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Filter Tabs / Docs / Install and set up

Install and set up

Last updated 11/11/2026

Setting up Filter Tabs takes about two minutes: a Jira admin installs the app once, then anyone who can edit a dashboard can add the gadget.

Before you start

  • Jira Cloud: Jira, Jira Service Management or Jira Work Management. Company-managed and team-managed projects both work.
  • Installing needs a Jira admin. Adding the gadget needs permission to edit the dashboard.
  • Viewers need permission to see a tab's saved filter (if it uses one) and the work items it returns - Filter Tabs always runs as the person viewing.

Step 1 - Install the app

  1. In Jira, go to Apps → Explore more apps and search for Filter Tabs, or open the Filter Tabs for Jira Dashboards listing on the Atlassian Marketplace.
  2. Click Get it now (or Try it free) and choose your Jira Cloud site.
  3. Approve the single read-only permission: read Jira work items (read:jira-work). No other permissions are requested.
  4. Wait for the "installed" confirmation. There is nothing to download and nothing to configure site-wide.

Step 2 - Add the gadget to a dashboard

  1. Open the dashboard (Dashboards → View all dashboards, pick one) and click Edit.
  2. In the gadget list, search for Filter Tabs and click Add.
  3. The gadget opens in edit mode with one empty tab.

Step 3 - Add your tabs

  1. For the first tab choose Saved filter or JQL:
    • Saved filter - start typing the filter name and pick it from the list. Only filters you can see are listed.
    • JQL - type a query, for example project = ABC AND statusCategory != Done ORDER BY updated DESC. Suggestions for fields, operators and values appear under the box as you type; click one to insert it. The box shows Valid JQL or Jira's exact error message.
  2. Optionally type a Tab label (up to 40 characters). If you leave it empty, the tab uses the filter's name, or "Tab 1" for JQL.
  3. Click Add tab for each further tab, up to 10.
  4. Use Move up / Move down to order the tabs and Remove to delete one.

Step 4 - Choose columns and options

  1. Under Columns, keep the columns you want and put them in order. Available: Key, Summary, Status, Assignee, Priority, Updated, Due. Use Add a column to bring one back. At least one column is required.
  2. Pick Rows per page: 10, 20 or 50.
  3. Optionally set Auto-refresh: off, or every 15, 30 or 60 minutes.

Step 5 - Save

  1. Click Save. If something is missing (for example a tab with no filter picked), the gadget lists what to fix.
  2. Leave the dashboard's edit mode. The gadget now shows your tabs with their counts.

To change tabs or columns later, open the gadget menu (…) and choose Edit. Next: Using the gadget.