User Guide
Quick Reference Card
A one-page cheat sheet for everything in the app. Bookmark this page.
Nineteen Gadgets at a Glance
| Gadget | What It Does | Best For | Full Docs |
|---|---|---|---|
| Custom Charts | 10 chart types from Jira issue data | Visual reports, KPIs, trend charts | Custom Charts → |
| Issue List | Configurable table of Jira issues | Sprint boards, workqueues, exports | Issue List → |
| Dynamic Filter Controller | Shared filter bar controlling all gadgets | Interactive dashboards for teams | DFC → |
| Time in Status | How long issues spend in each status | Bottlenecks, Cycle Time, Lead Time | Time in Status → |
| Pivot Table | Cross-tabulation with 7 aggregation methods | Workload matrices, story point summaries | Pivot Table → |
| Cumulative Flow Diagram | Work accumulation over time | Sprint/release flow health, WIP trends | CFD → |
| WIP Aging Charts | How long in-progress items have been active | Stalled work, SLA monitoring | WIP Aging → |
| Control Chart | Cycle and lead time per completed item | Predictability, percentile commitments | Control Chart → |
| Histogram Chart | Frequency distribution of cycle time | SLA setting, spotting the slow tail | Histogram → |
| Cycle Time Trend | Average cycle time per interval, with trendline | Quarterly reviews, proving improvement | Cycle Time Trend → |
| WIP Run Chart | WIP over time with limits and breaches | Introducing WIP limits, load balancing | WIP Run Chart → |
| Sprint Burndown & Burnup | Sprint progress with scope tracking | Standups, sprint reviews, retrospectives | Burndown → |
| Release Burndown & Burnup | Release progress with forecast and milestones | Release readiness, delivery forecasts | Release Burndown → |
| Team Wallboard | Work items as cards in columns | Standups, wall displays, workload checks | Wallboard → |
| Issue Filter Formula | KPIs from up to 9 aggregations plus formulas | Rates, ratios, gauges, exec KPI panels | Formula → |
| Work Breakdown Structure | Expandable tree of a work-item hierarchy or linked-issue breakdown | Epic breakdown, dependency mapping | Work Breakdown Structure → |
| Kanban Velocity | Completed work per interval + rolling average, with board-based backlog ETA | Sprint capacity planning, backlog forecasting | Kanban Velocity → |
| Regional Clock | Current time/date for a chosen region and time zone | Distributed team coordination | Regional Clock → |
| Countdown | Remaining time until an event, milestone, or deadline | Release countdowns, deadline tracking | Countdown → |
10 Chart Types (Custom Charts)
Full guide: Chart Types Guide
| Chart | Use When | Reference |
|---|---|---|
| Pie | Show proportions (status mix, priority split) | Pie → |
| Bar | Compare categories (issues per assignee) | Bar → |
| Grouped Bar | Compare with sub-categories (status by type) | Grouped Bar → |
| Stacked Bar | Show composition inside categories (sprint by status) | Stacked Bar → |
| Line | Show trends over time (bugs created per week) | Line → |
| 2D Line | Compare multiple trends on one axis | 2D Line → |
| Table | Show exact numbers | Table → |
| 2D Table | Cross-tab matrix (assignee × status) | 2D Table → |
| Funnel | Show stage progression (workflow pipeline) | Funnel → |
| Tile | Single KPI number | Tile → |
Data Source Types
| Source | When to Use | Reference |
|---|---|---|
| Projects | Simple project-level reports | Quick Start → |
| Saved Filter | Reusable criteria shared across gadgets | Quick Start → |
| Custom JQL | Advanced filtering or custom conditions | Quick Start → |
| Board | Board-scoped reporting and board column definitions - available in every gadget that reads Jira data; the board's own filter is resolved automatically. Sprint Burndown & Burnup requires a board, and accepts Scrum boards only | TIS Overview → |
| Dynamic Filter Controller | End users filter the dashboard interactively | DFC Setup → |
Common JQL Patterns
| Use Case | JQL |
|---|---|
| Current sprint | sprint in openSprints() |
| Open bugs | issuetype = Bug AND resolution is EMPTY |
| My issues | assignee = currentUser() |
| High priority unresolved | priority in (High, Highest) AND resolution is EMPTY |
| Issues created this month | created >= startOfMonth() |
| Overdue | duedate < now() AND resolution is EMPTY |
| Specific fix version | fixVersion = "v2.0" |
Export Formats by Gadget
| Gadget | CSV | PNG | Config code | Docs | |
|---|---|---|---|---|---|
| Custom Charts | ✓ | ✓ | ✓ | ✓ | Display Options → |
| Issue List | ✓ | ✓ | ✓ | ✓ | Display & Export → |
| Dynamic Filter Controller | - | - | - | ✓ | Connecting Gadgets → |
| Time in Status | ✓ | ✓ | - | ✓ | Display & Export → |
| Pivot Table | ✓ | ✓ | - | ✓ | Formatting & Export → |
| WIP Aging Charts | ✓ | ✓ | - | ✓ | Display & Export → |
| Cumulative Flow Diagram | - | - | ✓ | ✓ | Display Options → |
| Control Chart | ✓ | ✓ | - | ✓ | Display & Export → |
| Histogram Chart | ✓ | - | ✓ | ✓ | Display → |
| Cycle Time Trend | ✓ | - | ✓ | ✓ | Series & Display → |
| WIP Run Chart | ✓ | ✓ | - | ✓ | Limits & Display → |
| Sprint Burndown & Burnup | ✓ | ✓ | - | ✓ | Display & Export → |
| Release Burndown & Burnup | ✓ | ✓ | - | ✓ | Display & Export → |
| Team Wallboard | ✓ | - | ✓ | ✓ | Display & Export → |
| Issue Filter Formula | ✓ | ✓ | - | ✓ | Display Modes → |
| Work Breakdown Structure | ✓ | - | - | ✓ | Display & Export → |
| Kanban Velocity | ✓ | - | ✓ | ✓ | Colors & Export → |
| Regional Clock | - | - | - | - | Display Settings → |
| Countdown | - | - | - | - | Display Settings → |
Key Settings Locations
| Task | Where | Reference |
|---|---|---|
| Enable/disable gadgets site-wide | Admin Settings → Features | Admin Settings → |
| Restrict data sources | Admin Settings → Data Sources | Admin Settings → |
| Control export access | Admin Settings → Customization Options | Admin Settings → |
| Set global number/date format | Admin Settings → Customization Options | Admin Settings → |
| Connect to Dynamic Filter Controller | Gadget edit mode → Data Source → DFC | Connecting Gadgets → |
| Find Reference ID | Saved DFC gadget (shown on the gadget face) | Connecting Gadgets → |
| Backup gadget config | Any gadget edit mode → Import/Export tab | Copy the gadget's configuration code |
All Docs - Page Index
Getting Started
User Guide
- Start Here - Guide by Role · Build Your First Dashboard · Build an Executive Dashboard · Connect Gadgets with the Filter Controller · Tips & Best Practices
Custom Charts
- Overview · Chart Types · Field Segments · Group By (2D) · Calculations & Lines · Display Options · Templates · Date Range
Issue List
Dynamic Filter Controller
Time in Status
Pivot Table
- Overview · Row & Column Fields · Aggregation Methods · Display Types & Heatmaps · Totals, Formatting & Export