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Launch spreadsheet
Top navigation bar
Open a spreadsheet from the links on the app screen (Top navigation bar > Apps > Spreadsheets).
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System default filters are the standard system filters Jira provides initially. You are not able to change their query parameters. Please launch a spreadsheet from the issue navigator screen if you would like to use custom JQL or filter. At the issue navigator screen, you can change the columns and reorder them too. |
Project sidebar
Open a spreadsheet from the links on the project page (project sidebar > Spreadsheets).
Issue navigator
Open a spreadsheet from the edit button on Jira Issue Navigator (Top navigation bar > Issues).
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You can also change the columns displayed on your spreadsheet. Please see the KB article. |
Edit fields on spreadsheet
Inline editing
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If some fields are grayed out and cannot edit, please see the articles of Excel-like Issue Editor for Jira: Knowledge base and workarounds. |
Start editing a cell with double-click or F2 or click pencil icon.
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Copy and paste
Copy the value of selected cells.
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Copy (CTRL+C/Windows or CMD+C/MacOS)
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Save
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Revert
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Keyboard Shortcuts Windows: Ctrl+C Mac: Cmd+V |
Paste the value of the clipboard to target cells.
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Keyboard Shortcuts Windows: Ctrl+V Mac: Cmd+V |
Save
After reviewing unsaved changes, click Save button.
Notifications will be sent by notification scheme configuration.
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Keyboard Shortcuts Windows: Ctrl+S Mac: Cmd+S |
Revert
You can discard unsaved changes.
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Keyboard Shortcuts Windows: Ctrl+Z Mac: Cmd+Z |
Select cells for discarding changes.
Use keyboard shortcut.
Unsaved changes are discarded.
Columns
Change the configuration on Issue Navigator. Please see the article of Excel-like Issue Editor for Jira: Knowledge base and workarounds.
Operations bar
Search
Input a keyword and type Enter-key.
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Keyboard Shortcuts Windows: Ctrl+F Mac: Cmd+F |
Hierarchy View
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You can see Epic - Story - Subtask hierarchy in the Hierarchy View mode.
In this mode, you can also collapse and expand the hierarchy.
Parent-child relationship of WBS Gantt-Chart for Jira is also supported.
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Hierarchy view is only available under "All" page size. |
Select the number of items displayed per page as "All" items.
Click the
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button and change the view mode.
Back to Jira
You can return to the location where you launched the spreadsheet.
Export Excel / CSV
You can export the current spreadsheet in Excel or CSV format.
Other functions
Excel-like Issue Editor provides the other functions via the cog icon menu.
Databar Number
Visualize the values of number fields.
Format Timetracking Fields
Change the display format of timetracking fields.
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Freeze Columns
Select a cell and freeze up to the current column.
Sort and filter
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Display all issues
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Context Menu
Select the number of items displayed per page as "All" items.
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Sort and filter functions are only available under the "All" page size. |
Click the column header.
Context Menu
You can use some useful functions from the context menu.
Right-click on the row number.
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Some functions are only available under hierarchy view mode. |
View issue
Open view issue screen.
Expand all
Expand all collapsed rows under hierarchy view mode.
Copy issue
Copy selected issue.
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This function is similar to "Clone", but actually creates a new issue. |
Create child
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Create one child issue under hierarchy view mode.
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Create one child issue under hierarchy view mode. |
Delete issue
Delete selected issue.
Transition issue
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This feature is not supported currently. If you are interested in this feature, please vote or comment here. |
Drag and drop
You can change
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a parent issue in "Hierarchy View".
Cross-hair-cursor will display over the top or bottom of the grid line.
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Select the row
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