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Is there a way to default the status for newly created issues in backlog vs roadmap?

I am looking for a way to achieve the following for stories & task issue workflows:

  • If I am on the "Backlog" window and add an Issue, I want the status to default to "To Do" so that it is available on the backlog for adding to future sprints
  • If I am on the "Roadmap" window and add an Issue into an Epic, I want the status to default to "Needs Requirements" (not mapped to a board column) so that it is on my roadmap but doesn't move to the backlog until the PM team are ready to move it into the backlog for development

The problem I am having is that if I set the first status in the workflow to "To Do" then the items from the roadmap go straight into the backlog, overloading it with stories and making it hard to know what is ready to be worked on or not. If instead I set it to "Needs Requirements" then if we need to break down a story in the backlog in sprint planning and add a new story, it disappears from the Backlog and you have to go find it in the "Issues" list and update the status to move it into the Backlog.

I've looked at the automations but I can't see any way of automatically updating the status based on which window the user is entering the data.

Is there a way to do this, or an alternative workflow I should be considering?

1 answer

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Answer accepted

Hi @David Moore , welcome to the Community!

The short answer is no, there is not a way to have an issue of a specific type be created in a particular status depending on which application/view it's raised in. The issues would either need to:

  • Be created in different projects
  • Belong to different issue types

If the difference between these two views is that you create standalone/orphaned issues in your backlog view but create issues as a child of an existing Epic in your roadmap view, then you could do something like the following:

When issue created

If type = X

and

If issue has no parent

Then transition issue to status Y

Which would allow issues created with no parent to automatically shift from Needs Requirements into To Do.

This might just do the trick, thanks Michael!

Like Michael Andolfatto likes this

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