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How to save a project view (in the new Jira UI)

Josh Smith_wwjjdy

How do I save a project view (list view, timeline view, etc) in the new issue navigator / project UI merge? I cant find how to save and recall a View?

I have tried saving and recalling a Filter but when i recall it my epics/tasks are all jumbled and it pulls me out of the project view so all the top tabs (List, Timeline, Cal, etc) disappear and im no longer in a regular project view.

EDIT:

Since the new Jira UI merge (Issue Navigator inside projects), there no longer seems to be a way to save a project view (List, Timeline, etc.) with a manual sort order so it persists when returning to the project. We tried saving filters, but opening them pulls us out into the global navigator (no project tabs) and doesn’t preserve our manual rank order unless we force ORDER BY Rank ASC. Jira also doesn’t remember the view by default across sessions or for other team members. The only reliable workaround so far is bookmarking the project-tab URL in the browser, but it feels unreasonable that we can’t just set and save a default project view directly in Jira for everyone visiting the project.

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Aaron Pavez _ServiceRocket_

Hi @Josh Smith

To better understand, can you share screenshots of what you see and what you have tried?

Each project has boards. Those boards have several views: Timeline, list.

If you go to the list view, you have three options to filter. Filter, group and format rules (this is a Kanban board BTW).

Anything set here will stick if you reload or check any other project.

Is this what you are asking?

Regards - Aaron

Josh Smith_wwjjdy

Thanks Aaron,

My Jira Cloud project no longer looks or functions as it did the last time I logged in. I believe there has been a Jira UI update recently which has resulting in the UI seen in the attached screenshot. I dont see any “Search List” field or “Filter” button any longer. And when I logged back in after the Jira update all my Epics were jumbled in an incorrect order. The only way to get my original manually created Epic/Task order back was to enter ‘ project = "LIS" ORDER BY Rank ASC ‘ into the new “JQL” field. I have never seen the Basic/JQL buttons before or had to use them to recall my list order.

Even with ‘ project = "LIS" ORDER BY Rank ASC ‘ in the “JQL”, when I move to another View (Timeline, Board, etc) and back to List View, the JQL field defaults back to ‘ project = "LIS" ORDER BY created DESC ‘ . I have tried saving this filter in order that it recalls automatically whenever I visit List view, however when the filter recalls (via the sidebar “Filters” menu) I see a jumbled list of Epics / Task with no Project view tabes across the top (no List, Timeline, etc).

I just want to be able to manually sort my List view (with all project Epics/Task displaying) and have that view reflected exactly in the Timeline and Board views.

Jira List Issue.png

Aaron Pavez _ServiceRocket_

Hi @Josh Smith

I now see that this is a team-managed project. Sadly, I can't see the JQL field on any of my instances (I have 3).

Could it be a third-party app?

I can't find any updates to Jira mentioning this. I'll keep looking, and maybe someone else has any insights.

Regards

Josh Smith_wwjjdy

I'm bemused and in a complete stalemate with being able to use Jira like this! The only app i have installed is 'Deep Clone for Jira' which shouldnt have has this effect on the main project UI?

Hannes Obweger - JXL for Jira

Hi @Josh Smith

I don't know if this problem, in itself, justifies additional tooling for you, but just to put it out there: If you're looking for an immediate resolution and are open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on: JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your work items (issues) that allows viewing, inline-editing, sorting, and filtering by all your work item fields, much like you’d do in e.g. Excel, Google Sheets, Airtable, or Smartsheet. It also comes with a range of advanced features - including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting - and works across any number of projects.

Plus, any changes that you make to your view are persisted, meaning that you'll always find your sheets just the way you left them. You can also create so-called saved views, allowing you to share your exact setup with your team.

This is how it looks in action:

Any questions just let me know,

Best,

Hannes

Xenia Chilkowich

This is ridiculous. Why remove the ability to save as for new list views instead of creating all these unintuitive steps?

Xenia Chilkowich

Also I expanded all my parents and when I open the list view again they are all collapsed again. list views are no longer an effective tool!

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