USER MANUAL

Jira Integration

CONTENT
OVERVIEW

WHAT IS NEW

CONNECTING

BITRIX24 CONTACT SLIDER PANEL

Viewing Jira issue list of Bitrix24 contact
Filter and search in Bitrix24 contact slider panel
Switching from Bitrix24 to Jira for detailed issue description
Creating Jira issues
WORKGROUP
Binding Jira project to Bitrix24 workgroup
Unbinding Jira project from Bitrix24 workgroup
Creating issues
Viewing Jira issue list of Bitrix24 workgroup, switching from Bitrix24 to Jira for detailed issue description

DOWNLOAD

UNINSTALL

FEEDBACK
OVERVIEW
Now you can integrate Jira with Bitrix24. Create Jira issues, view Jira issue data and easily
switch from Bitrix24 to Jira for detailed issue description – all your Jira interactions can be
controlled directly from inside your Bitrix24 account.

WHAT IS NEW
Feature description
Jira version 3.0 includes:

1) Implemented selection of a Jira organisation if more than one is available.

2) Added user notifications when integration with a previously selected Jira organisation is
not available.

3) Fixed a number of bugs.

CONNECTING
To get started with Jira, click on the “Log in” button to authorize in the application.
If the user is not authorized in Jira, a window with authorization will appear after clicking on
the “Log in” button.

After successful authorization, there will appear a screen with a list of access rights (scopes)
and a list of accounts that can be connected with Bitrix24.
If you have several Jira organizations (domains), after successful authorization you will be
taken to the application page with the selection of a Jira organization (domain). You will have
to select a Jira organization in order to continue using the functionality of the application.

After selecting the account, the user needs to click on the “Accept” button. After clicking on
the “Accept” button, the user will return to the application page with the data from Jira.
BITRIX24 CONTACT SLIDER PANEL

Viewing Jira issue list of Bitrix24 contact

Any Bitrix24 account user, who is authorized in the application, can view a list of issues of
Bitrix24 contact in Jira.

To do that, go to Bitrix24 contact slider panel and click on the “Jira Issues” link in the slider
panel menu.

After that, a table with a list of all Jira issues for the user will open on a separate tab of
Bitrix24 contact slider panel. ​Attention! Linking and displaying the list of Jira issues of
Bitrix24 contact is based on the email address of the contact.
Bitrix24 contact slider panel includes the following fields:

● Project
● Summary
● Assignee
● Creator
● Type
● Priority
● Status
● Created

Filter and search in Bitrix24 contact slider panel

When viewing the Jira issue list in Bitrix24 contact slider panel, the search by issue name is
available.

Also, when clicking on the search field, a search filter for Jira issue in Bitrix24 contact slider
panel becomes available.
Fields that are available to Jira issue list filter:

● Project
● Summary
● Assignee
● Creator
● Type
● Priority
● Status
● Created

Also, when clicking the “Add Field” button, the user can adjust which fields to add to the filter
and which fields to remove from the filter.
Switching from Bitrix24 to Jira for detailed issue description
Your Bitrix24 account user can view detailed information about the issue by clicking on an
external link to go to Jira ServiceDesk. To do that, click on the hyperlink in the issue list.
Creating Jira issues
All Bitrix24 user, authorized in Atlassian, can create issues.
except those users who have this right limited on the Jira side
Otherwise, the “Create Issue” button will be unavailable and the user will only be able to see the issue
list in the workgroup.
To create an issue, go to the contact slider panel and click on the “Jira Issues” button in the
Activity History of Bitrix24 contact slider panel, then click on the “Create Issue” button.

After that, the “Create Issue” form will open.

In the “Create Issue” form the following fields need to be filled in:

● Creator (the field is not editable)

● Summary
● Description
● Due Date
● Project
● Issue Type
● Parent Issue (in case “Sub-task” is chosen in the “issue type”)
● Priority
● Assignee

You can create an issue by clicking on the “Add” button. The information about the created
issue is displayed in the issue list in the contact slider panel.
WORKGROUP

Binding Jira project to Bitrix24 workgroup

When opening Jira issues, Bitrix24 workgroup administrator will see a pop-up window. In the
pop-up window they need to select one of the projects created in Jira.

After choosing the Jira project, click on the “Bind” button, and the project will bind to Bitrix24
workgroup.
Unbinding Jira project from Bitrix24 workgroup

Bitrix24 workgroup administrator can unbind Jira project from Bitrix24 workgroup. To do that,
click on the “Unbind Project” button. At the same time, the issue list in Jira will remain
unchanged.

After that, a pop-up window will appear to confirm Jira project unbinding from Bitrix24
workgroup. You can either confirm unbinding or close the pop-up.
Creating issues
All Bitrix24 user, authorized in Jira ServiceDesk, can create issues.
except those users who have this right limited on the Jira side
To create an issue, go to the workgroup and click on the “Jira Issues” button in the Activity
History of the workgroup, then click on the “Create Issue” button.
After that, the Create Issue form will open.

In the Create Issue form the following fields need to be filled in:
 ● Project (the field is not editable)
● Summary
● Description
● Due Date
● Issue Type
● Parent Issue (in case “Sub-task” is chosen in the “issue type”)
● Priority
● Assignee

You can create an issue when you click on the “Add” button. The information about the
created issue is displayed in the Activity History of the workgroup.

Viewing Jira issue list of Bitrix24 workgroup, switching from

Bitrix24 to Jira for detailed issue description

Viewing Jira issue list of Bitrix24 workgroup works the same way as described in the
subsection ​Viewing Jira issue list of Bitrix24 contact.

The only difference is:

1) the name of your project in Jira is indicated in Bitrix24 workgroup.

2) Bitrix24 workgroup table includes the following fields:

● Summary
● Assignee
● Creator
● Type
● Priority
● Status
 ● Created

Switching from Bitrix24 to Jira for detailed issue description in Bitrix24 workgroup works the
same way as described in the subsection ​Switching from Bitrix24 to Jira for detailed issue
description.

Filter and search in Bitrix24 workgroup works the same way as described in the subsection
Filter and search in Bitrix24 contact slider panel.​​The only difference is filtering by “Project”.

DOWNLOAD
Jira Integration app can be installed from inside your
Bitrix24 account or ​via public marketplace.

UNINSTALL
To uninstall the application from your Bitrix24 go to the Applications → My Apps →
Jira Integration detail page and click on the delete button.

FEEDBACK
If you have any questions or proposals for adding new features, please write to us
at ​[email protected]​.