Quick Start

OrgJQL Quick Start

Step 1: Create a spreadsheet of the users and managers you want to include

If you don’t have any headings, the first column will be treated as the users and the second column their managers.

If you do use headings, the user heading must be user and the manager heading must be manager. Here’s an example Google Spreadsheet:

Open

Step 2: Click on Update Org Data and add org data

Click on the “Update Org Data” card

Open

Then click on the “Add Org Data” button:

Copy your spreadsheet data and paste into the editor and click “Save”

Step 3: Test your data

Click on the “Test Org Data” tab and enter a query using your org data. OrgJQL defines an orgOf JQL function that takes a manager’s name and returns a list of everyone who rolls up to them. Here’s an example query:

Verify the expansion is correct.

Using Rovo to create manager-specific reports

In OrgJQL, all one-off reports are built for a given “root manager”. This is the top level manager for the report. Every report has an “Org Chart Control” that allows you to drill up and down into the org:

When you select a manager, all issues in the report are filtered to that manager.

Creating a basic report

To get to the OrgJQL Assistant, click on “Chat” at the upper right of the window, then on “Browse Agents”, and then select “OrgJQL Assistant”.

To create a basic report for a manager (essentially, just the org information) you can enter the following into the Rovo chat:

The OrgJQL Assistant will return a link that shows you the org control for that manager

Adding issues to your report

To add issues to an existing report, type something like:

The OrgJQL Assistant will create a new link to a report using that JQL to pull issues.

If there are issues in your report, you’ll see an “Issues Table” bottom in sidebar at the left:

Clicking this will display an issues table filtered by the selected manager. The selected manager is shown in purple at the top of the Issue Table:

The shortcut for toggling the issue table is: t.

Using Rovo to Create Leaderboards

A Leaderboard is a component that rolls issues up by manager and slices them by another dimension. By default, the values in a leaderboard are issue counts, but that can be changed to another statistic (e.g., Story Points, Average Days Late, Max Days Late, etc.)

To add a leaderboard to an existing report, type something like this into the OrgJQL Assistant chat:

Rovo will response with a new link that has the leaderboard in it.

Clicking on a pie slice or cell will select all issues in that go into that. These will be highlighted in orange.

If some but not all issues in an element are selected, the label will be shown in italics:

All selected issues are indicated in the sidebar

Clicking on this control brings up the Issue Table:

Using Rovo to Create Issue Graphs

Issue Graphs show the critical path for a set of issues that are linked by “blocked on” relationships and which have time estimates. To add a leaderboard to a report, type something like this for any of the linked issues:

Selecting a manager will drills down into the Issue Graph for that manager. For instance, if we select “Leo Moore”, we’ll see this:

Issues can be selected by clicking on a node or by selecting issues in the issue table:

• Understanding Forthic

• Tweaking a Leaderboard

• Tweaking an Issue Graph