If you are part of a project team, you need to understand the importance of scheduling, tracking progress, managing tasks, and getting an overview of your project status. Jira is a popular project management software that helps teams collaborate and manage projects effectively.
If you are part of a project team, you need to knowplanning, track progress, manage tasks and get an overview of project status. Jira is a popular project management software that helps teams collaborate and manage projects effectively. One of the most important features of Jira is the Jira Dashboard. In this article, we'll discuss what a Jira dashboard is, what its key aspects are, how to create one, and why it's worth using.
Jira Dashboard: what is it and why should you use it?
The basic idea behind the Jira Dashboard is that it provides a customizable workspace where teams can track their projects, monitor work progress, and track project status. It provides a single point of access to all important project-related information, allowing teams to stay informed and make informed decisions. Dashboards provide a wide variety of widgets for displaying different types of information, such as charts, graphs, lists, and more. These widgets can be customized, added or removed based on your team's needs.
One of the major advantages of the Jira dashboard is that it allows teams to update project status in real time.
Basic aspects of Jira dashboards
Now that we've covered what the Jira dashboard is and why you should use it, let's move on to its core aspects.
central projection
Jira dashboards provide a centralized view of your team's progress, allowing them to track work and prioritize tasks.
small tools
Dashboard widgets are the building blocks of dashboards. These are customizable widgets that display information about Jira projects, including issue status, sprint progress, and other project-related information. Several types of Jira dashboard widgets are available, including popular widgets such as bar charts and wallboards. Teams can customize the Jira dashboard view by adding or removing widgets as per their requirements.
Live updates
Dashboards provide real-time project status updates, helping project managers, entire teams, and individual users stay informed and make informed decisions on a daily basis.
customized
Jira dashboards are highly customizable, allowing users to add and remove widgets as per their requirements, allowing teams to create their own dashboard layouts and configure them as per their requirements. Teams can add or remove widgets, change the layout, and adjust colors and fonts to make it more user-friendly.
improving cooperation
By sharing dashboards, teams can collaborate more effectively and ensure everyone is on the same page. It allows team members to easily communicate, delegate tasks and share information.
Issue tracking and task management
Jira Dashboard deliversproblem trackingA systematic, efficient and easy-to-use task management solution. The issue tracker provides an overview of tasks and issues. It allows teams to easily communicate and share information, enabling them to quickly identify and resolve any issues or delays in the project.
correctly
Jira provides granular permissions that allow teams to control who can access Jira dashboards and the information displayed. Groups can configure permissions based on user roles and access levels, securing sensitive information
How to create dashboards in Jira?
Users may be worried about how to create dashboards, but there is no need to worry as creating custom dashboards in Jira is a simple and clean process. Here are the steps to create a dashboard in Jira:
Step 1: Create a new dashboard
After logging in to Jira, go to the Dashboards page by clicking the Dashboards link in the top menu bar. You will see the default system dashboard and the option to create a new one. Click the Create Dashboard button.
After that, a create dialog will appear where you need to give its name, description and license details.
Step 2: Add the gadget to your Jira dashboard
On the next screen, you will be taken to the dashboard setup screen. From here, you can add related widgets to a blank dashboard by clicking the Add Widget button. Jira offers a wide variety of widgets to choose from, including charts, wall charts, and other graphics that complement your Jira reporting dashboards.
Step 3: Rearrange
You will be prompted to select a dashboard layout. Jira offers several layout options to choose from, including two-column, three-column, and four-column layouts. Choose the layout that best suits your needs.
When you add a gadget, you must configure it to display the data you want to see. For example, if you want your Jira project dashboard to provide deeper information about key projects, just select the Projects widget for quick access. You can also add a widget that will display a list of cases assigned to you for quick access to cases and better case management. This helps you gain a basic understanding of the state of your workload at any given time.
Step 4: Customize your gadget view
If you're wondering how to customize your Jira dashboard, you've come to the right place. Users can customize the general view of the gadget on their dashboard. Just click on the top corner of the selected widget and you'll see a drop-down menu with options: change color, rename, delete or configure the widget to your liking:
Step 5: Rearrange the gadgets
You can easily rearrange widgets in Jira dashboards by clicking and dragging them to a new location. This is especially useful if you want to group related widgets together or move frequently used widgets to a more prominent location.
Dashboard owners can edit the sample dashboards, create additional widgets, and rearrange the entire dashboard at any time. Managing a custom Jira dashboard is easy.
Jira dashboard sharing process
Users can share personal dashboards. Sharing dashboards is a simple and direct process that allows team members to collaborate effectively and share key project information. Jira dashboards can be shared with other team members, stakeholders, or external partners so everyone can access the same information and stay updated on project progress.
It should be noted that Jira provides granular permission control, allowing users to control who can access and modify dashboards. These access controls can be tailored to your team's needs, ensuring that only authorized personnel have access to sensitive information.
Go to the dashboard page
The process of sharing your Jira dashboard consists of a few simple steps. First, the user must go to the Dashboards page and select the desired dashboard from the list of dashboards:
Click the button in the upper right corner of the desired dashboard and select Rename or Share Dashboard from the drop-down menu.
Rename or share the dashboard
This will open the Share Dashboard dialog where users can enter the people, groups, or even the entire organization they want to share the dashboard with.
Select the permission level of your browser
Users can select multiple permission levels from the menu. You can share:
- users doing the same jobWork
- Share your dashboard with specific peopleClub(club)
- common general levelorganize
- share with someoneuser
- the successprivate.
Choose a level of processing permission
Editors have the same permission levels as viewers, except for the My Organization level, so you can allow editors to:
- users doing the same jobWork
- specificClub(club)
- we confirmuser
- or edit the dashboardparticularly.
Don't forget to save your changes when you're done.
4 Best Examples of Jira Dashboards
Dashboards are very flexible, allowing targeted sharing between specific groups or users based on their roles or involvement in specific projects. Depending on the needs, users can configure the dashboard in different ways. Let's take a look at some of the most popular ones.
1. Personal dashboard
The personal dashboard is an invaluable tool that has many advantages in terms of simplifying workflow management and increasing productivity. Tailored to individual needs, it provides a central platform to organize and visualize tasks, projects, issues and more for users.
2. Project control panel
Monitoring project progress. It allows teams to quickly identify the progress of a given project, as well as any potential obstacles or problems. It also helps teams identify areas for improvement and optimize their processes. The project dashboard in Jira provides an overview of key metrics and progress for a specific project. Helps stakeholders and team members stay updated on project status and results. Here are some of the items commonly found on project dashboards:
3. Issue Tracking Board
Track and prioritize issues with the Issue Tracking Dashboard. It allows users to quickly identify and prioritize the top issues they are facing. It also helps the team to isolate and identify any issues.
The Jira issue tracking dashboard is focused on providing information about the status and progress of issues or issues in a project. Supports effective problem management and collaboration among team members. Here are some common elements in issue tracking dashboards:
4. Load dashboard
Resource load monitoring. This dashboard is ideal for teams that need to track the workload assigned to each team member and adjust their workload accordingly. Visualizes workload distribution among team members, indicates the number of tasks or issues assigned, and displays historical workload trends for individual team members or the entire team, helping to identify workload patterns and plan resource allocation .
Tracking your progress with the dashboard is very convenient as it helps you have an overview of your current projects and ongoing activities.
By the way, users can find various plugins for Jira in the Atlassian Marketplace that provide advanced scheduling features and their own predefined dashboards for easy team/project/task management. Among them we can mentionprogram of activities- Jira's resource scheduling and time tracking tool that provides a scheduling dashboard that provides an overview of project and resource progress, as well as other useful features.
Schedule with the ActivityTimeline dashboard
Compatible with Jira software/Jira Service Management, ActivityTimeline for Jira is a plugin that provides users with an overview of their team's activity on Jira projects. It provides high-level visualization with user/team timelines and current activities, allowing users to identify trends and patterns important for decision making and better problem management.
The planning dashboard provides an easy-to-use graphical representation of project activities, allowing users to identify inefficiencies and make adjustments to optimize project flow. ActivityTimeline for Jira includes a set of advanced features that allow users to quickly analyze project activity.
The app also provides time sheets and reports to facilitate project reporting.
Among the functions available in this tool, we can mention:
Project and task management
Dashboards make the planning process easier. The tool helps you understand resource usage in your organization by providing a synchronous view of shared resources and projects, with tasks located in one place. You can easily see what your team is working on, who is doing what and when it will be completed.
Projects with a backlog are displayed in the left pane:
Tasks can be scheduled directly from the issue list on the user's timeline with a simple drag and drop, even create new tasks directly from the dashboard, all data is fully synchronized with Jira and vice versa!
Users can also find custom internal events that are not synchronized with Jira but are useful for activities or events unrelated to Jira tasks, such as holidays, vacations, scheduled appointments, sick days, holidays, etc.
Filters and grouping
Filters are also available here so users can filter and group the desired data by different values (by team, user, project, case status, case type, etc.) and visualize it on the timeline with a few clicks :
Load/availability management
The activity scheduler provides unique user load/availability metrics that help determine how best to distribute tasks. By creating personalized load plans for users, you can quickly see where resources may be overprovisioned or underutilized, allowing you to adjust accordingly. The data can also be used to make more informed resource allocation decisions and help managers plan upcoming projects more efficiently.
You can choose from several schedule views at a detailed or general level. These schedule views let you assign tasks to specific users or entire teams (such as episodes and program escalations), set deadlines and estimates, and track progress. In addition, there are metrics that show the workload and availability of the entire team:
Vise workload distribution makes it easy to allocate resources. Users can avoid problems that may occur during resource allocation, namely:
- lack of resources:Improper allocation of resources can result in lack of required resources (physical and human) to complete the work on time and within the allocated budget.
- Without clearly defined roles and responsibilities:Misallocation of resources can make it difficult to determine who is responsible for what and who is responsible for overseeing the overall development of the project.
- Resource Overuse:Over-allocation of resources can lead to inefficiency and waste of energy and money.
- Insufficient use of resources:Failure to provide adequate resources can lead to missed deadlines and missed opportunities.
- Ineffective team communication:If resources are not properly allocated, it can be difficult for those involved in the work to know and track its progress and any required modifications. This can lead to confusion about project goals and how resources are used.
- limited itemsvisibility:Without accurate resource allocation, it is difficult to track project progress and confirm task completion, which can negatively impact project success.
Create reports and charts easily
ActivityTimeline also provides advanced reporting and timelines for accurate tracking and analysis. You can navigate to the timesheet or report section from the dashboard:
The timetable section contains timetables, timetables and detailed timetables built like LEGO builders using various timetable templates. The user can select all the desired values and create a program with just a few clicks!
The reference section has various questions andproject report, resource reports for user load/availability reporting, etc.
roles and rights
Like Jira, ActivityTimeline has permission levels, so you can configure data access levels and assign permission roles to different users.
As far as we know, using this type of dashboard is convenient because it is preconfigured, shows a comprehensive view of ongoing projects and activities, provides quick access to reports and graphics, and has various customization options and permission levels.
at the end
Scheduling with the Jira Dashboard is a great way to stay organized and execute projects efficiently and effectively. It allows you to track progress, share information and visualize data.
Jira Dashboards provides powerful tools for teams working on complex projects. Customizable widgets, filters, and flexible panels combined with real-time updates, centralized views, and enhanced collaboration make it an essential part of any team's project management toolbox. It provides a clear overview of the team's progress, enabling them to make informed decisions and prioritize work effectively. Users can also implement their designs with Jira plugins and test the dashboard's scheduling capabilities for better performance and monitoring.