When I create the new board, it already includes existing issues from the project that it's a part of. How can I create a new board within an existing project which does NOT include the issues that have already been worked on in past phases of our development cycle?
I've also created labels to identify all issues which relate to a prior module, but I don't see any way to filter by labels under 'quick filters'
Scott, where can I create a custom field? These are the options I see under Board settings:
General
Columns
Swimlanes
Quick Filters
Card Colors
Card Layouts
Working Days
NHR
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Thanks for your quick feedback, Scott. Is there a way to filter only on the board? My current project has multiple boards, each representing a phase of development. So when I created a new board for the next stage, my intention was to create a new list of tasks which relate to this board only, not to others that we've already completed.
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You'll need to set filters on each of the boards for each stage.You can create a custom field as a drop box or add a Label that indicates the phase or stage of development for each of the boards and create filters for each board to show only the issues that have that stage selected. As issues move from stage to stage just change the value of the custom field or change the label. (I think a custom field as a drop box would be easiest to manage.)
You may also want to add a step in the issue's workflow to "move to next development stage" so the issue is not marked as "done" until completing the last stage.
-Scott
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Hi Norman,
Do you have a status in the workflow that indicates the phase? If so, you can set up a filter on the board to show only the phases you want to see.
Create the board, then click the ellipses in the top right, select Board Settings, and scroll down to Filter. There is a link there for the filter query, if you click it it will open up the filter. You can then the drop down box for Status and select the status you want to see.
You can also filter on a custom field, a Label, Component, Version, or any other field within the issue by dropping down the "More" option and selecting the criteria you want to use to include issues.
Hope this helps,
-Scott
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