Create a board attached to a component

[Paul-Adrien Leleu]

Hello,

We are two people working on the same project. One of us is leading a different component than mine. To be clear : 

- I (Paul) am managing the brand content component 

- My friend is managing the community management component

What we would like to do is to create 2 boards (one for CM and one for Brand content). The idea would be that when we are connected to Jira we can see our own board. When I decide to assign a ticket to my friend, then the component is updated accordingly to my friend's component and the ticket moves automaticaly from my board to his. 

Is it something you could help us with ? We are kind of struggling for some days now. 

Thank you,

Paul

[Trudy Claspill]

Hello @Paul-Adrien Leleu 

Welcome to the community.

Are you working with a Team Managed project or a Company Managed project?

Are you working with a Software project or another type (i.e. Business project)?

If you are working with a Software Company Managed project there are two ways to handle this:

1. Use one board and add Quick Filters so that you can each apply a secondary filter to the board that shows only the issues with your assigned Component.

2. Create two Saved Filters - one for each of you that selects issues based on your assigned Component. Then create a board based on each filter.

This page has information about performing basic searches, and has a link to Saving Filters.

https://support.atlassian.com/jira-software-cloud/docs/perform-a-basic-search/

This page has instructions for creating a new board:

https://support.atlassian.com/jira-software-cloud/docs/create-a-board/

Do you work in a Scrum model or a Kanban model? If you work in a Scrum model, do you work your issues in shared Sprints or separate Sprints.

[John Funk]

Hi @Paul-Adrien Leleu  - Welcome to the Atlassian Community!

It would be best to do this with a Jira Software and create a Company-managed project.

Once you have that, you can create different boards using different filters where each filter includes the project and the component. 

Let me know if you need help with that. 

[Paul-Adrien]

Hi thank you so much for your help ! I actually managed to do it with presaved filters on the component. 

I have another question, how do I add many people to the same component team ? So then they can see their board and backlog only ? For the moment I invited people on the project so they created their account but they can't see their boards. 

Thank you very much !!!

Paul

[John Funk]

Great! Glad you got that taken care of. 

You can control who can see the board by changing the permissions of the filter used by the board. 

You can control who can see the cards on the project by changing the permission scheme associated with the project. 

[Paul-Adrien]

Hello,

Thank you for your quick answer ! where do I find it ? the permission screen 

[John Funk]

Sorry, that should have said Permission Scheme. I have corrected by reply above.

Go to Project Settings > Permissions

[Paul-Adrien Leleu]

Hi John,

Thank you for taking the time to explain. 

I tried several times for 3 days but still can't find a solution for my friends to see their boards. When they try to connect it's written that this is unaccessible. 

In the settings when I click on the authorization panel I don't see what to configure to let them see boards. 

Thanks and many apologize for my bad IT skills ;) 

[John Funk]

Ah, so if they can't see the board, then that's a permission thing on the filter used by the board. 

Go to Board Settings > General 

Then see who the board filter is shared with. You probably need to edit the shares to include your friends. 

[Paul-Adrien Leleu]

It works now !! Thank you so much John :) 

[John Funk]

Great! You are very welcome. 

[Paul-Adrien Leleu]

Hi John,

Do you know how I can add a field named end date to my tickets ? I have the feeling that this is blocked for now, should I pay to make it work ? 

Thank you,

Paul

[John Funk]

You should be able to add it if there is not already a system date field there by the same name. And you can't pay to make custom fields work - they should work now. 

Just realize that custom fields work differently based on the type of project you have. Team-managed project custom fields are only available for that single project you created them in. If you want to reuse them in other Team-managed projects, you have to create the field again. 

But for Company-managed projects (including Jira Software and Jira Work Management projects) you can create custom fields that can be share across multiple projects that are any of those types (i.e. non-Team-managed projects). 

I hope all of that helps! Would you be kind enough to click on the Answer accepted button above if this answered your question? That way we can close this one out.