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Filter closed Epics in "sidebar"

Buratt, Scott January 21, 2022 edited

Is there a way to filter our closed Epics on the "Sidebar" so when the sidebar is opened, only "non-closed" epic are shown?

EpicSidebar.JPG

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Trudy Claspill
Community Champion
January 21, 2022

Hello @Buratt, Scott 

Welcome to the community.

For a board based on Epics in a Company Managed projects, inclusion of Epics in that pane is based on the "Epic Status" field, vs. the general "Status" field available in all issues including Epics. You have two options:

1. If you pull down on the arrow next to an Epic in that pane, you will see an option to "Mark As Done". That will set the "Epic Status" field to Done and hide the Epic from that pane. The downside is that there is not a comparable "reopen" option available, and the Epic Status field is not displayed in Epic issue details by default to allow editing.

2. Modify your workflow for Epic issues so that when an Epic's general "Status" field is set to one of the "done" statuses, you set the "Epic Status" field to "Done" also in a Post Function. You should also modify the workflow so that if the Epic's general Status field is reset to one of the "not done" statuses, then a Post Function resets the "Epic Status" field to To Do.

Buratt, Scott January 21, 2022

Thanks much for the insight @Trudy Claspill 

Think that the "Epic Status" field can be exposed if necessary?

Trudy Claspill
Community Champion
January 21, 2022

I recall that I was able to expose it when I worked with Jira Server. I have not tried in Jira Cloud.

I found it easier to just keep Status and Epic Status synchronized through the workflow. That eliminated the extra steps otherwise needed to set two status fields.

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