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KanPlan: Filter to distinguish between Backlog and To Do items?

John Cross-Sarvis

I'm using a next-gen Kanbaan project with backlog enabled. I'm trying to filter information to a dashboard that shows tasks ready "To Do", but it is showing all tasks in the backlog instead of just the ones approved for the board because the backlog still uses the "To Do" status.

What is the best way to differentiate between items in the backlog vs ones that have been moved to the board?

I've checked the Activity for the card when I change it between backlog and board, but it does not show a field change.

Accepted answers

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Jack Brickey

@John Cross-Sarvis , welcome to the Community. When you go to the backlog of any Kanban board (NG or Classic) you should see something like below. In this 'backlog' view you will have a section at the top that displays in list view those issues that are actively being worked or 'approved' to be worked and below that you will have the the backlog. Is that the case? It sounds like you are wanting to not display the In Progress issues in the Backlog view? There isn't anyway to do this unfortunately. Note the image is from classic but the only real difference here is "In Progress" is replaced w/ "Board".

John Cross-Sarvis

@Jack BrickeyThank you for the response. No, that's not quite the issue, let me try explaining it better.

I work in a mixed team. We have boards / projects that are both scrum for development and kanbaan for operational tasks. I'm creating a dashboard to give visibility across all of these to tasks that have been approved for work out of the backlog.

For scrum items, I can simply filter tasks that are selected in the current sprint to pull up to the dashboard. For kanbaan with backlog, I can't figure out a filter that can tell the difference the backlog items on which are just backlog and which have been moved to the board for work because they both use the same status.

In your example above. I want the dashboard filter to show me TEST-38 from your In Progress / Board section, but not show many any of the issues below it.

Jack Brickey

how are you selecting things for development in the Kanban backlog? Are you not moving from To Do to "Selected for Development" or something similar? if not I recommend you set the workflow to represent something similar. In my example below "Backlog" status is mapped to the Backlog (column 0 let's say). Selected for Development is mapped to column 1 on the board, etc.

John Cross-Sarvis

Maybe I'm hitting a bug or "feature" for next-gen projects. Everything in the backlog gets set to the status of your first column on the board, regardless if is moved to the Board section of the backlog. I was using "To Do" as my "Selected for Development", but went ahead and changed that on the board. It moved everything in the backlog to status "Selected for Development".

Here's my board originally:

Board To Do.PNG

Here is the status for items selected in the backlog:

Selected To Do status.PNG

Here is the status for items not selected in the backlog (also To do):

Backlog Todo status.PNG

If I change that first column to be "Selected for Development", everything in the back log gets changed to that status regardless if it is selected or not:

Board changed.PNG

Backlog status changed.PNG

There has to be some way to tell which items are selected from the backlog besides the status field. The next-gen project is able to show them in the board section of the backlog and on the board itself, while hiding the rest. Therefore I should be able to filter on them to show them on a dashboard.

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