Installation Guide
Get Delivery Doctor running in your Jira project in under 5 minutes.
Prerequisites
- Jira Cloud instance — Data Center is not supported.
- A site admin to approve the one-time installation — only needed once per site.
- At least one Jira project with issues — to analyze.
No admin rights needed for everyday use
Only a site admin needs to approve the initial installation. After that, any project member can open and use Delivery Doctor — the app uses its own credentials to read project data.
Installation Steps
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Get the App from Marketplace
Visit the Delivery Doctor listing on Atlassian Marketplace. Click Get it now or Try it free to begin the installation. -
Select Your Jira Site
Choose the Jira Cloud site where you want to install Delivery Doctor. You will need admin permissions on that site. -
Authorize Permissions
Review and approve the required scopes:read:jira-work— read project issues, statuses, and boardsread:jira-user— read display names for assignee datastorage:app— store settings and cached analysis results
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Open Your Jira Project
Navigate to any project where you want to use Delivery Doctor. -
Find Delivery Doctor in the Project Tabs
Look for the “Delivery Doctor” tab in the project navigation bar at the top. Click it to open the app.The app appears as a project page tab at the top, not in the left sidebar or the global “Apps” menu. If you don’t see it, check Troubleshooting.
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Complete the Setup Wizard
On first launch, a setup wizard will auto-detect your blocker method, sync project data, and generate your first health report. Details below.
Setup Wizard
The setup wizard runs automatically the first time you open Delivery Doctor in a project. It has 5 phases — most projects complete in under 30 seconds.
Phase 1: Welcome
Shows the detected project name and key as a badge. Two info boxes explain what you’ll get (8 pattern detectors, Health Score, recommendations, smart features) and how setup works (auto-detect blockers, sync data, generate report).
Click “Start data collection” to begin.
Phase 2: Auto-Detection
The wizard automatically scans your project for blocker tracking methods:
- Jira Flags — the built-in “Impediment” flag on issues
- Blocked-like statuses — workflow statuses named “Blocked”, “On Hold”, etc.
If exactly one method is found, it is selected automatically and the wizard skips straight to Phase 4 (Syncing). If both methods are found, or neither is detected, the wizard moves to Phase 3 for manual selection.
Phase 3: Manual Selection (conditional)
This phase only appears when auto-detection cannot decide. You choose between:
- Jira Flag (Impediment)
- Custom Status — with a multi-select dropdown to pick the specific statuses
Click “Continue” to proceed.
You can change this later
The blocker detection method can be updated at any time in Settings (gear icon → Blocker Detection).
Phase 4: Syncing
A progress bar shows the sync stages:
- Creating settings (30%)
- Fetching project issues (50%)
- Analyzing bottlenecks (80%)
- Finalizing (95%)
Phase 5: Complete
Displays the results: “Found X patterns in Y issues”. Click “Go to Dashboard” to start using the app.
After Installation
Once setup is complete, you’ll see the main dashboard with these sections:
- Health Score — semicircle gauge with A–F grade and color-coded arc
- Segmented Indicator — visual breakdown of pattern distribution across severity levels
- Team Pulse — workload distribution: Overloaded, Unassigned, and Healthy members
- Delivery Risks — active delivery issues (aging work, blockers, due dates, rework, estimation variance)
- Hygiene — backlog and waste issues (backlog rot, wasted efforts)
- Healthy Areas — pattern types with no detected issues
For a detailed explanation of each metric and threshold, see Patterns & Health Score.
Working with Issues
Click any issue row to open it in a native Jira modal — edit fields, change status, add comments without leaving the dashboard. Use Cmd/Ctrl + Click to open in a new browser tab instead.
When you close the modal, the dashboard performs a Smart Spot Refresh — updating only that issue in ~200ms. See Smart Features for details.
Updating Settings
- Click the gear icon in the top-right corner of the dashboard.
- Adjust status mapping, filters, or any other settings as needed.
- Click Save.
- Click Refresh to re-analyze the project with your new settings.
Troubleshooting Installation
You're All Set!
Now that Delivery Doctor is installed, learn how to read the metrics or explore the smart features.
