How to connect your Jira Instance to the Web app
Here are all the steps that you would need to complete in order to connect your Jira to the Web app:
1. First, open your Settings in the Web app.
2. Go to the Integrations tab, and from this page, redirect to your OKR Board in Jira.
3. In the Jira app, follow the same steps to open the Integrations tab and copy your Token.
4. Go back to the Web app, paste your Token, and hit Connect.
5. In the pop-up, type in CONNECT and hit the button.
6. Wait till the connection is established.
7. Great! Now your Web app and Jira are successfully connected!
Connection/Disconnection specifications
Entities | Connect | Disconnect | Disconnect |
|---|---|---|---|
Instance | Web app / Jira plugin | Web app | Jira plugin |
License | Keep separate Jira and Web app licenses | Keep separate Jira and Web app licenses | Keep separate Jira and Web app licenses |
Custom dashboards | - | Remove dashboards related to deleted owners? | Remove dashboards related to deleted owners? |
Weights | no change | Keep as before disconnection | Keep as before disconnection |
API tokens | Remain Jira tokens, Hide Web app tokens |
|
|
Users | Combine | Remove Jira plugin only users | Remove web app only users |
Objectives | Combine | Keep as before disconnection | Keep as before disconnection |
Private elements | Combine | Keep as before disconnection | Keep as before disconnection |
KRs | Combine | Keep as before disconnection | Keep as before disconnection |
Jira issues | - | Remove all Jira issues | Keep as before disconnection |
Worksapces | Combine / Rename name duplicates | Keep as before disconnection | Keep as before disconnection |
Groups | Combine |
| Keep as before disconnection |
Labels | Combine / Marge with same names | Keep as before disconnection | Keep as before disconnection |
Custom fields | Combine | Keep as before disconnection | Keep as before disconnection |
OKR levels | Combine / Marge with same names | Keep as before disconnection | Keep as before disconnection |
Statuses | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Thresholds | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Org name | Web app org name | Keep as before disconnection | - |
OKR Hierarchy Configuration | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Dashboard Setting | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
OKR Homepage Setup | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Default states | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Default user role when they are added to a workspace | Get from Jira plugin | Keep as before connection | Keep as before disconnection |
Activity log | Combine | Remove records related to deleted users | Remove records related to deleted users |
Comments | Combine | Remove comments from deleted users | Remove comments from deleted users |
Audit log in groups | Combine | Keep as before connection | Keep as before disconnection |
Notifications history | Duplicated | Keep as before disconnection | Keep as before disconnection |
Schedules | Combine | Keep as before disconnection | Keep as before disconnection |
Images | Combine (set one S3 directory) | Keep as before disconnection (separate S3 directory) | Keep as before disconnection (separate S3 directory) |
User | Web app / Jira plugin | Web app | Jira plugin |
Notifications (settings) | Get from Jira plugin | Remove notifications about removed elements, users | Remove notifications about removed elements, users |
User name | Get from Jira plugin | Keep as before disconnection | Keep as before disconnection |
Default group | Combine | Keep as before disconnection | Keep as before disconnection |
User instance settings (table config, language, onboarding, etc) | Get from Jira plugin | Keep as before disconnection | Keep as before disconnection |