Default board filter

[Katja Holzhäuser]

I would like to use the app xray but don't want to have all of the related issues (like tests) on the kanban board. I know how to exclude them by a quick filter. But then every team member needs to select this filter when opening the board. Is there a more convenient way to handle this? Despite setting a browser bookmark to the filtered board.

[Megha Rajanna · Accepted solution]

HI @Katja Holzhäuser 

In Jira Software, if you want to apply a filter to a Kanban board by default without requiring each team member to set the filter manually, you can set up a board filter and configure the board to use that filter. Here are the steps:

Create a Board Filter:

Go to your Jira dashboard.

Click on "Boards" in the top navigation bar and select your Kanban board.

In the board menu on the left, click on "Board settings."

Navigate to the "General" tab.

In the "Filter" section, click on the "Edit filter query" link.

Define the Filter Query:

Create a JQL (Jira Query Language) query that filters out the issues you don't want to include on the board. For example, if you want to exclude issues related to tests, you might use a query like:

JQL:

project = "Your Project" AND issuetype not in ("Test", "Sub-Test")

Click on "Save" after entering your filter query.

Apply the Filter to the Board:

After saving the filter query, go back to the "General" tab in the board settings.

In the "Filter" section, select the newly created filter from the drop-down list.

Click on "Save" to apply the filter to the board.

Configure Board to Use Filter by Default:

In the board menu on the left, click on "Board settings" again.

Navigate to the "General" tab.

In the "Filter" section, check the option "Set as board filter."

Now, every time someone opens the Kanban board, it will use the specified filter by default, and they won't need to manually select the filter each time.

THANK YOU

[Rebekka Heilmann _viadee_]

That's a great and detailed explanation - however if you follow the steps up until JQL, you click search and then save. By that it automatically updates the Board as you opened the Board's filter.

The Steps for "apply the filter to the board" are only relevant if you create a completely new filter to begin with. For that, make sure the Filter is shared with all relevant Viewers (usually at least the Project).

[Katja Holzhäuser]

@Megha Rajanna @Rebekka Heilmann _viadee_ 

Thanks for your quick responses.

Just for clarification. This option is only available in company-managed projects, right?

[Kirk Mower]

I've created a filter, and I can apply it as a filter on the board. However, I don't have a 'General' tab to set that filter as default. Is that because I stupidly created 'Next Gen' project? Thanks.

[Katja Holzhäuser]

Hi @Kirk Mower ,

I'm a newbie here too, but unfortunately that's what I've found out, yes.

[Rebekka Heilmann _viadee_]

Yes. Team Managed projects are designed to work independently only for one Team. Therefore the Board will always show all Issues in the project.

You can however show issues from Team Managed projects in a Company Managed (or personal) Board.

[Kirk Mower]

I am a JIRA Admin for my company. We have other JIRA software projects, Confluence, Service Management, etc. So I am at a loss as to why I can't just bang in a JQL filter for my board like I have been doing for what ... the past 12 years? There is 'dumbing down' and then there is completely hobbling the application. As a JIRA admin for my company, I don't see why I shouldn't be able to make my filter a default? JQL has always been a primary reason for using JIRA software, if it is being thrown out to satisfy some specific marketing group - then should I throw out Atlassian as well? I feel really let down by the company and its push towards catering for the intellectually challenged demographic.

[Rebekka Heilmann _viadee_]

You still can do all of those things in Company managed projects. There were no changes in functionality for these classic projects in that respect. Team managed (next Gen) are simply following a different philosophy. They are made for a single team that wants to manage their own config and therefore will not be able to share Boards with other Teams. It's a tradeoff.

If you're the Jira admin and will manage the project and likely more: Why don't you use a Company managed project. You can simply move the existing issues. If two projects share one Board I would assume they have at least some similarities and therefore can share some configs anyway?

[Kirk Mower]

I understand what you are saying. You are telling me to do more work ... by paying for a tool that is supposed to save time. I understand that Coles and Woolies are sticking it to me by making me bag my own groceries. This is no different. I do not want to spend more time administering Atlassian apps - that is the job of software developers - to save me time. So, given these facts 'Next Gen' is a total failure. Please sack that entire project team. Thank you.

[Rebekka Heilmann _viadee_]

I am not telling you anything apart from: Be nice. This is a community that is dedicated to helping each other. Everyone on here spends their own (free) time to provide answers.

Unless the tag next to the name says "Atlassian Team" we are all users like you. So if you want to provide product feedback I suggest opening a Request with the Atlassian support rather than having a rant at people who cannot change a thing about it.

[Renato Morell]

HI
in company-managed project I created a my Kanban board. In the dropdown for the board filter I see only two filters from the admin but none of mine. Why can't I choose my own filters as a board filter? I think this was possible some weeks ago...

Working in the atlassian.net cloud.

Thanks for any help

[Rebekka Heilmann _viadee_]

@Renato Morell can you please open a new question rather than using this one as this is resolved already.

[Renato Morell]

Sorry, you're right, thanks!