Question: "How can I create a custom report in Jira to track the team's workload?"
12 answers
4 accepted
Hi @Amit Singh welcome to the Community!
Custom dashboards in Jira can definitely get confusing. If you’re looking for something more advanced around resource planning, cross-project workload visibility, or capacity management, consider ActivityTimeline, a plugin our team is created specifically for these needs. It adds a visual timeline layer on top of Jira where you can:
- See team workload across projects in one unified view
- Track availability (vacations, sick leave, holidays)
- Balance workload with visual indicators (to avoid overload)
- Compare planned vs. actual time via reports
- Create dashboard gadgets with utilization and capacity data
This can be especially helpful if your dashboards need to reflect real capacity rather than just ticket counts.
It really depends on whether you’re optimizing for issue tracking visibility or full resource management. If you can share what exactly you want your dashboard to show, I’d be happy to suggest a more specific setup.
Hi @Amit Singh ,
If you use Scrum boards, the native Jira sprint report provides a good overview of sprint progress.
To understand the workload distribution among team members, you can create a JQL query and use it as the data source for dashboard gadgets such as "Two Dimensional Statistics - Assignee × Status" or "Pie Chart - Issues per Assignee."
This will not give you the complete picture, but it will give you an idea of the way the workload is distributed.
The best way to track the workload is to understand the time spent in certain statuses.
If you’re open to using third-party apps for deeper workload analysis, I’d recommend Time in Status (an app developed by my team).
With Time in Status, you can see:
1) How long the work item has spent in each workflow status.
2) The workload per assignee based on actual time spent
3) The bottlenecks in your workflow
A good practical approach is to group statuses into:
- Working time (e.g. In Progress, In Review)
- Waiting time (e.g. Blocked, Waiting for QA)
This report gives you a clearer picture of time allocation and how evenly the workload is distributed.
You can also add these reports as gadgets to your dashboards to have a combined view of workload distribution and time-related analytics in one place.
If you have any questions, do let me know.
Hope you find it useful!
Hello @Amit Singh
You can track your team’s workload using Timepiece - Time in Status for Jira, which provides ready-to-use reports for this purpose.
With Timepiece, you can:
- Generate Assignee Duration reports to see how much time each issue was assigned to each team member.
- Use Assignee Duration per Status reports to track how much time each user spent on issues in specific statuses.
Timepiece works seamlessly in both Jira Cloud and Jira Data Center, covering all environments.
You can also check our Atlassian Community article: Use Objective Data to Prevent Burnout and Balance Workload
You can find Timepiece - Time in Status for Jira on the Atlassian Marketplace.
Full disclosure,
I’m on the team that develops Timepiece.
Melisa
Hi @Amit Singh ,
Jira provides a native "Worklog Pie Chart" dashboard gadget that allows you to view a team’s worklogs. If you prefer to use this chart, you can select a filter you’ve created and see the total time spent by the relevant assignees.
However, if this view is not detailed or sufficient for your needs, I recommend using customizable dashboard gadgets through a time-tracking third-party add-on. One such option is WorklogPRO – Timesheets and Cost Tracker for Jira.
WorklogPRO offers two different dashboard gadgets: Timesheet and Calendar.
- Timesheet:
It allows you to analyze worklogs for your teams over a selected period. You can create multiple levels of hierarchical grouping to understand how much time team members have logged across specific projects and issues. Additionally, you can customize the view by adding Jira custom fields as columns, making it adaptable to your specific reporting needs. - Calendar:
This view enables you to track your own work in a calendar format. You can create daily, weekly, or monthly calendars to visualize your worklogs, see how much time they take up, and easily make adjustments when needed.
Disclaimer: I work for the vendor that developed this application.
Hi @Amit Singh ,
Do you use sprints?
If so, you can try the app I developed - Multi-team Scrum Metrics & Retrospectives.
With it, you can view:
- Data across sprints, months, quarters, half-years or years.
- Several teams (including those ones sharing the same project) at once.
- Velocity, capacity, allocation, completed story points (completed scope), planned (initial, final scopes), added and removed scopes, as well as other metrics. You can even create your own custom metrics using JQL.
- Trends and average metrics across periods.
- And many more.
3 boards/teams in the same view, 1 period selected for analysis.
3 boards/teams in the same view, all periods are clicked for average metrics:
Additionally, you will be able to conduct quantifiable retrospectives.
Best regards,
Alexey
Hi @Amit Singh
Welcome to the community !!
For Jira cloud, If you would like to try an alternate mktplace app for tracking resource workload and capacity planning across multiple projects/boards, take a look at
The app offers:
1. Resource Tracking and Allocation : The app allows you to monitor and track various resources by adding them as part of a template, and their work allocation across multiple projects / sprints.
2. Real-time Visualization: Provides intuitive charts, graphs to visualize resource utilization and capacity levels in real-time.
3. Full Sprint / Project Fix version Capacity and Monitoring
Disclaimer : I am one of the app team member
If you're trying to create custom dashboards in Jira, the good news is, Jira has built-in functionality that can help you set up dashboards without needing any extra plugins. Here’s how you can do it natively:
- Go to your Jira dashboard by clicking on "Dashboards" in the top menu.
- Click Create new dashboard to start fresh.
- Choose a name for your dashboard and decide on permissions (who can view/edit it).
- Once the dashboard is created, you can add gadgets (like filters, charts, etc.) by clicking Add gadget.
- For custom filters, create a JQL (Jira Query Language) filter to show exactly what you need (like open issues, by assignee, or project), and then add that filter as a gadget on your dashboard.
- You can adjust the layout and resize gadgets to customize your view.
This should give you a solid base for tracking the work you want. But, if you're looking for a more powerful and visual tool to track workloads and overall progress, that's where Planyway for Jira comes in.
Planyway for Jira is a plugin that serves as an advanced workload dashboard. It takes your Jira data and gives you a clear, visual view of team capacity and project timelines. You can track team workloads, see who’s overloaded or underutilized, and manage tasks across multiple projects with ease. It's perfect for teams who need a more intuitive, visual way to track resource allocation and project progress.
With Planyway, you'll be able to:
- Visualize team capacity across multiple projects.
- Track task progress and dependencies using Gantt-style timelines.
- Balance workloads to avoid overloading your team members.
- Easily switch between detailed task views and high-level portfolio tracking.
Let me know if you need help setting it up or have any other questions! 🙂
Hello, @Amit Singh
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