Group Issues by date

[Deleted user]

We are setting up our Jira Work Management to manage our onboarding for new employees. 

We are trying to figure out how to group our new hires in a report or filter by date. 

For Example: 

2/14/2022 

Employee A

Employee B

Employee C

2/28/2022 

Employee D

Employee E 

Employee F

I can figure out how to order them...but we want to show only employees starting in the future and grouping them by date.  We have a date field and a due date field (both with the same date. 

Is this possible? 

[Hannes Obweger - JXL for Jira]

Hi @[deleted],

we just added this exact capability to JXL for Jira. JXL is a full-fledged table/spreadsheet view for your issues in which you - among many other things - can group your issues by any of your fields, including date fields.

This is how this looks in action for our demo project; as you can group by any field, and show/hide any field in your table, you can easily map this to your use case:

(It's worth noting that JXL can do much more than that - e.g. you can inline-edit and create issues, perform quick sorting and filtering, or create complex issue hierarchies and structures. More info at https://jxl.app. Disclaimer: I work on JXL :)

Hope this helps,

Hannes

[Deleted user]

Hey @Hannes Obweger - JXL for Jira 

Are you able to put these on a dashboard as well? Or share directly to specific people as opposed to sharing the entire project?

Thanks! 

[Hannes Obweger - JXL for Jira]

Hi @[deleted]

share directly to specific people as opposed to sharing the entire project

Yes - JXL is organised in so-called sheets (in the above example, the sheet is called "Cross-project plan"), and each sheet has a unique URL which you can share with people. There's a pretty fine-grained permission model that will enable you to control who can see and who can edit the sheet; please find more info here, or drop me an email at hannes at fine dot software if you'd like to discuss your use case in more detail!

Are you able to put these on a dashboard as well?

Not at the moment, but it is on our extended roadmap. 

[Jack Brickey]

There are a number of ways to do this, it depends on how you want to present the data. One thing I am wondering is if the calendar gadget is available for JWM. While that gadget doesn't give you the details it does present a nice calendar view to show you when for instance employees start date. If you couple this with a filtered list on a dashboard you have the beginnings of something useful.

Here is what a calendar looks like...

[Deleted user]

Thanks Jack, I did think of a calendar but we have way too many hires and it's important for us to see full details. I need to know where they're located as well.  

[Jack Brickey]

your best (?) option is to use the Filter Results gadget. To help organize things into manageable lists consider creating multiple filters and using multiple gadgets. For example maybe you could create a filter list for each department or you could do it by date range, e.g "next 30 days", "30-60d", "60+".

The event I hope this is helpful if not please let me know. The other option is to look at the marketplace to see if there's anything out there that might fit your needs better.

[Deleted user]

That's a great idea - I'll give that a try! 

[Joshua Sneed Contegix]

Hi Angela,
Where are you sorting these and which date field are planning to use? Cheers!

[Deleted user]

I was hoping to sort them in either a report or a filter so we can put them on a dashboard for our executive team to see upcoming hires by start date. 

I have a custom field for start date and have it set to adjust the due date to the start date as well.  I'm not tied to either field - I just want the groups by date. 

[Joshua Sneed Contegix]

Jack's idea is likely a good route without bringing in a reporting/charting type plugin. Cheers!