At Linaro, one way or another, we do a weekly report cycle to our groups, members and Linaro.

This can be done in multiple ways, but it's always good that we do at least one of them, to make the lives of project managers, tech leads and member services a bit easier.

Every month, we also use that information to prepare an /wiki/spaces/EMR/overview, so having accurate information on your progress is important to report them to our members.

For our group, we have chosen to use Jira directly and update the tasks we're working on as often as necessary. This is mainly up to the engineers, but it has to be done at least once a week.

Jira update

Now that we're all using Jira Kanban boards, we can see our progress as it happens. Adding comments directly to the tasks, moving them across the board and creating new tasks on the fly is the best way to report your progress without adding bureaucracy to the process.

Furthermore, project managers and tech leads scan the Jira updates (using weekly and monthly filters based on changes to cards) to know what happened. These updates are scanned by hand and scripts, and they update other project management structures, "Health Check" and "Engineering Update" reports every month.

Three Levels

Our Jira has 3 levels:

Initiatives

• Major projects, discussed at the TSC level with vague descriptions and general ideas.
• Owned by the TSC representatives
• Long term (year+ scale)
• Engineers should ignore these

Epics

• Breakdown of initiatives, with concrete expectations, definite tasks
• Owned by the main engineer working on it
• Medium term (week~month scale)
• Engineers should update it at least once a week with TSC updates (not working comments)

Sub-tasks

• Breakdown of epics, where the work actually happens
• Owned by the engineer working on it
• Very short term (day~week scale)
• All working comments, attachments and discussions should go here

TSC members only see Initiatives and Epics, so we keep the noise down on that level and crank it up at the sub-task level. Right now we update the members with a "Health Check" card and the "Engineering Update", so the epics are mostly for organisational purposes. But they still shouldn't have noise, so we do not update them with development comments. All of that go into tasks.

Basic Rules

Managing Epics

If you own an Epic, make sure the tasks beneath it are up-to-date and reflect your current work, at least to a week granularity.

Do not update Epics with comments or attachments, only use it to create new tasks and high-level update once a week. Create as many tasks as you need, whatever makes you more productive.

Feel free to resolve tasks that won't be worked on. The tech-lead will look at all the resolved tasks weekly and close them or ask questions (like where's the docs, commit link, how did you test, etc).

If you finished working on an epic, or need to create a new epic, talk to the tech-lead, so you can close it and properly update the TSC with the result of that work.

This is intended to reduce the noise at the TSC level.

Plans for next week

Open epics are unassigned, meaning no one will work on them any time soon. Once you plan on working with something, assign that card to you (or create a new one and assign it), so that it appears in your TODO column.

You can keep cards in the TODO column for weeks, as long as you have enough in the In Progress and what's in there is more important than what's in TODO, that's perfectly fine.

We also don't care much about the priority field in the cards, but you can use it for your own benefit.

The only thing that matters to us is:

• regular comments means regular work being done
• cards to be in the right columns

Important: Do not update work hours / points on the Jira cards. Those are completely ignored by everyone and every script. Instead, just keep the right cards in the right columns and that's more than we need.

Problems and blockages

All problems and blockages should be reported immediately at the appropriate channels, copying your internal development list and your tech lead.

Infrastructure problems need to be reported to ITS, Lab and Systems teams or other teams in LEG. Builds and releases reported back to Builds, toolchain, kernel or even LAVA teams.

Long term blockages warrant moves to the Blocked column, but only after you have reported and followed up in the right channels.

These mark tasks as completely blocked, meaning you cannot work at all without the other teams removing the blockage, and will fire a salvo of urgent requests across all involved teams.

Do not move them to the Blocked column unless:

• The task being blocked is urgent or the most important task you have In Progress, and
• The blockage will not be resolved by waiting, ie, needs working with other teams before solving it.

Overall

The following picture summarises the usage of Jira:

And the three points below summarise the weekly cycle updating Jira:

• Constantly update cards with comments and workflow movement (drag&drop on Kanban board). At least once weekly, possibly once daily, preferably as you complete blocks of work.
• Make sure the tasks are in the right column. Pay attention to the roles of the columns, and use them wisely. You should do that at least once a week.
• Use mailing lists, IRC, email, Hangouts for all other updates, conversations, collaborations and to interact with other teams.