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Creating and accessing your Jira issues on a board helps avoid busy work and switching between different tools to transfer information. 

There are 5 ways in which you can add Jira issues to a board: 

  • Transform objects (shapes, cards, texts) into Jira issues,

  • Paste a link to a Jira issue anywhere on the board,

  • Import issues with an import zone (Pro plan feature), 

  • Drag and drop issues from the right-side menu,

  • Use the context menu to create or import issues (Whiteboards for Jira only).

NOTE: Remember to authorize the connection of Whiteboards to your Jira site first. 

How to transform objects into new Jira issues? 

To change a card, shape, or text into a Jira card:

  1. Add your element to the board and select it.

  2. Type in your note or suggestion (the element can’t be empty).

  3. Click on the Jira logo to convert your element to a Jira issue.

  4. Choose your Jira site, Project, and Issue type.

  5. Click Create.

Your element will be transformed into a Jira card and a new issue will be created in your company's Jira. The text that was in your object will be used as the issue title. 

How to add Jira issues from a link?

To add a card with a Jira issue board:

  1. Copy your issue URL from the browser or the share menu in Jira.

  2. Click anywhere on the board and use the shortcut CTRL/CMD + V.

A new element will appear on the board with the Jira issue summary. 

How to import issues with an import zone?

To add multiple issues to a board:

  1. Open your board and go to Power tools.
     

  2. Click on Import zone.

  3. Draw a rectangle on the board to create your import zone and a configuration window will open.

  4. Select the Jira site from which the issues should be pulled.

  5. Write the JQL filter query by which your issues should be found (or use the compass icon on the left to use standard filters). The query won’t be autocompleted, so you need to write it in full.

  6. Choose the limit of issues that will be imported to the board (this defines the maximum number of issues the import zone will add, even if there are more that match the JQL query).

  7. Select if you want the issues in the import zone to be ordered randomly, horizontally, or vertically.

  8. Click Save.

  9. Press Refresh on the menu above the import zone.

Your issues will be added to the board within the import zone in the order you selected. You can now place them anywhere on the board. 

NOTE: Issues already on the board will be skipped, but you can select them from the notification that shows up.

How to add Jira issues from a side menu? 

To add existing issues to your board:

  1. Click on the Issues icon on the right side menu.

  2. Define the JQL filter query by which your issues should be found and press Enter.
     
    TIP: You can use pre-defined filters by clicking on the compass icon on the left:

  3. (Optional) Choose if you want to display issues already on the board or automatically display relations between issues.

  4. Select an issue and drag&drop it to the place where you want it on the board (or hover over the issue and click Add to board).

TIP: If the issue is already on the board, hover on its card on the menu and select Show on board to be navigated to it.

How to add issues from the context menu?

NOTE: This option is available in Whiteboards for Jira only.

To create issues from the context menu:

  1. Right-click anywhere on the board to open the context menu.

  2. Click Create issue to open the creation window.

  3. Select Project and Issue type.

  4. Type your summary.

  5. (Optional) Add attachments.

  6. (Optional) Provide a description.

  7. (Optional) Choose what kind of linking relation this issue should have with other ones.

  8. (Optional) Select the issue linked to the one you’re creating.

  9. (Optional) Choose if you want to assign a fix version.

  10. (Optional) Define the assignee.

  11. (Optional) Pick priority.

  12. (Optional) Add labels.

  13. (Optional) Choose an epic to assign this issue to.

  14. (Optional) Define the parent issue.

  15. (Optional) Select the sprint you want this issue to be part of.

  16. (Optional) Choose the team that will work on this issue.

  17. (Optional) Select if you want to create another issue after this one.

  18. Click Create.

A new issue will appear both in your Jira Software and on the board with all the details you’ve provided when creating it.

TIP: From this view, you can also import issues from a CSV file or configure the fields that you want to have on this issue.

To import issues from the context menu:

  1. Right-click anywhere on the board to open the context menu.

  2. Click Import issues to open the side menu on the right.

  3. Define the JQL filter query by which your issues should be found and press Enter.
     
    TIP: You can use pre-defined filters by clicking on the compass icon on the left:

  4. (Optional) Choose if you want to display issues already on the board or automatically display relations between issues.

  5. Select an issue and drag&drop it to the place where you want it on the board (or hover over the issue and click Add to board).

How to manage Jira issues on the board? 

Once the Jira issue is added to the board, you can quickly preview the most important information about it:

  • Issue Summary,
  • Issue Type,

  • Priority,

  • Status,

  • Estimate,

  • Epic name of Parent Epic (if the parent issue is an Epic),

  • Parent issue key,

  • Completion rate of its children (in case the issue is an Epic),

  • Assignee.

TIP: Double-click on the element to open it in Jira in a new browser tab. 

After selecting the element, the menu above it will give you options to:

  • Reload the issue card to sync it with Jira,

  • Open it in Jira, 

  • View child issues (a panel on the right will open with a list of the child issues), 

  • Add a comment

  • Lock the element in place. 

Clicking on the ellipsis gives you more options:

  • Assign — change the person assigned to the issue,

  • Edit field — edit a selected field in the issue,

  • Add child issue — create a new issue related to this one,

  • Set the status to: To Do, In Progress, Done, In Review,

  • Copy — copy this element to the clipboard (you can use the shortcut CTRL/CMD + C),

  • Duplicate — create a duplicate on the board, next to the original element (achieve the same effect by pressing CTRL/CMD + D),

  • Cut — remove the element from the board and copy it to the clipboard at the same time (CTRL/CMD + X will trigger the same behavior),

  • Add new comment — add a note for your collaborators,

  • Lock — keep the element locked in place so it can’t be moved until it’s unlocked (also works with a shortcut CTRL/CMD + L),

  • Bring to front — move it to the front of other layers on the board (use CTRL/CMD + ] to do it from the keyboard),

  • Send to back — send it to the bottom of the layers on the board (use the shortcut CTRL/CMD + [ to do the same),

  • Remove — delete the element (you can also select the element and press DEL/backspace button on the keyboard),

Advanced: 

  • Set sticky — when scrolling, the element will stay within the viewport so it’s always accessible from wherever you are on the board,

  • Disable shadow — remove the visual shadow underneath the element.

  • No labels

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