Whether it’s a big organization or a small one, the management of every task creates a difference. Your organization may have multiple projects to handle and various teams to work on the different factors of those projects. To track all the progress, results, cost, and all other factors, an organization should have an easy-to-use tool to provide an overview of all the progress.
Jira Dashboard Gadgets made it easy for organizations to overview all the tasks on which teams work. It allows all your members to view relevant real-time information in one place. The Jira Dashboards is the first page you see when you log in to the Jira website. This Dashboard has several Gadgets that offer users easy access to their projects and tools.
If you know how to set up your Dashboard correctly, you will be able to view all your ongoing projects at a glance on the Dashboard page. In this article, you will learn how to organize your Jira Dashboards completely.
Table of Contents
Introduction to Jira Dashboards
The Jira Dashboards is a platform that allows team members to manage their day-to-day operations from a single, accessible screen. Each team can personalize its Dashboards for unique tasks. For instance, the Jira Dashboards of a Marketing team may include a pie chart that shows the ongoing Marketing projects and a Calendar to keep track of the daily tasks. Every Window in Jira Dashboards is called Jira Dashboard Gadgets.
Jira Dashboards allow the admin to grant access to information based on the role of individuals. If you have a lot of information to display, you can organize your Jira Dashboards in the form of a rotating slideshow so that team members can view each aspect of your project regularly. Though 20 is the default limit value to show the maximum Jira Dashboard Gadgets. But one can adjust the value in Advanced Settings.
Introduction to Jira Dashboard Gadgets
Jira Dashboard Gadgets are shortcuts on the Jira website. They allow you to interact with your content directly on the Jira Dashboards. Jira Dashboard Gadgets are a small application that displays an overview of data using various filters. Jira also offers its users the option to customize the Jira Dashboard Gadgets to suit their specific needs.
Although Jira already has many custom Gadgets, you can download new apps onto the Dashboard from the Atlassian Marketplace. To add new Jira Dashboard Gadgets, click on the Add Gadget button at the top of the Dashboard. It’s suggested by practitioners to plan according to the requirement and then set up the Gadget that fits best.
Steps to Create Jira Dashboards
Now that you have a basic understanding of Jira Dashboard Gadgets, this section will learn how you can create a Dashboard with Jira Dashboard Gadgets. Let’s create your first Jira Dashboard.
Before setting up your Jira Dashboards, you must determine what you want to achieve by creating the screen. It might be an overview of your goal or primary insights into your projects.
Defining your Dashboard needs will also tell you what your screen should look like and which Jira Dashboard Gadgets are most helpful for your task. Once you have a clear picture of your sample Jira Dashboards in your mind, you can start to build the display.
Follow the below steps to create your Jira Dashboard:
- Click on Dashboards at the top left area of your screen. A dropdown menu will appear.
- Next select Manage Dashboards.
- Now, choose Create Dashboard to start building your customized Jira Dashboard screen.
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Examples of Jira Dashboard Gadgets
Here are a few examples listed below. Different Jira Dashboard Gadgets are used based on various use cases.
1) Road Map Gadget
The Road Map Gadget is for product developers. This tool shows versions of software that are due for release at a particular period. In addition, the feature also states the progress made by team members in resolving the issues in those versions.
Generally, the Road Map Gadget is a great way to observe how your product is developing over time. Using this feature lets team members see how their daily tasks are contributing to their larger business goals.
How to Create a Road Map on Jira
The following steps show how to install a Jira Roadmap for your ongoing project.
- Scroll to your project’s sidebar and click on Project Settings.
- Then, select Features. You will see the Road Map among the list of features as shown by the below image.
- Click on the Road Map Gadget to enable the feature. If you don’t want the Road Map Gadget to appear on your Dashboard any longer, you can also disable it here.
2) Issue Statistics Gadget
The Issue Statistics Gadget offers Jira users the option of breaking down the team’s workload into smaller issues to evaluate each team member’s results. Because the Issue Statistics Gadget gives you a closer look at your team’s tasks, you can effortlessly determine your team’s problems and identify how to resolve the issues.
How to Set Up the Issue Statistics Gadget
The following steps will guide you to add the Issue Statistics Gadget:
- Move to the Jira Dashboard page, and click the Add Gadget at the top right-hand side of the page.
- The system will present you with the Gadget Directory. Then scroll to the Issue Statistics Gadget, and click the Add Now button beside it to set up the Gadget.
- The Finished button will appear at the bottom of the Gadget Directory once the setup is complete. Click the Finished button and return to your Dashboard and it will look like this as shown by the image below.
- Your Issue Statistics Gadget is now available on the Dashboard. Select the Gadget to begin customizing it to suit your needs.
3) Created vs Resolved Gadget
Created vs Resolved Gadget is a chart that compares your ongoing tasks to your resolved tasks within a project. This way, the Gadget helps you determine if you have more finished projects than new tasks.
How to Setup the Created vs Resolved Gadget
Now you will go through few steps to set up Created vs Resolved Gadget:
- Select the Add Gadget button at the top of your Jira Dashboards. You will see the Gadget Directory.
- Scroll to the Created vs Resolved Gadget, and click on Add it Now button beside it.
- Press the Finished button to complete the setup.
- The Created vs Resolved Gadget will appear on your Jira Dashboard, and you can start configuring it.
Configuring the Created vs Resolved Gadget
The system will present you with a form to fill. Read the description provided below on each parameter to decide how you want the chart to look.
4) Filter Results Gadget
The Filter Results Gadget lets you use a saved filter to display special projects on the chart. If you once saved urgent issues under Urgent, you can type the filter’s name to reveal the project.
The process to add the Filter Results Gadget will follow the same steps as other built-in Jira Dashboard Gadgets like the Issue Statistics Gadget.
5) Pivot Gadget
The Pivot Gadget displays your project data in the form of spreadsheets to help you view your information from a multi-dimensional perspective. To closely view each piece of data, you can zoom in and click on it to receive a detailed analysis.
The Pivot Gadget organizes your product data in elementary issue fields like date created, date updated, and project. Meanwhile, the Pivot Gadget is not an original Jira Gadget. You can add this tool to your Jira Dashboards by downloading it from the Atlassian marketplace.
How to Add the Pivot Gadget to your Jira Dashboards
Now that you have understood Pivot Gadgets, you can learn how to add them to your Jira Dashboards. You can set this up by following the below steps:
- Access your Jira instance as an admin.
- Click on the dropdown menu on the admin page, and choose Atlassian Marketplace.
- On the Atlassian Marketplace, select the Pivot Gadget.
- Then choose between a free trial of the Gadget and an immediate purchase of the Gadget.
- If you clicked the Buy Now button, your Pivot Gadget appears on your Dashboard.
Now you have learned about different ways to add Jira Dashboard Gadgets on Dashboard. You can easily add more Gadgets based on the requirement. All other Gadgets follow similar steps to set up Dashboard, just little tuning is required to configure each Gadget.
This article provided a step-by-step guide to set up a Jira dashboard with Jira Dashboard Gadgets. It also gave a brief introduction to Jira. Now you can use the Jira Dashboard Gadgets to manage your projects efficiently, and experience increased productivity.
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