Creating a kanban board related to a project but without all of the tickets

Sarah Wilkinson
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November 12, 2024

Hi! I am trying to create a kanban board related to my project but to serve as a ticket request board from other workstreams. I don't want all the tickets to be on this board; only tickets that are from other workstreams and requesting something from my team. A couple of issues:

1. When I created the board, I created it under my current project and all the tickets flowed into this board. How do I remove the tickets from this board without deleting them from other boards?

2. How can I add external users so that other members can create tickets for us to see even if they're not on Jira/in my workstream? I plan on working with our internal IT support to manage this. 

3. I also want tickets on this board to flow into our main board so we're tracking it each sprint. 

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Trudy Claspill
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November 12, 2024

Hello @Sarah Wilkinson 

Welcome to the Atlassian community.

When you use the Create Board wizard you are given a choice to create a board from a project or from a saved filter.

Screenshot 2024-11-12 at 7.48.52 AM.png

(As an admin I have the option to create a board and a new project at the same time.)

Boards select the issues to display based on a filter; the same kind of filters you can create and save in the View All Issues page. When you create a board from a project then you are telling Jira that you want that board to display all issues in that project. It automatically creates a filter based on that, and associates that filter to the board.

If you want to show different issues in the board, then you need to create your own filter that selects the issues you want to show. When you have that filter created and saved, go to the Configure Board option for that board and select the filter you have saved:

Screenshot 2024-11-12 at 7.52.43 AM.png

After making that change you should also check the Columns configuration and make sure that you have the columns you want for your board and all the statuses are mapped correctly to columns.

Sarah Wilkinson
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November 12, 2024

How do I create a filter for just request tickets (think help desk tickets)? This was helpful thank you!

Trudy Claspill
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November 12, 2024

There is a lot of information available about how to create filters.

Here is a link to the documentation:

https://support.atlassian.com/jira-software-cloud/docs/search-for-issues-in-jira/

There is also free, on-demand training available at Atlassian University. Here is a search to help you find relevant topics:

https://university.atlassian.com/student/catalog/list?search=jira+search

The specifics of the filter depend on how those tickets are specified. Are they in a separate project? You can do a filter to get all the issues in the project. Do you want only a subset of issues in that project? You'll need to figure out what elements of the issues categorize them as one that you would want in your subset; i.e. Issue Type, Component, or some other field value that is present in the issues.

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Marc - Devoteam
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November 12, 2024

HI @Sarah Wilkinson 

Welcome to the community.

  1. Change the filter used for the board
  2. Grant external users jira access and and make sure these users have browse and create rights on the projects where they need ot create tickets
  3. The main board should also have these issues when created.

Some context, boards are based on filters, issues are not created on boards but in projects, permission schemes on projects define user permissions

As you are talking about external users, why not use a JSM project, as granting external users access they will require project permissions and the key permission os browse this will mean that can see every issue in the project.

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