← Plugins
Jira
Link projects to Jira Cloud or Server / Data Center: issues assigned to you become tickets, Done moves the issue, and the PM and workflows search, edit and move issues, sprints and epics.
What it needs
A connection:
Jira
A Jira Cloud site or a Jira Server / Data Center instance. A project links to it in its settings: issues assigned to you become tickets, and Done moves the issue. The PM and the Jira steps search, create, edit, move and comment on issues, and manage sprints and epics.
- Address
- Your Jira Cloud site, or your Jira server’s address (https://jira.example.com).
- API token or personal access token
- Cloud: at id.atlassian.com → Security → Create and manage API tokens → Create API token. Server / Data Center: your profile → Personal Access Tokens → Create token (sent as a bearer token).
- Settings
- Jira, Email, Field names, Epic Name field, Epic Link field, Sprint field, Backlog sections
For each project: Issues assigned to you in this scope become Draft tickets (checked every minute), and moving a linked ticket to Done moves its issue.
Workflow triggers
Events that can start a workflow.
- Jira issue createdA new issue in a project's Jira scope (checked every minute; linking a project only records where it is).
- Jira issue updatedSomeone changed fields of an issue in a project's Jira scope (
changednames them). - Jira issue transitionedAn issue in a project's Jira scope moved to another status.
- Jira issue commentedSomeone commented on an issue in a project's Jira scope.
Workflow steps
- Test JiraSigns in with a Jira connection:
{{steps.<id>.user}}is who it is; a connection that fails fails the step. - Search JiraIssues a JQL query finds:
{{steps.<id>.issues}}is a list of {key, summary, status, assignee, sprint, epic, placement, ticketId};{{steps.<id>.next}}reads the next page. - Read a Jira issueOne issue with its description and comments:
{{steps.<id>.status}},{{steps.<id>.sprint.name}},{{steps.<id>.fields.<mapped name>}}. - Import a Jira issueMakes a Draft ticket from a Jira issue (its summary and description), linked to it. When a ticket already links the issue nothing is made and the step leaves by
exists: an issue is never imported twice. - Create a Jira issueCreates an issue in a Jira project; its key is
{{steps.<id>.key}}. - Edit a Jira issueChanges an issue's fields or assignee;
{{steps.<id>.changed}}lists the fields set. - Comment on a Jira issueAdds a comment to a Jira issue; its id is
{{steps.<id>.commentId}}. - Jira issue's transitionsThe moves open to an issue now and the fields each needs:
{{steps.<id>.transitions}}. - Move a Jira issueMoves a Jira issue (by key, or a ticket's linked issue) through the transition named
to, or the one leading to that status, with the fields its screen needs (fields). An issue already there counts as done; no such transition from its status leaves byunavailable; a required field left out fails the step, naming it. - Jira boardsJira's boards:
{{steps.<id>.boards}}is a list of {id, name, type, project}. - Jira sprintsA board's sprints:
{{steps.<id>.active}}is the active ones (backlog sections left out),{{steps.<id>.sections}}the backlog sections. - Jira boardA board's issues with where each sits:
{{steps.<id>.issues}}, each withplacement{area: sprint, section, future or backlog; sprint; status}. - Move Jira issues to a sprintMoves issues into a sprint (the board's active one, one by name or id, or a backlog section) or back to the backlog.
- Set Jira issues' epicPuts issues in an epic, or takes them out of theirs (
epicempty).
Ready-made workflows
- Import assigned Jira issues (installed with it)
- Done moves the Jira issue (installed with it)
Tools
The PM can:
jira_checkTest a Jira connectionjira_searchSearch Jira with JQLjira_issueRead a Jira issuejira_importImport a Jira issue as a ticketasks you firstjira_createCreate Jira issues and epicsasks you firstjira_editEdit and assign Jira issuesasks you firstjira_commentComment on Jira issuesasks you firstjira_transitionsSee how a Jira issue can movejira_transitionMove Jira issues through their workflowasks you firstjira_boardsList Jira boardsjira_sprintsList a Jira board's sprintsjira_boardSee where issues sit on a Jira boardjira_sprintMove Jira issues between sprints and the backlogasks you firstjira_epicPut Jira issues in an epic or take them outasks you first
More in the docs: Plugins and connections.