Regos Team Status - User Guide


Components added on installation.

Upon add-on installation, the following components are added to the Jira instance:

  • The “Team Status Hub“, located under the apps menu in the navbar.

  • The “Team Status“ panel, located in the sidebar of each Jira project.

    • This panel is disabled by default for all the projects and can be enabled on a per-project basis in the Project Settings section.

  • The “Team Status Settings“ pane, located in the Project Settings sidebar.

 

Team status hub.

In order to navigate to the [Team Status Hub], locate the [Apps] menu in the navbar, click on it and then locate the [Team Status] item in the dropdown as displayed in the image below.

 

The [Team shared standups] tabs

In this first tab you will be able to see:

  • Information about your teammates' status across different standups

    • The number of stand-ups you are in with your colleagues.

    • The day and time for your teammate.

    • Your teammate’s location.

    • A box that notifies us how many items need attention.

    • A button to navigate and see your teammate’s status in details.

 

Once we navigate to the teammate’s status, we can see the questions and answers they provided for each stand-up. This way the visibility will be increased across projects. Some important things to notice here:

  • The standups are grouped by project, as a person can participate in several standups for the same project.

  • The is a link to navigate to a particular standup.

  • The rules to highlight the questions that need attention will continue working in here.

 

The [My standup list] tab

Under this tab, you will find a table that lists all the projects in which you are participating in a standup, highlighting the name of each one and show if your status has been sent for all the standups or is pending to be sent.

 

By clicking on the bullet to the left of the project name, it shows the name of the standups, if you have submitted the status or if it is pending. Also, you will find a shortcut to go to the standup summary.

 

Team Status settings

Located in the [Project Settings] menu, this section will help the team leads and managers to enable the tool on a project basis and set-up the standups for the project.

To see this section you have to click on the [Project Settings], located at the bottom of the project sidebar.

 

Once you click in the [Project Settings] a new set of options will be displayed, click in the [Team Status Settings] item to see the app settings.

 

Once inside the [Team Status Settings], you will see a screen with information about all the stand-ups that have been created for the currently selected project. Additionally, you will find options for creating, enabling, disabling, editing, and deleting the stand-ups for that particular project.

 

Disabled by default you will find the toggle to enable or disable the app for this project. When it’s disabled you won’t see the [Team Status] item in the project sidebar.

 

Create a stand-up

To create the stand-up press the blue button [Create standup]

 

A dialog like the following will appear on the screen so that you can configure the stand-up.

 

You have to define a name for our stand up with three or more characters. Below the name input, you will find a checkbox that reads [Enable posting] when that checkbox is unchecked the participants won’t be able to submit their status as the stand-up is paused.

 

The next step is to put the questions you want to appear in the stand-up, it shows us 3 questions by default, which we can eliminate if you want by clicking on the garbage icon on the right side of the question.

 

Below each question, we have a checkbox that we can check in case we want to notify the team in case a specific answer receives an answer. This is particularly useful for questions related to blockers or similar.

 

Next, you have to choose the people we want to participate in the stand-up.

 

As a final step, you have to click in the [Create] button to proceed with the stand up creation.

Edit a stand-up

In order to edit a standup just click in the pencil icon located in the row corresponding the to standup you want to edit and fill out the form as you would do to create a new standup.

 

Email Notifications

 

To notify your team by email, go to the email tab and activate the necessary switches.

 

We select the standup that is to configure.

 

We can observe and select all the configuration options for our standup.

 

You can configure the time at which it is notified via email, being at the local time of each participant.

 

Among the configuration options we can see an option to select whether only in admin or all users will be notified about the responses via email.

When you deactivate the toggle in the configuration we do not receive emails.

 

After enabling the toggles for comments and reactions, the standup participants will start receiving email notifications them when other participants react or comment on their comments.

 

After enabling the mention switches, standing participants will start receiving email notifications when other participants mention you on their status.

 

After you enable the featured question switches, standing participants will begin to receive email notifications when other participants mark featured questions.

 

After selecting the days and time, standing participants will begin to receive email notifications when it is time to give our status.

 

if we press the "go to discussion" button, it will take us to the stand up that we have just discussed.

 

 

The team status panel

In this section, you will find information about how the users can submit their status, how you can see the stand-up status summary, navigate to the history report, and more.

In order to see the [Team Status] screen, click on the [Team Status] item located in the Project sidebar.

 

Team status table explanation

By entering this section you will see a table that contains a list of stand-ups. Each row contains a column for:

  • The name of the stand-up.

  • The stand-up creation date.

  • A lozenge indicating if the current user already sent her status or not.

  • The number of members for that stand-up.

  • Whether or not the status can be submitted (according to the [Enable posting] checkbox in the standup settings).

  • An indicator of items needing attention.

  • And a link to history report.

The [Team Status summary] screen

This is probably the screen that you will look at most of the time for a particular stand-up. Here you will find a set of controls explained in the following section of this guide and a resume of your team status. The key components of this section are:

  1. The status grouped by participant. Each participant has his own subsection under the view.

  2. The answers to the predefined questions.

  3. The provisional status. A status auto-generated when the users haven’t sent their status yet.

 

 

Giving your status

Find the blue button [Send status] located to the right in the page header level and click on it.

 

That action will lead you to a new section called [Send status]. In this section, you will find a form composed of 3 key components:

  1. The questions. Build according to the ones defined in the Stand-up settings.

  2. The linked issues fields. A select where the users can search and select issues in order to link them to the current status.

  3. The suggestions section. A section placed to the right where the users will find a list of recommendations for the tickets actually assigned to them or the ones updated during the last 24 hours.

 

A funny feature is the ability to drag and drop the suggested items from the lists on the right side into the Linked issues selected. This makes the job of submitting the status easier.

 

When mentioning another user in the stand up, the gray color will now highlight the username.

 

At the page header level, you will find a blue button [Send status] that allows the users to save the status.

 

User mentions

When mentioning a user, a small image of the avatar of the user appears on the right side of your username.

 

Yesterday report

In the upper right part we can see three buttons, the first one with the name "yesterday report" shows us the status that was given the previous day, this in order to have a record of said status.

Clicking on "Yesterday Report" shows us the status given by our team to which we can react and comment on the status of the current day.

 

 

Edit your status

Once the status is saved, it will appear in the [Team Status summary] section as displayed in the image below. In case you want to edit the status is as simple as clicking in the [Edit status] blue button located in the page header and fill out the same form that you used before to submit the status originally.

Team status report

With the time you would be willing to see the history of the standup and try to learn and improve from the part. There are two ways to reach the history report.

  • Being in the [Team status summary]. On the left side of the [Edit status] button, you will find the [Report history] link, if you click it, it will take you to the history report.

  • Navigate to the [Reports] section using the project sidebar, select the report called [Team status] and finally select the stand up that you want to see the report of.

 

 

The [Team Status] report

The history report is very similar to the [Team status summary], with the particularity that here the users can switch between different dates.

 

If you click on the date button we can see a calendar where we click on a date and it will show us the team status for the selected date.