Dashboard to show past due Issues and Epic

[Jeffrey Murray]

Hello -

I want to show the Epic to issues that are past due. The problem is some of the issues are at the sub-task level, which are 2 levels below the Epic.

Thanks,

Jeff

[Danut M _StonikByte_ · Accepted solution]

Hi @Jeffrey Murray,

I'm afraid this is not possible using Jira's native gadgets. 

A potential solution would be to search for an app (plugin) on Atlassian Marketplace. 

If you plan to try an app, I think you can easily achieve what you want by using the Pivot Table & Pivot Chart gadget offered by our Great Gadgets app.

Here is how:

• Configure the gadget with a filter/JQL that returns the past due issues (stories and sub-tasks, not epics)
• Configure the gadget to display fields Parent Epic, Issue Type and Key: Summary like this:

• On its More Settings tab uncheck "Display The Totals row" and "Display the Totals column".  

Hope this helps.

Danut.

[Jeffrey Murray]

Hello Danut,

Yes it does. 

Thanks,

Jeff

[Alexander Hohmann]

Would it not be easier to create a filter with all actual issues / work items that are past due, whatever their hierarchical level?

Users can click on any issue / work item and then follow the displayed breadcrumb trail up to the related epic.

Of course, that works only if the Summary field (or some custom field that would be displayed in the filter) contains a meaningful text that gives a hint at the related epic.

Perhaps a filtered list would even be preferable to a dashboard? Just a thought.

[Jeffrey Murray]

Thanks for your feedback, Alexander.

The dashboard contains additional metrics and its for management.

One challenge is there is only one project (2025) with lots of other work besides the Epics / past due issues I'm focusing on.

[Alexander Hohmann]

OK, so here is another idea:

Create a hidden custom field.

Have an automation routine run every night before workdays: clear this custom field in all work items. Then set a certain value into this field for all unresolved and overdue issues and the same value into the same hidden field in their related epics. That value could be the item key of the epic or of the work item, for example. But better take the epic's key, since one epic may have several overdue items beneath it.

Create a filter that displays all the work items where that hidden field is not empty, sorted by values in this field. That way, it is ensured that work item and related epic are displayed underneath each other.

Add that filter to your dashboard.

[Tomislav Tobijas]

Hi @Jeffrey Murray ,

You could probably construct filter like this:

parentEpic = SBOXAPP-166 and duedate <= now()

or, this works too if you have hierarchy levels above Epics and you want to show everything under that item:

(issue in portfolioChildIssuesOf("SBOXAPP-166") OR key = SBOXAPP-166) and duedate <= now()

You'll need to hardcode the item key (as visible in my example — "SBOXAPP-166") but this should get you everything under Epic (incl. Epic item).

Once you construct that filter, you could use it in dashboard gadgets.

Cheers,
Tobi

[Jeffrey Murray]

Thanks, Tobi. I will try your suggestions.

Jeff

[Jeffrey Murray]

Hi Tobi,

Still not working. Let me try to explain this way. In the Dashboard, I want to show the issue that is past due (could be a phase or sub-task) along with the epic. The best I get is one level up. So if its a sub-task, I get the phase. If its a phase, I show the epic.

Thanks,

Jeff

[Tomislav Tobijas]

Hey @Jeffrey Murray ,

Can you maybe share which gadgets and filters you are using at the moment? (screenshots would help)

I'd say dashboards are relatively limited but it might be worth mentioning that there's beta for new Home Dashboards. This might be worth checking out, I'm just not sure if it will get you what you're looking for.

[Jeffrey Murray]

Dashboard, filter results gadget

Filter: 

project = XXXXXX AND (issuekey = initiatives  OR issuekey IN portfolioChildIssuesOf("XXXXX-XXXXX) AND status != Done AND duedate < now() AND status != Canceled AND parentEpic IN (XXXXXXXXXX,

Note: There are several initiatives and epics

Thanks,

Jeff