How you approach project management in your organization can literally make or break your entire company.
What's the point of devoting countless hours and resources to an important project only to have it suffocated by poor team performance management?
This is something that many managers face at least once in their career, and the best way to prevent it is to use project management software like Jira.
with monitoringIndicators related to the projectBy using Jira and activities in separate dashboards, you can also save a lot of time by always having a clear view of your projects.
In this report, we'll show you how to create a dashboard in Jira in a few simple steps.
- How to configure dashboards and reports in Jira
- Limitations on Using Jira Dashboards
- How to Create Jira Dashboards in Databox [Free Templates Included]
- Automation Project Management Report
How to configure dashboards and reports in Jira
Jira dashboards typically present data using various widgets and can be very helpful in tracking the progress of a project or task (all on one page).
You can assign a dashboard to team members, informing them of project progress and reminding them to start other pending tasks.
Some companies even use them to create competitor analysis dashboards.
But how to create a dashboard in Jira?
First, you need to log in to your account. Note that only Jira admins are allowed to customize dashboards and choose which items to include.
Without further ado, let's jump into the specific steps you can take to set up and operate your Jira dashboard.
- Step 1: Create a new dashboard
- Step 2: Add the gadget to your Jira dashboard
- Step 3: Customize the add-on gadget
- Step 4: Rearrange
- Step 5: Share your Jira dashboard
Step 1: Create a new dashboard
Our first step is to click on the dashboard icon in the main menu and tap Create Dashboard.
In the pop-up window, you can enter all the relevant details of the dashboard.
For example, choose a dashboard name ("Name" field) and include a short description ("Description" field).
If you tap the dropdown button under Access, you can select an option based on your needs. Here you can grant access to different employees of your company.
Finally, click Save to open a blank Jira dashboard.
Step 2: Add the gadget to your Jira dashboard
Gadgets are undoubtedly the most valuable tool of the Jira desktop. This is because these are the main indicators of the data.
To add a widget, simply click the "Add Widget" tab in the upper right corner of the blank dashboard screen.
You'll see a window with several different widgets you can add to your dashboard - just select the ones you think are appropriate.
Each gadget has an "Add Gadget" button to the right of its name.
When you're done selecting gadgets, just tap Close to return to the main window.
Step 3: Customize the add-on gadget
No matter which gadget you add, each gadget has its own unique settings that you can change and customize.
By customizing your gadgets, you can choose how data and information are displayed.
To start editing, click on the ellipses to the right of the gadget.
As shown, you can change the widget's color, rename it, delete it, and more.
To change the gadget settings, click Configure.
Don't forget to hit the "Save" button when you're done making changes.
Step 4: Rearrange
You can change the layout of the Jira dashboard by clicking "Change Layout" in the upper right corner of the dashboard's main menu.
You can choose from five layout options.
When you are done, the dashboard will automatically change according to the layout.
Step 5: Share your Jira dashboard
Once you're done creating your Jira Competitive Analytics dashboard, you can share it with your team.
To do this, click on the ellipses on the right side of the dashboard and press "Edit & Share".
Click the drop-down arrow under Access to select the employees you want to share the dashboard with. Here you will see a complete list of project members, teams and the entire organization.
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related:Project Management Reporting: 6 Report Writing Best Practices
Limitations on Using Jira Dashboards
While Jira dashboards provide some powerful tools to users, they also have some limitations that cannot be ignored.
For starters, the onboarding and transition process is very complicated.
Combining data from the source can take up to hours, and many users point to this as a major drawback.
Then we have a file transfer problem.
Whenever you try to upload a file or image larger than 10 MB, it causes a lot of problems in Jira.
This is surprising considering that most of their advanced features are quite powerful.
Finally, we have a not-so-simple user interface.
While it might be easier for some more experienced users to figure out, beginners run into huge problems when using Jira.
All things considered, Jira might not be the perfect solution for your project management software.
Databox provides a more streamlined experience in all of the above areas.
When it comes to integrations, we have over 70 data sources that you can connect to with just a few clicks of a button. Just select what you want and the details will be filled in automatically.
You can then drag and drop all the data that is most relevant to youData tableAnd organize them by simply moving blocks of data.
No hassle, no stress.
Our interface is designed to give you the best user experience and all sections are organized in a clean and clear way. No need to waste time searching for the options you need.
Pro tip: Get real-time information on your most important projects in one dashboard
Project management is about taking care of: resources, expectations, people, data and more. As a project manager, you need to know not only where your projects are now, but also where they are going and where they need to be in the future. To do this with a project management system, you need a practical dashboard that allows you to track metrics such as:
- Number of tasks completed under the project.Get real-time updates on the total number of tasks completed on a given project and track how many tasks are actually completed each day.
- The total number of watch hours.View monitoring hours by month, quarter and year. Time tracking by project, client, task and team analysis.
- Overdue project work.See how many project tasks are behind schedule at any time and take appropriate action to get them back on track.
- Tasks completed as part of the project.See at any time how many tasks in the project have been completed and how much remains to be done.
Now you can benefit from the experience of our project managersPlug and play Databox templatesView key KPIs to track team performance. It's easy to develop and start using as a standalone dashboard or as part of management reports, and best of all, it's free!
You can set it up easily with just a few clicks - no coding required.
To set up your dashboard, follow these 3 simple steps:
step 1:get a template
Step 2:Connect your project management tools with Databox.
Step 3:Watch your desktop fill up in seconds.
Download the template for free
How to Create Jira Dashboards in Databox [Free Templates Included]
Now that you know how to create dashboards in Jira, we want to show you a way to simplify the process.
One of the best ways is to use Databox.
Let's take a look at the exact process of building a Jira Dashboard in Databox and show you one of the mostPopular free templatesamong our users.
- Step 1: Connect your Jira account to Databox
- Step 2: Use a ready-made Jira template
- Step 3: Drag and drop the data
- Step 4: Add an image
- Free Jira Templates
step 1:Connect your Jira account to Databox
It is very easy.
Just open Data Manager and click New Connection. Type Jira in the search bar and press Connect.
You will see an authorization window. Here you need to enter your Jira credentials and authorize Databox.
Note that you need a "global" Jira license to connect your Jira account. Controlthis pageon how to get it.
when you connect await for the data source, you will be able to upload data from 24 months.
Step 2:Use ready-made Jira templates
Go to Data Pad > Public Templates.
From the Data Source drop-down list, select Jira.
Then click Use Template to download the template to your account and populate the dashboard with Jira data.
Step 3:Drag and drop indicators
After connecting your Jira account to Databox, click on the "Metric Library" tab on the left side of the Dashboard Designer.
Contains a list of ready-made Jira blocks that can be dragged and dropped onto the dashboard.
Some of the most popular Jira metrics include:
- wrong reference
- Question created
- problem solved
- Work done according to the project
- Work done by the contractor
- current issues
Step 4:add visualization
Finally, visualize the pointers!
This step is as simple as the previous ones.
Just click on the "Visualization Type" icon below the "Indicator Library" icon.
Here you will find a list of all available Databox visualizations. Select the ones you want to include, then drag and drop them onto the dashboard.
Free Jira Templates
To stay on top of Jira's most important custom metrics and track your team's work and productivity, you can use this tool for freeJira Software Standards.
Using this template, you can track the development of all your projects and measure your team's productivity.
After connecting your Jira account, you'll be able to:
- How many problems occurred at each stage of the life cycle
- What project tasks have been completed in the last month?
- Who did the tasks and how long it took to complete them
- How many issues have been resolved (and which ones are still open)
- What is your team's response time to problems?
If you notice that some of the data you want to track is missing from this dashboard, don't worry!
This template is just an example, you can customize it as you like. You can combine other data sources, include/exclude metrics, and change the visual to something that best suits your style.
Automation Project Management Report
Using a project management tool like Jira is one of the best ways to measure performance and progress on key projects.
It not only helps with current projects but also formulates future projects in an easier way.
While Jira offers some state-of-the-art tools and options for effective project management, there are some limitations that can make the process much more complicated than it needs to be.
Assuming you don't have time (and energy) to waste, you're better off using advanced software like Databox.
Databox automates project management reporting, simplifying this process to a minimum.
You can combine data sources, select the right metrics, and bring them to life with visually appealing charts and graphs.
No matter what kind of project you're working on, once you have the data in one place, it's much easier to put all the pieces of the puzzle together.
Although this process only takes a few minutes, we know that even this can take a long time for busy administrators.
That's why we have a team that creates dashboards for you. Just contact our support and explain what data you want to include.
Do you want to experience the magic of our dashboard?Sign up for a free trialAutomate project management reports now!