Building a Structure with Presets

Presets allow you to accomplish common tasks using predefined hierarchy templates:

• Agile Hierarchy Preset — visualize any project (or multiple projects) in a traditional Agile hierarchy (Epics > Stories/Tasks > Sub-tasks)

• Multi-project Overview Preset — visualize multiple projects organized by project

• Scrum Backlog Preset — visualize any project (or multiple projects) organized by sprints

• Status Overview Preset — visualize any project (or multiple projects) organized by issue status

Step 1 - Select Your Preset

Starting with a blank structure (see Creating Your First Structure), open the Add menu and select Preset.

Open

Select the Preset you want to use based on the type of hierarchy you want to create.

Open

Step 2 - Customize the Preset

In the Preset settings, select the boards or projects you want to include in the structure. You can add as many as you want, but you cannot mix boards and projects. 

Some presets have additional options, such as the issue types you want to include, how you want the issues grouped, etc. To learn more about configuring a specific preset, see Presets.

Step 3 - Build the Structure 3

Click Create. The preset will automatically add your issues and organize them into the appropriate hierarchy. They will also update the hierarchy if issue details change in the future.

Next Steps

Next, we'll explore how to create powerful, dynamic structures using Generators.

Building a Structure with Generators