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How can I add a quick filter to filter by epics

Linda Granado November 9, 2023

I want to add a quick filter (drop down list) on the kanban board of my project so I can filter by epic. I want to be able to see all the issues within the epic that is selected.

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Trudy Claspill
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 9, 2023

Hello @Linda Granado 

Welcome to the Atlassian community.

You have posted your question in the Jira Service Management community. Can you confirm you are working with the native Board option in a Jira Service Management project?

Or are you actually working with a different type of project?

If you go to Projects > View All Projects, the project type will be specified in the Type column.

Jira does not provide a native method for creating a Quick Filter for a board that will present as a selection list. However in the boards for Software projects it should automatically present a selection list quick filter for Epic, like this:

Screenshot 2023-11-09 at 3.42.14 PM.png

Linda Granado November 10, 2023

I don't see that option when I go to the board within a project. I'm not sure which Jira I am using

Linda Granado November 10, 2023

Hi Trudy,

I looked again and when I go to All Projects the type of projects I see are "Software" or "Business".  The particulate board I want to add Epic filter is a Software project an I only see quick filters for Only my Issues and Recently Updates.

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 10, 2023

Do you have any Epic issues created in the project? 

Are any of the other issues associated to Epics as child issues?

Can you provide a screen image of your board?

Linda Granado November 10, 2023

Hi Judy,

This is a screenshot of my Kanban board within a project. You can see the issues labeled by Epic. For example, issue "Create job descriptions" is linked to the Epic "Recruitment". I am trying to add an epic filter at the top so I can filter by Epic and see all the issues.Jira screenshot.png

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 10, 2023

Hello Linda,

You tagged your post as having the Cloud deployment type, but I think that is incorrect. Looking at your image I think that you are using the self-hosted project - Jira Server or Jira Data Center, rather than the Jira Cloud product.

If the URL for your Jira instance is https://something.atlassian.net then you are using Jira Cloud.

If it is not like that, then you are using Jira Server or Jira Data Center (self-hosted).

The answer I provided assumed that you were using Jira Cloud, based on the tags on your post.

Jira Server and Jira Data Center don't have a native feature to do what you want.

If you are willing to consider paying for a third party app, you might consider this one:

Agile tools & filters for jira software 

This is just one app that could give you the ability to have an option to filter the issues be a list of Epics. There may be others. 

(Disclaimer: I have no affiliation with the vendor of that app and receive no compensation for suggesting it.)

Linda Granado November 10, 2023

Thanks, Trudy! I am on the self-hosted, but moving to the cloud version soon. Thank you for clarifying!

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 10, 2023

You're welcome!

If my answer has addressed your question satisfactorily, please consider clicking on the Accept Answer button.

0 votes
Murat Seven
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November 9, 2023

Hi @Linda Granado  and ,thanks for your question.

 

Can you try this JQL:

"Epic Link" is not EMPTY

Let me know if that works.

 

Best,

Murat Seven

Linda Granado November 10, 2023

Hi Steven, thank you for your suggestion. That added Epic to the board but not a drop down list to choose from the epics within the board.

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