General board for entire organisation

Anders Hebert

I am often asked by our users of Jira Software, who work in multiple projects in organisation - how they can get an overview of all their tasks in one place. The "Your Work" area does not seem to help give this overview, as it just lists tasks assigned to you.

So far I have tried to solve this by creating a "general board" that filters on all projects in the organisation and all users.Then my train of thought is that on this board they would select themselves and get a nice overview based on status (and adding project Swimlanes to clearly distinguish which project the tasks are located in). 

However, I don't know if this is the best solution, as this board needs to be located somewhere (either in one project or on me, as an admin). 

I would appreciate any suggestions or tips.

Using Jira Software premium cloud. Projects are Company Managed.

Trudy P Claspill

Hello @Anders Hebert 

By "all their tasks" do you mean the task where the user is the Assignee currently? You said

The "Your Work" area does not seem to help give this overview, as it just lists tasks assigned to you.

Is the problem that it is a list, or that it is only the tasks assigned to the current user?

If it is the list view that is the problem, here are two alternate solutions:

Solution 1:

1. Create a saved filter. Share it with All Logged In Users.
assignee=currentUser()

2. Direct the users who want to view their work to make an agile board (scrum or kanban) based on that saved filter copy of that board and specify themselves as the location.

When they are viewing that board it will show their name rather than a project name at the top of the left-side panel.

Since the board is based on "currentUser()" whomever is viewing the board will see the issues assigned only to them. They can choose to re-arrange the columns to suit themselves and set up swimlanes.

However, they should not run their own sprints in this board. An issue can be in one and only one sprint at a time. If they set up their own scrum board and start adding their issues to sprints in it, then in the team boards those issues can't be added to team sprints.

I recommend the users set up a kanban board. They can add the Sprint field to the card display if they want to see which issues are in sprints.

 

Solution 2:

If you don't want to bother the users with creating their own boards then you could:

1. Create a dummy project.

2. Give everybody Browse Projects permission, but no other permissions.

3. Create a saved filter. Share it with All Logged In Users.
assignee=currentUser()

4. Create a board from that filter. Attach the board to the dummy project.

Then users could view that board and see just the issues assigned to them. Since this would be a shared board the users would not be able to modify the board configuration to suit themselves.