See only what you need: How to customise Jira
As an Atlassian Jira user, you may not be able to change what custom fields are available for an issue, but you can customise Jira in line with your personal preferences.
With the Jira Issue Navigator, you can adjust the columns you see. You can also update fields in the Create Issue screen to include (or not include) the optional fields associated with the issue. With these methods, you can tailor your Jira experience and narrow down the information to exactly what you need, when you need it!
Let's walk through a few items you can check out to help customise Jira, but if you need more guidance, hop on over and check out Introducing Jira at Adaptavist Learn.
You will see the Jira Issue Navigator when you perform any kind of Jira Search including a text search, or when you use one of the preset Jira filters, such as My open issues or Created recently. In the open Issue Navigator, you can adjust the columns to help you see the information you need. Let's walk through the process.
First, open the Jira Issue Navigator by selecting a preset filter, such as My open issues–you can also access the Issue Navigator with your own search or filter. To update your columns, you will start by selecting Columns in the top right.
What you will see next is an open window with two buttons: My Defaults and Filter. Note that Filter may be greyed-out if you used a preset search. This option is available for favourite filters that you have created. Jira Administrators will also see a System button that allows you to change the preset filters columns in the Jira Issue Navigator across the entire site, so adjust carefully!
In the window, you'll select My Defaults. You will be changing your preset fields for the Jira Issue Navigator. There are several options for the additional fields to be displayed as a new column. To select one, simply check the box next to the name of the field and click Done. Your field will automatically be added as a new column in the Issue Navigator. Notice that you can drag and drop the column order as well in the Issue Navigator to adjust the information as you need.
For more in depth information on the Atlassian Jira Issue Navigator, check out Introducing Jira, where we look at the View screen and what you will see there, as well as looking at ways to use Jira Search and create your own filters.
To Remove these columns, you'll follow similar steps to what we discussed above, but you will click to de-select a checkbox instead of selecting the checkbox.
When you are creating Jira Issues, you can actually adjust the fields displayed on the Create Issue screen, even if you are a user and not a Jira Administrator. This option allows you to adjust the optional fields you see on your screen when creating an Issue. You won't be able to remove required fields, only the optional fields you don't want to see.
When you create an Issue, you can click Configure fields in the top right to update the fields that you can see in the Create issue window. If you need more training on this Jira Issue creation process, we walk through the steps of creating an Issue in Introducing Jira and go over some of these commonly used fields.
In this Show Fields pop up, make sure to select Custom, since that will be your custom settings for creating issues and the fields you will see. Use the pop up to select or de-select the fields you want to see on the Create Issue screen. The next time you create an Issue, your settings should still be preserved, as this creates a custom configuration for how you want to view the Create Issue screen.
More tailored, more productive
There's a lot of information floating around in Jira, and it is nice to be able to sort through that information in a way that works for you! Use the customisation options in the Jira Issue Navigator and the Create Issue screen to help define the columns and fields you need when you need them.
If you'd like more Atlassian Jira training on creating issues and navigating Jira, check out Module 2 in Introducing Jira.