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Filter resources by greater due date

Mudassir Hasan August 6, 2024

Hello 

I would like to create filter for assignee where it shows individual assignee greatest due date, for example a person is assigned with 3 task 

Task 1: Due Date (Jan, 1, 2023)

Task 2 Due Date (Jan 10, 2023)

Task 3: Due Date (Jan 15, 2023)

The Filter will only Jan 15, 2023, which will help to understand when this resource is getting free. 

4 answers

1 vote
Bhanu
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August 6, 2024

Hi @Mudassir Hasan

To help with this, We use Jira Dashboards to track the Resource load for the Team Members

We use Issues Calendar Gadget to show the issues Due on the Day. Issue Statistics Gadget and Filter Results are really helpful too to show the number of tickets assigned to the users easily.

 

1 vote
Trudy Claspill
Community Champion
August 6, 2024

Hello @Mudassir Hasan 

A filter is designed to return issues based on criteria. The filter is not able to be configured to use criteria that selects an issue based on comparing the issue values to values in other issues.

You could create a filter that returns the issues for an assignee and orders them by Due Date, so that the one due the farthest out will be at the top of the list.

You could, however, create an Automation Rule that would find the assignee's issue with the latest Due Date and send an email about that.

Mudassir Hasan August 6, 2024

Thank you so much for the response, this helps. Can you please suggest if any App form marketplace can help me with this requirement. 

0 votes
Hannes Obweger - JXL for Jira
Atlassian Partner
August 7, 2024

Hi @Mudassir Hasan

if you're open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

With these, you can build a view like e.g. this in just a couple of clicks:

assignee-max-due-date.gif

This is really just one of a virtually endless number of possible views and reports; you can also view and group by any other issue fields, configure different sum-up styles, etc. etc.

Any questions just let me know,

Best,

Hannes

0 votes
Danut M _StonikByte_
Atlassian Partner
August 7, 2024

Hi @Mudassir Hasan,

As mentioned already, this is not something that you can do by using a filter or JQL.

I would like to propose another possible solution in addition to the ones already mentioned by @Trudy Claspill and @Bhanu, which you should definitely try.

If you take into consideration the possibility of installing an app, our Great Gadgets app includes a Pivot Table & Pivot Chart gadget that can be configured to display a timeline by Due Date for the issues assigned to your team members. 

image.png

The columns represent the due dates of the issues. The lines are given by the issue assignees. The cells indicate the number of issues assigned to that persons (from row) that have the Due date (from column). This way you get a type of calendar that allows you to easily determine the maximum Due date for each person - the column of the last non-empty cell on each row. 

To achieve this, you have'll to configure the gadget like this:

 image.png

 

Danut.

 

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