Board Configuration
Unlock the power of Agile Task Planner with these board configurations:
Quick filters: Add the quick filters (described below) to quickly filter on APT’s “horizon” value. This lets conduct daily, weekly, or quarterly reviews without any noise.
Swimlanes: Add the swimlanes (described below) to keep your team’s most important work at the top of the board.
In order to configure quick filters and swimlanes on your project board, you will need to use a company-managed software project. For all other project types, you will need to create a custom board to have access to these advanced features.
On this page:
Configuration Summary
Board Type
I recommend using a Kanban board rather than a sprint board. Either board type will technically work, but you will probably want to avoid the overhead of assigning tasks to sprints for them to show-up on the board. ATP’s planning capabilities are intended to make that unnecessary.
Configuring Quick Filters
Go to your board and then select more (…) --> Board settings. (You must be an administrator or the board owner.)
Select the Quick Filters tab.
Configure the Quick Filters as described in the following table (and screenshot below). You can copy/paste the JQL directly from this page into your configurations.
For more information on configuring Quick Filters, reference the Jira Cloud admin guide: https://support.atlassian.com/jira-software-cloud/docs/configure-quick-filters/
Name | JQL |
|---|---|
Inbox | (labels not in ("@today", "@this-week", "@this-month", "@this-quarter", "@this-year", "@someday-maybe", "@inherit-horizon") OR labels is EMPTY) AND statusCategory != Done |
To Do List | labels = "@today" |
Daily Preview | labels = "@this-week" |
Weekly Preview | labels = "@this-month" |
Monthly Preview | labels = "@this-quarter" |
Quarterly Preview | labels = "@this-year" |
Waiting For | Flagged = Impediment |
Someday/Maybe | labels = "@someday-maybe" |
Example screen shot:
 Quick Filters configuration example |
Swim Lanes
Go to your board and then select more (…) --> Board settings. (You must be an administrator or the board owner.)
Select the Swimlanes tab.
Select to base the swimlanes on Queries.
Configure the swimlanes as described in the following table (and screenshot below). You can copy/paste the JQL directly from this page into your configurations.
For more information on configuring Swimlanes, reference the Jira Cloud admin guide: https://support.atlassian.com/jira-software-cloud/docs/configure-swimlanes/
Name | JQL |
|---|---|
Goals | labels = "@goal" |
Urgent | duedate <= 14days |
Everything Else |
|
Example screen shot:
 Swimlanes Configuration Example |
Completed Board