Quick UI Guide

To use the TeamTime for Jira app effectively, let’s first get acquainted with a crucial term used throughout this manual.

What is a report?

A Report is a user-defined configuration that dynamically pulls information from selected spaces and their work items.

Reports created within TeamTime are dynamic, meaning they automatically update with the latest information every time you open the app. However, our application allows you to filter work logs for specific timeframes. If you need to save a permanent, unchanging snapshot of a report within a specific time period for future analysis or record-keeping, you can export the data as an .xlsx or .csv file.

With that definition out of the way, let’s look at the interface of TeamTime for Jira app!

Main page

We will start off with the app’s main page and its two primary components:

1. Main content area

The Main Content Area is where you view and interact with your reports. When you first open the app, you will be prompted to select an existing report to begin your work.

If no reports are available, or if you need to create a new one, go ahead and move towards the Sidebar description. :)

The Main Content Area includes the following key components for interacting with your data, from top to bottom of the interface:

1. Save & Share: Save the report configuration for future use and share it with your team.

2. Grouping tabs: Choose whether to group the report information by work items or by users (Advanced tier).

3. Summary Search: Quickly locate specific work items by entering a text-based query.

4. Quick Filters: Narrow your results using pre-defined, easily accessible parameters for common views.

5. Advanced Filters: Gain full control over your data by applying complex, multi-column criteria for deeper analysis.

6. Export: Capture a permanent snapshot of your current report view as an .xlsx or .csv file.

7. Data Grid: View comprehensive work item details alongside app-specific metrics, such as Estimated Time, Time Spent, Remaining Time, and Ratio.

Understanding Estimated Time Modes

The Main Content Area displays estimated times based on selected calculation mode: Distributive, Cumulative or Cumulative^Plus. You can adjust these preferences in your space’s settings to match your team's tracking style.

For a detailed breakdown of how each mode functions and which one is right for your project, refer to our mode description page here.

2. Sidebar

The Sidebar is located on the right-hand side of your screen and acts as the control panel for the application. It consists of the following components:

1. Your reports: Access your pinned or recently used reports whenever you need them.

2. Shared reports: Utilize the reports configured by your team.

3. Create a new report: Start here to begin the report customization process from scratch.

4. Manage reports: Open this menu to edit existing reports or delete reports you no longer need.

5. Collapse/Expand Button: Click this to hide the sidebar and give your reports more screen space. Click it again to bring the sidebar back into view.

6. Settings: Modify the parameters and data sources of the currently active report.

7. Help: Contact our support team, view the full documentation, or participate in a brief user interview to unlock special perks!

8. Report Details: Quickly review the spaces, work types, and work items the current report is pulling from without opening the settings menu.

9. Release Notes: Stay up-to-date with the latest features and improvements added to the app.

Work item page

Besides the two main components of TeamTime you encounter on the main page of our app, there are also TeamTime-related sections right next to your Jira work items you should get familiar with before you get started.

3. App’s section

To see this section, you might need to click settings - TeamTime Report to summon it into your view.

TeamTime app’s section is located below the main body of the work item. It is essentially a mini-report representing the work item you have currently opened.

Here we have:

1. TeamTime metrics, calculated depending on your calculation mode.

2. Show report: Click to reveal the mini-report describing the currently opened work item.

3. Grouping tabs: similarly to the main report page, choose whether to group the metrics by work items or by users.

4. Show parent & child work item toggles: Choose whether to isolate the work item of interest or look at its whole tree.

5. Show user estimates: Choose whether to break down the metrics further by users (Advanced Tier only).

6. Mini-report section: finally, access the information about the work item.

7. Recalculate button: Manually launch metrics recalculation.

4. Context fields — Co-assignee manager

The co-assignee feature of TeamTime for Jira allows your team to provide their individual estimates within the same work item.

Key components:

1. Add estimate: Click this button to provide a personal estimate.

2. Metrics: Shows a total estimate sum vs. your personal estimates on this work item.

3. Co-assignees: Quickly check who are the people involved in the current work item’s progress.

For more information about co-assignees, check out this page of our documentation: Co-assignees in Jira work items.

Last but not the least is the feature which provides history context to estimates added through co-assignees:

5. Estimate log

Estimate log is located in the Activity section of the work item, right next to the Jira’s native work log:

Click on the Estimate log button to check out the estimates provided by other team members via co-assignee manager. Estimate logs, just like work logs, can be edited.

With introduction complete, it’s time to get acquainted with TeamTime’s calculation modes and create your first report. :)