Creating a kanban board related to a project but without all of the tickets

Question

Hi! I am trying to create a kanban board related to my project but to serve as a ticket request board from other workstreams. I don't want all the tickets to be on this board; only tickets that are from other workstreams and requesting something from my team. A couple of issues:

1. When I created the board, I created it under my current project and all the tickets flowed into this board. How do I remove the tickets from this board without deleting them from other boards?

2. How can I add external users so that other members can create tickets for us to see even if they're not on Jira/in my workstream? I plan on working with our internal IT support to manage this.

3. I also want tickets on this board to flow into our main board so we're tracking it each sprint.

Trudy P Claspill · Answer

There is a lot of information available about how to create filters.

Here is a link to the documentation:

https://support.atlassian.com/jira-software-cloud/docs/search-for-issues-in-jira/

There is also free, on-demand training available at Atlassian University. Here is a search to help you find relevant topics:

https://university.atlassian.com/student/catalog/list?search=jira+search

The specifics of the filter depend on how those tickets are specified. Are they in a separate project? You can do a filter to get all the issues in the project. Do you want only a subset of issues in that project? You'll need to figure out what elements of the issues categorize them as one that you would want in your subset; i.e. Issue Type, Component, or some other field value that is present in the issues.

Sarah Wilkinson_5ci2pt · Answer

How do I create a filter for just request tickets (think help desk tickets)? This was helpful thank you!

Trudy P Claspill · Answer

Hello @Sarah Wilkinson

Welcome to the Atlassian community.

When you use the Create Board wizard you are given a choice to create a board from a project or from a saved filter.

(As an admin I have the option to create a board and a new project at the same time.)

Boards select the issues to display based on a filter; the same kind of filters you can create and save in the View All Issues page. When you create a board from a project then you are telling Jira that you want that board to display all issues in that project. It automatically creates a filter based on that, and associates that filter to the board.

If you want to show different issues in the board, then you need to create your own filter that selects the issues you want to show. When you have that filter created and saved, go to the Configure Board option for that board and select the filter you have saved:

After making that change you should also check the Columns configuration and make sure that you have the columns you want for your board and all the statuses are mapped correctly to columns.