Team

[Naomi Casebolt]

Can I run reports in JIRA Work Management showing all the open and in progress tasks my team is working on? I am trying to find a better way to use JIRA for resource management and time management. 

[Danut M _StonikByte_]

Hi @Naomi Casebolt,

My advice is to create a dashboard in Jira and use the Filter Results gadget configured with a filter that returns the open and in-progress tasks that your team is working on. 

Danut.

[Trudy Claspill]

Hello @Naomi Casebolt 

Jira Work Management projects provide a list view of all issues in the project. Is that not meeting your needs? If so, how is it not meeting your needs?

You can use the View All Issues screen to search for all the issues that your team is working on. There must be some information within the issue that identifies it is being worked on by your Team, that you can then use in the search criteria to get the issues. 

[Naomi Casebolt]

Thanks for your reply.

The manager of the dept is looking for a way to summarize the work that his team is working on rather than just seeing the list of all the tasks. I have set up a team for that dept so we can easily search and assign tasks for that team. That helps. He is looking for an easier way to look get a type of summary report of their work for resource planning and work prioritization.

There also is no way (I know of) to view the data in a report format, which would be helpful. 

[Trudy Claspill]

What information do you need in the report? How should the data be summarized.

You could use a Saved Filter to extract the issues you want included, and use that saved filter as the basis for a Two Dimensional Filter gadget on a Jira Dashboard. That gadget allows you to choose from a subset of fields to set an X axis and Y axis grouping of the issues, such as by Epic and Issue Status, and provides a count of the issues.

Example:

There are a variety of native gadgets available in Jira Dashboards  that might summarize the data, depending on your needs. And there are many third party apps in the Atlassian Marketplace that can provide additional dashboard gadgets.