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How can I create a board that allows me to filter by projects, epics, and assignees?

Deleted user August 21, 2024

 

 

I have made numerous attempts and managed to create a Kanban board with all the projects that allows me to filter as I wanted. However, it doesn’t work. When I move a ticket from one column to another within a single project, the cumulative board is not updated and vice versa. I need to manage multiple projects and use a single board that allows me to filter by developer, epic, and projects during the morning stand-up meetings. Thanks to anyone who can help me.

1 answer

1 vote
Nikola Perisic
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 21, 2024

Welcome @[deleted] 

To do this, you would need to create a new filter that will include both projects:

project in ("Project A","Project B")

Once you are done with that you then need to change your current project to use this filter on your board. Then you would create quick filters where you would in one include Project A, second quick filter to be Project B, which will work seamessly. As for the developers, are you looking for all developers or specific developers. If you are looking for specific developers, create new quick filters that will have the assignee/reporter that user. The same thing would need to be done for the Epics as well.

Deleted user August 21, 2024

Screenshot 2024-08-21 150926.png

Nikola Perisic
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 21, 2024

So this project where there are no changes is the something we can call Project C. The project C is not reflecting the changes that are happening on the board that have Project A and Project B?

Deleted user August 21, 2024

not formally but yes. 

I need a unified board where I can view all project tasks and apply filters. It’s crucial that any changes made are synchronized across all views. Specifically, I want to:

 

Create a Master Board: This board should aggregate tasks from all projects.

Apply Filters: The board must allow filtering by project, epic, and assignee.

Ensure Synchronization: Any changes made in one view should be reflected in all other views in real-time. Using the same kanban structure

Nikola Perisic
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 21, 2024

When you create a master board, in your filter you need to make sure that projects are included like it was mentioned in the JQL (this also depends on how many projects do you have). On this board as well, you would create Quickfilters (Configure Board > Quick filters). These quickfilters need to be based on Queries, For each of the requirements such is project, epic and assignee, you would have to create each quickfilter separately.

Deleted user August 21, 2024

I created filter in JQL - project in ("Project A", "Project B"), then i created a master board based on that filter and queries but column are still different Screenshot 2024-08-21 162309.pngScreenshot 2024-08-21 162328.pngScreenshot 2024-08-21 162217.png

Nikola Perisic
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 22, 2024

Hi @[deleted] , columns are different for sure because the new Kanban project by default will have To Do, In Progress, Done columns. You would also need to adjust the workflow and map the statuses in order to match the columns from the second board.

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