Dynamic Status History App

Video Overview

https://youtu.be/Cd7Uk5i6sHg

 

Overview

The Dynamic Status History app lets you see the history of tickets as well as annotations over time.

The primary use cases are:

  • Weekly status meetings where managers and execs want a high level view of progress and to see what requires attention

  • Ops Review Meetings where execs want to see progress for the current quarter. In this view, the end date of the status “history” is the end of the quarter, and status colors are updated as the quarter progresses

    • For these cases, the parent tickets would be Epics and child tickets would be stories

    • If there are a large number of stories, this report would also include a summary table of the status of all stories grouped by epic

image-20240110-205213.png

Dynamic date ranges

This report lets you dynamically adjust the date range and intervals to anything you like, because it uses ticket histories rather than snapshots. By default it looks over the past 30 days in 2 day steps.

Annotated status chips

Each status chip represents a date range (a starting date plus an interval). If any comments were made in that date range, the count is shown in the cell. For instance, the ENG-215 row above has 3 comments in the second cell from the right. Hovering over a chip will show the comments for that date range:

image-20240109-194122.png

Adding annotations

To add an annotation for a specific date range, click on the status chip in question to show an annotation dialog:

Adding an annotation will create a new comment on the ticket with a “for date” tag that overrides the comment creation date when grouping comments into dates.

Child tickets

Any tickets with child tickets will have a disclosure triangle on the left side of the row (for instance, see BIZDEV-5). Clicking on this triangle will reveal the child ticket rows:

More info