Top Priority views

Question

Hi community, we are running some new Jira projects and we would like to know if there's any "best practice" to do a Top 5 tasks view across the boards.

For example, as a manager I would like to see what are the top 5 tasks that someone is working on. I know that we can explore boards or plans, but wanted to know if there's any recommendation from the community.

Mary from Planyway · Answer

Hi @Ramiro Meyer

It's Mary from Planyway for Jira: workload, roadmap, time tracking

To create a "Top 5 tasks" view across boards in Jira, focusing on key tasks a team member is working on, you can consider several best practices. These methods leverage Jira's filtering, dashboards, and reporting features to give managers a clear view of priority tasks. Here's a strategy you might find helpful:

1. Utilize JQL (Jira Query Language):

Start by using JQL to filter tasks based on specific criteria such as status, assignee, and priority. For example, you can create a query that selects issues based on their assignee, project, and priority level.

Example JQL might look like: assignee = currentUser() AND priority in (Highest, High) ORDER BY priority DESC, updated DESC

2. Create a Dashboard:

Once you have your JQL query, create a dashboard in Jira where you can add gadgets that utilize this query.

* Filter Results Gadget: Use the Filter Results gadget to display issues returned by your JQL query. Configure it to only show the top 5 issues by setting the maximum results to 5.

* Assigned to Me Gadget: If focusing on individual team members, the "Assigned to Me" gadget can be customized to show the most critical tasks for each user.

3. Prioritize and Limit to Top 5:

Ensure that your tasks have clear priority levels assigned. The JQL query should sort tasks by priority and other criteria (like due date) to ensure the most critical tasks are visible.

4. Use Labels or Components to Organize Tasks Across Boards:

If your projects span multiple boards, consider using consistent labels or components to tag top priority tasks. This makes it easier to filter for these tasks across different projects.

5. Automate Notifications or Reports:

Consider setting up automated notifications or reports to be sent out regularly with the top tasks. Jira’s automation can help you create rules that, for example, email a digest of the top priorities to managers.

Ramiro Meyer · Answer

We will categorize them using labels or priority. We are looking for ideas or previous experiences for dealing with this type of filters.

Trudy P Claspill · Answer

Hello @Ramiro Meyer

Welcome to the Atlassian community.

Do you already have a definition of how to categorize an issue as a Top 5 issue? Or are you asking for suggestions for that definition?