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How to Configure Your Standupify Task List for Automated Daily Reports

When Standupify, your Google Chat standup bot, prompts you for your daily report, you might see a message indicating your task list is unconfigured. This means Standupify can't automatically suggest tasks from your integrated task manager, like Jira, for your standup. Configuring your task list is essential for unlocking the full potential of Standupify's interactive, Jira-integrated standups, saving you time and ensuring accurate reporting.

Standupify Daily Report in Google Chat showing 'You haven't configured task list' message with Refresh and Configure buttons.
An unconfigured task list message in a Standupify Daily Report.

Why Configure Your Task List?

Configuring your task list allows Standupify to automatically present the most relevant tasks based on your individual activity and project status from integrated task managers like Jira. This eliminates manual typing, saves valuable time during daily standups, and ensures accurate, personalized reporting. It directly contributes to the 'Interactive, Jira-Integrated Standups' benefit, making your daily check-ins efficient and focused.

Step-by-Step: Configuring Your Standupify Task List

Follow these steps to set up your personal task list and enable automated task suggestions for your Standupify daily reports:

  1. Identify the 'Unconfigured Task List' Message

    When you receive a Standupify 'Daily Report' message in Google Chat, look for the question like 'What did you do yesterday?' followed by the prompt: 'You haven't configured task list for What did you do yesterday?'. This indicates that your personal task filters need to be set up.

  2. Click the 'Configure' Button

    At the bottom of the Standupify message card, you'll find 'Refresh' and 'Configure' buttons. Click the Configure button to begin the setup process for your task list.

  3. Set Up Your Task Filters

    Standupify will guide you to a configuration interface (likely in a web browser or a direct bot interaction). This is where you define the criteria for tasks Standupify should pull. For users integrating with Jira, this involves creating a JQL (Jira Query Language) query.

  4. Craft Your JQL Query (for Jira Users)

    A JQL query is a powerful way to specify exactly which tasks are relevant to you. Consider what you want Standupify to show:

    • Tasks active yesterday: assignee = currentUser() AND updated >= "-1d" ORDER BY updated DESC
    • Tasks in specific statuses: assignee = currentUser() AND status in ("In Progress", "Done") AND updated >= "-2d" ORDER BY updated DESC
    • Tasks from a specific project: project = "Your Project Name" AND assignee = currentUser() AND updated >= "-1d" ORDER BY updated DESC

    Experiment with different criteria to ensure the query captures your most relevant work. The goal is a flexible and relevant query tailored to your daily reporting needs.

  5. Save and Verify Your Configuration

    Once you've entered your filters or JQL query, save your settings. Standupify will then use this configuration for all future daily reports, automatically generating your task list. You can click 'Refresh' on the Google Chat message card to see the immediate effect of your new configuration.

By following these steps, you transform your daily standup into an efficient, interactive, and Jira-integrated process, minimizing manual entry and maximizing the relevance of your reported progress.

Frequently asked questions

Why is my Standupify task list unconfigured?

Your Standupify task list is unconfigured because you haven't yet set up the personal filters that tell Standupify which tasks to pull from your integrated task manager (like Jira). This setup is necessary for automated task suggestions.

How do I configure my task list for Standupify?

To configure your task list, click the 'Configure' button on the Standupify Daily Report message in Google Chat. You will then be guided to set up filters, typically using a JQL query for Jira integration, to define which tasks are relevant to you.

What is a JQL query and how does it relate to Standupify?

JQL (Jira Query Language) is a powerful query language used in Jira to search for issues. In Standupify, you use a JQL query to define the specific criteria (e.g., tasks assigned to you, updated recently, in certain statuses) that Standupify should use to fetch tasks for your daily report.

How can I get Standupify to suggest my tasks automatically?

Standupify will automatically suggest your tasks once you configure your personal task list. This involves setting up filters, such as a JQL query for Jira, that specify which tasks are relevant to your daily standup report.

What should I do if my Daily Report message says 'You haven't configured task list'?

If you see this message, simply click the 'Configure' button on the Standupify Daily Report card in Google Chat. This will initiate the process to set up your task filters and enable automated task suggestions.

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