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Follow the steps below to Customize Customer Portal
Click on 9 dots (at the top-left side) > Switch to Jira Service Desk > Click on “Channels” > Select “HELP CENTER” > Click on “Customize” (in the left side) > You can choose settings/ details as per your choice.
Follow the steps below To Convert Story Into Subtask
Select the tasks which needs conversion> Right Click and Select “Bulk Change” > Select “Move Issues” > Change “Task” To “SubTask” > Select a Parent Issue > Click on “Confirm” button > Click on “Acknowledge” button
Follow the steps below to Convert Subtask into Story
Go inside of a Story > Click on three dots (just above the name of the subtask) > Select “Bulk Edit” > Select “Move Issues” > Move “Subtask” To “Story” and click on “Next“> Click “Confirm” button > Click “Acknowledge” button
Follow the steps below To Turn Off Email Notifications
Click on the “Avatar” icon (in the top-right corner) > Select “Personal Settings” > Choose your settings at “Email Notifications for Issue Activity” > Click on “Save Changes” button.
Follow the steps below to Export Single Issue
Go to Backlog > Select an “Issue” > Click the three dots > Choose “Print” or “Export XML” or “Export Word“
Follow the steps below To Add Acceptance Criteria To Issue
Click the “Settings” (wheel icon at the top-right corner) > Select “Issues” > Click on “Custom Fields” > Click on “Create Custom Field” (top-right side) > Select a Custom Field from the list > Give a Name > Click on “Create” button
In the next step, Select Screens (where the select field will be available) > Click on “Update” button
Once Custom Field is added, you still need to Configure the Screen.
Click on “Create Issue” > Click “Configure Fields” (at the top-right side of the pop-up)
Note: You must have Jira admin permissions, otherwise you will not see these settings.
Follow the steps below to Update User Preferences
Personal Settings:
Click on “Avatar” (at top-right corner) > Select “Personal Settings” > Change/Update the settings as per your preferences
Profile Settings:
Click on “Avatar” (at top-right corner) > Click “Profile” in settings > Change/Update the settings as per your preferences
Account Settings:
Click on “Avatar” (at top-right corner) > Click “Account Settings” > Change/Update the settings as per your preferences
Follow the steps below to Show All Issues You Watch
Select a Project > Click on “Issues” > Click on “Advance Search
Query For All Different Projects:
watcher = currentUser()
To order the Issues:
watcher = currentUser() ORDER BY created DESC/ASC
To order the Issues of a specific project:
watcher = currentUser() AND project = “ProjectName” ORDER BY created DESC/ASC
Follow the steps below to Show All Issues Assigned to Me
Click on “Filters” (at the top side) >Select “Advance Issue Search” >Click on “Switch to JQL” > Use the following Query:
assignee is CurrentUser() AND resolution is EMPTY order by Created DESC
Note: You can save the query by clicking on “Save as” (at the top) and give it a Name for future use
OR
Click on “Filters” (at the top side) > Select “Advance Issue Search” > Change “Assignees All” To “Current Users” in the Filters (at the top)
Note: You can also use other filters for more filtered results
To create a Dashboard:
Click on “Dashboard” > Select “Create Dashboard” > Name the Dashboard > Click on “Save” button
Once done, Click on “Add a new Gadget” > Select “Filter Results” > Select “All my Issues” in the “Saved Filter” > Check “Update every 15 minutes” > Click on “Save” button.
Follow the steps below to Sell All Agents
Go to “Project Settings” > Click on “People” > Here you will see the list of all agents
