Configuring a board

11 Docs

Configuration backup and restore

Last Updated: October 24, 2026

Download a board's configuration as a file and restore it later after a preview of every change.

Board access and roles

Last Updated: October 24, 2026

Give people and Jira groups the Viewer, Member or Board owner role on a board, change a role, and remove access.

Policies and WIP limits

Last Updated: October 24, 2026

Record the WIP limits a board agreed, for the whole board, a column, a lane, a person, a team or a class of service, and see them on Work.

Work views

Last Updated: October 24, 2026

Save work views that open Work with your filters, density and card order, share them with the board, and choose the view a board opens with.

Card fields and color rules

Last Updated: October 24, 2026

Choose the fields a card shows on Work, and color and tag cards with rules that select work items by JQL.

Columns, lanes and cards

Last Updated: October 24, 2026

Set a board's columns and column groups, swimlanes, card fields and color rules. None of them changes a count.

Calendar, service levels and classes of service

Last Updated: October 24, 2026

Set the working calendar and its dated exceptions, agree service level expectations, and map classes of service to the work items they cover.

Blockers and excluded resolutions

Last Updated: October 24, 2026

Say what marks a work item blocked, and which Jira resolutions do not count as delivered work, then publish them with a flow version.

Flow, boundaries and blockers

Last Updated: October 24, 2026

Say what each status means, where a cycle starts and ends, what marks work blocked and which resolutions to leave out, then publish a flow version.

Governance and reasons for a change

Last Updated: October 24, 2026

See the site rules and the template that bind a board, give the reason a save asks for, and learn why a setting is locked.

Source and scope

Last Updated: October 24, 2026

Rename a board, change the Jira work it reads, check the source preview, and take a saved filter that changed in Jira.