How can I create a cross projects board in jira work management?

noa einhorn
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March 20, 2024

I have multiple projects, each project has its own board with different tasks organized in a classic columns board - "to do", "in progress" and "done".

I want to have a board that will display all tasks of all the projects, in the same columns structure, so I will be easily filter this board by assignee or project. This way I will be able to track all the office progress status in a clear and single board.

Thanks.

4 answers

1 vote
John Funk
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March 21, 2024

Hi Noa - Welcome to the Atlassian Community!

Here is an article that will walk you through how to create a second board. 

https://community.atlassian.com/t5/Agile-articles/Creating-a-Second-Agile-Board-for-Team-Managed-or-JIra-Work/ba-p/2115018

1 vote
Mikael Sandberg
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March 20, 2024

Hi @noa einhorn,

Welcome to Atlassian Community!

If you are on JWM Premium plan then you can create an overview that shows all issues form the selected projects.

The other option would be to create a board in a JSW project and change the filter to bring in your JWM projects to it.

0 votes
Danut M _StonikByte_
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March 21, 2024

Hi @noa einhorn,

First , create a filter that includes the issues from all projects. Then, create a board based from this filter. 

My advice is to create a cross-projects dashboard in Jira, with all the necessary gadgets that use this newly created filter or board, for tracking your projects globally. 

This article provides examples of gadgets (offered by our Great Gadgets app, which has a free trial of 1 month) that you can use to create such cross-projects dashboard: 

https://community.atlassian.com/t5/App-Central/How-to-track-scaled-agile-SAFe-projects-in-Jira-with-Great/ba-p/1929694 

If you have any questions, please don't hesitate to contact us at support@stonikbyte.com.

Hope this helps.

Danut.

 

0 votes
Maria
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Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
March 20, 2024

Hi @noa einhorn 

Creating a unified board in Jira Work Management that displays tasks from multiple projects with a column structure ("To Do", "In Progress", and "Done") can significantly enhance your ability to monitor and manage the progress across all projects. Here's a step-by-step guide on how to achieve this:

1. Create a New Board for Combined Projects

  1. Navigate to Your Jira Home: Go to the main menu and select "Boards" > "View All Boards".
  2. Create a New Board: Click on "Create board". Choose the "Board from an existing project" option, even though you'll be customizing it to pull in tasks from multiple projects.
  3. Select Any Project (to Start): Since you'll be customizing the board's filter, it doesn't particularly matter which project you start with. Just pick one of the projects you want to include.

2. Configure the Board Filter

After creating the board, the key to aggregating tasks from multiple projects onto this single board lies in editing the board's filter settings.

  1. Access Board Settings: Go to the board you've just created, click on the "..." (more) button in the top-right corner, and select "Board settings".
  2. Modify the Filter Query: In the "General" settings section, find the "Filter" setting and click on "Edit filter query".
  3. Customize the JQL (Jira Query Language): You'll want to write a JQL query that includes all the projects you're interested in. For example, if your projects are named ProjectA, ProjectB, and ProjectC, your query might look something like:
    project in (ProjectA, ProjectB, ProjectC) ORDER BY Rank ASC
    This will include tasks from all three projects. You can adjust the query to fit your exact project names.

3. Ensure Columns Match Your Workflow

Under "Board settings", navigate to the "Columns" section. Here, you can map statuses to columns ("To Do", "In Progress", and "Done"). Ensure that the statuses of tasks from all your projects are correctly mapped to these columns to maintain the desired structure.

4. Customize Quick Filters for Easy Sorting

  1. Add Quick Filters: Still in "Board settings", go to the "Quick Filters" section.
  2. Create Filters: You can create quick filters for both assignees and projects, which will allow you to easily filter the board. For example:
    • For Assignee: assignee = currentUser()
    • For Project: project = ProjectA (You can create multiple filters for different projects or other criteria.)

5. Share and Use Your New Board

Once set up, your new board will display tasks from all specified projects, and you'll be able to filter them by assignee or project using the quick filters. This setup allows for a comprehensive view of all tasks across multiple projects in a single board, making it easier to track and manage work across the office.

5. Timeline View

If your issues are scheduled, then you may like the ideas of having a master timeline. Planyway addon lets you connect all needed Jira projects and visualize them on the same timeline that you can further group by assignees, projects and epics.
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