Track User story in % completion based on status of subtasks

[Abhishek]

Hi,

I've recently starting using Jira and still on a learning path.

There are quite some threads on topics related to this but I wasn't able to find a  solution.

What we are trying to do is below.

1 User story has 4 subtasks created by default

During our reporting we would want to know how much of a story is complete for example in % based on subtask status. 

For example if three subtasks are complete we want to see 75% complete in our report.

 After checking existing dashboards/plans/reports we couldn't find any thing that does the above so after referring to community thread an idea was to setup a custom field in User story and update that based sub task statuses with Automation.

Any help with this will be appreciated, thanks.

Regards,

Abhishek

[Hannes Obweger - JXL for Jira]

Hi @Abhishek

welcome to the community!

If you're open to solutions from the Atlassian Marketplace, this would be easy to do using the app that my team and I are working on: JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a long list of so-called smart columns that aren’t natively available, including the sub-tasks done percentage.

This is how it looks in action:

As you can see above, you can easily sort and filter by the sub-tasks done percentage, and also use it across JXL's advanced features, such as support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

Once you've narrowed down your list of issues, you can work on your issues directly in JXL, trigger various operations in Jira, or export your issues with just one click.

All this just works - there's no scripting or automation whatsoever required.

Any questions just let me know,

Best,

Hannes

[Medha Bhatt]

Hi @Hannes Obweger - JXL for Jira , we just now configured your plugin in JIRA, but we dont see sub-tasks done % column.    Without this info, it's of no use.

[Hannes Obweger - JXL for Jira]

Hi @Medha Bhatt

thanks for reaching out! For the column to show up in your sheet, you need to first add it to your sheet, as described here. The specific column is called Sub-tasks done percentage.  

Please let me know if it works,

Best,

Hannes

[Bill Sheboy]

Hi @Abhishek -- Welcome to the Atlassian Community!

For a question like this, context is important for the community to help.  Please post the following:

• what type of project is this (e.g., company-managed, team-managed, etc.), 
• an image of your complete automation rule,
• images of any relevant actions / conditions / branches,
• an image of the audit log details showing the rule execution, and
• explain what is not working as expected.

Until we see those...

You could try using a smart value, list filtering and a math expression to calculate the progress as a percentage:

• https://community.atlassian.com/t5/Automation-articles/Filtering-smart-value-lists/ba-p/1827588
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-math-expressions/

For example, the percentage completed by subtask count for one story, rounded to 2 decimal places, would be:

{{#=}}ROUND ( ( 0{{#issue.subtasks}}{{#if(equals(status.name, "Done"))}}+1{{/}}{{/}} ) / {{issue.subtasks.size}}, 2) * 100{{/}}

Kind regards,
Bill

[Marc - Devoteam]

Hi @Abhishek 

What type of Cloud plan are you on, if you are on Premium, you can use plans.

Create a plan, make sure your related issues are in the plan, based on project, board or filter.

Then in the fields section, find the field Progress (Issue Count).

On selecting the bar you can see the progress based on status category in % as well

In the other hand, you could do tis with automation as you suggested.

You will need a custom field where to store the number of sub-tasks on a story and another field that will update based if the sub task is done (if you want to see % on more statuses, create field for this as well)

And a field to store the percentage ( or more if you want to see based on sub-task status)

Fields need to be of the type Number

I suggest to do it first just based on Done sub-tasks.

So there should be an automation that triggers based on if sub-task transfers to Done, then update the number field for closed sub-tasks by 1

Then there needs to be an automation that divides the initial nr. of sub-task / closed nr. of sub-tasks and stores the information in the nr. field for result as percentage on the story

Math calculation with automation can be found here: jira-smart-values-math-expressions/ 

[Abhishek]

Hi,

Thanks for the reply I tried this Progress (Issue Count) and it displays the progress indeed but we are unable to export this to do reporting on this further.

I've tried few formulas but it doesn't pickup the status of subtask to count for "Done".

Here is what I've.

1. {{#issue.subtasks}} Subtask Summary: {{summary}}, Status: {{status.name}} {{/}}

2. Total subtasks with status "Done ": {{issue.subtasks.filter(s -> s.status.name == "Done").size}}

LOG ACTION
Log
Subtask Summary: ST 6, Status: To Do Subtask Summary: ST 5, Status: In Progress Subtask Summary: ST 4, Status: Done Subtask Summary: ST 3, Status: To Do Subtask Summary: ST 1, Status: To Do Subtask Summary: ST 2, Status: In Progress

LOG ACTION
Log
Total subtasks with status "Done": 0

So even though there are Subtasks with statuses Done the formula shows "0".
I've tried various possibilities with caps etc but still the same.

Thanks in advance for helping.

Regards,
Abhishek