Launch spreadsheet
Top navigation bar
Open a spreadsheet from the links on the app screen (Top navigation bar > Apps > Spreadsheets).
Recent shows the spreadsheets which you opened recently.
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).
In the project view, you can change your spreadsheet using the dropdown option.
If you want to add a new spreadsheet in your Project view, click Spreadsheets.
Issue navigator
Open a spreadsheet from the edit button on Jira Issue Navigator (Top navigation bar > Issues).
You can also change the columns displayed on your spreadsheet. Please see the KB article.
Edit fields on spreadsheet
Inline editing
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.
Copy and paste
Copy the value of selected cells.
Keyboard Shortcuts
Windows: Ctrl+C
Mac: Cmd+V
Paste the value of the clipboard to target cells.
Keyboard Shortcuts
Windows: Ctrl+V
Mac: Cmd+V
Save
After reviewing unsaved changes, click Save button.
Notifications will be sent by notification scheme configuration.
Keyboard Shortcuts
Windows: Ctrl+S
Mac: Cmd+S
Revert
You can discard unsaved changes.
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.
Keyboard Shortcuts
Windows: Ctrl+F
Mac: Cmd+F
Hierarchy View
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.
Hierarchy view is only available under "All" page size.
Select the number of items displayed per page as "All" items.
Click the 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.
Freeze Columns
Select a cell and freeze up to the current column.
Sort and filter
Select the number of items displayed per page as "All" items.
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 depending on your Jira permission. Right-click on any cell to open it.
Some functions are only available under hierarchy view mode.
Add new comment
Add a new comment to the selected issue.
View issue
Open view issue screen.
Expand all
Expand all collapsed rows under hierarchy view mode.
Copy issue
Copy selected issue.
This function is similar to "Clone", but actually creates a new issue.
Create child
Create one child issue under hierarchy view mode.
Create one child issue under hierarchy view mode.
Delete issue
Delete the selected issue.
Drag and drop
You can change a parent issue in "Hierarchy View".
Cross-hair-cursor will display over the top or bottom of the grid line.
Column configuration
You can hide, unhide, freeze, unfreeze and sort your column using the column configuration setting. To open it, right-click the column header and select Column Configuration.
