Regos Priority Studio for Jira Cloud

After the installation

Once installed, the add-on introduces a new sidebar action for each existing project on the Jira instance. The action is called Regos Priority Studio and it will open the add-on interface to work with. The item will be only available to Jira and project users and is accessible by anyone in the Jira users group with permissions on the selected project.


First use per project 

When a user uses the add-on for the first time per project he will be asked to introduce a nickname. This nickname will be used to identify the user in the sessions, votes and reports. 

By default the add-on will use the username of Jira but it can be changed. After clicking the Save button the add-on will redirect the user to the Session Manager screen.

Session Manager

The session manager is a hub for the sessions created in the Jira project. The users will find (from top to bottom):

  • If there is existent sessions the user will see a list with all available sessions. Will show the Session name, the session technique, when and who created it and the state of the session. If it is finished the finished date will appear, if not, a text saying "Voting..." will appear.
  • For each session the user will have a Join button, a Report button, a Delete button and a Share button
  • Create New Session button


Create a Session

To create a new session, being in the Session Manager. the user has to click on the "Create New Session" button. This will start a wizard-like form that will guide the user through the process of creating the new session.

The first step is to define the tasks that will be on the session, to do that we have two different options:

Create new tasks (+ Add Task)

The Add task screen will ask the user for a name (mandatory field) and a description. The user can check the "Create another" checkbox to allow the screen to appear again to continue adding tasks without the need of going back to the tasks list and click on "Add Task" button again.

When all the data is filled the user needs to click on the Create button to save it, or the Cancel button to go back to the Tasks list.

Import tasks from Jira (+ Import Jira Issues)

The user will be able to import tasks that are in the current project on Backlog, Todo or Selected for Development.



Select all the tasks you want to import and click the "Add" button.


When the user has all the required tasks created or imported, the user needs to press the "Next" button to continue with the next step. Note: A minimum of two tasks are required in order to proceed to the next step.

The second step is to define the Session name and the Session Technique:


When the all data is filled the user needs to click the "Finish" button in order to create the Session.

Session Technique

  • Moscow: Counts the number of votes for each category and the tasks are ordered by: Must do, Should do, Could do or Would do

  • Complexity Matrix: Applies different operations to the value and complexity of each task, and the the tasks are ordered by: High priority, High Value, Low Value, High Risk

Joining a Session

To join a session from the Session Manager the user needs to click on the "Join" button on the row of the session she wants to enter. If the Session is finished no more votes are allowed and the "Join" button will appear disabled. All tecniques have the same general functionality:

  • Voting is in real time. All users connected to the session can see the other users status. After a user has voted the other users receive a notification
  • After a user has voted a real time result screen will appear
  • A session can be closed by the session's creator and all users that have not voted will be ejected from the session

  • If the session is not closed a user can go back to their votes and edit them

All techniques have the same layout for voting consisting in three sections.

  • Task List: A list showing all the session's tasks. A task can be clicked to change the default order for voting and vote the clicked one first. Also, if a task is imported from Jira, the task name will have an hyperlink that will open the Jira task in an external window.
  • Currently Voting Task: This section will be different based on the technique
  • Partipants: Updated at real time the user can see which participants are inside the session and see if they have voted or not. Also, offline participants that have voted will appear. A question icon in the user avatar means that the user is still voting, a green tick means that the user have finished voting.
  • : A share button located at the left of the Session title to share the current session with another users.

In order to save all tasks votes the user needs to click on "Save Votes".

When done the user will be moved to a Results screen and from there, the user can go back to the session list, edit the votes or finish the session if the user is the owner of the session.

Moscow

Voting

For each task the user needs to select a value from: Must Have, Should Have, Could Have and Would Have

Results

Moscow results will show at real time what the users have voted and categorized the tasks by total votes

Complexity Matrix

Voting

For each task the user needs to put a Value and a Complexity with numbers from 1 to 10. 

Results

While the Complexity Matrix session is opened and the user has already voted the user can see a real time results screen with the tasks and values. Results can be sorted by Top Priority, High Value, Low Value and High Risk and can be calculated by Average, Sum, Max and Min.

Finishing a Session

The session's owner can finish a session after he has voted by clicking the "Finish Session" button in the results screen.

Delete a Session

To delete a session from the Session Manager the user needs to click on the "Delete" button on the row of the session and a confirmation dialog will appear.



To delete the session the user needs to click on the "Delete" button.

In order to have the Delete functionality enabled the user needs to be the creator of the session.


Share a Session

To join a session from the Session Manager the user needs to click on the "Share" button on the row of the session and a new screen will appear with a link to the session. The user can copy the link by clicking on the "Copy" button.

Also a share icon appears at the left of the Session title when a user is voting in the session and in the report screen.

Session Report


In order to visualize the session report, the user will have to locate the desired session in the list and click on the "Report" button. If the button is disabled the session is still opened and the user will need to wait for the session's owner to finish it.

All reports will show the session name, the Jira name project and when it was created and finished.

Moscow

The Moscow report shows three sections:

  • Results table that can be filtered by values. The values can be: Must, Should, Could and Would
  • A pie chart that shows the results
  • Participants that have voted on the session


Complexity Matrix

The complexity Matrix report shows a table containing the tasks sorted by an operation that can be changed with a dropdown. The operations can be Average, Max or Min. Based on the operation, the tasks are sortered by Do First, Do Second, Do Third or Don't Do.

The report also shows the list of participants that voted on the session, and a share button at the left of the report title.


Jira Context Menu Icon 

On the report screen we will see a Jira icon next to each task. If it is blue, the task is linked with a task on the Jira project instance, if it is gray it means it doesn't. Clicking on the icon will show the user different options. If the user is not the creator of the session the only available option will be to click on the icon to open the Jira link in an external window.

  1. If the task is not linked, these are the options we will see:

     

    1. Create and link task: Will open a Jira modal dialog to create a new task under the user project instance and link it to the Priority Studio Task.
    2. Link Existing Task: Will open a modal to select an existing task on the current user project instance and link it to the Priority Studio Task.

  2. If the task is already linked:



    1. Go to Task: Opens the Jira task in an external window.
    2. Remove Link: Removes the link between the Jira task and the Priority Studio task.

Export as CSV

All reports can be exported as CSV using the "Export as CSV" button located at the bottom of each report

Priority Studio Glance

If a Priority Studio task is linked with a Jira project one, the user will see a glance under the Jira task that will show the status of the task in its session.

A Jira task that has not been voted yet: 

A Jira task which session its finished:

If the user clicks on the glance, he will see more information regarding the results of that concrete task on the Priority Studio session:

  • Moscow glance information:

  • Complexity Matrix information:




More help ?

In case you have any other question please send us an email at contact@regosdevstudio.com