User Guide

Start Here - Guide by Role

Find the right starting point based on your role. Each path takes you to the pages most relevant to what you need to do.

Jira Administrator

You install and manage the app for your organisation.

Start with:

  1. Installation & Setup - install the app and verify it works
  2. Permissions & Access - understand how access is governed
  3. Admin Settings - configure global defaults, enable features, restrict data sources

Then explore: Set up a test dashboard using Quick Start Guide to verify everything works end-to-end before rolling out to your team.

Project Manager / Team Lead

You need dashboards to track work, report progress, and run team meetings.

Start with:

  1. Quick Start Guide - build your first chart in 5 minutes
  2. Custom Charts Gadget - learn all 10 chart types
  3. Issue List Gadget - add a configurable issue table
  4. Dynamic Filter Controller - make the dashboard interactive

Then explore: How to: Build Your First Dashboard for a complete walkthrough.

Engineering Manager / Scrum Master

You need sprint health charts, velocity tracking, and process metrics.

Start with:

  1. Custom Charts Gadget - status pie, assignee bar, velocity line
  2. Time in Status Gadget - find where work slows down (Cycle Time, Lead Time)
  3. WIP Aging Charts - identify stalled work in standups
  4. Cumulative Flow Diagram - monitor sprint and release flow health

Then explore: Tips & Best Practices for process analytics dashboards.

Executive Stakeholder / PMO

You need high-level KPI dashboards without Jira jargon.

Start with:

  1. Custom Charts Gadget - Tile charts for KPI numbers
  2. Pivot Table Gadget - cross-project aggregation
  3. How to: Build an Executive Delivery Dashboard - full walkthrough with all gadgets

Key tip: Use the Description tab on each gadget to add plain-language context below charts - no Jira jargon required.

Any User - First Time

Never used this app before?

  1. Read What is Dashboard Templates, Charts, Graphs & Reports for Jira? - 2-minute overview
  2. Follow Quick Start Guide - build your first chart in under 5 minutes
  3. Use Quick Reference Card - bookmark this as a cheat sheet
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Quick Reference Card