Status Overview Preset
The Status Overview preset allows you to visualize any project (or multiple projects) organized by work item status.
The Status Overview preset works for both Company-managed and Team-managed projects, and it allows you to combine both types of projects into a single structure.
Build a New Structure Using the Status Overview Preset
To build a new structure using the Status Overview preset, open the Add menu, select Preset, and choose Status Overview.
You can select which projects, work types, and statuses to include in your hierarchy.
Runs As
When a generator runs, it runs as the structure owner. This is important because the generator will have access to the same projects, work items, etc. as the user listed here – if they don’t have permission to view a work item, it won’t be added to the structure.
Projects
Select which projects you want to include.
Work Types
Select the types of work items to add to the structure. The hierarchy will be constructed with these work items beneath their respective statuses.
Include Statuses
Select which statuses should be included in the hierarchy. Only work items in these statuses will be added to the structure.
Synchronize work item order with Jira
If selected, work items will be sorted based on their Jira rank, and moving work items in the structure will update their rank.
This option adds a Rank Sort generator with the "Moving items in the structure will update ranks" option selected.
Place the generator on
Select where the generators should be placed within the structure hierarchy. This will determine the location of your Status Overview hierarchy.
You have three options:
Current level - The generators will be placed on the currently selected level.
Level below - The generators will be placed on the level below the currently-selected item.
Top level - The generators will be placed at the top of the structure.
Once you click Create, Structure will add a series of generators to:
Add work items from the selected projects (JQL/Text Insert)
Add sub-tasks beneath the stories and tasks (Child Work Items Extend)
Group work items by status (Group by Field)
Synchronize work item order with Jira (Sort by Field)
Adding the Status Overview Preset to an Existing Structure
The Status Overview preset can also be added to existing structures. In this case, in addition to creating the selected hierarchy for the selected projects, it will also group existing work items by status, provided they are in its scope (see Generator Scope for details).