How can I connect personal boards/to do's with team project boards?

[Lauren Allred]

Hello!

We have team boards all set up with quarterly tasks, deadlines, and assignees. But each employee would like to have a personal board of to do's to add to what their team is doing. I want each employee to have a personal space where they take their own notes and other tasks, but can still be connected to the team board's deadlines and objectives. 

What is the best way the people have found to accomplish this? 

[Trudy Claspill]

Hello @Lauren Allred 

Welcome to the community!

Are the teams' projects Team Managed projects or Company Managed projects? Are they Software, Service, or Work Management projects? I see that the tags on this Question indicate Work Management; I want to confirm that actually is the type of the projects involved in this Question. 

All work tracking takes place in Projects. If you want to let users have a "personal" list of work items in addition to their team work items, then those personal work items also must be tracked in a project.

You could have a project per person. Or you could have one project shared by all users but use Issue Security to limit who can see the issues so that each person sees only their own issues (if visibility into other users' issues is a concern).

If a user needs to see that "personal" work combined in a board with the work assigned to them from the team projects, then they would need to have a board created that specifies a filter to select the issues from all those projects. You might have that filter defined to select just all the issue Assigned to the individual. 

Note that if the user has that sort of board that combines the teams' work with their personal work, any changes made to the teams' work will be reflected back to the teams' boards. Boards are just a way to view and manipulate issues. The issues themselves exist in Projects. An issue may be displayed in more than one board, and all boards will show the same information for that issue.

[Lauren Allred]

Thank you for the help!

Yes this is in work management. And yes, I see how you filter the board to reflect those tasks just assigned to one individual.

have a few follow up questions: 

1) It looks like you can't have more than one board under each project? 

2) How do I connect or tag the issues from the team's project board onto the individual's board (or project)?

3) On Work Management, it looks like the boards only have "tasks" indicated by a blue check mark. Are those not taggable? Can I change the tasks to be "Issues" instead? 

Thanks!'

[Trudy Claspill]

1) It looks like you can't have more than one board under each project? 

That is correct. For a Work Management project you will see only one board under the Board option. You could add links to other boards under the Shortcuts option.

You can create additional boards manually. Refer to this article for more information.

2) How do I connect or tag the issues from the team's project board onto the individual's board (or project)?

There are a number of ways to do that depending on the filter you create for the individual's board. Remember that issues live in a project, and can live in only one project at a time, so you can't "tag" an issue in the team's project to have it also exist "in" the individual's project. But you can tag it in a manner so that it can appear in the individual's personal board along with the issues from the individual's personal project. You have to decide what criteria you want to use in the team's issues to indicate it should also appear in an individual's board. Will that criteria be "if the issue is assigned to the user, show it in their personal board"? Do you ever want those team issues to show in multiple personal boards? 

If you don't want to use Assignee as the criteria, you could use Labels, or potentially create an entirely new field to hold the data that is used to determine which personal boards will show the team issue.

3) On Work Management, it looks like the boards only have "tasks" indicated by a blue check mark. Are those not taggable? Can I change the tasks to be "Issues" instead? 

Projects can use multiple issue types. When a project is created it gets some initial settings, like issue types, based on the template from which it was created. More issue types can be added to the project after creation.

The method for adding issue types, and who can add the issue types, depends on whether the project is a Company Managed project or a Team Managed project. Look at the bottom of the navigation pane on the left and let us know which one it is.

Here is a page that talks about Issue Types:

https://support.atlassian.com/jira-cloud-administration/docs/what-are-issue-types/

The links on the side of that page are relevant to managing issue types for Company Managed projects.

This page talks about managing issue types for a Team Managed project.

https://support.atlassian.com/jira-software-cloud/docs/set-up-issue-types-in-team-managed-projects/