Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change.

Take bulk Jira actions with smart sections

Whiteboards aren’t available in Atlassian Government environments.

Smart sections are super-charged sections that help make your collaboration sessions more efficient. Smart sections take the effort out of making updates to Jira work items after planning sessions, helping you and your team move work forward effortlessly.

Creating a smart section

Start by adding a section to the whiteboard, by selecting the section element from the global toolbar. Once you’ve added a section to your whiteboard, select the section to trigger the element/floating toolbar.

Selecting the create action button from a selected section
  1. Select Create action button to open the configuration panel.

  2. Choose a site and space.

  3. From the options in the picker, select the fields you want to use in the smart section. The configuration panel updates with fields you can edit.

  4. Edit each field you want to include in the smart section.

  5. Select Save.

  6. Start dragging Jira work items into the section to update in real-time and have this change reflected in Jira.

Dragging an issue into a smart section

Note: Smart sections currently only support Jira actions, therefore only Jira work items dragged into the section will have the action applied.

Editing a smart section

To update or change an existing smart section:

  1. Select the section.

  2. From the floating toolbar, select the Jira integrations icon.

  3. Select ‘Edit action’.

  4. Make any changes to the fields.

  5. Select Save.

  6. Or select Clear action to remove all actions previously configured. Actions previously applied to Jira work items already in the section will still remain.

Make edits to your smart section to update Jira fields. Or, clear all settings.

Deleting a smart section

To delete a smart section:

  1. Select the section.

  2. Press Delete / Backspace.

Deleting a section will also delete its contents. To delete a section without deleting its contents;

  1. Select everything in the section.

  2. Drag it to another place on the whiteboard.

  3. Select the section and press Delete / Backspace.

Undo with smart sections

Performing an ‘Undo’ after moving a work item into a section will not undo the Jira action.

 

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