Integrate Jira with Cascade
  • 21 Nov 2022
  • 2 Minutes to read
  • Contributors

Integrate Jira with Cascade


If your team is using Jira for project management, then this integration will help you to sync your action's progress with the progress of your Jira tasks. For someone in your team who does not want to login to Jira and look at the progress, Cascade will serve as the one source of truth and bring the values to them!

Every time the value in the epic changes, your action's progress will change too. You need not hop between Jira and Cascade for this!

Before you establish the connection, it is important that these pre-requisites are met:

  • An "Action" in Cascade with the tracking type set as "Jira", and want to link to the Epic issue in Jira.
  • Jira account with the relevant Epic task and child or sub-tasks.

Once you ensure that these are met, you can start integrating with Jira. This can be done in two ways:

  • From Integrations > Metrics and KPIs.
  • Click Add Tracking against the 'Action' from the Plan Details area of the Planner page.

How to integrate Jira with Cascade?

Click Metrics and KPIs tab from your Integrations page. Click Connect to start integrating. In the Connection Name field, enter the name and choose whether it will be a private or shared connection.

Salesforce_New Connection

A private connection can be used only by the person who created it, while a shared connection can be seen and used by everyone in your account for automating measure and action progress.

Click Connect. On successful authentication, the connection is added.

You've successfully integrated Jira. Now, its time to link Jira progress to the action's progress.

How to track progress with Jira-Cascade integration?

When you click Add Tracking, the Edit Action window opens. Under the Tracking section, select Jira from the drop-down list.

Salesforce_Tracking_Select

Once you select Jira, you will see a list of related fields beneath it.

  • Select Connection: Click Add new connection to add a new connection, or select an existing connection from the drop-down list.Salesforce_Integration_Tracking
  • Paste Issue Link: If you wish to just paste the URL link from Jira, copy it from the Epic issue's Share icon in Jira and paste it in the Issue URL box.
  • Search Issue: Choose this option if you want to search for the issue rather than copy-pasting the link! Select the workspace, project, and the issue that you want to link from Jira.

Click Save. You have now successfully enabled the tracking! Once hooked up, it'll automatically update the progress value from Jira in Cascade!

Salesforce_Progress

The sync happens every one hour, and you can click Sync Now to poll the data immediately.

FAQs

I'm getting a "Connection does not work" error message.

In this case, the best option is to delete your connection and reconnect. Go to Integrations and use the trash icon to delete the connection. Follow the preceding instructions to set up a new connection. See How to delete a connection for details.

Why does it say "Unable to connect?"

Make sure that the Jira workspace has real data. Cascade can't sync with an empty workspace or account.

Does Cascade data affect Jira data?

No, the integration is one-way. Nothing you do in Cascade will change values in Jira.

How does Jira measure progress?

Refer to this article from the Jira team!


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