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Connect a Jira instance to a project

  • Updated

Who can use this feature?

  • Organization administrators, workspace administrators, and workspace users.
  • Available for all packages.

Connect a Jira instance to a project to start pushing tasks into Jira. The platform projects to Jira relationship supports many to one, meaning that you can connect multiple platform projects to a single Jira project.

You need to set up a Jira connection in your workspace before you can connect it to an a project.

On this page:

Connect to an existing platform project

To connect a Jira instance to an existing platform project:

  1. Go to Projects/tasks.
  2. Find the project you want to connect with and select View project.
  3. Select Add issue tracking project.
  4. In the Issue tracking software field, select Jira.
  5. Choose the Jira instance and project you want to connect to.
  6. Select Save.

Connect to a new platform project

To connect a Jira instance to a new platform project:

  1. Go to Projects/tasks.
  2. Select Create project. Learn more about creating and editing projects.
  3. Fill out the required fields.
  4. Select Add issue tracking project.
  5. In the Issue tracking software field, select Jira.
  6. Choose the Jira instance and project you want to connect to.
  7. Select Save.

Related article: Push tasks to Jira

Configure progress mapping

Progress mapping allows you to synchronize the progress of a task and the status of a Jira ticket. When a Jira ticket status is updated, the task progress automatically updates in the platform (and vice versa).

Below, we’ve connected a “Done” status from Jira to the “Requires review” status in the platform. When the Jira ticket is moved to “Done,” the task progress will automatically update to “Requires review” on the platform, and vice versa.

Note that changing the status to “Requires review” doesn’t automatically request progression testing on your tasks. You still need to request progression testing using the Request Support button.

Image shows the progress mapping page with jira statuses in one column and the corresponding Level Access Platform task progress in the other column.

Note: Always configure your progress mapping in the same flow as your Jira workflow schemes. Learn more about Jira issue workflows.

To map your Jira and Level Access project progress:

  1. Go to Projects/tasks.
  2. Find the project you want to map to and select the three-dot action menu.
  3. Select Configure Progress Mapping.
  4. Choose the Jira statuses you want to connect with each platform task progress. Note that each Jira status can only be connected to one platform task progress.
  5. Select Save.

Configure fields

Note: Only Enterprise customers can configure optional fields.

If you have required fields other than Summary and Description in your Jira instance, you’ll need to configure them on the platform first. Once they’re configured, you can push tasks to Jira. Enterprise customers can configure optional fields that the platform supports. For example, Severity. The optional fields vary depending on your Jira project and issue type. Note that the platform doesn't support all Jira fields. For example, JSON items.

Note: You won't be able to push tasks to Jira if you:
  • Have an on-premise Jira instance and User is a required field.
  • Created required fields using validators.

To configure the fields:

  1. Go to Projects/tasks.
  2. Find the project you want to configure the fields for and select the three-dot action menu.
  3. Select Configure fields.
  4. Choose the issue type with required fields.
  5. Select Retrieve all fields. Any required or optional fields from the Jira project will load. Required fields are marked with an asterisk and optional fields are not.
  6. In the Element column, select default options for each field you want to configure.
  7. Select Save.

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