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Why are epics from the same project not displayed on other dashboards?

Mathias Mohrs January 29, 2024

Hello everyone!

I have the following problem:

I have created a new project and then created some epics and already attached user stories to these epics. I also created a custom field for the teams, so that each user story now has a dropdown where you can select "Team 1" or "Team 2", for example.

Then I built two separate boards for each team within the same project which is filtered by project and team name. This also works - on the dashboard for "Team 1", only the user stories that are assigned to the team are displayed.

Now I come to my problem: On the initial board, where I created all epics and user stories, I can also see all epics in the epic view of the backlog. Unfortunately, this does not work on the team boards. There I can see the correctly assigned user stories, but the epic view is empty.

 

How can I make sure that the teams themselves can also see the epics on their board?

 

Best regards

1 answer

0 votes
Trudy Claspill
Community Champion
January 29, 2024

Hello @Mathias Mohrs 

Can you share with us the underlying filter that you used for each Team board?

In order for the teams to see the Epics on their boards, the filters for those boards need to be constructed in a way to include the Epics.

If you show us the filters then we can make suggestion about how to accomplish that.

Mathias Mohrs January 30, 2024

Thank you @Trudy Claspill ! It is quite simple as i am testing everything! This is the board filter:

"project = DEV and "Teamselection[Dropdown]" = "Team 1" ORDER BY Rank ASC"

 

The part with "Teamselection" is the customfield that i have created in order to filter the related team tickets - this works fine.

The filter for my "Epic Overview" board is simple "project = Dev" - there everything works fine: I can see all the User Stories and Epics in the backlog.

 

What do i have to do now?

Trudy Claspill
Community Champion
January 30, 2024

Hello @Mathias Mohrs 

Did you set the Team selection field in the Epics? 

The filters will retrieve only the issues where that field has been set to the matching value. If you didn't set that field in the Epics then they won't be included in the board using that filter.

Mathias Mohrs January 30, 2024

Thanks @Trudy Claspill . That was it!

But since I have tickets from several teams on an epic, I can no longer use a dropdown on the epic but have to make a multiple selection, right? Because team 1 should see all epics in the backlog where they have tickets and team 2 should also see the epics where team 2 has tickets. So i have to select only one team on tickel level, but both teams on epic level, right?

 

Or is there another solution?

Trudy Claspill
Community Champion
January 30, 2024

If multiple teams have child issues under the Epic, but you have a single select list for the Teamselection field, you won't be able to use the Teamselection field to get the Epics to display in the board.

If you have JQL extending third party apps there may be an alternate way to get those Epics. For instance, if you have ScriptRunner that provides a function called epicsOf() that you could use to get the epics associated with the issues selected for the boards thus:

project = DEV and "Teamselection[Dropdown]" = "Team 1"
or issuefunction in epicsOf('project = DEV and "Teamselection[Dropdown]" = "Team 1"') ORDER BY Rank ASC

Mathias Mohrs January 30, 2024

Thanks @Trudy Claspill ! I will have a look at it! As you are helping me with my other problem ("Different workflows for functional teams) i moreover have a question here:

I have test-created two projects - one for each team. There i could configure individual workflows - but now i have the problem again that the epics are not shown in the backlog...I can find them when i link it within a story, but the functionality in the backlog (shortcut "e") wont show anything....

Is it because the epics are part of the third project "DEV"? Can i achieve that epics are found in the backlog of other projects where are tickets that are linked to the epics?

Trudy Claspill
Community Champion
January 30, 2024

The only Epics that will show on the Backlog screen as separate items are the epics that are within the scope of your board filter. You have to adjust the board filter to show the Epics you want.

Exactly how you need to modify the filter depends on what Epics exactly that you want to retrieve.

The "e" shortcut on the Backlog screen is intended to display the Epics panel.

When you say you are trying to use that and it "won't show anything" do you mean the panel doesn't display, or do you mean that it displays but shows no Epics?

That panel is available to display by default for Scrum boards.

For Kanban boards you have to configure the board to make that panel available by going to Configure Board > Columns and selecting the option to display Epics in the panel.

Screenshot 2024-01-30 at 1.35.27 PM.png

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