Hone in on the cards you really care about with Jira Filters

One of the hidden gems in CardBoard is that you can use Jira Filters to get to the cards you really want to see. This past week, we had several customers ask us “is there any way I can filter out the cards that are done?”.  The answer is yes and we will show you how to do it.

Create your filter in Jira

The first step is to go to Jira and create your filter. Here are the steps:

1. Select search all issues

2. Edit the query and set the Project that you will connect CardBoard to.

3. Make additional modifications to the query that will get you the data want. In the video below, we select all of the status except “DONE” so that we can filter out completed work.

4. Click “Save as” and name your query. We will use this query later.

Example Video using Jira Cloud

 

Connect to Jira

Go to the board you want to sync with Jira and select the link button in the toolbar, then select Jira.

Before you select your project you want to connect to, make sure you select “Use a Jira Filter”. Now, click the Connect button to the Jira project you wish to connect to. On the next page, select the Jira Filter you wish to apply, then click Connect.

That’s it! You now have a board with just the cards you want.

Additional Resources

Configuring filters for Jira Cloud

About the Author

Adam Scroggin

Enjoy building products that people love!