Navigate Jira Align

Topics in this article:

• The top navigation bar
• The sidebar

The top navigation bar

Jira Align’s top navigation bar is your first step in the navigation process, taking you to the room for the strategy, portfolio, solution, program, or team you’re interested in. It also lets you create and search for work items, and access help documentation, your user profile, and Jira Align settings.

The top navigation bar contains several key areas:

1. Home: Return to the Jira Align main landing page.
2. Dropdowns: Set your initial scope or time and navigate to the relevant room – your hub for pages about the selected entity.
3. Starred: Return to your starred pages.
4. Items: Navigate to lists of items without a scope applied, including themes, epics, features, stories, release vehicles, and more.
5. Create button: Create new work items from any page.
6. Search: Conduct a global search for work items (stories, sprints, features, etc.) in the system. Use the # symbol in front of searches for ID numbers.
7. Notifications: View recent work item updates and messages from your team members.
8. Checklists: View or create interactive training simulations to learn about Jira Align features.
9. Help widget: Select the question mark from any page to open context-sensitive help articles from Jira Align’s Help Center.
10. Settings: Administrators can update Jira Align application settings, connector settings, and more.
11. User menu: Select your profile picture to view version information, access support and the Help Center website, update personal settings and your profile, impersonate other users, and sign out of Jira Align.

Navigate with the dropdowns

The dropdown menus in the top navigation bar help you quickly navigate to the information you need.

To use the dropdowns:

1. Select the level of work you’re interested in, for example, Portfolios.
   The dropdown lists recent selections you’ve made. Select the scope or timeframe (Strategy dropdown only) you want to view.
   Note: Selecting View all will take you to a page where you can set up new entities.
2. The room for your selected entity displays. From here, use the room to view a dashboard of work and progress, or use the sidebar to select another page you’d like to visit:

   • More items: Item grids where you can create and manage epics, features, stories, objectives, dependencies, and more.

   • Reports: Reports that apply to your selected scope and time period.

   • More pages: Non-grid and non-report pages, like meetings, assessments, and framework maps.

Click to play animation

New to Jira Align and don’t know where to go first?

Try using the top navigation bar to view a dashboard of work with the portfolio room, program room, or team room.

Create new items with the Create button

Select the Create button to create any of the following work items, no matter what page you’re on:

• Themes
• Epics
• Capabilities
• Features
• Stories
• Defects
• Tasks
• Objectives
• Dependencies
• Ideas
• Risks
• Sprints
• Program increments
• Release vehicles
• Success criteria

The sidebar

On the left of each Jira Align page, the sidebar reflects your selected team and timeframe and allows you to navigate through relevant pages.

1. Scope dropdown: Change the portfolio, solution, program, or delivery team in your view.
2. Time dropdown: Change the program increment in your view.
3. Page list: Quickly access other pages that apply to your selected scope and timeframe.

   • More items: Item grids where you can create and manage epics, features, stories, objectives, dependencies, and more.

   • Reports: Reports that apply to your selected scope and time period.

   • More pages: Non-grid and non-report pages, like meetings, assessments, and framework maps.

4. Settings: View and edit details for the selected portfolio, solution, program, or team. This option doesn’t display on strategy-level pages.