• Documentation

We're updating our terminology in Jira

'Issue' is changing to 'work item'. You might notice some inconsistencies while this big change takes place.

Configure work item screens

Jira applications ship with the Default, Resolve work item, and Workflow Screens: 

  • The Default screen is used for the default work item operations for creating, editing or viewing a work item.

  • The Resolve work item screen is used for the transition view for the default Close work item and Resolve work item transitions, originating from the Open, In progress and Reopened steps in Jira's default workflow.

  • The Workflow screen is used for the transition view for the default Reopen work item transitions, originating from the Resolved and Closed steps and Close work item transition, originating from the Resolved step in Jira's default workflow. The Workflow Screen defines a smaller set of fields than the Resolve work item dcreen.

Add a screen

  1. Select  > Work items.

  2. Click Screens > Add screen.

  3. Add a name and description that describes when this screen should be used. 

  4. Click Add.

Edit a screen's details

  1. Select  > Work items.

  2. Click Screens. 

  3. Next to the relevant screen, click Edit to update the name or description.

Copy a screen

  1. Select  > Work items.

  2. Click Screens. 

  3. Next to the relevant screen, click Copy to enter a new screen name and description. 

Delete a screen

Please note that screens associated with a screen scheme or workflow transition cannot be deleted. 

  1. Select  > Work items.

  2. Click Screens. 

  3. Next to the relevant screen, click Delete. 

Configure a screen's tabs and fields

You can configure the fields that display on a particular screen by adding/removing fields, as well as reordering them. Tabs can also be used to help group related fields. Tabs are useful for organizing complex screens, as you can place less used fields onto separate tabs. You can also add, remove and reorder tabs, as well as rename them.

  1. Select  > Work items.

  2. Click Screens. 

  3. Next to the relevant field, click Configure to make the following changes: 

What do you want to do?

Steps

Add a tab

Click Add Tab. Enter the name of the new tab in the dialog that appears and click Add.

Move a tab

Hover over the dotted part of the tab (next to the tab name) and drag the tab to the desired position.

Rename a tab

1. Hover over the tab name and click the pencil icon.
2. Enter the new name and click OK.

Delete a tab

Hover over the tab name and click the X.

Add a field

1. Click the tab that you want to add the field to.
2. Type the name of the field in the drop-down displayed at the bottom of the current fields. Field suggestions will appear as you type.
3. Click Add Field to add it to the current tab.

Move a field

Hover over the dotted part of the field (next to the field name) and drag the field to the desired position.
Move a field to a different tab by dragging it to the name of the tab and dropping it.

Delete a field

Hover over the field and click Delete that appears.

Once you have tabs configured, they'll appear in the description section on the left side of a work item like this:

Image that shows tabs configured

  1. Field tab name

  2. Fields in the tab

Activate a screen

There are two ways to make a screen available to other users:

  1. Associate the screen with a work item operation (e.g. "Create work item") within a screen scheme. See Associating screens with a work item operation to learn more. 

  2. Associate the screen with a workflow transition (e.g. "Start progress"). See Working with workflows to learn more.

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