Creating Dashboards in Jira

1. Introduction

Dashboards in Jira are a powerful tool for visualizing and monitoring important project metrics and data. They allow users to aggregate information from different sources and present it in a user-friendly format. This tutorial will guide you through the process of creating and customizing dashboards in Jira from start to finish.

2. Accessing Dashboards

To begin creating a dashboard in Jira, you need to navigate to the dashboard section. Follow these steps:

1. Log in to your Jira account.
2. Click on the Dashboards link in the top navigation bar.
3. Select View All Dashboards from the dropdown menu.

3. Creating a New Dashboard

Once you are in the dashboard section, you can create a new dashboard by following these steps:

1. Click the Create new dashboard button.
2. Enter a name and description for your dashboard.
3. Choose the visibility settings (e.g., who can view or edit the dashboard).
4. Click Create to finalize the dashboard creation.

4. Adding Gadgets to Your Dashboard

Gadgets are the building blocks of Jira dashboards. They allow you to display various types of data and charts. To add gadgets to your dashboard, follow these steps:

1. Open your dashboard.
2. Click the Add gadget button.
3. Browse through the list of available gadgets or use the search bar to find specific gadgets.
4. Click Add next to the gadget you want to include.
5. Configure the gadget settings (e.g., filter, display options) and click Save.

5. Customizing Your Dashboard

You can customize the layout and appearance of your dashboard to suit your needs. Here are some customization options:

• Rearranging gadgets: Drag and drop gadgets to rearrange their positions on the dashboard.
• Resizing gadgets: Click and drag the bottom-right corner of a gadget to resize it.
• Editing gadget settings: Click the Edit icon on a gadget to change its settings.

6. Sharing Your Dashboard

Once you have created and customized your dashboard, you can share it with others. To share your dashboard:

1. Open your dashboard.
2. Click the Share link in the top-right corner of the dashboard.
3. Enter the email addresses or usernames of the people you want to share the dashboard with.
4. Set the permissions (e.g., view, edit) for each user.
5. Click Share to send the invitations.

7. Example: Creating a Sprint Progress Dashboard

Let's create a simple dashboard to track the progress of a sprint. Follow these steps:

1. Create a new dashboard named Sprint Progress.
2. Add the following gadgets to the dashboard:
   • Sprint Health Gadget: Displays the health of the current sprint.
   • Burndown Chart Gadget: Shows the burndown chart for the sprint.
   • Pie Chart Gadget: Visualizes the distribution of issues by status.
3. Configure each gadget with the appropriate filters and settings.
4. Arrange the gadgets to create a clear and informative layout.
5. Save and share the dashboard with your team.

8. Conclusion

Creating dashboards in Jira is a valuable skill for project managers and team members. It helps in monitoring progress, identifying bottlenecks, and making data-driven decisions. By following the steps outlined in this tutorial, you can create customized dashboards that provide valuable insights into your projects.