Creating a dashboard that will allow dragging specific tasks

Idan Klein March 17, 2024

Hi all,

I need to create a dashboard in jira that will show the upcoming tasks for prioritization meetings with business and customer success managers (so I'll see everything needs to be done with time estimation, assignee, etc. and add due dates according to prioritization).

The thing is that sometimes I need to display the epic (because the business people don't care about the specific task, they need to know when the whole task will be completed) and sometimes I need to display specific tasks (for example if the epic is for a feature for a customer that has two parts, one for now and one for a month from now - I only need to show the task about the first feature and how long it will take, not how long the whole epic will take).

In my dream I imagen a list of all open jiras that I can drag certain tickets from it into a table/dashboard in which I can configure the fields I want to show, as mentioned above.

Is that a thing? Can I do this with jira?

Thanks a lot!

1 answer

0 votes
Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 17, 2024

Hi @Idan Klein 

There's isn't a native option to have a drag/drop dashboard - I would consider...

  • Creating multiple dashboards for different stakeholders - which you can refine/tweak depending on the meeting. Ensure you have gadgets that are all attached to issue filters, so it's easy to modify them.
  • Using a Board instead of a Dashboard, which can be refined/filtered to show the relevant Tasks. For example, using quick filters could be an option.
  • Whether a filtered view of the Timeline would suffice?

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You might also want to explore what on the Marketplace could make dashboards more powerful, or provide more advanced filtering options - see Apps such as...

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Let us know your thoughts :)

Ste

Idan Klein March 18, 2024

Thanks! Appreciate the ideas.

A board can be good so I can show the different stages, but is there an option to create a board that is not related to the sprint? because for example if all tasks under an epic are for the active sprint, but I want to show just the epic, I can't remove the sprint from the tasks because it will affect the normal board.

So sort of a board without a sprint? is it a thing?

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 18, 2024

Hi @Idan Klein 

Sure - when creating a Board, you want to create a Kanban Board instead.

You can have the issues on multiple boards, just don't move them around - as re-ranking issues on one board will re-rank them on all of them (including the Scrum Boards).

See more information here: https://www.atlassian.com/software/jira/features/kanban-boards

Ste

Idan Klein March 19, 2024

Thanks @Stephen Wright _Elabor8_ I think that's exactly what I need!

Will try this now

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 21, 2024

Let us know how it goes :)

If it meets your needs, could you accept this answer? It helps others know this answer can help them too if they find this question in future :)

Ste

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