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In this article you will learn how to add issues to your custom panorama. After reading this article will also have a better understanding about the differences between the possible options. You will be able to choose the best solution for your use case.
How to add the issues to your custom panorama?
After creating a panorama, you begin to build your structure. To import the issues from Jira, simply click “Add existing issues” and an issue picker will open. Panorama offers 4 different options of adding the issues. You’ll find the example use cases for each of them in their descriptions.
Manual solutions
1) Adding issues with drag and drop
It’s the simplest way to add a first issue to your Panorama to see how it works.
Useful for:
adding one or a few specific issues that are not already in your panorama
tracking only existing issues and then, deciding which of the new ones you want to include in your panorama
How to do it?
Open the issue selector by clicking the "Add existing issues" button
In the issue selector you’ll see the issues from your projects. You can either filter the issues using JQL (Jira Query Language) in the search bar or look for specific issues manually.
After you’ve found the right issues, drag and drop them into your Panorama. You can also hold CTRL or SHIFT to select multiple issues and drag them all at once.
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2) Bulk insert with a button
Useful for:
adding many issues at once to a panorama
creating a custom structure with custom issue order and folders
adding many issues under a specific folder or an issue
tracking only existing issues and then, deciding which of the new ones you want to include in your panorama
How to do it?
Open the issue selector by clicking the "Add existing issues" button.
In the issue selector you’ll see the issues from your projects. You can either filter the issues using JQL (Jira Query Language) in the search bar, or look for specific issues manually.
If you used JQL, click on the insert button with a “+” icon to insert the issues .
If you searched for issues manually, first select them - you can hold CTRL or SHIFT to select multiple issues - and then click the insert button.
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If you click on a folder in panorama, it will insert the issues under this folder. If you click on an issue, it will insert selected issues underneath it. If nothing is selected, the issues will be inserted under all existing issues in a panorama. |
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Adding issues manually is perfect when you want to track only existing issues and select which of the new ones you want to include in your panorama |
2) Your issues in the panorama can be automatically updated
Automatic solutions
Adding all the issues to your Panorama panorama by hand may quickly become a cumbersome task. In projects, in modern projects where many issues are created on a daily basis, it is especially important to make them appear in your Panorama automatically. That way, you can benefit from always up to date overview of your project with minimal manual work from your side.
Syncable Nodes
The first option to make issues automatically appear in your Panorama are syncable nodes. You can mark every node as a syncable, and it will automatically pull in all the children of the given node. It is especially useful when you add some epics to your Panorama, and you want all the stories and sub-tasks to appear as well. When epic is marked as syncable, any new stories added to that epic will automatically be added to your Panorama
1) Syncable nodes
Useful for:
managing a quick-paced project, where adding issues manually would be too time-consuming
creating a structure of a defined hierarchy with no need of changing it or rearranging the issues inside the parent issue
quick adding child issues of the epics added previously to the panorama
How to do it?
Open the issue selector by clicking the "Add existing issues" button.
In the issue selector you’ll see the issues from your projects. You can either filter the issues using JQL (Jira Query Language) in the search bar, or look for specific issues manually.
Add the issues in a chosen way (any of the 2 manual ones).
Click the sync icon next to the chosen issues. You can also sync a whole folder.
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2) JQL Nodes
The second and most advanced option to make your issues automatically appear in your Panorama is JQL Node, where you can tell Panorama to add all issues matching given JQL Query. JQL stands for Jira Query Language and is a powerful language allowing you to define almost any possible issue set you may think of. It’s extremely powerful option that allows you to filter the issues on your instance and import to Panorama only specific ones (as specific as you want).
Useful for:
managing a quick-paced project, where adding issues manually would be too time-consuming
automatically adding issues matching any given JQL query
keeping an eye on the ongoing work and see the newly added issues
How to do it?
Open the issue selector by clicking the "Add existing issues" button.
In the issue selector you’ll see the issues from your projects. Type in a JQL query.
Add the issues by clicking “Insert issues as a JQL node” button.
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For example, you can query issues of two projects: project in (ABC, DEF) and filter only those that were updated in the current year: updated > startOfYear() and are still not closed |
. It gives us a resulting query: |
EMPTY |
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You cannot create folders or rearrange issues inside a JQL node. |
Check out our video showing how to add JQL Nodes to your Panorama and leverage the full power of Jira Query Language JQL to build your Panorama.
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