10X: Create Folios for Work Items

Create folios

A folio is a collection of work items showing work items’ details and hierarchy. You can create a folio of any work items from themes to stories with any level of details in them. You decide whether to include description, acceptance criteria, attachments, and so on.

Use a folio to automatically create a document of all user stories or other work items you need, for example, to create a requirements specification document.

Folios are available for users at the enterprise, solution, portfolio, and program levels.

To create a folio:

  1. Select Portfolio from the left menu bar.
  2. Under the Manage section of the menu bar, select Folios.
  3. Click Create Folio.
  4. Type a name of the folio.
  5. Type a folio version.
  6. Type a brief description. The description appears on the front page of your folio when you launch it and in the PDF export.
  7. Click Save & Close.

Note: To edit the folio, point to the folio card, and then click the gear icon.

Tie work items to a folio

Once a folio has been created, you can tie work items to it to create your document. There are two ways you can tie your work items to a folio: from a folio itself or from a work item directly.

To add work items to a folio:

  1. On the Folios page, point to a necessary folio, and then click the gear icon to open the folio's details slide-out panel.
  2. Expand the Work Items section.
  3. Select the work item type you want to add (theme, capability, epic, feature, or story), and then select the work item itself.
  4. Click Add.
  5. Select the items you want to include into the folio. The selected items will appear on the pages of your folio when you launch it. 
    • Entire [Work Item] selects all fields on your work item to be included in your folio. You can manually deselect fields, except for the ID and title.
    • Entire Hierarchyselects all fields from the whole hierarchy of children under a work item. You can manually deselect fields, except for the ID and title.
  6. Click Add.

As an example, this section describes the procedure of adding epics to a folio directly from an epic’s slide-out panel.

To add work items to a folio:

  1. Select Portfolio from the left menu bar.
  2. Under the Manage section of the menu bar, select Epics; the Epics page displays.
  3. In the grid, click the epic name you want to add to a folio.
  4. On the details slide-out panel, click the Add to Folio icon at the top of the page.
  5. Select the items you want to include into the folio. The selected items will appear on the pages of your folio when you launch it.
    • Entire Epic selects all fields on your epic to be included in your folio. You can manually deselect fields, except for the ID and title.
    • Entire Hierarchy selects all fields from the whole hierarchy of children under an epic. You can manually deselect fields, except for the ID and title.
  6. Click Select, and then select a folio to which you want to add the selected items, and then click Add.
  7. Close the details slide-out panel, and then proceed to the next items you want to add to the folio.

Launch and export a folio

Once your folio has been created and work items added to it, check out how it looks and export it as a document for use outside of Jira Align.

To launch a folio:

  1. Select Portfolio from the left menu bar.
  2. Under the Manage section of the menu bar, select Folios.
  3. Point to a folio card, and then click Launch Folio View.

The folio opens in a new window. You will view the folio title page first. Use the page selector in the upper-right corner of the page to look through the work items tied to the folio. For each work item, you can view a tiered list of the hierarchy with all data (and images) that you selected earlier. Use the table of contents to open the work items associated with the folio in the slide-out panel where you can view the item’s details and edit it as necessary. No matter what page you're on, click Table of Contents on the toolbar to get you back to the TOC.

To export a folio to a PDF:

  1. Click the download icon on the toolbar in the upper-right corner of the page.
  2. Make sure that Destination is set to PDF to save a PDF copy and Paper size is set to Letter for optimal results. Expand More settings to see the Paper size option.
  3. Click Print or Save depending on your browser.
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