Kanban: default quick filters for each user

Question

Hi everybody. We are a digital agency. Our setup (Jira Cloud + Jira Service Desk) is:

- Every client is a Service Desk project

- Then, there's a unique Kanban Project used by the agency to work on things

The Kanban is set up in order to receive all the issues coming from all the Service Desk projects.

Then, everyone of us customize the Kanban filters/queries: for example, I want the Kanban to show me only clients I lead as PM and things where I am the assignee.

The question is: as platform admin, I want to set these filters/queries for every users. For example, for users A, B, C set as default kanban filter "show issues assigned to A/B/C", or "show issues coming from that particular Service Desk project".

How to do this?

Thank you very much!

Andy Heinzer · Answer

My apologies if I misunderstood your request.  However quick filters are not designed to be toggled on by default for any users.  They are meant for each user to be able to quickly apply layers of filtering to an existing board.  And they do that.

There is not a means currently to predefine what quick filters might be activated for other users.   When you create a quick filter for a board, that filter will exist for other users of that board.  However those users are expected to select which filters they want to use on the board.

There have been other feature request for this kind of functionality in the past:

https://jira.atlassian.com/browse/JSWCLOUD-10258
https://jira.atlassian.com/browse/JSWCLOUD-6397

However these have typically be closed and resolved as something that is unlikely to be implemented into Jira Software.

Sorry this probably isn't the answer you were looking for.

I will try to look at and respond to your other question over there.

unknown · Answer

Thank you! The point is that, quoting you, "and when each user clicks that quick filter on the board". Imagine a scenario with 30 people: could be tricky, by the side of my colleagues, to open each time the quick filters dropdown and find their "tailored quickfilter". My question was about setting by my side (admin side) some quickfilters to be applied by default to each user.

Also, I'd like to receive your point of view about how I've set the Jira environment: dedicated post here https://community.atlassian.com/t5/Jira-discussions/Service-desk-and-kanban-environment-setup/m-p/718184#M2111

Thank you very much for you support :)

Andy Heinzer · Answer

Hi Gianmarco,

If you are referring to the quickfilters in use on a board, then you can set these as a board administrator.  Steps on how to do this are in Configuring Quick Filters.

One such tip using this is likely going to be the use of the JQL function 'currentuser()'.  This allows you to create a JQL query that will be specifically tailored to the user currently running that query in Jira at that time.  Hence you can create a quick filter such as:

assignee=currentuser()

and when each user clicks that quick filter on the board, they will only see issues that are currently assigned to them.

As for the multiple projects you can also do this with a syntax such as:

project in (ABC, XYZ, BIZ)

This in turn can be used to limit all the board results to just issues in those 3 specific projects with those project keys.

Please let me know if this helps, or if you have additional concerns about this.

Andy