What is Simple View?
Simple View is a streamlined app for Jira Data Center designed to simplify issue management for users who feel overwhelmed by Jira’s extensive navigation options and numerous buttons. Our goal is to provide a clean, intuitive interface that focuses on the essentials, making it easy to organize and track your work. With Simple View, you can manage issues in two straightforward views—Personal View and Project View—as well as a Board View, all while using custom categories to keep your tasks organized with minimal effort.
Jira’s powerful features can sometimes be daunting, with countless menus, buttons, and options. Simple View cuts through the complexity by offering:
A simplified interface with only the most essential tools.
Two clear views to focus on your work: Personal View for your tasks and Project View for team projects.
A Board View for visual task management with drag-and-drop simplicity.
Custom categories that let you organize issues your way, without the need for complex custom fields.
Simple View is built for ease of use, focusing on simplicity while retaining powerful functionality:
Simplified Views:
Personal View: See only your issues—created by or assigned to you.
Project View: View all issues in a selected project with a single click.
Board View: A Kanban-style board to manage tasks visually with drag-and-drop.
Custom Categories:
Create and manage categories with a few clicks.
Assign issues to categories using drag-and-drop—no complicated menus required.
Minimal Filters in Personal View:
All: Your issues in one place.
Reported by Me: Issues you created.
Assigned to Me: Issues assigned to you.
Board View Simplicity:
Drag-and-drop issues between columns (e.g., "To Do", "In Progress", "Done") to update their status effortlessly.
Getting Started
Accessing Simple View
Find Simple View:
In Jira, look for "Simple View" in the top navigation bar under "Apps" or "Issues". It’s clearly labeled to avoid confusion.
Click "Simple View" to open the app.
Start with Ease:
You’ll land in the Personal View, showing only your issues—no clutter, just your tasks.
Interface Overview
Simple View is designed to be straightforward:
Sidebar (Simple Categories): A clean left sidebar where you can create and manage categories.
Main Content:
List View: A simple table with key details: Key, Summary, Created, Due Date, Status, and Category.
Board View: A Kanban board with columns (e.g., "To Do", "In Progress", "Done") for visual task management.
Minimal Filters:
Switch between "Personal View" and "Project View" with a single click.
In Personal View, choose "All", "Reported by Me", or "Assigned to Me".
Filter by status: "All", "Open", or "Closed"—just three options to keep it simple.
1. Personal View: Focus on Your Work
The Personal View shows only your issues, making it easy to focus on what matters to you.
Features:
Simple Filters:
All: See all your issues in one place.
Reported by Me: View issues you created.
Assigned to Me: View issues assigned to you.
Status Filters:
All: All your issues, regardless of status.
Open: Only open issues.
Closed: Only closed issues.
Categories: Use the "Simple Categories" sidebar to organize your issues with drag-and-drop.
Example:
You see issues like "TEST-5: Keyboard shortcuts" (assigned to you) or "TEST-1: This is your first task" (created by you).
Click "Assigned to Me" to focus on your tasks—no need to navigate complex menus.
2. Project View: Team Collaboration Made Easy
The Project View lets you view all issues in a specific project with minimal effort.
Features:
Select a Project: Choose a project (e.g., "DbConsole") from a dropdown—no complicated search required.
View Issues: See all project issues in a clean table.
Categories: Organize project issues using the same simple drag-and-drop categories.
3. Board View: Visual Simplicity
The Board View offers a Kanban-style board to manage tasks visually, keeping things simple.
Features:
Columns: Issues are grouped by status (e.g., "To Do", "In Progress", "Done").
4. Managing Custom Categories
Creating a Category
In the "Simple Categories" sidebar, click the "+" button ("Add Category").
In the dialog:
Enter a name (e.g., "Category 1").
Choose a color from the predefined options or use the color picker.
Click "Save".
The new category (e.g., "Category 1") appears in the sidebar.
Editing a Category
Click the pencil icon next to a category (e.g., "Category 1").
Update the name or color in the dialog.
Click "Save".
Deleting a Category
Click the trash can icon next to a category.
Confirm the deletion in the dialog.
The category is removed, and associated issues lose this category.
Assigning Issues to Categories
Drag an issue from the table or board (e.g., "TEST-5: Keyboard shortcuts") onto a category (e.g., "Category 1").
The issue is assigned to the category, and a badge (e.g., "Category 1") appears in the table or board card.
Removing a Category from an Issue
Click the "x" on the category badge in the table or board card to remove the association.
Configuring the Issue Detail Dialog (Project Level)
Project Administrators can customize the fields displayed in the issue detail dialog for their specific project.
Accessing the Configuration
Navigate to Project Settings:
Go to your project in Jira (e.g., "TEST").
Click "Project Settings" in the sidebar.
Open Simple View Config:
In the sidebar, under "Project Settings", find and click "Simple View Config".
Customizing the Dialog
The "Simple View Config" page displays a table with the following columns:
Rendered Field Name: The name of the field as it appears in the dialog (e.g., "Components").
Rendered Field ID: The internal ID of the field (e.g., "components").
Operations: Actions to manage the field (e.g., "Delete").
Adding a Field
Select a Field:
At the top of the table, use the dropdown labeled "Rendered Field" to select a field (e.g., "Summary", "Components", "Created Date").
The dropdown includes all available Jira fields for your project.
Add the Field:
Click the "add" button next to the dropdown.
The field will appear in the table (e.g., "Component)" with ID "components").
Removing a Field
Delete a Field:
In the table, find the field you want to remove (e.g., "Created Date").
Click "Delete" in the "Operations" column.
The field will be removed from the dialog for this project.
Saving Changes
Click the "Save" button at the bottom of the page to apply your changes.
The issue detail dialog for this project will now display only the fields you’ve selected.
Example:
You add "Summary" and "Components" to the dialog.
When a user clicks on "TEST-4" in the List View, the dialog shows:
"Summary: This is the Summary"
"Component: Component 1, Component2"
Organize with Categories: Use categories to group issues by theme (e.g., "Frontend", "Testing").
Combine Filters: In Personal View, combine "Assigned to Me" and "Open" to focus on your open tasks.
Board View for Workflow: Use the Board View to quickly update issue statuses via drag-and-drop.
Color Coding: Assign distinct colors to categories for better visual differentiation.
