The monday.com Jira Projects Progress template makes it so that client-facing and product teams can stay up to date on the progress of the R&D team's work. It also allows client-facing teams to communicate directly with the developers in charge of each task. All without going into Jira to check the progress!
If you're interested in setting up a one-stop solution to integrate Jira with monday.com, read on.
How to set it up
To set up the Jira solution, you will first need to create a new board from a template. Choose the option to "See More Templates":
Clicking "See More Templates" will open the Template Center. One in the Template Center, scroll down to the Software Development category on the left-hand side. Then select the "Jira Projects Progress" template:
After selecting this template, you will be prompted to enter your Jira credentials:
After you input your credentials, click "Connect". Follow the prompts to choose the information you would like to import.
What will import?
Information in the board columns
By default, your data will import the Jira Summary to the first monday.com column (also called the Name column). All other fields from Jira will be entered into the monday.com column with the matching name. For example, your Story Points in Jira will be populated in the "Story points" column on your board.
Components will pull in as their own individual items even though they are categories containing issues. The import also doesn't use subitems.
The "Jira Issue" column is a link that will take you to the issue in Jira.
If you enter the Integration Center by clicking on the Integrate button on your board, you will also see an integration recipe.
You will see a recipe that reflects the settings you selected during the import:
Future changes that meet these conditions will be imported to your board.
Pulling in the assignee
If you want to pull a person into the "Assignee" column on monday.com, you need to change Contact permissions in Jira to "Anyone" for each individual. To change the contact permissions, enter your Jira account, click on your avatar and choose "Account Settings":
Then, select "Profile and visibility":
Scroll down to "Contact" and next to your email address, choose "Anyone":
Populating the "Assignee" column
To properly populate the "Assignee" column, the email address for the individual on monday.com must be the same as the email address for the individual in Jira.
If the email address is not public in Jira, then the Jira display name will be used instead of the email address to find a match on monday.com for the "Assignee". For this to work, the display name on monday.com needs to be the same as the display name in Jira.
If there are two users with the same display name on monday.com and in Jira, the "Assignee" column will populate with both people.
The included Chart View can be used to track each epic's completion by percentage:
The Workload View allows you to see and manage each developer's weekly capacity. This view is set up to factor in story points. If a developer is overloaded, the bubble representing their workload will be red. You can easily make adjustments to each developer's assignments by clicking on the red bubble.
The Gantt View is also included. You can use this view to stay on top of release dates. With the Gantt View, it will be easier than ever to keep your clients and team members up-to-date!
If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!