Pulse Board Documentation

Complete guide to help you get started and make the most of Pulse Board

Introduction

Pulse Board is a powerful visualization tool that helps you understand your Jira projects better. It provides timeline views, risk analysis, and comprehensive analytics to keep your team on track.

Pulse Board Timeline View
Pulse Board Board View
Pulse Board Analytics View
Pulse Board Risk Analysis

Sign In to Pulse Board

Authentication with Google

Pulse Board uses Google OAuth for secure authentication. Simply click the "Sign in with Google" button on the home page to get started.

Screenshot: Sign In Process

Home page with Sign in with Google button

What happens when you sign in:

  • Your Google account is used for authentication only
  • No access to your Google data is requested
  • Your Jira credentials are encrypted and stored securely in your browser
  • You'll be redirected to the Settings page to configure your Jira connection

Security & Privacy

Your Jira credentials are never sent to our servers. They are encrypted and stored locally in your browser using industry-standard encryption. Only you have access to your data.

Getting Started

Quick Start Guide

Once you've signed in and connected to Jira, you're ready to start using Pulse Board. Here's what you can do next:

  • Select a project from the project selector to view its data
  • Explore the Timeline view to see issue progression
  • Check the Board view for workflow status
  • Review Analytics for project insights
  • Monitor Risk indicators for potential blockers

Pro Tip

Use the filters at the top of each page to narrow down your view by assignee, issue type, status, or risk level. This helps you focus on what matters most to you and your team.

Setup & Configuration

1. Connect to Jira

Navigate to Settings and configure your Jira connection with your instance URL, email, and API token.

Screenshot: Jira Configuration

Jira Connection configuration page

2. Create a Project

Create a new project by entering a name and JQL query to fetch your Jira issues.

Screenshot: Create Project

Projects page with Add New Project form

Timeline View

The Timeline view shows your issues on a horizontal timeline, making it easy to see when work started and how long it has been in progress.

1. Timeline Overview

Screenshot: Timeline Page

Full timeline view with horizontal scrolling

2. Timeline Filters

Screenshot: Timeline Filters

Timeline with filters (Assignee, Type, Status, Risk)

3. Issue Details on Timeline

Screenshot: Timeline Event Details

Clicked event showing side panel with details

Key Features:

  • Horizontal scrolling timeline
  • Color-coded by risk level
  • Click any issue to see detailed information
  • Filter by assignee, type, status, and risk

Board View

The Board view organizes your issues in columns by status, similar to a Kanban board.

1. Board Overview

Screenshot: Board Page

Full board view with columns (To Do, In Progress, Done, etc.)

2. Board Filters & Views

Screenshot: Board Filters

Board with filters and By Ticket / By Epic toggle

3. Issue Side Panel

Screenshot: Board Issue Details

Board with side panel open showing issue details and risk

View Options:

  • By Ticket: View individual issues sorted by risk
  • By Epic: Group issues under their epics
  • Load more issues with the "Load more" button
  • Issues are automatically sorted by risk (High → Low)

Risk Analysis

Pulse Board automatically analyzes your issues to identify potential blockers and delays.

Screenshot: Risk Panel

Issue Details showing Risk Tab with analysis

Risk Levels:

CRITICAL

Issues open for over 60 days or stuck in review

HIGH

Issues open for 30-60 days or in status for extended time

MEDIUM

Issues open for 14-30 days

LOW

Recently opened issues (under 14 days)

Analytics

Get insights into your project progress with detailed charts and metrics.

1. Analytics Overview

Screenshot: Analytics Page

Analytics page with charts and metrics

2. Analytics Charts

Screenshot: Analytics Charts Detail

Close-up of analytics charts (Issues Created/Resolved, Status Distribution)

3. Issue List with Risk Filter

Screenshot: Analytics Issue List

Issue list with risk filter and search

Key Metrics:

  • Issues created and resolved over time
  • Status distribution
  • Priority breakdown
  • Team member activity
  • Filter by risk level, type, and search by keyword

Filters & Search

Use filters to focus on specific issues and find what you need quickly.

Interactive Demo: Filter Usage

Available Filters:

  • Assignee: Filter by who is working on the issue
  • Type: Bug, Task, Story, etc.
  • Status: To Do, In Progress, Done, etc.
  • Risk: Critical, High, Medium, Low
  • Backlog Time: Optionally exclude time spent in backlog from risk calculation

Tips & Tricks

Keyboard Shortcuts

Press ESC to close any open panel or modal

Dark Mode

Toggle between light and dark themes using the sun/moon icon in the header

Open in Jira

Click "Open in Jira" button in the issue details panel to view the issue in Jira directly

Risk Notification Badge

The notification badge in the header shows how many high-risk issues need attention

Need more help? Check your Jira connection settings or contact support.