Best view to organize ideas by quarter

Question

What is the best way/view to use if I want to organize ideas we want to tackle by quarter? I have tried the following and both have drawbacks:

1. Created a board and add a field called 'quarter'. Each idea is assigned a quarter (e.g. Q1 2024) This works for now but once I start planning next year and the year after the dropdown will get very long with all the quarters/years. Additionally it does not appear I can create a board with the columns as dates.

2. Created a timeline. This seems like it should work but the main problem is every time I add a new issue to Q1 it drops it way at the bottom since it is taking into account Q2 and Q3. Same issue when I try to sort this view by any of my attributes. I wish I could sort each column and not all ideas in the view.

Any suggestions?

andrew.dittrich · Answer

I have the exact same issue. Without year designations, it becomes extremely limited. Any view filters by "Q1" will pull in future work for 2025Q1, and also past work from 2024Q1. Yes, I could further filter by status or some other field, but that means anyone using the tool has to remember all the ways they need to filter out data sets to make them useful. Or do what you did, which means the list of quarters becomes unmanageable. Any other custom field will essentially suffer the same fate. It seems like being able to hide/archive field options that are associated to time based fields would be a no brainer. Kind of like FixVerion on the delivery side where you can filter to unreleased (i.e. hasn't happened yet) quarters only in the drop down. Or show released quarters which would allow you to pick from everything.

Valerie Standret · Answer

I have the same issues with Jira Product Discovery and my roadmap planing becoming less and less user friendly.

Long list of Quarters because of the previous year

and placing ideas with spaces within a column is the most annoying, cuz it requires me to review all the views I shared with users and drag ideas to top, so that the roadmap is not taking enormous amount of space

Leah Maggin · Answer

Sure - This is how I am currently organizing.

This means I have to make an option for every quarter of every year. Which means this dropdown will get very cluttered as time goes on.