Can customised cards be shared across all project members?

Darrel Jackson
Contributor
October 2, 2024

Hi all,

I'm about to do a large rollout of JWM to non-technical teams in our business.

Can I get some feedback on the following:

1. I can customise the fields displayed on the cards in the board view. Does this customisation apply to other members of the project? Or just me? Assuming it's just me, is it possible to pre-configure the default card view for all project members?

2. Similar question for the List view. Is it possible to customise the default search results columns for all members of the project? I know I can save filter criteria but I don't think I can save the search results columns.

3. Similar question for the Issues view. Is it possible to customise the default search results columns for all members of the project? I know I can save the filter as a shared filter however that seems to be then reset when I enter the Issues view fresh.

Cheers,

Darrel

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Valerie Knapp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 6, 2024

Hi @Darrel Jackson , thanks for your question.

I just checked this in one of my test instances.

1) I customised the cards on the board to show a custom field value but this wasn't visible when I logged in as another user.

2) Also here, I changed the columns for the List view and this was not maintained for the other user.

3) For the Issues view, instead, you can configure a System view which will be effective for all users.

image.png

I hope this helps you.

Best wishes

Darrel Jackson
Contributor
October 6, 2024

Thorough answer, thank you.

Like Valerie Knapp likes this

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