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Filter kanban board by epic status

Hello,

For my team-managed project, I'm trying to filter out tasks in the kanban board, which is grouped by Epic, where the associated epic status is Done. For example, neither this epic nor the tasks under it should show up, even if the epic contains tasks in To Do:

Picture1.png

I've tried many of solutions online without any luck. I can filter out tasks based on the task itself with status!="Done", and separtely with statusCategory!=Done. But "Epic Status"!="Done" filters everything out (empty board).

FWIW I've tested with "Epic Status" IS EMPTY and separately with "Epic Link" IS EMPTY and in both cases all my epics and tasks show up. This suggests that the tasks are not properly linked up to their parent epics even though they are created within each epic?

Also, statusCategory="Done" results in an empty board. Same as issuetype = Epic.

Here is the board config:

Picture2.png

 

Here is the issues config:Picture3.png

Thank you

1 answer

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John Funk Community Leader Sep 05, 2022

Hi Jaime - Team-managed projects are very limited, and you will not be able to do the query that you are looking for. 

Hi John,

I've actually set up a workaround that appears to work so far. It feels like a Jira shortcoming that it couldn't just do it out-of-the-box, but whatever, for anybody wondering how to do this, this is how I did it:

First, I added a dropdown field to the Task issue called HideFromBoard (FWIW I also added it to Subtask). This field should be a Yes or a No (by default it should be a "No", but watch out for the "None" value).

Then, I created an automation rule that checks if it's an Epic and if the status field is Done (or Unlisted also in my case). If so, look at the Epic's subtasks and set HideFromBoard = Yes:


rule.PNG

(In reality I've also created the inverse rule where if the epic's status is not Done or Unlisted, HideFromBoard becomes "No".)

Finally, I've created a custom filter for my board to hide anything where HideFromBoard = Yes. (Again, for convenience I've also created a filter for when HideFromBoard = No).

All of this seems to produce what I wanted. But I'm wondering why Jira, or at least team-managed projects, don't have this functionality out of the box..

I'll select your answer as the solution just to highlight my reply.

John Funk Community Leader Sep 09, 2022

Glad you got something working. Where did you add the custom filter to the Team-managed board? 

On the board itself, clicking on Custom filters > Manage custom filters

dropdown.PNG

Like John Funk likes this

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