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. Fill up the questionnaire and choose a framework for prioritization from the given templates.

  3. Pick Jira Cloud as your tracker and click πŸ”Œ Connect Jira Cloud to continue.

  4. Choose an β€œinstance” with required issues:

    1. Select one from the current integrations.

    2. Or connect a new Jira Cloud to get new instances.

    3. Then click Import from instance to proceed.

  5. Apply filters to choose the issues you want to sync with Ducalis.

    1. Required filters are Project, Issue Type, and Status.

    2. Assignees are optional.

  6. Get a Preview of some issues falling into the filters you applied.

  7. Click Start Import.

  8. Continue creating your board. You will find your issues in your board right when you finish creating it.

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. Start creating your board by clicking Create Board on the dashboard.

  2. On the filters page, click Switch to Jira Filters.

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

  4. Hover the mouse to the required filter and click on it.

  5. Get a Preview of some issues falling into the filter you applied.

  6. Click Start Import.

  7. Continue creating your board. You will find your issues in your board right when you finish creating it.

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.

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  3. Change access to Public, Open, or My Organization.

  4. Click Add.

  5. Ensure the access status has been added.

  6. Click Save.

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Return to Ducalis.

  1. Click Create New Board.

  2. Click Refresh Filter List.

  3. Type the filter nameβ€”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 Filters β†’ View all filters β†’ Create filter.

    <a href=https://downloads.intercomcdn.com/i/o/195519978/3e208a1763401da4f4a5ddb4/create+filter.png"/>
  2. Set up the filter by data (Project, Type, Status, and other) and click Save as.

    <a href=https://downloads.intercomcdn.com/i/o/195520113/89cdb7cc496227381b2248bd/save+filter.png"/>
  3. Name filter. Note that this will be the name of the board in Ducalis. Click Submit.

    <a href=https://downloads.intercomcdn.com/i/o/195520450/38e5f2459eedd3d0c5d0c362/save+name.png"/>
  4. Go to Details next to the filter name and click Edit Permissions.

    <a href=https://downloads.intercomcdn.com/i/o/195521484/9574dcdd0a9702cfc5cc7895/details.png"/>
  5. Find the Access field and change filter status to Open. Click Add and Save.

    <a href=https://downloads.intercomcdn.com/i/o/195521748/306a8f40103b45a3b3ecb8e7/open+status.png"/>

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