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Linking issues to project board - added Screen shots

Andrea Parrell January 23, 2024

Hello, Can you help me with linking an issue from a new project Project to an already created overall Project board called combined management board

 

For instance I have a Combined Mgmt board that shows sprint issues from several boards that are linked with a label (TFEM). This was done previously by a Jira coach.

 

Now I have a new project created and I want to link the new project issues to the combined management board . I tried adding the label TFEM to the new project but it still didnt show up in the new board.

IF you help me add this link it would be greatly appreciated

I have added photo to show what I mean.  Photo 2 - the Sprint SPM 1 has an issue SPM-1. I'd like this issue to show up in the main board (Combined management board) so I am not sure how to link them.  I have other projects linked by labels but it is not working for this new project I created.

thanksmanagement combined board.pngSPM board - test issue.png

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Trudy Claspill
Community Champion
January 23, 2024

Hello @Andrea Parrell 

Welcome to the Atlassian community.

Issues are selected for display in a board based on a saved filter. It is likely that the filter for your management board needs to be updated.

Click on the ... button in the upper right (above the View settings button) and select Configure board.

You'll get another page with a list of Settings options on the left like General, Columns, and Swimlanes. Click on General.

If you then scroll down a bit you'll find the Filter section. At (1) you will see the JQL for the filter used by your board. Please show us that, and we can guide you in the changes that need to be made.

To actually make the changes you will need to click on the Edit Filter Query option at (2). That will take you to the screen where you can edit and re-save the filter, if you have enough permissions.

You will need to be an administrator of the board and have Edit permissions for the filter.

Screenshot 2024-01-23 at 9.16.32 AM.png

Andrea Parrell January 23, 2024

Good afternoon, thank you very much,

 

Screen shot - filters.png

Andrea Parrell January 23, 2024

This is a screen shot of the filters you mentioned above. I appreciate your help on this .

 

Thanks
Andrea

Andrea Parrell January 23, 2024

I am actually not sure if I have administrative rights

Andrea Parrell January 23, 2024

IF you could help me change the filter it would be greatly appreciated. thanks

Trudy Claspill
Community Champion
January 23, 2024

Looking at the top of the image you provided I see that you are listed under Administrators, so you are at least an administrator of the board.

 

In this portion of the filter that says 

project in (....) and labels=...

Your new project needs to be added list of projects in the (....) parentheses.

 

So, step 1 is click on the Edit filter query link higher up on the screen below the filter name.

Screenshot 2024-01-23 at 12.02.53 PM.png

 

That will take you to the search issues screen with the filter query being displayed.

Then you need to add to the project list in the query:

project in (TNOW, TAE, PEUG, TPE, TRAT, PASE, FORRI, <add your new project here>)

After updating the query, click the Search button to get a new set of results.

Then, above the filter query field you will see the name of the filter and a button next to it labeled Save or Save As.

If the button is labeled Save, click it and save the changes you have made. The changes will reflect in the board when you refresh the board display.

If the button is labeled Save As, then you don't have permission to modify that filter. You can save the filter under a new name by click the Save As button.  Then, in the Configure Board screen you'll need to click in the filter name field and select the new filter you created.

Screenshot 2024-01-23 at 12.10.25 PM.png

 

If you do have to save a new filter, you will also need to make sure that you share that new filter with users in the same way the original filter was shared.

Andrea Parrell January 23, 2024

Thank you very much ! This has now worked for me.

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