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How to add and create Jira issues on a board?

Whiteboards Help CenterUsing WhiteboardsAdvanced tools

Manage Jira issues on the board

Once the Jira issue is added to the board, you can quickly preview the most important information about it:

  • Issue Key,

  • Issue Summary,

  • Labels (if any are added to the issue),

  • Issue Type,

  • Priority,

  • Estimate (e.g., in Story points),

  • Epic name of Parent Epic (if the parent issue is an Epic),

  • Parent issue key,

  • Completion rate of its children (if the issue is an Epic),

  • Status,

  • Assignee.

After selecting the element, the menu above will give you options to:

  • Refresh the issue card to sync it with Jira.

  • View child issues (a panel on the right will open with a list of the child issues).

  • Edit the issue — Make changes to different properties of the issue straight in Whiteboards.

You can:

  • Change the issue summary.

  • Assign a different story point estimation (if configured in your Jira project).

  • Give it a different status (the specific list depends on your Jira configuration).

  • Add or change the assignee.

  • Assign or update the issue priority.

  • Add a child issue (if the issue type allows it).

To make updates to different fields, open the issue in Jira.

  • Open the issue in Jira.

  • Change the background and font color.

  • Lock the element in place (also works with the shortcut CTRL/CMD + L). 

Clicking on the ellipsis gives you more options:

  • Summary — change the issue summary,

  • Story points — add or change the story point estimation,

  • Status — set the status to eg. To Do, In Progress, Done, In Review,

  • Assignee — change the person assigned to the issue,

  • Priority — set a different priority for this issue,

  • Add child issue — create a new issue related to this one,

  • Open in Jira — open the issue page in Jira,

  • Copy — copy this element to the clipboard (you can use the shortcut CTRL/CMD + C),

  • Duplicate — create a duplicate on the board, next to the original element (achieve the same effect by pressing CTRL/CMD + D),

  • Cut — remove the element from the board and copy it to the clipboard at the same time (CTRL/CMD + X will trigger the same behavior),

  • Add new comment — add a note for your collaborators,

  • Lock — keep the element locked in place so it can’t be moved until it’s unlocked (also works with a shortcut CTRL/CMD + L),

  • Bring to front — move it to the front of other layers on the board (use CTRL/CMD + ] to do it from the keyboard),

  • Send to back — send it to the bottom of the layers on the board (use the shortcut CTRL/CMD + [ to do the same),

  • Remove — delete the element (you can also select the element and press DEL/backspace button on the keyboard),

Advanced: 

  • Set sticky — when scrolling, the element will stay within the viewport so it’s always accessible from wherever you are on the board,

  • Disable shadow — remove the visual shadow underneath the element.

Bonus! Summary of story points

When you hold Shift and select multiple issues, you can see the summary of the story points for issues in different statuses:

  • Gray — total story points in issues with status To do.

  • Blue — total story points in issues with status In progress.

  • Green — total story points in issues with status Done.