Guide for users
- 1 Launch spreadsheet
- 1.1 Top navigation bar
- 1.2 Project sidebar
- 1.3 Issue navigator
- 2 Edit fields on spreadsheet
- 2.1 Inline editing
- 2.2 Copy and paste
- 2.3 Save
- 2.4 Revert
- 2.5 Columns
- 3 Operations bar
- 3.1 Search
- 3.2 Hierarchy View
- 3.3 Back to Jira
- 3.4 Export Excel / CSV
- 3.5 Other functions
- 3.5.1 Databar Number
- 3.5.2 Format Timetracking Fields
- 3.5.3 Freeze Columns
- 4 Sort and filter
- 5 Context Menu
- 5.1 View issue
- 5.2 Expand all
- 5.3 Copy issue
- 5.4 Create child
- 5.5 Delete issue
- 5.6 Transition issue
- 6 Drag and drop
Launch spreadsheet
Top navigation bar
Open a spreadsheet from the links on the app screen (Top navigation bar > Apps > Spreadsheets).
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).
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.
Paste the value of the clipboard to target cells.
Save
After reviewing unsaved changes, click Save button.
Notifications will be sent by notification scheme configuration.
Revert
You can discard unsaved changes.
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.
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.
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.
Click the column header.
Context Menu
You can use some useful functions from the context menu.
Right-click on the row number.
View issue
Open view issue screen.
Expand all
Expand all collapsed rows under hierarchy view mode.
Copy issue
Copy selected issue.
Create child
Create one child issue under hierarchy view mode.
Delete issue
Delete selected issue.
Transition 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.