Launch spreadsheet
Top navigation bar
Open a spreadsheet from the links on the app screen (Top navigation bar > Apps > Excel-like Issue Editor).
These filters are the standard system filters Jira provides initially. Therefore, you cannot change the query parameters.
If you'd like to use custom query parameters, please launch a spreadsheet from the issue navigator screen using JQL or filter.
Project sidebar
Open a spreadsheet from the links on the project page (project sidebar > Spreadsheets).
These filters are preset. Therefore, you cannot change the query parameters.
If you'd like to use custom query parameters, please launch a spreadsheet from the issue navigator screen using JQL or filter.
Issue navigator
Open a spreadsheet from the edit button on Jira Issue Navigator (Top navigation bar > Filters > Advanced issue search).
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.
Some fields are not supported for editing in the app. You can check these unsupported fields with a tooltip hover on the column headers.
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.
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.
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.
Select the number of items displayed per page as "All" items.
Hierarchy view is only available under "All" page size.
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 time-tracking fields.
Formatted:
Unformatted:
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.
Right-click on the sheet and select the menu.
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.
Create issue
Open create issue screen.
Copy issue
Copy selected issue.
This function is similar to "Clone", but actually creates a new issue.
This function is not supported currently on Jira software next-gen project.
Create child
Create one child issue under hierarchy view mode.
This function is not supported currently on Jira software next-gen project.
Delete issue
Delete selected issue.
Transition issue
Transition selected issue.
The transition screen is not supported currently.