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Rollups

Last updated: 10 May 2026

Last updated: April 2026

See the health of every epic and initiative at a glance — without drilling into child issues.

Overview

Board Studio automatically rolls up Jira field values from child issues (stories, tasks, sub-tasks) to their parent cards (epics, initiatives). Instead of opening each epic to check progress, you see aggregated metrics directly on the board — live and always up to date.

What Are Rollups?

Rollups are aggregated metrics displayed on parent-level cards. Board Studio inspects the parent–child hierarchy in your Jira data and computes summary values automatically:

  • An Epic rolls up data from its Stories and Tasks.
  • An Initiative rolls up data from its Epics (and transitively from Stories).

No manual configuration of hierarchy is required — Board Studio reads Jira’s native parent/child relationships.

Built-in Rollup Metrics

Board Studio ships with six purpose-built rollup metrics:

Symbol Metric Description
# Child Count Total number of child issues under this parent
Σ Total Points Sum of story points across all children
▦ Status Distribution Visual bar showing the breakdown by status category (To Do / In Progress / Done)
% Completion % Percentage of children whose status category is “Done”
! Blocked Count Number of children that have at least one blocker link
⇆ Cross-Dependencies Count of dependency links pointing to issues outside this parent’s scope

Tip: Hover over any metric chip to see a tooltip with the full aggregation context — for example, “Story Points (Sum): 42 from 8 children”.

Dynamic Rollups — Roll Up Any Jira Field

Beyond the built-in metrics, Board Studio can roll up any Jira field from child issues. The aggregation type is automatically inferred from the field’s data type:

Field Kind Available Aggregations Example
Numeric (Story Points, Custom Number) Sum, Average, Min, Max Sum of remaining estimate across children
Categorical (Status, Priority, Labels) Distribution, Count Priority distribution bar on an epic
Multi-categorical (Labels, Components) Count Distinct, Distribution Unique label count across children
Date (Due Date, Created) Min, Max, Range Earliest and latest due dates
Boolean (Flagged) Count Number of flagged children
People (Assignee, Reporter) Count Distinct, Distribution Number of unique assignees
Text (Summary, Custom Text) Count Distinct Number of distinct values

Board Studio supports eight dynamic aggregation modes in total: sum, avg, min, max, distribution, count, countDistinct, and range. The appropriate modes are automatically inferred based on the field’s data type.

Note: Dynamic rollups use the same visual chip format as built-in metrics. Numeric rollups display symbol + value; categorical rollups display a segmented distribution bar.

Configuring Rollups

Choose Which Rollups Appear

Configure which rollup metrics are displayed on parent cards through the Card Layout Editor:

  1. Open the Configuration Sidebar.
  2. Navigate to the Card Layout section.
  3. In the rollups area, toggle individual metrics on or off.
  4. Reorder metrics by dragging them into your preferred sequence.

Card Preview

Before applying your changes, the Card Preview shows exactly how rollup chips will appear on a parent card — including chip order, spacing, and visual style.

Rollups and Semantic Zoom

Rollups are designed to work hand-in-hand with Semantic Zoom:

Zoom Level Rollup Behavior
Zoomed in (card detail) Individual child cards are visible; rollups optional
Zoomed out (overview) Child cards collapse; parent cards prominently display rollup metrics

This means that as you zoom out to see the big picture, rollup metrics become your primary source of information — showing epic and initiative health without needing to zoom back in.

Why It Matters

Without Rollups With Rollups
Open each epic individually to check progress See completion %, story points, and blockers on every epic at once
Manually count blocked children Blocked count (!) highlights at-risk epics instantly
No visibility into cross-team dependencies Cross-dependency count (⇆) surfaces integration risks
Status meetings require drilling into backlogs Board overview provides a ready-made status report

Tip: Combine rollups with Focus Mode — focus on a single epic to see its rollup metrics alongside all its expanded children.

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