Different ways of adding issues to a panorama

 

 

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?

  1. Open the issue selector by clicking the "Add existing issues" button.

  2. 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.

  3. 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.

 

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?

  1. Open the issue selector by clicking the "Add existing issues" button.

  2. 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.

  3. 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.

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.

 


Automatic solutions

Adding all the issues to your panorama by hand may quickly become a cumbersome task. In projects, where many issues are created on a daily basis, it is important to make them appear in your Panorama automatically.

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?

  1. Open the issue selector by clicking the "Add existing issues" button.

  2. 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.

  3. Add the issues in a chosen way (any of the 2 manual ones).

  4. Click the sync icon next to the chosen issues. You can also sync a whole folder.

 

 

2) JQL Nodes

It’s extremely powerful option that allows you to filter the issues on your instance and import only specific ones (as specific as you want) to a panorama.

Useful for:

  • managing a quick-paced project, where adding issues manually would be too time-consuming

  • automatically adding issues matching specific requirements

  • keeping an eye on the ongoing work and see the newly added issues

How to do it?

  1. Open the issue selector by clicking the "Add existing issues" button.

  2. In the issue selector you’ll see the issues from your projects. Type in a JQL query.

  3. Add the issues by clicking “Insert issues as a JQL node” button.

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:
project in (ABC, DEF) and updated > startOfYear() and resolution is EMPTY

You cannot create folders or rearrange issues inside a JQL node.

 

 

 

 


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