Dashboards in Jira made easy
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- Опубликовано: 2 май 2021
- Make and share project dashboards in Jira using visuals and custom filters, and learn to avoid and troubleshoot common mistakes.
Once you've built your dashboard you can share its name, and your colleagues can find it in 'View all dashboards'. Alternatively, you can share a direct link. Navigate to the dashboard via the drop-down and copy the URL (making sure it ends something like "?selectPageId=10002" - if not, navigate to it again). Sharing the direct link is the easiest way to share the dashboard with stakeholders. It can be bookmarked too.
Excellent video. Made me a Jira expert 0-80 in 13 minutes. Thank you Florain.
Straight to the point ! No unnecessary talk neither drama ! Very well done
Very nice content
@ramsunku3900 Yeah, I wish I knew how to do that. 🤣
This is excellent...and life saver for me. Now i can generate pie charts for my every sprint for every type!!
Thank you!!
Thanks a lot, short and to the point👍👍
much easy then expected , specially the way u explained ..nice
Fantastic video, thanks!
Simple and straight to the issues👌
Excellent one..
Excellent, thanks
Great. Thank you so much.
Great content and really nicely put! It's a shame you don't create new videos anymore on Jira :(
Thanks for the kind words, I appreciate the feedback. I'm working on getting back to making videos. I just released a Jira video on JQL a few minutes ago. I'm hoping to get the time to make more videos going forward.
Thank you! Life Saver
excellent !!!
Very nice 😊
Florian, you're so good... can you please do a confluence page as well?
Your excel and reports via the dashboard is the best tutorial that's quick, easy to understand, and saved me. Some folks said they know Jira, and when I asked them questions it's like, I don't know...duh.
I'll add it to my list of video ideas. It's been a busy year but I plan on getting back to it. Can't make any promises on when it'll come out, though.
what a sound !😁😁🙏🙏🙏
Super :)
Thanks so much
Nice vidwo
This was a great video. Thanks for sharing. One question, how do you remove the gadget from your dashboard to make room for other metrics?
Hi @frillback,
I'm not infront of a computer right now, but from memory this is how it works:
Make sure you've clicked the button named something like 'Edit dashboard' on the top right of the dashboard (this should only be an option for you as an owner-if you're not an owner get the owner to set the sharing permissions so you are). Once in edit mode, on the widget you want to remove, there should be a menu in the top right (three dots). One of those should allow you to remove the widget.
I hope this helps.
thanks
Hey Florian, you always post a good videos, which helps a lot, can you please post a video regarding automating Jira tickets for recurring monthly tasks again and again when sprint is closed???
Thanks and Regards!
Hi Amrita,
This would definitely make a good video. I'll add it to my list. In the meantime, here's a quick how-to. There are two ways you can do this:
1. Reusing the same issue again and again
2. Creating a new issue each time
Both can be done in much the same way, though how you get to the options you need will depends on the type of project you're using. If you're on a company managed project (Jira Classic) then you need to access the project settings and look for the Automations section (you may need to go to the Rules section within that). If you are on a team managed project you should be able to use the automations button at the top of the board view (looks like a lightning bolt) and create a new automation/rule.
Once you're in the Automations settings you will need to find the 'scheduled' option towards the bottom of the page. Here's where the two options diverge:
1. Reusing the same issue again and again:
Define when you want this to run, add a JQL query to define what issues to apply the rule for and decide whether to tick or untick "Only include issues that have changed since the last time this rule executed". If you want to target just one issue you can explicitly name it using key = ABC-123 or you can be more general and use a label so you can add and remove issues to the automation without needing to manually update it (I'd name the label and the automation in a way to link them, eg. auto_move-to-todo). Once you've done that go to the next screen and select the action you want to take. Just be aware that this automation respects workflows, so if you want an issue to transition from where it is to a particular status, but the status where the item is doesn't allow the item to make this transition, the automation will not move the issue.
2. Creating a new issue:
Just define when you want this to run and follow the prompts to create a new issue to a schedule.
I hope this helps.
@@productivityexchange Thanks for your quick response, really appreciated man. :) waiting for ur video soon. Good Luck!
Nice video on creating dashboards. I noticed that the examples you used figure out the two dimensions based on assignee etc. What I want to do is create a piechart by two specific request types. I can create a filter for each of them. I'm unclear how to get the two to show up in a pie chart. Any hints?
I figured it out. The Jira query (JQL) needs to mention the different "request types" you care about. Example:
project in ("put project name here") AND type = story AND status = Accepted AND ("Request Type" = "Technical Improvement" OR "request type" = "Feature Improvement")
As you add in different Request Types, the piechart will show the different request types. Another thing you may want to do is add to the query about "Resolved" to check for a date range that you care about. community.atlassian.com/t5/Marketplace-Apps-Integrations/How-to-filter-issues-by-dates/ba-p/1706097
Many thanks for this tight video!
@@lancerkind4055 That's exactly what I would have suggested. Using filters is super flexible and you can do it by any field, tag or text. The Atlassian community has some great help articles. I also have a video on searching Jira and saving these as filters here: ruclips.net/video/HHJDXoewU3M/видео.html (the bit about date ranges is at 4:00 of that video). I don't have a video on JQL yet, but it's on the list. JQL is just so much easier and much more powerful when you get to learn it.
Hey I could use some help on Jira dashboard build out?
Would you be free for a zoom call in future?
Very helpful video.
I could use help on the two dimensional static to add assigne and epic link. . CN you show me a best way to add that?
Also how did you add those icons of check ✔️ and stop 🛑 in your description?
Hi Shilan,
The tick and cross are simple emoji. The tick is (/) and the cross is (x) but you can also type add any other emoji you'd like.
As for the two dimensional table, when you click on any of the counts for any section and enter the matching filter, you can set the search results to list view and change what columns you see. I cover that in my video on Jira search and filters in detail, but essentially change to the list view with the button on the right towards the top that looks like three horizontal lines, then use the options that appear on the top right of the filter results that let you set the columns you want to see.
Hi, very informative video, thanks. Can you help me with query where i need to fetch all the linked issues of an incident? looks like i can use issue in linkedIssues(), do i use a subquery or filter with it? cant really work it out.
Hi Reena, sorry for the delayed response. Let's say I have issue ABC-1 linked to issues ABC-2 and ABC-3. The JQL query 'issue in linkedIssues(ABC-1)' will return ABC-2 and ABC-3. You might also find it useful to change the filter result columns to show the keys of linked issues. You can add columns to the filter view like I show in my Jira Search & Filters video (ruclips.net/video/HHJDXoewU3M/видео.html), and you are also able to add this as a column for a filter table on Dashboards like at 9:01 in this video.
I hope this is helpful.
I dream of a time to come in my life when Jira gets out of it. It's a horrendous piece of software. Positively diabolical. Been struggling with it for 10+ years and it still does my brain in trying find stuff. Massive time waster. It's more of a hindrance than an aid. And the more Jira is integrated into our workflows, the more of a menace it becomes.
It’s the leading work management platform for app dev teams, but requires careful management to avoid information overload. I have not found a better solution. Best used with Confluence for project docs.
Florian, do you have a video for Gantt Chart or Plan with the timeline?
Unfortunately not, but I'll add it to the list of video ideas.
Is there a way to create a dashboard that contains a widget in which I can enter in the project name? This way I can reuse the same dashboard across many teams.
Unfortunately, there's no such feature that I'm aware of, though that would be fantastic. That's not to say someone hasn't built something like that on the Atlassian Marketplace. What I do is create new filters, then copy a dashboard that's the closest in format to what I want and change what filters the widgets point to. That's the fastest way I know of within Jira.
The only way I could think of making this more like what you're suggesting is to use the Jira API and write a script to pull the data you want. I've used Python for that in the past. Doing this method has some benefits, as you have a lot more control over what data you use and how it's shaped. If you're interested in that I suggest checking out 'Automate the Boring Stuff' (automatetheboringstuff.com/ by Al Sweigart), which is free. When you feel comfortable writing scripts, there are plenty of free resources that help you learn how to use APIs.
Well done! Is there a filter for issues that I was tagged?
Hi V v,
As far as I can tell it may be possible. The latest comments on this support page seem to indicate it is possible now, though it may be dependent on whether you use team or company managed projects. There are also some work-around like looking for a specific userid in text fields. Perhaps one of these will work for you.
community.atlassian.com/t5/Jira-questions/Find-all-mentions-in-comments-via-JQL/qaq-p/1126099
What I've done in the past so I wouldn't miss a comment was set up email rules so my Jira emails go to a separate folder. I also made sure I had auto-watch off in my personal preferences and changed the reporter of issues I created to a dummy account to avoid getting notifications that were irrelevant to me.
HI! THANKS FOR YOUR VIDEO DUDE! I JUST STARTED TO LEARN JIRA BUT I CAN NOT UNDERSTAND WHY I CANT SEE MY BUGS WHEN I DO SEARCH AS A CURRENT USER?
That should work. The only thing I can think of is if there are other conditions in the filter that filter out your assigned bugs. Not sure if you're using custom filters, but my Jira Search and JQL videos might help with getting a custom filter set up for the dashboard.
How can I automate my dashboard to remove issues from a project dashboard that are marked done or closed
If you add a condition to the filter along the lines of 'AND (status = Done OR resolution = Closed)' it will exclude those issues
Can we do automation to email this dashboard? if yes could you please make a video. or give some tricks
Hi sukanya koppala, unfortunately not out of the box. There may be something in the marketplace but it looks like that's not a feature Atlassian provides. The only thing I know of that approaches this is a feature that allows users to subscribe to a filter which sends email alerts. I've made a note of this, though, and will investigate this for a possible future video.
@@productivityexchange you can plan one tutorial for sending email notifications too if possible in future. Thanks a lot for this video
Where can I find the Filter option for the dashboard in the Jira version Jira v9.4.6?
Hi Kerstin,
Unfortunately, I use Jira Cloud and don't have access to a self-managed version so I can't check if there are any specific differences in how Dashboards are set up. As far as I can tell from the Jira 9.4.6 documentation the 'Filter Results Gadget' should be available to you (confluence.atlassian.com/jirasoftwareserver0906/gadgets-for-jira-applications-1217303502.html) and from what I can see it should be similar to how you add it on Jira Cloud. If you are not seeing the Filter Results Gadget, there may be an issue with your instance of Jira, so it may be worth escalating to whoever manages your Jira instance.
Sorry I can't help more.
Where can I find "X" option of feature in Jira... probably the most often asked question and it's the one I ask every day. Nothing is easy. Everything is hidden behind layers of menus, links, controls or whatever, and all arranged in a seemingly random unintuitive way. It's diabolical.
Hey where is the JQL video?
I've just released the JQL video a few minutes ago. See here: ruclips.net/video/k5E93r0mqIk/видео.html
how to hide unassigned?
You'll need to set the filters up to hide unassigned items. Adding 'AND assignee != Unassigned' to your filters should do the trick.
thank you for the trick, i will try it@@productivityexchange