Create Saved Views

Saved Views allow you to capture your filters and columns so you can easily return to them. You can set up a view for each report you run or for different stakeholders to help them quickly get to grips with your project. You can also use one of your saved views as the default view for your project. This means anyone visiting that project in Hierarchy for Jira will see the view you have created. This is helpful if you have a view that most users need to see.

When you create a share link to your hierarchy page, you will share the selected view.

Create A New View

First, set up your columns and filters to display all the necessary information. Then click on the Saved views dropdown.

A screenshot showing the Save as new view option in the Saved Views dropdown at the top of the current view.

Click Save as new view.

Give your view a helpful name, eg Monthly Report.

Review the settings, and once you are happy scroll to the bottom of the pop-up dialog and select Save.

Edit An Existing View

When you make any changes to the columns or filters while you are inside a view, the top-right corner of the Saved views button turns blue.

A screenshot showing how the top-right corner of the saved views button has turned blue because the current view has changed.

 If you want to save the changes to the current view, select Save view. If you want to save them as a new view, click Save as new view.

A screenshot showing the options displayed when you click on the Saved Views button if the current view has changed.

The view is updated, and the blue corner disappears from the Saved views dropdown.

You can also save any changes you make to the column sizes. This means that when you return to a saved view, the columns are already sized to your liking. 

Open a Saved View

Click on the Saved views dropdown to see all the saved views for the current project, listed in the order in which they were created. Click on the saved view you want to open.

A screenshot showing the list of saved views under the Saved vuews dropdown.

Select the view you are interested in, and the hierarchy page updates.

Manage Saved Views

Click the Saved views dropdown and select Manage views.

A screenshot showing how to access the Managed Saved Views modal by clicking on Manage views in the Saved views dropdown.

The Manage Saved Views modal window appears.

A screenshot showing the Manage Saved Views modal window.

From here you can:

  • Rename a saved view by clicking on the name of a view and typing a new name
  • Set a default view by turning on the toggle of the view you want to be the default view. By default, there is no default view. If a default view is already selected, changing the default view will turn off the toggle for any other view.
  • Lock a view so that changes to the view cannot overwrite the current version of the view. You can still make changes to a locked view, but you cannot save those changes to the locked view. You can use Save as new view to save the changes to a new saved view.
  • Make the saved view private so that only you can view it.
  • Delete the saved view by clicking on the trash can.
  • Reorder the saved views by dragging the dots in the action column to the preferred spot in the view order.
On this page