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    Quick start

    From installation to your first working board in five minutes. This guide walks through creating a board, setting up columns, choosing card fields, and applying a filter.

    Open BetterBoard

    Section titled “Open BetterBoard”

    BetterBoard lives inside each Jira space. To open it:

    1. Navigate to any Jira space in your instance
    2. In the horizontal navigation bar, click the + button at the far right
    3. Find and click BetterBoard in the list
    4. BetterBoard opens with a welcome screen on your first visit

    If you don’t see BetterBoard in the list, make sure it has been installed and that you have at least Space Member access. See the Installation guide for details.

    Create your first board

    Section titled “Create your first board”
    1. Click Create new view… in the board switcher at the top left, or Create your first view on the welcome screen
    2. Give the board a name — something descriptive like “Sprint board” or “All open work”
    3. Choose Shared if your whole team should see it, or Private if it’s just for you
    4. Follow the setup steps to choose columns and card details, then select Create view now

    The board opens with the columns and card details you chose. If Shared is unavailable, your space restricts who can manage shared views. You can still create a private view. See View permissions.

    Configure columns

    Section titled “Configure columns”

    Open Display and select the column count next to Columns. Under Board type, choose how to organise work.

    • Field values. Choose a field such as Status or Priority and map its values to columns.
    • Dates. Choose Months or Quarters and check the selected date field for each space.

    Return to the board and select Save. See Columns and grouping for column setup and Planning.

    Choose what appears on cards

    Section titled “Choose what appears on cards”

    Cards show the fields you choose — nothing more, nothing less. To configure:

    1. Click Display (settings icon) in the toolbar
    2. Go to Fields
    3. Add any field from the Available fields list to Fields in view
    4. Click the blue Save button that appears in the toolbar to apply your changes

    Keep cards lean for a quick visual scan, or add more fields when your team needs richer context at a glance. You can always adjust later without losing any other board configuration.

    Apply a filter

    Section titled “Apply a filter”

    Filters let you focus the board on specific work items:

    1. Click the Filter button in the toolbar to open the filter bar
    2. Select Add filter, choose a field and operator, then pick a value if needed
    3. Click the blue Save button in the toolbar to save the filter with the board

    You can combine filters, such as Assignee is Current user and Priority is not Low. Closing the filter bar keeps the filters applied. Use Remove filter to clear a condition.

    Next steps

    Section titled “Next steps”

    You now have a working board. From here, explore the features that make BetterBoard most useful for your team’s workflow.