Scope Vitals

User Guide

What the project board is for, how to read progress, and when to use lookup from Apps instead — separate from install and settings.

Why the board exists

Jira's native child list is built for one Epic at a time. That is enough to open a ticket. It is not enough when a team is delivering several epics in the same project and needs a shared view of nested work and progress.

Scope Vitals treats the Jira project as the team. Open the Scope Vitals tab on that project, add the epics that belong there, and the board remembers them. You do not pick a team inside the app. Use the numbers to see what is done — not as a performance rating.

Two places to open Scope Vitals

  • Project tab (saved board) — in a Jira project, next to Board. This is the day-to-day view: add epics, expand children, and switch Count / Pointed. Search suggestions are scoped to that project.
  • Apps → Scope Vitals (lookup) — no project context. Lookup inspects any parent issue key on the site without saving it to a board. Use this when you need a one-off hierarchy, or when you are not already in a project.

Install and first-time setup live in Installation and Setup.

Add and remove epics on the project board

The Add epic field accepts a key, a summary search, or several keys pasted at once (comma, semicolon, or whitespace). Type a key and press Enter even if search returns no rows — you do not need a suggestion hit. On the project tab, click Add to board.

  • Duplicate keys are skipped. Invalid tokens are ignored and listed.
  • A board holds at most 25 epics. Extra keys are skipped with a max-limit notice.
  • Newest additions appear at the top of the list.
  • Remove from board drops that epic from this project only. It does not change the issue in Jira.
  • If you cannot browse an epic, it shows as a hidden issue (Jira permissions). Other people with access still see it.
Project board — add epics, read progress, expand children.

Reading an epic card

Each card shows issue type, key (linked to Jira), summary, and status. The progress chrome is shared with lookup:

  • Count — percentage complete from done ÷ active children. Cancelled children are excluded from both sides.
  • Pointed — the same idea, but only children with a numeric story points value. Unpointed work is ignored in this metric.
  • Lozenges show done / active, pointed done / pointed active, in progress, and cancelled.
  • Show children opens the nested tree. Show cancelled expands that list when it exists.

The nested child tree

Direct children load in a tree, not a paged table. Columns are Type, Key, Summary, Status, Sprint, Story Points, Assignee, and Priority. Keys open the issue in Jira.

  • Click the expand control on a row (▸ / ▾) to load that issue's children. Nested levels load only when you expand them.
  • An expanded branch shows its own progress bar (done, cancelled) for that subtree.
  • Cancelled children stay out of the main tree until you click Show cancelled.
  • In classic projects, if no children are found on the parent field, Scope Vitals automatically tries Epic Link. Lookup shows an info banner when that fallback is used.
Child tree — expand a row to load the next level of the hierarchy.

Progress and cancelled

Scope Vitals tracks delivery the way teams expect from Epic views:

  • Progress (Count) — done ÷ active children. A child counts as done when its Jira status category is Done. Cancelled children are excluded from both the numerator and the denominator.
  • Progress (Pointed) — done pointed ÷ active pointed. Only children with a numeric story points value are included.
  • Cancelled — children whose status matches common cancelled names (Cancelled, Canceled, Won't Do, Won't Fix, Declined) are moved to a separate section. They are not treated as done.

Lookup from Apps

Apps → Scope Vitals is for a parent you are not saving on a project board. Type an issue key (for example PROJ-42) or a summary, then press Enter or View. You do not need a search hit if the key is valid.

Results show a parent card (type, key, summary, status, description), the same progress chrome, and the nested child tree. That inspect is not added to any project board.

Apps lookup — inspect any parent key without saving it to a board.

When to open which view

  • Standup or weekly delivery — open the project tab. Walk the saved epics and Count vs Pointed.
  • Planning a period — add the epics that belong in this project for the period you are tracking.
  • A single parent that is not on the board — Apps → Scope Vitals lookup. Expand nested rows if you need grandchildren.
  • Classic (company-managed) projects — if the tree is empty on a known Epic, check whether children use Epic Link. Scope Vitals falls back automatically; lookup shows a banner when it does.

Questions the board can answer

  • If Count is high but Pointed is low: is most remaining work unestimated?
  • If cancelled is large: is Done being used for work that never shipped?
  • If an epic is hidden: who needs browse permission, or should it come off this board?

Keep the ritual small: maintain the project's epic list, read progress in the meeting you already have, and use lookup only when you are inspecting a parent that does not belong on the board. Install, settings, and first-time setup live in Installation and Setup.