This document provides steps for building an awesome Jira dashboard, beginning with defining what a Jira dashboard is as the homepage view composed of gadgets that provide an overview of a project, sprint, team or work. It then outlines the three steps to create a dashboard which are to create it, add gadgets like the most popular ones, and configure the gadgets. An example Atlassian team dashboard is also shown.
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Welcome everyone!
Today I'm going to show you how to build awesome dashboards in Jira. We'll have a hands-on workshop to practice.
First let me introduce myself, I'm Manon and I work at Twybee as an Atlassian tools consultant. I've worked with Jira for over 6 years.
I'm sure all of you know Jira, it is used by software teams who worked with agile methodologies.
Or by support teams to track incidents and avoid emails
But also by business teams, like HR or marketing, to manage their daily tasks
All of those teams have one common need: reporting, to better understand what topics they spend time on for example. Or even how many tickets they're able to tackle in a month.
A lot of people are used to Excel and think it's the best way to do their Jira reporting.
Before being a Jira consultant, I was actually doing this:
- exporting Jira tickets to Excel
- integrating the data in my spreadsheet
- creating charts for the current month
And a lot of stuff manually.
I don't know about you but that's a lot of steps when there's one easy way to do all this in one click
using Jira dashboards.
This way, you don't have to get your data out of Jira as it can all be done in your dashboards.
So what's a Jira dashboard?
It's very often your Jira homepage, so you can directly get an overview of a project, a team or your daily tasks.
Maybe you already have a dashboard set up by your team or even the default one.
But do you know that you can actually customize your own dashboard and even share it with people?
A dashboard is built with gadgets: every block you see on this page is actually a gadget.
There's a gadget for everyone, whether you like pie charts to see issues breakdown...
... or time-based chart to understand long-term trends ...
... or tables to quickly get lists of tickets ...
... or even two dimensional tables to combine data.
So you can see there's a lot of things that you can do and I've only given you a quick introduction to dashboards.
Now let's see how it actually works.
The first step is to create a new dashboard. You can see there is a dedicated Dashboard menu in the navigation bar.
The next step is to add gadgets to the new dashboard.
Don't forget to click on "Load all gagdets" to get the full list.
And the last step will be to configure the gadgets.
Ok so now let's dive in!
I've prepared a Jira cloud instance for our workshop. You can go to acedashboard dot atlassian dot net. I'm sending you the link in the chat: https://ace-dashboard.atlassian.net
You can use your usual Atlassian login or one of the logins I have prepared. I'll give you a couple minutes to login.
Ok so now let's dive in!
I've prepared a Jira cloud instance for our workshop. You can go to acedashboard dot atlassian dot net. I'm sending you the link in the chat: https://ace-dashboard.atlassian.net
You can use your usual Atlassian login or one of the logins I have prepared. I'll give you a couple minutes to login.
This is a dashboard used by Atlassian on jira.atlassian.com for the Confluence roadmap.
It looks fairly simple but it's full of information and still very easy to read.
Here you have the dashboard description to guide the user
Here the two dimensional filter gadget is used to show users what's been resolved in the last 6 months.
As a big company, it's very important for Atlassian to show that it's taking users' suggestions into account and also improving their tools. This gadget is perfect for that.
And here the Filter results gadget is used to show the latest resolved bugs and the version where the fix is shipped.
This is the dashboard of a company we've worked with for their support team.
The Issue statistics gadget is used to track incidents' criticity.
This way the support team can have an overview of the ongoing incidents priority.
The Recently created gadget is very useful to see the trend for the team backlog: in red you'll have the created tickets and in green the resolved ones.
This way you can see if there's a big spike in opened tickets.
The last two gadgets are focused on the time criteria.
This one is the Resolution time gadget and helps understand how long it takes to fix incidents.
It only shows resolved tickets.
This one is the Average age gadget. It's different from the previous one because it shows ongoing tickets too.
It's used to make sure that tickets don't sit too long before people work on them.
This one is the Average age gadget. It's different from the previous one because it shows ongoing tickets too.
It's used to make sure that tickets don't sit too long before people work on them.
