Creating an Agile Project Management Dashboard Using JIRA: Part I

Now a days all the projects are managed the Agile way and project management activities are performed using different tools which helps the teams to manage the projects in an effective way.

JIRA offers good tools for project management and one such very popular tool is “Dashboard” .

JIRA Dashboard provides a consolidated view for all the project activities considered in the project scope and can be used to track the individual and/or project level assignments worked upon by the team with their statuses.

This blog provides the walkthrough of steps for creating the basic JIRA dashboards

Prerequisites for the Dashboard

A project should have been created in JIRA. Task assignments to the team members created in the project.

Figure 1.0

Steps to create a blank dashboard

Step 1: In the top menu options, Click on Dashboards and click on Create dashboard

Figure 2.1

Step 2: Clicking on the Create dashboard option, displays a popup to Create dashboard

Figure 2.2

Step 2.1: Provide the logical name of the dashboard and enter Description if required

Step 2.2: Select from the list who should be allowed to view the dashboard:

  • Default option: Private: For individual dashboard. Not to be shared with anyone.
  • Other options:
    • Project: Dashboard to be shared with the project team
    • Group: Dashboard to be shared with specific people in a group
    • My organization: Dashboard to be shared with organization specific people

Figure 2.3

Step 2.3: Click on the Add button to add the selected option in step 2.2

Step 2.4: Select the Editors whom the dashboard owner wants to allow the dashboard to be edited if any.

  • Default option: Private: For individual dashboard. Not to be shared with anyone.
  • Other options:
    • Project: Dashboard to be shared with the project team
    • Group: Dashboard to be shared with specific people in a group
    • My organization: Dashboard to be shared with organization specific people

Figure 2.4

Step 2.5: click on Save button to save the settings to create a blank dashboard in the editable mode.

Figure 2.5

Adding a gadget to the dashboard:

Once the blank dashboard is created, a gadget or a set of gadgets can be used to start showing the data on the dashboard for tracking purposes.

Let’s walk through the steps to add a gadget and in turn some values/data to showcase the contents on the dashboard. In the following steps, a gadget showing items assigned to self will be used.

Prerequisite: Task assignments to the team members created in the project.

Step 3.1. Click on “Add gadget” on Dashboard menu or click on “add a new gadget” on the dashboard area. “Add a gadget” window on the right-hand side will be displayed.

Figure 3.1

 Step 3.2. Click on Add button against, Assigned to Me gadget. Assigned to me gadget gets added to the display area.

Figure 3.2

Step 3.3. Without making any changes, click on the Save button on the gadget. The assigned task gets visible on the added gadget if an item is assigned on current user name.

Figure 3.3

Step 3.4. Click on the Done button to finalize the dashboard

Figure 3.4

In the next blog Part 2 of the series, we will learn how to use Filters and different gadgets to create the actual data-oriented dashboards. Stay tuned….

Summary

In this blog, we have discussed the detailed process of creating a dashboard and setting up a few basic gadgets. In the upcoming second part of this series, we will discuss how you can use various Filters and other nifty gadgets to streamline your project management process.

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