Create charts using Jira subtasks

Create charts using Jira subtasks

Create charts using Jira subtasks

You can track the metrics of your Jira subtasks as you would track the metrics of your top-level issues. Charts can be set to display information about your subtasks, top-level issues, or both by setting a filter.

You can track the metrics of your Jira subtasks as you would track the metrics of your top-level issues. Charts can be set to display information about your subtasks, top-level issues, or both by setting a filter.

You can track the metrics of your Jira subtasks as you would track the metrics of your top-level issues. Charts can be set to display information about your subtasks, top-level issues, or both by setting a filter.

Importing subtasks

Here is an example of an Jira board that contains subtasks:

Example jira board

To import top-level issues and subtasks of any Jira board, proceed to Integrations in Screenful settings and add a new data source by clicking Add boards.

In "Data Sources", "Integrations", click "Add boards"

When you import a board as a data source, all issues and subtasks are synced from your Jira instance, and they are available to be used in charts and reports.

Importing subtasks

Here is an example of an Jira board that contains subtasks:

Example jira board

To import top-level issues and subtasks of any Jira board, proceed to Integrations in Screenful settings and add a new data source by clicking Add boards.

In "Data Sources", "Integrations", click "Add boards"

When you import a board as a data source, all issues and subtasks are synced from your Jira instance, and they are available to be used in charts and reports.

Creating charts from both Jira issues and subtasks

You can create charts based on tour top-level issues or subtasks. Here’s an example Task List that contains both issues and subtasks of a Jira project:

Example task list

The rightmost column shows the issue type e.g. Story or Sub-task.

With the charts that support grouping, you can also group data by issue type. This can be helpful if you want to track the number of issues and subtasks in your projects:

Story or sub-task example

Here’s the resulting chart:

Resulting chart

Creating charts from both Jira issues and subtasks

You can create charts based on tour top-level issues or subtasks. Here’s an example Task List that contains both issues and subtasks of a Jira project:

Example task list

The rightmost column shows the issue type e.g. Story or Sub-task.

With the charts that support grouping, you can also group data by issue type. This can be helpful if you want to track the number of issues and subtasks in your projects:

Story or sub-task example

Here’s the resulting chart:

Resulting chart

Rolling up values from subtasks

You can roll up values from subtasks by selecting Parent as the row in the Table chart.

Select parent as row

Now each row in the table corresponds to the top level issue, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the total number of story points assigned etc.

Columns: Tasks total, tasks completed, points total

The columns are configurable, so you can roll up any of the available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Applying a formula modal

Here’s the final chart:

Final chart

Rolling up values from subtasks

You can roll up values from subtasks by selecting Parent as the row in the Table chart.

Select parent as row

Now each row in the table corresponds to the top level issue, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the total number of story points assigned etc.

Columns: Tasks total, tasks completed, points total

The columns are configurable, so you can roll up any of the available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Applying a formula modal

Here’s the final chart:

Final chart

Filtering by subtasks

In the chart settings, you can include or exclude subtasks using the IssueType filter:

IssueType filter

Clicking Set filter opens the filter modal:

Select "Include Sub-task"

Similarly, you can also filter by subtasks’ parents (regular issues):

Filter by subtasks parents

Filtering by subtasks

In the chart settings, you can include or exclude subtasks using the IssueType filter:

IssueType filter

Clicking Set filter opens the filter modal:

Select "Include Sub-task"

Similarly, you can also filter by subtasks’ parents (regular issues):

Filter by subtasks parents