing your issues as a simple list, this visual board allows you to organize and track your work using drag-and-drop functionality.

Jira offers multiple ways to view and manage your assigned tasks.

Create a Personal Task Board

Build a custom filter tailored to your needs, then generate a personalized board that brings all your tasks together in one convenient, interactive view.

  1. Log into PirateNet, then search for and click on the Jira & Confluence app.

  2. In the top navigation bar, click Filters > View all filters > Create filter.

    Create filter.png

  3. In the search bar, click Advanced to switch to JQL mode. Then, enter the following JQL:

    assignee = currentUser() ORDER BY updated DESC

  4. Press Enter to display all your assigned issues.

    JQL code.png

     

  5. After entering the JQL, click Save Filter. Give your filter a name such as "My Assigned Tasks".

  6. Click the Your Work dropdown menu.

  7. Select the Boards tab, then click View all boards.

    image-20250604-173422.png
  8. Click Create board, then choose the following options:

    • Board Type: Kanban Board

    • Create board from: Existing Saved Filter

  9. Configure the board using these settings:

    • Board Name: Enter an identifiable name such as “My Assigned Tasks Board”

    • Saved Filter: Select the filter you saved earlier ("My Assigned Tasks")

    • Location: Scroll to the bottom of the list and select your profile under the Personal section

      Your Profile location.png

  10. Click Create Board.

Customizing Columns (Optional but Recommended)

  1. Click the ellipsis menu (•••) next to Release in the top right corner of the screen, then select Configure Board.

  2. You’ll be taken to the Board Settings screen, where you can customize the following options:


General

  • Update the board name, filter, or location.

  • Add a description to clarify the board’s purpose or audience.

  • Control who can view or administer the board.

Columns

  • Customize your workflow by mapping issue statuses to board columns (e.g., To Do, In Progress, Done).

  • Add, rename, or remove columns as needed.

Swimlanes

  • Organize issues into horizontal lanes based on criteria such as stories, assignees, epics, or queries.

  • Helpful for teams that need to track multiple streams of work in parallel.

Quick Filters

  • Create custom filters to quickly view specific subsets of issues (e.g., by priority, assignee, label).

  • Useful for focusing on particular work without altering the main board view.

Card Colors

  • Assign colors to issue cards based on queries or issue attributes (e.g., issue type, priority).

  • Enhances visual recognition and helps highlight key issues.

Card Layout

  • Choose which issue fields (like labels, due date, or assignee) are displayed on cards.

  • This makes it easier to see relevant details at a glance without clicking into each issue.

Working Days

  • Define the working days for your team (e.g., Monday–Friday).

  • This affects metrics like cycle time and can improve the accuracy of reports.

Access Your Work Page

The Your Work tab provides an alternative way to view all tasks assigned to you. To access it:

  1. Click Your Work dropdown menu.

  2. Select Assigned to Me > Go to your work page.

    Your Work Page.png