Filter tasks based on keywords

Coco Pearce

New to Jira/Confluence.

 

I have a single page for general updates, including a section for Action Items and a section for Risks (both sections are lists of tasks). I want to be able to differentiate these two types of tasks so I can pull them out into a separate page with two distinct Task Report macros, one for Action Items and one for Risks. 

 

Is there a way to label action items with the key word [Action Item] and Risks with the key word [Risks], and somehow separate them into the two distinct Task Report macros? As far as I can tell, I can only filter tasks based on location, labels (which are page-level, not task-level), create user, etc.

Diego_88dj6o

Hello there!

As of today, there is no feature that allows this kind of tagging / referencing with those macros. However, there is a workaround for this:

1. Create a page called risks
2. Tag that page with the tag risk
3. Create a page called actions
4. Tag that page with the tag action
5. In each page, insert an excerpt macro
6. Create your Task Lists inside those macros
7. Now, go back to your General Updates page
8. Insert two excerpt include macros
9. In one of them, point it to the excerpt under the risks page
10. In the other, point it to the actions page
11. Publish the page
12. Now, go into your other page and insert a task report macro for each tag

This should achieve the desired results. Also, you will need to edit the tasks directly into each page (adding new tasks, removing or editing). However, checking or unchecking them can be done directly into the page with the excerpt include macro.

 

Let us know your thoughts on this!