Tracking Project Stages

[Jonathan Grove]

Hello

I'm fairly new to Jira and I'm trying to refine our deployment so it aligns with my teams practices.

We are a UX team and we always progress projects (e.g. the development of a new product feature) through a series of 'stages', for example - discovery, design, engineering handoff, QA, launch etc.

It's useful to us to be able to view which Epics are in which stage - imagine a Kanban board with Epics progressing left to right (from Discovery to Launch). I'm guessing that the way to do this would be to assign a label that describes the phase, but I don't know how to visualise Epics organized by stage - would a report or dashboard work here? 

Any help on this is much appreciated.

[Vishal Biyani · Accepted solution]

@Jonathan Grove 

Have you looked at using Workflows?

Check this article and see if this helps

Introduction to Jira Workflows | Atlassian

[Jonathan Grove]

Thnx

[Dmitry Astapkovich _Colined_]

I believe a proper workflow and Two Dimensional Filter Statistics gadget would do the trick for you. You can check this thread 

[Jonathan Grove]

Following on from this, I'm making progress with this, but I'm a bit stuck.

• I'm using a company-managed project. 
• I have created two different workflows. 1 for Epics and another workflow for other issue types.

The problem I'm having is that the columns in the Active Sprints are not aligning with the issue type that is being displayed. For example, if I view Stories the columns are from the Epic workflow and tickets are appearing in columns that have the 'wrong' column name for the issue type.  How can I get the columns in the Active Sprint board to properly reflect the workflow for the issue type that is being displayed?

Thank you

[Jonathan Grove]

Thanks all for your help so far. Much appreciated. I'll take a look at your ideas.

[Alexey Pavlenko _App Developer_]

Hi @Jonathan Grove ,

If I understood you correctly, you just need to set up a proper workflow with statuses. After that you would just need to map statuses to the proper column of each Kanban column and that's it. It can be done natively, no 3rd party apps needed here.

Best regards,
Alexey

[Danut M _StonikByte_]

Hi @Jonathan Grove,

Welcome to the Atlassian Community!

I would recommend using Jira dashboards for tracking epics through their workflow and completion. 

You could use some of the Jira's default gadgets such as Filter results gadget to display the epics along with their status as a table. Also, Jira native gadgets like Two Dimensional Filter Statistics or Issue Statistics could be helpful to display count of issues in each status.

But for a more effective dashboard, you could also search for a plugin on an Atlassian Marketplace that provides additional dashboard gadgets.

If you consider the idea of using a plugin, our Great Gadgets app offers some gadgets that could be helpful to visualize the epics through their workflow and their completion status.  Here are some examples of gadget offered by our app that could work for you:

Team Wallboard gadget - can show your epics as a Kanban board (along with the child issues, or not). The colors can be customized. 

Work Breakbown Structure gadget - can show your epics and their child issues in a hierarchical view (Epics > Stories > Subtasks) along with their status 

Hope this helps.

Danut.   

[Mary from Planyway]

Hi @Jonathan Grove 

Would you consider timeline visualization?
In Planyway for Jira you can see the project timeline from the epics perspective and display status (board lists you set in Jira) as tags on the cards like this: