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Quantive App for Jira Cloud

Learn how to connect Jira issues to Quantive Tasks.

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a year ago

Overview

Quantive provides both Jira Cloud and Jira Server apps for enhancing your Jira experience. You can link your Jira items to OKRs in Quantive Results by creating Tasks under an OKR. This way you represent the work that you're actually doing in Jira to support your OKR. The integration also keeps in sync the Jira issue status with the Quantive Task status.

This article demonstrates how to install the Quantive app for Jira Cloud.

Features

The application has the following features:

  • Tracking the progress of the linked Quantive Results Objectives or KRs in your Jira issues - Stories, Bugs, Features, Epics etc.

  • Tracking the Jira issues updates of summary, description, status, and assignees

  • Apply Jira issue updates to the linked Quantive Results Tasks. A Task in Quantive Results is an artifact that represents a unit of work that should be done to achieve an Objective or a KR. Therefore, Jira issues are represented as Quantive Results Tasks. The app provides two-way synchronization between Jira issues and Quantive Results Tasks.

Prerequisites

You must have an active Jira account.

Installation

In the Atlassian Marketplace, go to Quantive for Jira Cloud and install the app.

Configuration

To configure Jira, perform the following:

  1. In Quantive Results, in the bottom of the left navigation pane, click Settings.

  2. Under Integrations tab, click Jira.

  3. Click on Jira Cloud App Configuration.

  4. Click on "Create" to create an app so that Client ID and Client Secret are generated for your account.

  5. Copy the content of each field and paste it into Jira.

In Jira:

  1. Navigate to your Jira account.

  2. Click on Settings and select Apps.

  3. Search for "Quantive Results for Jira Cloud" and install it.

  4. It is very important to configure the correct permissions set first.
    Refer your Jira administrator to the Jira Cloud app permissions article and follow the described steps.

  5. Configure the app with the details you copied from your Quantive Results account.

Configure automatic Task status updates

When you link a Jira item to a Quantive OKR through this integration, this creates a Task under the specified OKR. The Task is created with the current status of the Jira issue. If you want the Task to reflect the Jira issue status in real time, you have to set up a Jira webhook.

Creating a webhook allows status changes made in your Jira project to be automatically reflected in your Quantive account.

For more information, see Jira documentation > Webhook and Managing webhooks.

Contact your Jira administrator to perform the following in Jira:

  1. Copy Webhook URL from the "Create Webhook" section in the settings page of the Quantive app in Jira.

  2. Go to Settings > System > Webhooks.

  3. Click on "Create a Webhook".

  4. Name your webhook in the "Name" field. Select "enabled" under "Status" and paste the copied Webhook URL in the "URL" field.

  5. Scroll down to "Issue related events". Under "Issue", check the "deleted" checkbox.

Use

Open a Jira issue and, from the Quantive OKRs panel, link it to a Quantive Objective or KR.

You can narrow down the list of OKRs easily by searching for the Objective or KR title, owner or description.

Afterward, you are able to:

  • Follow the Quantive OKR progress from within your Jira Cloud application

  • Follow the Jira issues progress from within your Quantive account.

Users without "Access OKRs" permissions in Quantive Results cannot access the Quantive app in Jira. If a user has "Access OKRs" permission but does not have "Manage OKRs", they can view linked OKRs but cannot link or unlink them themselves.

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