Ideas for how can I report/monitor a repetitive workflow of tasks?
Asked by Luke O'Rafferty:

We have a typical pattern or workflow of tasks that need to be done, that are all linked with dependencies. It would be great to have a way of reporting how many of these "workflows" have achieved step 1, 2, 3, etc.  

E.g. I have 10 processes underway at the moment and I can see that 8 have completed stage 1, 4 have completed stage 2, with 1 in progress, and 2 are in progress at stage 3.  

Any idea on how I could do this?

UPDATE:

For clarity, I currently raise a task ticket for each step of a process and link them together. For example, "Model Table A" \> "Create Table A" \> "Test Table A". This is repeatable process for many tables. I would like to see which tables have what status at each step.


Answers:
author: Valerie Knapp
body: Hi [@Luke O'Rafferty](/t5/user/viewprofilepage/user-id/569308) , thanks for your question.

I had a similar use case for a customer that I implemented like this.

For each transition, we set a time goal, a custom field of the date type

Then I created another custom field of the date type, and an automation to populate it. The automation was triggered on the transition and captured the date the transition was executed.

Then, you need another custom field to store the difference between the two dates. I actually used the app Structure for this, to get a view like this -

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/337128i354C8FFAEF421626/image-size/large?v=v2&px=999 "image.png")

So, in this case, I am showing the issues that transitioned **before** the deadline as negative numbers (as in, it was a negative number because it was early, or a positive number for the number of days after the deadline that the transition was completed). Of course the reverse or a different configuration would be possible.

If you are curious about other capabilities of Structure, you can check out their documentation here - <https://help.tempo.io/structure/latest/formulas>

I appreciate it's a little complicated, but with this type of configuration, you could monitor the performance of the different items of work versus when you had expected or wanted them to move through the workflow.

If you have any questions or feedback, let me know.

Cheers and best of luck!


author: lizzy_davis
body: Hey Luke! You can do this with Jira Misc Workflow Extensions (aka JMWE). ? It's pretty easy to use, but if you try it out and want help setting things up, feel free to give me a holler. [Here's the Marketplace listing.](https://marketplace.atlassian.com/apps/292/jira-misc-workflow-extensions-jmwe?hosting=cloud&tab=overview&utm_source=appfire&utm_medium=community&utm_campaign=plg&utm_id=701Nv000007VjT2IAK&utm_pla=atlassian&utm_sol=wa&utm_content=lizzy)

comments: author: Luke O'Rafferty
body: This looks good, thanks Lizzy


author: Nacho Moreno Ortega
body: Hello [@Luke O'Rafferty](/t5/user/viewprofilepage/user-id/569308) ,

I am part of the Decadis team and I would like to recommend you take a look at our application, [Jira Workflow Toolbox](https://apps.decadis.net/spaces/viewspace.action?key=JWTCLOUD) (JWT).

Specifically, with our [Post functions](https://apps.decadis.net/display/JWTCLOUD/Post+functions), it is possible to perform actions that are automatically executed when a task changes status, which will help you to update and record the progress of each workflow.

If you need assistance on how to use the application, please, feel free to create a request in our [support portal](https://decadis-apps.atlassian.net/servicedesk/customer/portals) ,we will be happy to help you.

Best regards,

Nacho


author: Jim Knepley - ReleaseTEAM
body: Repeating back: you have issues with multiple issues linked to them, and you would like to aggregate the statuses of the linked issues in a report based on a cardinal "stage" the linked issues are in.

I think that's too complex for Jira to do natively. You should be able to [create a report with ScriptRunner](https://www.scriptrunner.com/en/use-cases/automate-inventory-reporting/), but I would need to play with it to give you better guidance.

Personally, if I were creating that report, I would interrogate the issues with the Jira API and process them with something like Python/Pandas, then publish the results to Confluence.


author: Bhanu
body: Hi Luke,

To achieve this assuming you have a workflow with statuses 1,2,3 and so on..

You can see all the stages completed in a single custom field by copying the states to the field and use the field for reporting purpose.   

you can achieve the copy using Jira automation rules / post-functions ( custom script, JMWE post-function and may other plugins offer post functions to achieve this )

Hope this helps!


Tags: cloud

jira-cloud