Views - Group by

[Michael Ruhdorfer]

Hello, 

we are using the "Kanban Board" for our Service Projects. But as we have beside the customer Projects, one Project for several customers I want to group this items by an customer field - is this possible. 
Other Question, is there a posibility to have the "kanban Board"  not in the Projects Section. So I want to have it as a seperate menu item like Filters.

kind regards

Sabine

[Murat Seven]

Hi @Michael Ruhdorfer

Regarding having the Kanban board as a separate menu item, Jira allows you to create boards that are not tied to a specific project. You can create a board based on a filter, which can then be accessed independently of any project. To do this:

From the top navigation at the top of the page, select the search field (or press /) and select Go to all: Boards.

Then select Create board in the upper right of the screen.

and select Create a Kanban board

You can base your board on an existing saved filter, which allows it to be accessed separately from the project section.

Docs;

create-a-kanban-board-based-on-projects

create-a-board-based-on-filters

If the answer helps, please accept the answer.

Best regards,

Murat Seven

[Michael Ruhdorfer]

Hello @Murat Seven

thanks for your explanaition - but unfortunately I am not able to find the menu entry board:

Where can I find this entry? 
Kind regards
Michael

[Murat Seven]

Hi @Michael Ruhdorfer ,

From the top navigation at the top of the page, select the search field (or press /) and select Go to all: Boards.

I’ve attached a screenshot of this process below;

[Michael Ruhdorfer]

hi @Murat Seven

thanks for the quick answer. That helps a lot. But one more questions, can I a dd some more filter to the kanbanboard base on customer fields?

kind regards

[Murat Seven]

Hi @Michael Ruhdorfer ,

you're welcome :) 

You can add filters to your Kanban board using JQL to refine the issues displayed based on customer fields. Here's how you can do it:

1. Create a Sub-filter:
   • Go to your board and select More in the top right corner.
   • Choose Configure board.
   • Under the Filter section, find Kanban board sub-filter.
   • Select Add sub-filter and use JQL to create a filter based on your customer field.
     • add-a-sub-filter-to-a-company-managed-kanban-board

1. Use Quick Filters:
   • Quick filters allow you to switch between different views on your board.
   • Go to your board, select More > Configure board.
   • Select the Quick Filters tab.
   • Add a new quick filter by entering a name and a JQL query that includes your customer field
     • configure-quick-filters

If the answer helps, please accept the answer.

Best regards,

Murat Seven