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Jama Connect User Guide

Toolbar

The toolbar is located in the center of the workspace. The tools allow you ways to control and view your content.

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Toolbar options vary slightly depending on your location in the application.

Select...

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View details

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See the details of a component, set, folder, or a project overview.

List View

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Show data from multiple items in a table with a different field in each column.

You can sort, select, and compare items at a glance.

For more information, see List View.

Reading View

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Show text and images for a group of items, which allows you to read through selected items like a document.

For more information, see Reading View.

Document View

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Create, edit, and read items all in one view — no need to switch views for each function.

For more information, see Document View.

Filter items

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Open the filter panel and filter the items you want to see.

A filter limits the group of items or comments by content, like author, keyword, date, or coverage.

Row height

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In List View, manually adjust the height of the rows.

If you select Extended, rows are formatted to wrap text.

Gear icon (show/hide fields)

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Configure which fields appear for each item in Reading View, List View, or Trace View.

For more information, see Configure fields.

Refresh

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Refresh the list of results and recent changes from other users.

Add

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Add items, folders, sets, and components.

Trace View

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Show related upstream and downstream items, missing relationships, and item details in context of their relationship.

For more information, see Trace View.

Export

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Export your data to Word, Excel, PDF, or use one of the Office Templates.

Batch edit

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Update picklist fields and tags for multiple items at a time.

Reuse

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Reuse when your projects contain items that are the same or similar.

Convert to

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Change an existing item or items from one type to another.

Batch transition

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Select multiple items of the same item type and transition them to a different workflow status.

Send for review

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Send specific items for review.

Note: The maximum number of items you can Send for review is 500.

Relate to existing

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Relate two existing items of the same item type.

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