Progress Tracker - Epics, Themes, and Initiatives

Overview

When organizing work across your projects, it’s best practice to apply a consistent work item type hierarchy. This helps split larger items into smaller individual work items to track progress, dependencies, and highlight problems that could impact the timelines. The Progress Tracker gadget can display progress at the Epic, Theme, Initiative level, or other issue types by different estimation statistics. Epics are particularly useful when breaking down projects and products into work that individual team members can work in.

Views

This gadget offers two ways to track issue progress: Extended view and List view.

Extended view

This view displays fewer items but in a graphical format to track progress at a glance . The completion status is displayed as a donut chart with the percentage value in the center.

Open

List view

This view is intended for when you need to display several items at once. All the key information is still available, but using a lean design.

Open

Customizable date fields

In the gadget configuration, select which date fields will be used as the Start and Due dates. The selected date fields automatically inherit their names as the displayed labels by default.

You can customize the labels shown in the gadget by editing the displayed names. If you map the Due Date field to a custom field called Last final date, you can rename it to display as Project end in the gadget. Or use the Created date as the Start Date and the Updated as the Due Date.

Open

How to configure the gadget

1. Provide a meaningful name for the gadget so everyone knows what information it displays.

2. Select the datasource, where Current indicates the Jira instance where the app is installed.

3. Choose how to populate the gadget. You can use the result of the a JQL query or a saved JQL filter. See the JQL documentation to learn more. We recommend filtering as much as possible to optimize the dashboard's performance. Note that the gadget returns the query results, which are dynamic and can change over time.

4. Select the date fields to be used as the Start and Due dates, and customize the labels shown in the gadget by editing the displayed names.

5. Select the estimation statistic to show how the completed work is indicated. Work items without an estimation are not reflected in the calculation.

   • Issue count: The work done is measured by the number of child work items completed.

   • Story points (company-managed projects, former classic projects): The work done is measured by the story points estimations on the child work items.

   • Story points estimate (team-managed projects, former next-gen projects): The work done is measured by the story points estimations on the child work items.

   • Entity type: choose what type of issue do you want to track progress: Epics, Themes, Initiatives or other issue types that can hold children issues.

7. Select the View type:

   • List View: Work items are displayed in a table-like format to maximize the number of items displayed.

   • Extended View: Work items are displayed in a visual way with a donut chart.

Integrations

• Jira Software

• Jira Service Management

Dashboards

This gadget is not included in any of our pre-defined dashboards.