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Configure Jira integration

Users with appropriate Jira access permission will be able to connect Jira projects with Gantt Chart macro to sync tasks across platforms.

How to connect to a new Jira site

You can enable Jira integration by following these steps:

  1. Click on the Gantt Settings, go to Jira tab

  2. Click the “+“ icon

    image-20240722-090915.png

  3. Select the site you want to connect to. Then click the Accept button to authorize the app.

    Authorize GCP.png

  4. Click the refresh icon to load the site

    image-20240722-091042.png

  5. Map Jira fields

    To sync the task schedule between Confluence Gantt Chart and Jira, you need to map the Gantt fields with corresponding Jira fields.

    The mapped Jira fields must be added to the editing and creating screens so that the app can update the field values. You might need to contact your Jira admin to configure the screens.

image-20240722-091218.png

About bidirectional sync between Gantt chart and Jira

Once you’ve mapped corresponding Jira fields with Gantt chart Start and Finish dates and effort, these fields will be automatically synced.

Dates field

Auto-scheduling mode will be disabled for synced Jira tasks (Jira to Gantt sync)
When you manage tasks based on the synced Jira date fields, the auto-scheduling mode will be disabled. Open the “Mannually Scheduled” column and uncheck this option to re-enable auto-scheduling, this option will override changes from Jira.

Synced dates from Gantt to Jira

Synced dates from Jira to Gantt

  • When you create a new Jira issue from Gantt and add the Start - Finish dates, the set schedule will be reflected on the Jira issue details.

  • When you make changes from Gantt, the updated field value will also be synced to Jira.

Sample jira issue.png
Insert Jira issue - sync dates.gif

  • When you update the Jira date fields, these changes will be shown automatically in Gantt view mode

  • When you open the Gantt editor, you’ll be prompted to save the new synced date. You’ll see an indicator on the task with new synced dates:

sync date notification.png

Effort field

Configure field mapping under Gantt settings → Jira

You can map Gantt effort field with Jira Original estimate or Current estimate

*Current estimate = Time spent + Time remaining

Synced Effort with Original estimate

Synced Effort with Current estimate

  • When updating the Gantt from Jira, the effort is calculated as aggregated Original estimate. Here, 'aggregated' means the total of the Jira issue and its sub-tasks.

  • When updating the Jira issue from Gantt, if the parent task effort is smaller than the sub-tasks' Original estimate, changes will be reverted and you’ll see a notification regarding the error

  • When updating the Gantt from Jira, the effort is calculated as aggregated Current estimate (Time spent + Time remaining)
    Here, 'aggregated' means the total of the Jira issue and its sub-tasks.

  • When updating the Jira issue from Gantt, if the parent task effort is smaller than the sub-tasks' Current estimate, changes will be reverted and you’ll see a notification regarding the error

Resource field

Resources field is synced with assignee. To enable it, check “Sync assignee with resources“ option on the Jira integration config.

If multiple resources or custom resources are set in the Resources field of the Gantt chart, synchronization will not occur. Additionally, unassignments are not synchronized.

From Gantt to Jira

From Jira to Gantt

  • When saving the Gantt chart, the assignee of the Jira issue is updated with the user in the Resources field of the Gantt chart.

  • When you open the Gantt, the Resources field is updated with the assignee of the Jira issue.

Sync direction when changing mapping settings

When starting synchronization with Jira, your Jira issue fields may already have values. In such cases, you can choose whether to overwrite the Jira issues with the Gantt Chart tasks or to overwrite the Gantt Chart tasks with the values from the Jira issues.

image-20240912-052044.png

If you have questions or requests, please raise a ticket via our support portal.

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