How to make dashboard widgets recognize "done" as resolved

[Dilip Angal]

I have a simplified workflow for the project like to do, in progress, testing, done.. But the Done status is not recognized by the dashboard widget as "resolved," so how do I make dashboard widgets aware of "done"

[Mikael Sandberg]

Hi @Dilip Angal,

Welcome to Atlassian Community!

What status category is your Done status? The easiest way to identify the category is to look at the color, if it is green then the category is Done. Also, when you move work items to Done, do you also set the resolution field? Jira only consider work items that have the resolution field set as done, you can learn more about it in this KB. 

[Dilip Angal]

I am using the Created vs. Resolved Chart in Dashboard and it is showing all the created correctly. I do not have "Resolved" in my work flow. I have a simplified workflow "Todo" "In Progress" "Testing" "Done"  Now done is not recognized by "Created vs. Resolved Chart" and hence it shows resolved count as zero always. I hope now I made it clear what I am looking for

[Mikael Sandberg]

Okay, so that tells me that you are not setting the resolution field when moving work items to the done status. The created vs resolved chart uses the resolution field to determine if a work item is done or not, as described in the KB I linked to. The KB mention that you can add a transition in the workflow to correct the resolution, another option is to create an automation that sets it.

[Dilip Angal]

ok how do I set the automation now? I have not used it in the past hence asking

[Mikael Sandberg]

In its simplicity the rule would look something like this:

Because it is a scheduled rule you can run it anytime and then just disable it once you have run it. 

Note that if the JQL returns more than 1000 work items you have to limit the query or the rule will be throttled.

[Eduardo Anflor - MindPro]

Hi, @Dilip Angal 

Jira usually uses the concept of "Resolution" for company-managed project types, where you need to inform the issue is resolved along with the status change to a "Done" category. If you do not set this, you will have an issue with "Done" status, but which is not "Resolved"

In Team-managed project types you do not have the "resolution" concept, so issues are considered "Done" when moved to any "Done" status category.

Jira gadgets in dashboards usually point to the resolution to consider an issue "Done." Thus, they do not look only at the status.

If you are open to a marketplace solution, I suggest you try Mindpro Insights. I work at Mindpro and I believe this app can help you with your requirements. It allows you to create dashboards with gadgets that follow both concepts, so you can point the charts to the "Resolved" or the "Done" issues. I just created an example to illustrate that:

The dashboards are interactive, so if you click on a chart segment, the entire dashboard adapts to your filter. They are simple to use, and you can choose from over 50 gadgets (pre-loaded and custom gadgets) to build your dashboards.

I hope that helps.

Regards,

Eduardo

[Dilip Angal]

I do not want to pay for any fees for any widgets. 

With that said, I am happy to move to the Company-Managed project. Can I switch the current project from Team-managed to company-managed? If not, I am OK with creating a new company-managed project, but then I need a way to import all the tickets from the current team-managed project to the  company-managed