User Guide
Quick Reference Card
A one-page cheat sheet for everything in the app. Bookmark this page.
Seven 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 → |
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 | Integrations → |
| Custom JQL | Advanced filtering or custom conditions | How-To JQL → |
| Board | Time in Status, CFD, WIP Aging - board column definitions | 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 JSON | Docs | |
|---|---|---|---|---|---|
| Custom Charts | ✓ | ✓ | ✓ | ✓ | Display Options → |
| Issue List | ✓ | ✓ | ✓ | ✓ | Display & Export → |
| Time in Status | ✓ | ✓ | - | ✓ | Display & Export → |
| Pivot Table | ✓ | ✓ | - | ✓ | Formatting & Export → |
| WIP Aging Charts | ✓ | ✓ | - | ✓ | Display & Export → |
| CFD | - | - | - | ✓ | Display Options → |
Export must be enabled in Admin 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 | Data Migration → |
All Docs - Page Index
Getting Started
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