Define how users see work in company-managed spaces with screen schemes
10 min
By the end of this lesson, you鈥檒l be able to:
- Create a screen
- Associate a screen with a work item operation using a screen scheme
- Associate a screen scheme with a work type using a work type screen scheme
Create a screen
A screen is a configuration of fields that users see in a specific work item operation, like creating a work item. Jira admins define the fields that appear on a screen.
You can also use screens in the transition steps of workflows. These are different than work item operations.
馃憠 For example: When a user escalates a work item, they see the Escalation screen. They select a reason for escalation and add a comment.
Jira has default screens that space templates use. Jira admins can modify these screens or create additional ones.
Make sure to include required fields (Summary, Description, and Status) on your screens, or users won鈥檛 be able to create work from that screen.
You can use tabs to group related fields, making screens less overwhelming for users. You can also reorder fields based on their importance or usage.
To create a screen:
- In the upper-right corner of Jira, select Settings (represented by a gear icon).
- Under Jira admin settings, select Work items.
- In the sidebar, under Screens, select Screens.
- Select Add Screen.
- Enter a clear name and detailed description.
- Select Add.
- Locate your screen in the list. Next to the screen, select More actions (represented by 路路路), then Configure.
- To add fields to the tab, scroll to the bottom of the page and use the drop-down menu.
- To add tabs to the screen, select Add Tab.
- To rename tabs, select the pencil icon next to their name.
- To reorder fields on a tab, drag and drop them.
- To remove fields, hover over them and select Remove. This won鈥檛 affect existing data.
You don鈥檛 need to save your changes to screens. When you鈥檙e done, you can move to another page and the changes will save.
To delete a screen, it can't be part of a screen scheme or any workflows.
馃憞Watch this video to learn how to create screens.
Users have some control over how fields appear on their own screens. They can select Show Fields on some screens to see a list of all fields, including hidden ones. They can also pin fields to make them appear in a pinned fields section. Their actions don鈥檛 impact other users.
Create a screen scheme
Jira admins use screen schemes to determine which screens appear for each work item operation.
馃憠 For example: The Bug Create screen only includes a few fields because users have limited information when creating a new bug. The Bug View screen includes all the fields that the development team needs to manage and resolve the bug.
There are technically three work item operations: Create, Edit, and View. However, the Edit screen is redundant. Users edit work inline while looking at the View screen, so they don鈥檛 see a separate Edit screen. Therefore, you shouldn鈥檛 configure a separate screen for Edit and View; you should associate one screen with both operations.
The default screen schemes use the same screen for all three operations. You don't have to use different screens for different operations, but you can if that meets your needs.
Screen schemes don't associate screens with workflows, even though workflows can use screens. You associate a screen with a workflow in the workflow editor.
To create a screen scheme:
- In the upper-right corner of Jira, select Settings (represented by a gear icon).
- Under Jira admin settings, select Work items.
- In the sidebar, under Screens, select Screen schemes.
- Select Add screen scheme.
- Enter a clear name and detailed description.
- Select a default screen. This screen will appear for unmapped work item operations.
- Select Add.
- Locate your screen scheme in the list. Next to the scheme, select More actions (represented by 路路路), then Configure.
- Select Associate a work item operation with a screen.
- Select a work item operation and a screen.
- Select Add.
- Repeat this for all work item operations you want to configure.
馃憞 Watch this video to learn how to configure a screen scheme.
To delete a screen scheme, you need to remove it from all work type screen schemes.
Create a work type screen scheme
Work type screen schemes determine what screen appears during each operation for each work type.
馃憠 For example: When users create, edit, or view an epic, they should see the same set of fields. However, when users create a story, they should also see the Story Points field. When they view or edit a story, they should also see the time tracking fields.
There are default work type screen schemes in Jira. You can update them or create your own.
To create a work type screen scheme:
- In the upper-right corner of Jira, select Settings (represented by a gear icon).
- Under Jira admin settings, select Work items.
- In the sidebar, under Screens, select Work type screen schemes.
- Select Add work type screen scheme.
- Enter a clear name and detailed description.
- Select a default screen scheme. This screen scheme will apply to unmapped work types.
- Select Add.
- Locate your work type screen scheme in the list. Next to the scheme, select More actions (represented by 路路路), then Configure.
- Select Associate a work type with a screen scheme.
- Select a work type and a screen scheme.
- Select Add.
- Repeat this for all work types you want to configure.
Associate a work type screen scheme with a space
To apply the work type screen scheme, you need to associate it with one or multiple spaces.
Only Jira admins can configure screens, screen schemes, and work type screen schemes. But, space admins can configure a layout for each screen scheme a space uses. This enables them to hide and reorder fields differently from the screens.
When you first create a company-managed space, it will use the default work type screen scheme for that space template. You can change which scheme a space uses after you create the space.
To associate a work type screen scheme with a space:
- Open the space in Jira.
- In the sidebar, next to the space name, select More actions (represented by 路路路), then Space settings.
- In the space settings sidebar, select Work items, then Screens.
- In the upper-right, select Actions, then select Use a different scheme.
- Select your scheme, then select Associate.
Let鈥檚 explore an example!
Henrik is a Jira admin. He receives a request from a team of developers to simplify the screens related to bugs.
To meet this requirement:
- Either create a new screen, if Henrik doesn鈥檛 want to apply the changes to some spaces using that screen, or modify the screen the space currently uses.
- Only include necessary fields on this screen, like Environment and Severity.
- If Henrik created a new screen, he should update the space鈥檚 screen scheme or create a new screen scheme that includes it.
- If Henrik created a new screen scheme, he should update the space鈥檚 work type screen scheme or create a new work type screen scheme that includes it.
- If Henrik created a new work type screen scheme, he should associate it with the correct spaces.