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Best way to mark an epic (and its tasks) as On Hold

Vitor Elias

Hello everyone.

Me and my team need to find a way to mark an epic (and its tasks) as on hold. By doing that, we'd also hope that statistics generated through dashboards could disconsider that epic while (and only while) in that status.

I understand I could simply establish an "on hold" status and filter, but what I need here is that statistics are taken into consideration while that epic is rolling, pause counts and clocking if we mark it as on hold, and that start counting and clocking again when (and if) we bring it back to any of the other statuses.

Besides creating a status, we also thought of flagging. Either way, the needs would still be the same, pause metrics/statistics, and continue from where it stopped if unflagged.

Accepted answers

Bill Sheboy

Hi @Vitor Elias -- Welcome to the Atlassian Community!

There are a few ways to solve this, some depending on whether or not "on hold" is a regular part of your team's workflow. If it is, please consider investigating that to decide how to improve. Until then...

You could add a label indicating "on hold" and exclude it from filters used for reporting...and possibly even your board
You could do the same with a component...
You could create a status for on-hold. The problem with this one is that the board's filter creates the input for reporting. Some reports allow you to use an additional filter to remove items; many do not.

Best regards,

Bill

All comments

Bill Sheboy

Hi @Vitor Elias -- Welcome to the Atlassian Community!

You could add a label indicating "on hold" and exclude it from filters used for reporting...and possibly even your board
You could do the same with a component...
You could create a status for on-hold. The problem with this one is that the board's filter creates the input for reporting. Some reports allow you to use an additional filter to remove items; many do not.

Best regards,

Bill

Vitor Elias

Hi Bill, thanks for your quick reply!

"on hold" is not a regular part, and hopefully won't occur much. We're talking about situations where clients put a hold on the transaction and my teams doesn't have much to do about that.

That being said, evaluating your options I'd say all of them should work, and I actually thought of them.

But, as I said, the reason that makes me worried here is how to pause (mark it as on hold) and get back from where it was paused (mark it back to regular statuses). Do you have any inputs about that?

Thanks again for your help.

Bill Sheboy

Hi!

One of the reasons I suggested labels or components is that it is a quick change to return to "off hold": you delete the label or component. You just gotta find the issue to make the change, probably using search if the issue isn't visible on the board.

Noting that you said "on hold" doesn't occur often, what do you think of this idea: do nothing to remove it from the board or reporting?

When an exceptional thing occurs, like being on hold, treat it as an exception and use it as an opportunity to learn
What happened to create the need to put it on hold
How could we measure how frequently we put stuff on hold, and the subsequent impacts
What could we do to anticipate the situation and prevent that in the future

__Bill

Vitor Elias

Hi Bill.

My first sugestion was exactly that, exclude from the dashboards' statistics and metrics the epic that was put on hold. But even though those shouldn't be many, the team leader requested for a more certain and more automatic way of handling this exclusion.

Also, do you know if metrics such as: time in status, time to complete, etc can be paused when moved to a certain status or if flagged? If yes, that's great and solves my problem.

If not, could I structure any kind of automation for that?

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