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Filter that shows issues assigned to me AND on the Board (if Kanban) or in Sprint (if Scrum)

Benjamin Charbit
Contributor
May 20, 2021

Hello all,

 

I’m trying to create a dashboard to see all my current stories accros all projects.

Some are using Kanban and some Scrum but in any case I only want to show the issues (regardless of the issue type) that are assigned to be and that are « active » (i.e. are on a board).

In other words, I don’t want to see any issues from the backlogs

Thanks a lot!

3 answers

0 votes
Trudy Claspill
Community Champion
May 20, 2021

It might work if you create a filter that uses StatusCategory.

Every status is assigned to one of these Status Categories:

- To Do

- In Progress

- Done

Your filter would be

assignee=currentuser() and StatusCategory in (In Progress, Done)

However, this depends somewhat on how your Kanban boards are set up, and proper use of Statuses in Scrum boards.

If you have work on Kanban boards that don't use a Backlog, the issues assigned to you that are in a "To Do" status would actually be "on the board".

If you have work in a Kanban board where there is more than one status for the To Do StatusCategory, and they are not all mapped to the Backlog screen for that Kanban board, then that could possible exclude issues from your results.

If there is a chance that you have an issue that is part of a Scrum board where the issue has not been added to a Sprint but the issue status has been changed to In Progress (which would not really be proper) then those would be included in your results though they would not actually be displayed "on the board".

0 votes
Vero Rivas
Rising Star
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May 20, 2021

Hi @Benjamin Charbit 

   Make a filter where you are responsible for the tasks and in the status of the issues, you have two options:

   1.- You select those that are in progress, tests, that is, the states that you are interested in knowing

   2.- You select the states that are not closed, backlog or those states that you do not want to see

   Then that filter is the one you should use to make your board

Cheers

Benjamin Charbit
Contributor
May 20, 2021

Thanks Vero.

What do you call states?

I can’t find this field in the filter search I have status and status category but status does not give any info on whether it’s on the board or not (it can be « To Do » and on the board or in the backlog).

0 votes
Mikael Sandberg
Community Champion
May 20, 2021

The board name is not associated with your issues, what you see on your boards is based on a filter. So what you would have to do is create a filter that only shows issues that is part of an active sprint (Scrum board) or are in specific statuses (Kanban board).

Benjamin Charbit
Contributor
May 27, 2021

Thanks Mikael.

That's what I thought but the issue is that I have issues with status "To Do" both in the backlog AND on the Kanban board.

In my company, we move things we want to work on next on the Kanban board. So I only want to see these.

Trudy Claspill
Community Champion
May 27, 2021

Are you using a Team Managed project Kanban board?

There is currently no way to filter for an issue on a Team Managed Kanban board distinguishing between the issue being in the backlog or on the board.

I've seen post where other people use another field to help them determine that distinction, like adding a label to issues that in the backlog and removing that label when an issue is moved to the board, or making sure that the issues are Assigned to somebody when they are moved to the board, and always remain assigned while on the board, and are never Assigned when in the backlog.

Like Mikael Sandberg likes this

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