Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

How do I exclude an issue type from the backlog in a next-gen project?

Our product team breaks down work into the hierarchy of:

Initiative > Epic > Story

In our new next-gen project we made an issue type called "Initiative."  Like with Epics, we do not want this issue type showing in the backlog.  We expect to see only "Stories" on the backlog.  How do we filter out tasks with a type of "Initiative" from showing on our backlog?  Is there an option we can select to "exclude from backlog" or a place to edit the query that populates the backlog?

3 answers

1 accepted

0 votes
Answer accepted
Jack Community Leader Nov 02, 2018 • edited

@Lou Hill, unless it has recently changed, and I can’t see where it has, you cannot do what you are wanting in NG projects. Feel free to provide Atlassian feedback via the give feedback link.

That's unfortunate news, and seems like a major oversight.  Filters/queries are the true backbone of Jira and has always been its power.  I will suggest this to Atlassian and hope it's added soon; in the meantime I will need to tell my staff to "ignore" those.  Thanks for the response.

0 votes
Ryan Fish Community Leader Nov 01, 2018

@Lou Hill

The board is a view of the query. Exclude "Initiatives" in your query, ie project = projectname AND issuetype != "Initiative".

You can edit the filter at the top left and or change the view to stories only with the drop down 

Get started with next-gen projects

Using your Scrum backlog

 

Enjoy
Ryan

Ryan

Thank you for the quick response.  Pardon my confusion, but how do I see the filter?  Below is a screenshot of the top left of my backlog, where is the option to edit the query exactly?  Thanks for any help.

Lou

Jira Board Filter.jpg

Ryan Fish Community Leader Nov 02, 2018

@Lou Hill 
Utilizing the embedded pic from the how-to's,  you should be able to use the filter to do what you need. But it is a manual process.
Full disclosure, I am working on server and cloud instances but not NG as of yet, @Jack is correct.

 

JIRA-ng.PNG

@Ryan Fish interesting information.  Looks like the option #2 in your screenshot, I could use lables to filter my list, but that means I would have to put a "product" or something similar label on all stories.  As you said, very manual and prone for error.  (that is, if I followed what you were saying)  Now there is a "filter issues" option, I guess if I could figure out how to write an filter that removes Initiatives, that might work for the time being.  Ideally a global feature to do that.  Appreciate your repeated help!

We recently started working with the Portfolio plug-in, this required creating the same hierarchy; Initiative -> Epic -> story.

When I exclude the Initiatives in the team boards they are not in the backlog but then they are excluded from the portfolio plan.

When I include the initiatieves in the team boards they are part of the portfolio plan but also included into the backlog.

Is there a way which includes this hierarchy in the portfolio plan but excludes this from the teams backlog?

Though no good news to share, nice to see this thread still getting some type of activity.  Being a Product Manager not having "Initiative" level stories is painful at times.  Required by my leadership.  And still showing all over my backlog.  Hopefully Atlassian will add this soon to Next Gen Projects.  Just a simple "do not include in backlog" option perhaps.

One year later, this feature seems to be still missing...

From your project's sidebar (search icon: magnifying glass  - view all issues (then switch to advance search) 

More Details:

https://confluence.atlassian.com/jirasoftwarecloud/searching-for-issues-764478280.html

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Posted in Jira Software

Presenting the "Best of 2020" Jira Software roundup!

Catch up with Atlassian Product Managers in our 2020 Demo Den round-up! From Advanced Roadmaps to Code in Jira to Next-Gen Workflows, check out the videos below to help up-level your work in the new ...

5,557 views 6 21
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you