How to merge two Kanban boards

[Amit Bisht]

I have two boards and there are a lot of tasks running there and I have to merge all the data of these boards into a new one. How can I do that?

[Marc - Devoteam]

Hi @Amit Bisht 

board is based upon a filter, so have have to construct a filter that will provide the correct issues.

So create a new board based on a filter that incorporates all issues.

[Marc - Devoteam]

Hi @Amit Bisht 

The issue is that your projects are team managed projects and not company managed projects.

Team managed projects are like a siloed container. You will need to switch to a company maned project and their you are able to create a single board based upon a filter.

Here is documentation how you are able to migrate a tea managed project.

migrate-between-team-managed-and-company-managed-projects 

[Sushant Verma]

Hi @Amit Bisht 

Welcome to the community!

The issue is not so much the boards, but where the issues are stored. They are stored in projects and boards are mainly a way to visually present and organize the issues.

The boards is based on filter JQL query, so if you want to merge two boards you need to combine the JQL in one. You must pay attention to the states of the projects that are the same so that you see everything reflected in an order

Just navigate to the configuration of one of your boards and go to your board settings. On the general tab, you will find the board filter:

Click edit filter query and update the filter so it returns issues from your 2 projects. That would be something like this, to continue my same example:

Project in (ABC, DEF) ORDER BY Rank ASC 

If your projects use the same workflows, issues from all your 2 projects should now appear on the same board.

Regards,
Sushant Verma

[Amit Bisht]

Hi @Sushant Verma I have Kanaban Boards, will the process be same there?

[Sushant Verma]

@Amit Bisht  Yes, The boards is based on filter JQL query, so if you want to merge two boards you need to combine the JQL.

Regards,
Sushant Verma

[Amit Bisht]

@Sushant Verma I am not able to find this General option in my board.
I have the Site Admin  access of JIRA Account

[Sushant Verma]

@Amit Bisht

You might be a system admin, but you're not an admin of that board. These are different things. Ask the admins of that board to add you as an admin.

Or if your projects are next-gen, that's a different story. A next-gen board can't display issues from multiple projects. There is a feature request for that (JSWCLOUD-17444)

In that case you could either create a classic project and update its board filter to show issues from your next-gen projects. The procedure is more or less the same as described above, but in addition you will have to take a look at the column configuration of your board, so all statuses are mapped correctly to the board columns.

Regards,
Sushant Verma

[Amit Bisht]

@Sushant VermaI have this access to JIRA Board. 

[Sushant Verma]

@Amit Bisht Can you share your Board Screenshot?

Regards,
Sushant Verma

[Amit Bisht]

@Sushant Verma here it is: 

[Sushant Verma]

@Amit Bisht Click on that 3 dot (...) from top right corner and click on Configure!

If Configure option is not visible to you, then you don't have board admin access.



Regards,
Sushant Verma

[Amit Bisht]

@Sushant Verma IN configure these the option I'm getting:

[Sushant Verma]

@Amit Bisht There should be the "General tab" on the left-hand menu and then you need to select "Edit Filter Query"

If this is not available then you don't have board admin access.

Regards,
Sushant Verma

[Amit Bisht]

@Sushant Verma There is nothing like that, I have checked with Jira Admin as well

[Sushant Verma]

@Amit Bisht Which type of project you are using?

Regards,
Sushant Verma