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how do I create a new view in Advanced Roadmaps ?

how do I create a new view in Advanced Roadmaps ?

2 answers

1 vote
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Apr 05, 2022

@Adam Morris - 

Welcome to the community.  First of all, (assuming you have the edit right against an existing plan or you are creating a new plan) - You can just adjust the default view.  Once it is modified, you will see the the view name will be appended with "Edited" wording...

2022-04-05_17-06-14.png

If you then click on the "..." symbol, you will see the option menu where you can save the modified view to something else.

2022-04-05_17-06-46.png

Here are a few other links from Atlassian regarding to manage views associated with a plan for your reference -

https://support.atlassian.com/jira-software-cloud/docs/save-a-new-view-in-advanced-roadmaps/

https://support.atlassian.com/jira-software-cloud/docs/manage-and-delete-views-in-advanced-roadmaps/

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

0 votes
Curt Holley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Apr 05, 2022

Hi @Adam Morris 

Welcome to the community!

Configure fields, view settings and filters until you have what you desire (as the new view), then click the down arrow (next to "Save this view") and select "Save as new view" and give it an appropriate name.

Screenshot 2022-04-06 121813.png

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