Publish views

With Jira Product Discovery, you can publish your views to stakeholders inside and outside your organization. For example, you could publish a view to senior leadership to provide them with an overview of a strategic scope or even with external customers and partners so they can track upcoming feature requests. The publishing option is available for every type of view.

Turn on the view publishing feature

Before you begin

  • This feature is turned off by default.

  • You must be a site admin to turn it on.

Steps

  1. Go to > Products and under Jira Product Discovery, click Access.

  2. In the section called Enable published views, click the toggle to activate the feature.

Once the feature is enabled users can work with it by clicking in their Jira Discovery project.


Enable user access to publishing views

By default, only project admins can publish views. Project admins can delegate permission to publish views to other creators in the project.

Before you begin

  • Only customers on the Standard plan can publish views.

  • This feature is disabled for all creators by default and has to be enabled by the site admin.

  • Before the creator can publish a view, the project admin must grant them permission to publish views.

  • Contributors can’t publish views.

  • For SSO users, they will need an Atlassian Account before they can be added to a published view.

Steps

  1. Create a custom role by going to Project settings > Access > Create new role.

  2. Fill in the required fields, check the permission to Publish a view under Work on views, and click Create role.

Limitations

  • You aren’t sorting while using one of the listed unsupported fields.

  • You aren’t filtering using one of the listed unsupported fields and trying to publish.

  • You aren’t grouping by one of the listed unsupported fields and are trying to publish.

  • You don’t have a board column with one of the listed unsupported fields.

  • You aren’t using one of the unsupported fields in the matrix axes or matrix size.

Unsupported fields

  • Atlas goals

  • Atlas projects

  • Votes

  • Reactions

  • Custom formula

  • Number of linked issues

  • Number of insights


Publish a view to everyone on your site

Before you begin

  • Only customers on the Standard plan can publish views.

  • For SSO users, they will need an Atlassian Account before they can be added to a published view.

  • Before the creator can publish a view, the project admin must give them permission to publish views.

  • Only customers on the Standard plan can publish views.

  • This feature is disabled for all creators by default and has to be enabled by the site admin.

Steps

  1. To publish a view, go to the view you want to share and click Publish, located at the top right of the screen.

  2. Select the Settings icon at the top of the publish dialog to refine the information you want people to see in the view and enable the toggle for the information you want to share in the view. To manage the settings toggle on and off the fields you want to display in the published view as well as the description. You can learn more about fields in the following page.

  3. Before publishing, click Preview and check everything is correct.

  4. When you’re ready, select Publish.

  5. Once you’ve published the view, you can share it by selecting Copy link and sharing it with your team.

People accessing the link can filter and sort the view.


Publish a view to targeted individuals outside my organization

This feature enables creators with permission to make a published view visible to anyone on the Internet who has a link and not an Atlassian account. That means you can share the link to a published view in your social media feed, email, or anywhere you want, and anyone can see that view.

Before you begin.

  • Only customers on the Standard plan can publish views.

  • This feature is turned off by default and has to be activated by a site admin.

  • For SSO users, they will need an Atlassian Account before they can be added to a published view.

Steps

  1. Go to > Product and under Jira Product Discovery, click Access.

  2. Click the toggle under Enable publishing views to anyone on the Internet. Now you get a confirmation screen.

  3. Click Allow.

  4. Now, follow the steps above describing how to publish a view.


This feature allows admins and creators with the permission Publish a view to anyone with the link to share a link to the published view for anyone on the Internet to see and make public any published view.

Before you begin

  • Only customers on the Standard plan can publish views.

  • This feature is turned off by default.

  • You must be a site admin to turn it on.

Steps

  1. Go to > Products and under Jira Product Discovery, click Access.

  2. In the section called Enable publishing views to anyone on the Internet, click the toggle to activate the feature. Once the feature is enabled, users outside the organization can see the published view via a link.

  3. Now, follow the steps above describing how to publish a view.


Grant specific individuals in your team the possibility of sharing published views with anyone on the internet using the link.

Before you begin

  • Only customers on the Standard plan can publish views.

  • This feature is turned off by default and has to be activated by a site admin.

Steps

  1. As a project admin, go to Project settings > Access and select the person you want to grant permissions to.

  2. In the list of permissions check Publish a view to anyone with the link.


Configuring the rendering of your published view

  1. In your view, go to Publish

  2. To manage the settings toggle on and off the fields you want to display in the published view as well as the description. You can learn more about fields in the following page.


How to unpublish a view

You can see which views are published by simply entering the view and checking the Publish window status, located at the top bar of the screen, next to comments. If a view is published, the button will say unpublish. Click Unpublish to unpublish the view at any time.

 

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