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Use Structure to identify:

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Once you have your structure in place, the next step is to identify all the overdue items. To do this, we need to add a formula column. Click the button to the right of the column headers, and select Formula. Give the column an appropriate name and enter the following into the Formula section: IF(due_date < today(); "overdue")

Tip
If you used "due_date" in your formula, the variable will automatically be mapped to the Due Date attribute. If you used another name for that variable (for example, “due”), you will need to define the variable by pointing it to the appropriate Due Date attribute.

Variations

This is just one way to mark overdue items. You could also:

  • Create a more visual warning that highlights not only overdue items, but also items coming due. You can read how to do this in Markdown in Formula Columns.
  • Create a formula that relies on another due date.  For example, you may want to flag issues that aren't completed by the due date of their parent epic. In this case, change the formula to: IF(type = "Story" andstatus != "Done" and parent{due_date} < today(); "overdue")

Step 3: Aggregate Overdue Items for Epics, Initiatives, etc.

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  1. In place of the formula we created in step 1, enter the following: IF(type = "Story" andstatus != "Done" anddue_date < today(); 1)
  2. Check the Sum over sub-items box

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