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Move tickets from backlog to kanban board when status changes

Paul Williams_2jx84a

We are using a simple team-managed Kanban board for helpdesk level tickets. Currently we are using the backlog feature. New tickets are put into backlog, which is desired. I'm looking for a way to automatically move the tickets out of the backlog to the kanban board as soon as the status changes from New -> any other status.

I believe that the trigger "Issue transitioned" is the right things, but I cannot figure out what the correct action would be. So far, all things tried just failed.

Any suggestions are appreciated.

Accepted answers

Mark Segall

Hi @Paul Williams and welcome to the community!

I'm not quite sure I understand what you mean about moving from backlog to Kanban when the status changes. Typically when you change the status, that moves it from the backlog to the Kanban. Do you have multiple statuses mapped to the backlog?

Maybe you can share a screenshot of your Columns and Statuses configuration. You can locate it by navigating from the top right ellipses:

All comments

Mark Segall

Hi @Paul Williams and welcome to the community!

Maybe you can share a screenshot of your Columns and Statuses configuration. You can locate it by navigating from the top right ellipses:

Paul Williams_2jx84a

Hi Mark! Thank you for checking on my question.
I've attached two screenshots of our project. The first one is the Columns and Statuses. As far as I'm aware, we do not have any status mapped to backlog.

Screenshot 2022-10-25 at 17.07.02.png

The second picture shows what I want to achieve.

When I change the status of any ticket in the backlog part, I would like it to move automatically to the board part so that it becomes visible on the kanban board. This does not happen as of now.

Screenshot 2022-10-25 at 17.08.06.png

Mark Segall

So, the way you'll want to handle this is:

Drag your first status (New Tasks, Start) to the backlog column
Remove the New Ticket column

This will ensure all new tickets show up in the backlog. Then you'll be able to simply drag them up to Do-It which will have it appear on the Kanban.

Paul Williams_2jx84a

When you say "backlog column" do you mean the one with the fishing net? It reads:

Drag and drop a status here to hide it from the board and backlog. Issues with these statuses won’t be visible.

That also removed the tickets from the backlog. I'm a bit confused right now.

Camilo Gomez_43uidh

Hi Paul, I know it's been a while but I am adding this comment in case someone else comes to this page with the same question. We now have an action in Jira to do just that:

Screenshot 2024-03-18 at 3.34.51 pm.png

Daniel Sklar

Question: Does this "Move issue to board" work for the current project that is a Kanban project? I cannot find the project in the dropdown box.

Right now, the "Create issue" automation creates the ticket in the backlog and the users never look there. I cannot seem to find a way to add a step to automatically put the ticket on the board.

This is a team-managed project.

Jacob Rose

Hi, @Camilo Gomez,

I'm so happy to see that this actually works. I added an automation rule on my team-based project declaring that a transition from any state to "In Progress" should move an issue to the board, and it worked!

Not only did it work for existing tickets that transition to "In Progress," but also new tickets that I start out in "In Progress" were already on the board once created (the pop-up that tells you that for an issue to be visible, it must be moved to the board still came up, but I can ignore that).

Thank you all so much for listening to our concerns and taking action to make our lives better! This will save me so many clicks.

Jacob

Ben Goerdt

@Camilo Gomez I tried to use this automation to move items that have transitioned to the "Backlog - Ideas and Features" status to my team-managed kanban backlog, but the items just disappear from both the Board and the Backlog when the automation completes. I can still find the items in the List view, but I'm unsure how to get them to show back up in either the Board or the Backlog in the Backlog view. What does "Backlog" actually mean/do in the "Move issue to board" menu?

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