A board in Ducalis is a set of issues and their evaluation parameters.

The evaluation parameters include settings like formula, teams, criteria, and others. You set them up inside each board separately. When creating a board, you must filter the issues you need to prioritize.

There are two ways to filter issues from Jira Cloud:

  • Create a filter in Ducalis.
  • Connect an existing Jira filter.
Note! You must be Admin in Ducalis to create boards and set them up.

Create a Filter in Ducalis

Filter and board creation in Ducalis are simple:

1. Click Create Board on the dashboard.

2. Click + Create New and choose Jira with required issues.

3. Type the board name.

4. Choose Project, Issue Type, and Status.

5. Click Preview to see some of the filtered issues.

6. Click Save.

The board is ready. Click on it to set up.

Connect an Existing Jira Filter

Jira allows creating and saving filters in it. You can connect Jira filters to create boards. To do so:

1. Click Create Board on the dashboard.

2. Find the field with existing filters.

3. Type something to help you find the filter. You can search by Jira filter name or filter owner.

4. Hover the mouse over the required filter and click Connect.

5. Click Done.

No Filters Found

If you already have a filter in Jira, but you don't see it in the Create New Board window, the problem might be with the filter access status.

For Jira Cloud, the filter access status must be Public, Open, or My Organization.

To check or change the filter status:

  1. Click Details in the required filter in Jira.
  2. Edit permissions.
  3. Change access to Public, Open, or My Organization.
  4. Click Add.
  5. Ensure the access status has been added.
  6. Click Save.

Return to Ducalis

  1. Click Create New Board.
  2. Click Refresh Filter List.
  3. Type the filter name—it must become available.
    If you still have problems, please contact us in the chat bottom right.

How to create a filter in your Jira Cloud account

1. Go to FiltersView all filtersCreate filter.

2. Set up the filter by data (Project, Type, Status, and other) and click Save as.

3. Name filter. Note that this will be the name of the board in Ducalis. Click Submit.

4. Go to Details next to the filter name and click Edit Permissions.

5. Find the Access field and change filter status to Open. Click Add and Save.

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