Quantive Plugin for Jira Cloud

Learn how to connect Jira issues to Quantive tasks

Neli Ivanova avatar
Written by Neli Ivanova
Updated in the last hour

Overview

Quantive provides both Jira Cloud and Jira Server apps for enhancing your Jira experience. You can link your Jira items to Quantive OKRs 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 for Jira Cloud.


Features

The application has the following features:

  • Tracking the progress of the linked Quantive 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 tasks.
    A task in Quantive 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 a Quantive tasks. The app provides two-way synchronization between Jira issues and Quantive tasks.


Prerequisites

You must have an active Jira account.


Installation

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


Configuration

To configure Jira, perform the following:

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

  2. On the Configuration tab, click Jira.

  3. Use the Copy buttons to copy the values.

In Jira:

  1. Navigate to your Jira account.

  2. Click on Settings and select Apps

  3. Search for "Quantive 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 plugin permissions article and follow the described steps.

  5. Configure the plugin with the details you copied from your Quantive 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 Setup a Jira webhook.
โ€‹This allow 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:

In the Jira webhook setup, paste the Webhook URL copied from Quantive.

In the Jira webhook setup, in the Events section, under Issues, select updated and deleted.


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.

Afterwards, 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.

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