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Take bulk Jira actions from your whiteboard with smart sections
Take bulk Jira actions from your whiteboard with smart sections

Learn how to set up smart sections to perform bulk Jira actions on your whiteboard

Christina Ristevski avatar
Written by Christina Ristevski
Updated over a week ago

Note: Please be aware that these support articles are no longer being updated. Stay informed by visiting our support site for the latest information on all topics.

Smart sections are super-charged sections that help make your collaboration sessions more efficient. Smart sections take the effort out of making updates to Jira issues after planning sessions, helping you and your team move work forward effortlessly.

Creating a smart section

Start by adding a section to the whiteboard, by selecting the section element from the global toolbar. Once you’ve added a section to your whiteboard, select the section to trigger the element/floating toolbar.

  1. Select ‘Create action’ button to open the configuration panel.

  2. Choose a site, project, and issue type from the options in the picker in order to configure an action, then fill in all the fields.

  3. Select Save.

  4. Start dragging Jira issues into the section to update in real-time and have this change reflected in Jira.

Note: Smart sections currently only support Jira actions, therefore only Jira issues dragged into the section will have the action applied.

Editing a smart section

To update or change an existing smart section:

  1. Select the section.

  2. Select ‘Edit action’.

  3. Make any changes to the fields.

  4. Select Save.

Here you can also, select ‘Clear action’ to remove the action that was previously configured. Actions previously applied to Jira issues already in the section will still remain.

Deleting a smart section

To delete a smart section:

  1. Select the section.

  2. Press Delete / Backspace.

Deleting a section will also delete its contents. To delete a section without deleting its contents;

  1. Select everything in the section.

  2. Drag it to another place on the whiteboard.

  3. Select the section and press Delete / Backspace.

Undo with smart sections

Performing an ‘Undo’ after moving an issue into a section will not undo the Jira action.

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