Display tasks from different trackers (in different projects) in one KanBan?

Forum|Forum|11 months ago
April 25, 2025
1 reply
525 views

Hey everyone,

is there an option in codeBeamer to summarize the tasks from diffrent sources (different task trackers, potentially in different projects) in one Kanban depiction?
My use case is to show all tasks of one person (or some selected person) in a team meeting (not project meeting). Usually everyone of us has some tasks spread in several projects...

Any suggestions? Please state which version you use. Currently I'm still stuck with 20.11 due to changes permission interpretation in newer versions, but we plan to update...

Thanks a lot!

Best regards,
Georg

PS: I ctried to create a report (see screenshot below), but the list of results - regardless of grouping - is not that handy (e.g. grouping doesn't present the states according to the workflow order...).

Catalina

Community Moderator

Hi @GLG

Thank you for your question.

Your post appears well documented but has not yet received any response. I am replying to raise awareness. Hopefully, another community member will be able to help.

Also, feel free to add any additional information you think might be relevant. For example:

You mentioned using version 20.11. Are there any specific features or limitations in this version that affect your ability to create a Kanban board?
Can you describe the different task trackers and projects you are using? Are they all within Codebeamer, or do you use external tools as well?
What specific information do you need to display on the Kanban board? For example, task status, assignee, due date, etc.

Best regards,

Catalina | PTC Community Moderator

G

GLG

Author

10-Marble

Thanks for your reply!

Direct replies to your suggested topics:

To be honest I'm not aware there on any restrictions to use Kanban in my version.
Each task tracker on it's own we represent quite nice as Kanban board. Cards are shown by status, We can filter, we can group (e.g. by priority or assignee),...
All tasks are codeBeamer-based. So all tasks are in a task-type tracker in some project of the same codeBeamer server.
With the card details from the default settings I'm totally fine...

So the issue is "only" to summarize the tasks from different trackers in one board view... I know the data is in the data base, but I don't get it out in a handy view 😞

Regards Georg

Sign up

Please use your PTC eSupport account.

Welcome to the PTC Community

Please use your PTC eSupport account.

Scanning file for viruses.

This file cannot be downloaded