I have many different projects with boards containing many issues. How would I got about merging all of these projects so that the issues can viewed together in one board?
Hello @Darby Kim
Welcome to the Atlassian community.
What are the project types for these projects? Get that information from the Type column on the View All Projects page under the Projects menu.
What problem are you trying to solve by bringing all the projects into one board? If there is variation in projects types and workflows, and use of Scrum vs. Kanban, it could be very difficult for you to configure a single board that would enable you to understand all the project backlogs and active work with a single view.
Depending on the project type you could create a single filter that pulls the issues from all the projects, save that filter, and then create a board based on the Saved Filter. I say that this depends on the project types because there are some differences between Company Managed and Team Managed project which results in some functional differences when Team Managed issues are in such a board.
If these projects have their own workflows and use some different statuses, you will have to configure the Board Columns to map those various statuses to columns in a meaningful way.
Are the various boards used for these projects using Scrum or Kanban?
If both are being used you will have to make some decisions about how you want to view the data. They might have different configurations for what is defined as in the Backlog. If you set up a Scrum type board for view all the issues, then the Board view itself will show only the issues in Active sprints. The issues managed only through Kanban would always remain in the Backlog view only. In that case you might want to have your combined board use Kanban.
If teams are using Kanban they may have different configurations to identify what they consider "in the backlog" vs. "on the board". That could make it difficult for you to configure your board in a manner that gives you a clear understanding of all the Backlogs in one place.
The project types are "Team-managed software".
The problem I am trying to solve is to be able to view all issues in each board under one calendar view. All of these boards have the same project settings but I want to keep all projects separate so that we can manage them separately but we just want to be able to view all of the issues in across the boards under one calendar.
These boards are using Scrum.
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Hello @Darby Kim
For multiple Team Managed projects you would need to create and save a filter that retrieves the issues from all the projects of interest.
If you created an Agile board from that filter you would not be able to get the Calendar view associated with that board. That specific Calendar view is available only when the board pulls issues explicitly from only one project.
But you could get a Calendar view by creating a Plan based on that filter. Plans are the advanced roadmap planning tool available in Premium and Enterprise subscriptions. They can be based on any combination of projects, boards, and filters. There is a Calendar option in the Plans. It is currently marked (in my system) as Beta, so it may or may not be available in your system.
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@Trudy Claspill I think I set up the Plan correctly but quick question does it update in real time? So if I were to create a new ticket in one of the boards after having created the plan would the new ticket autmatically be reflected in the plan?
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Hello @Darby Kim
You may have to refresh the display if you already have the Plan displayed.
And then it depends on what you have defined as sources for your Plan. If the new issue falls within the scope of the defined Sources, then it should appear in the Plan upon a refresh.
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