Table Of Content

Step 1:
Navigate To the Integration Page  Step 2:
Integrate With Jira  Step 3:
Managing Integration Settings And User Access 

To enable the Jira integration, you must be an administrator. 

Step 1: Navigate To The Integration Page 

  • Navigate to the OKR Admin section. 
  • Go to the Integration section.
  • An option called Jira Integration should be visible. Click on this to open the integration page.

Step 2: Integrate With Jira 

  • On the Jira Integration page, you must see a toggle to “Turn on progress update using Jira”. 
  • This feature allows you to update key result progress based on the number of tasks completed in Jira. 
  • The toggle will be off by default. When you turn it on, a pop-up titled “Integrate with Jira” should appear for the connection setup. 
  • In the pop-up, enter the following mandatory details: 
  • Email Address (In Jira): Enter the admin's Jira email.
  • Server: This field should be filled with your Jira server URL. (e.g., http://my-company.atlassian.net/) 
  • API Token: Enter the API token generated from your Jira account. You can generate this token by visiting Manage Profile >> Security >> API Tokens. 
  • Click the Connect button to validate the credentials with Jira.
  • If the credentials are valid, the Jira connection will be established successfully. 

Step 3: Managing Integration Settings And User Access 

After connecting to Jira, you can configure progress calculations and control user access from the Manage Integration page. 

Access the Manage Integration Page 

  • Click on the Manage Integration link, which should be placed above the toggle button. 
  • This will open a new page split into three sections, each with clear headers: Jira Credentials, Progress Calculation Settings, and User Access Control. 

Jira Credentials 

  • If there are any changes with the credentials in Jira, it should be updated in this section. 
  • Admins can change any of the fields and click on the Connect button. 

Configure Progress Calculation Settings 

  • This section has three numerical boxes for the status categories: To Do, In Progress, and Done. 
  • The default percentage values are 0% for To Do, 50% for In Progress, and 100% for Done. 
  • The progress of the linked key results will be calculated based on the status of Jira issues based on the values filled. 
  • You can change these values as per your organization, between values 0 and 100. Always ensure that the values follow the logical order: To Do < In Progress < Done. If this condition is violated, you will be unable to save this. 

Control User Access 

  • This section allows the admin to define which users are permitted to use Jira Integration within the product. 
  • There are two radio button options: Allow all users and Allow selected users. 
  • By default, Allow all users will be selected. If you click on Allow selected users, a pop-up titled “Edit Jira Users” will be displayed. 
  • The pop-up shows a searchable, paginated list of all active users in the tenant, with columns for Name, Designation, and Organizational Unit (OU).
  • Once you select one or more users and click Save, only the selected users will have access to link Jira.