Filter in board for shared teams from Advanced Roadmap

olgaf_gmx_de April 19, 2024

Hello community,

My company is operation Jira using Server. Is it possible to create quick filter on my board using shared teams from Advanced Roadmap?

I would like to see all issues which are assigned to all members from a specific sahred team. So for example, when I have 3 issues assigned to me and I am part of the shared team ABCDEFG, I would like to filter for ABCDEFG in my board and see these three issues.

 

I was able to create a filter for the specific shared team I created in Advanced Roadmap but when I click on the quick filter, the issues which are asigned to those members do to not appear. They are visible in the board when I am not filtering for anything so they are definitely part of the board query.

Many thanks in advanced,

Best

Olga

1 answer

0 votes
Ragavendran S April 20, 2024

Hi @olgaf_gmx_de ,

I assume the question is to get assigned task from different projects and teams where you've been included and have access?

If so, assuming you have the JQL of 

project=Abcdef and assignee=currentUser()

Will give the issues under the abcdef project or board or team

If you want to expand the scope, just include this

Project in (abc, def, ghi) and assignee=currentUser()

 

Or remove the project field from the query. That will include all the issues assigned to you, to filter that more, you can include issueType or other fields.

 

Let me know if it's useless or whether you're looking for the same that I've described here.

olgaf_gmx_de April 20, 2024

Hello @Ragavendran S ,

Thanks for the suggestion. However, this was not what I was searching for. I want to see all issues which are assigned to members of a specific shared team. And I want to switch between different shared teams. I just mentioned myself as an example. It shall at least not be my own tickets but those from the whole team which I can‘t filter with current user.

Maybe you also have an idea how to make this happen.

Thank and best 

Olga

Ragavendran S April 21, 2024

Hi @olgaf_gmx_de now I understood your requirement.

To achieve the desired outcome of creating a quick filter on the Jira board using shared teams from Advanced Roadmap and seeing all the issues assigned to specific shared teams, you can follow these steps:

Ensure Shared Teams Setup:

  • Make sure that the shared teams are properly set up in Advanced Roadmap.
  • This includes adding team members, assigning issues to the shared teams, and confirming that the team structure is accurately reflected in the Jira board.

Quick Filter Creation:

  • Create a quick filter that specifically targets the shared team you want to filter for.
  • To do this, go to the board configuration and find the Quick Filters section. Add a new quick filter specifying the JQL (Jira Query Language) to filter for the shared team in question.

Use JQL for Shared Team:

  • The JQL will need to identify the issues assigned to the specific shared team.
  • For example, if the shared team is named "ABCDEFG," the JQL might look something like this text: (team = "ABCDEFG")


Apply Quick Filter:

  • Once the quick filter is created, apply it to the board.
  • After applying the quick filter, it should display all the issues assigned to the members of the specified shared team.

Verify Results:

  • Check the board to ensure that the quick filter accurately displays the issues assigned to the shared team members.
  • If the issues do not appear, review the JQL query to ensure it accurately captures the shared team's assignments.

By following these steps, you should be able to create a quick filter on your Jira board using shared teams from Advanced Roadmap and view all the issues assigned to members of a specific shared team.

If you encounter any issues, you may need to review the shared team configuration and the JQL query to ensure they are correctly identifying the relevant issues.

olgaf_gmx_de April 21, 2024

Hello @Ragavendran S

Thanks, that is exactly what I did. The example team is set up and I assigned a couple of users, including myself, to it and assigned all of them issues. I created a quick filter in the board as you mentioned but no issues appear when I click on it. I am sure I haven't selected any other filters so that can't be the reason. When I disable all filters, all issues appear in the board so they are definitely there. 

 

What do you mean with "and confirming that the team structure is accurately reflected in the Jira board"? The only one thing I did is to add an issue source to the board and create a quick filter. Is there anything else I need to do to reflect the team structure?

 

Maybe this is the point I missed why it is not working.

Thanks and best, 

Olga

Ragavendran S April 21, 2024

When stating "confirming that the team structure is accurately reflected in the Jira board," it implies verifying whether all issues assigned to the team can be filtered using JQL accurately?

olgaf_gmx_de April 21, 2024

Yes, using the filter I also use for the board I can see all the issues I expect. However, no issues appear when I use the quick filter for the specific team. 

Ragavendran S April 21, 2024

Can you use the same filter on issue search?

open search -> change to advanced -> use same JQL which you used?

you able to see any issues?

olgaf_gmx_de April 21, 2024

Without the team filter, yes. As soon as I add the team filter to the query, I can‘t see any issues in the issue search . So this might not be a board problem but a general one. 

Ragavendran S April 21, 2024

is it possible to attach the screenshots of pages you are interacting with?

if not, can you check you are compliant with these pages?

https://confluence.atlassian.com/jirasoftwareserver/teams-1044784181.html

https://confluence.atlassian.com/advancedroadmapsserver/managing-shared-teams-802170492.html

olgaf_gmx_de April 21, 2024

Sure.

IMG_2240.jpegIMG_2241.jpegIMG_2242.jpegIMG_2245.jpeg

Ragavendran S April 21, 2024

I think those issues are without team's name in team's field.

Can you check whether listed issues have the field Team, and it's updated with the team's name "G4-Integration_Management". Like mention in this image? 

Teams in Jira projects | Atlassian Support

because when we don't assign the team's values in issues, but we still get assigned to ourselves, the JQL will work with

assignee=currentUser()

but won't work with

Team = G4-Integration_Management AND assignee=currentUser()

to complete your requirement, the team field has to be updated with the right team's name in issues.

let me know once you tried, and if it's working!!

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