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How to exclude initiatives from the backlog without amending the filter query?

Edited

We've instituted Advanced Roadmaps and are very excited about all the possibilities it holds for our roadmaps and planning. However, we cannot see how to remove the initiatives from the backlog (it clutters up our view), without amending the filter query to include the JQL condition issuetype != initiative

Is there any way to treat initiatives (and themes if we use them in the future as another level of hierarchy) similarly to the epics view on a scrum (or scrumban) backlog?

3 answers

2 accepted

1 vote
Answer accepted

Hi,

 

To avoid this problem, I created a separate project in Jira, called PLAN, to include all "higher level" custom issue types that aren't included in sprints. This was actually a recommendation in the old Portfolio for Jira documentation, I believe.

In the Plan, I bring in both the PLAN project and the actual project being tracked.

This approach gives the added benefit of having all initiatives (a collection of epics) centralized in one project.

I hope this helps.

Joe

A lot of project managers end up using our JQL function childrenOfIssuesInQueryRecursive in a setup like that.

Just keep in mind it's there once you need it.

Like Danielle Green likes this
0 votes
Answer accepted
Curt Holley Community Leader Sep 28, 2021

I/we do the same as what @Joe Lagana-Jackson has suggested.

This centralised approach to the high level "Initiatives" also makes it easy for senior leaders to find them and puts them all in the same backlog/funnel.

I encourage it as the best, scalable option.

0 votes

Hi Dani,

You can achieve this within Advanced Roadmaps in a few different ways:

1. You could configure your plan to exclude the Initiative issue type (configure -> exclusion rules):

Screen Shot 2021-10-14 at 11.18.52 am.png

 

2. You could visually remove these from your timeline using the hierarchy filter (go to filters -> select the level below initiative as the from hierarchy level):

 

Screen Shot 2021-10-14 at 11.21.03 am.png

 

Happy planning!

 

Emma

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