Add your team to next-gen boards

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The following information only applies to next-gen projects.

To check which type project you need help with, look at the bottom of your project’s left-hand sidebar:

  • If you see an icon stating You’re in a next-gen project with Give feedback and Learn more menu items, you're in a next-gen project.

  • If you don't, you're in a classic project. Check out our classic project documentation.

Add team members to your next-gen board

Your team members must first be added to your Jira Cloud site with access to Jira Software before getting access to your board. For more information, see Creating, editing, and deleting users in the Jira admin documentation.

Via an issue on your board 

Open an issue and assign it to someone (as long as you've already added them to your Jira Cloud site) to add them to your project.

An annotated issue, displaying the assignee field and several other fields in an issue.
  1. Issue view: Select a card to view the issue's details.

  2. Assignee: Click the assignee field and select a team member. They will be added to the board and assigned this issue.

On the board

Navigate to either your Board or Backlog and at the top of the screen, select Add people.

A cropped board, focused on the people avatars in a team. The mouse cursor hovers on a person + icon displaying "Add people"

Via Project settings

  1. In your next-gen project, select Service project settings ()People. 

  2. On the page, click Add people.

Assign roles

Roles (also known as permissions) control what each person can see and do on your board.

  1. In the sidebar, click Service project settings () People.

  2. When you click Add people on the page, you'll be prompted to select each person's role from the drop-down menu:

The Add people dialogue. A user has been added, and the dropdown Role provides different role types (admin, member, viewer)

You can edit their roles (or permissions) at any time by choosing from the drop-down list beside their name. You also have the option of removing people from your board by clicking Remove.

Filter issues on the board

Filters show you specific issues, and hide the rest.

A cropped and annotated next-gen board, focused on the filter feature. Callouts are: 1 a search bar, 2 board member avatars
  1. Filter via search: Enter a search term to only show issues containing that text. 

  2. Filter by assignee: Click someone's avatar to filter by assignee.

Flag an issue for attention

Flagging an issue informs your teammates that an issue needs extra attention. For example, you could use a flag to indicate that you don't have capacity to finish a task, or to indicate that an issue is blocked and you'll work on it later.

On next-gen boards, flagged issues are shaded red:

A cropped issue card view. The card's shaded red, and has a red flag, title, and issue key.

To flag an issue:

  1. Hover over an issue and select more (). You can also select multiple issues at once by holding Ctrl (Windows) or Command (Mac).

  2. Hit Add flag.

Last modified on Nov 13, 2020
Cached at 3:32 PM on Jan 23, 2021 |

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