Jira Integration

To get started, here's a quick guide on the benefits and how-tos of Workpath's Jira Integration:

 

Benefits of the Jira Integration

• Align your team's operative work with strategic Goals
• Balance day-to-day tasks and work towards long-term strategy
• Effectively communicate your team's work status to other teams, without increasing reporting efforts
• Visibility into the operative work of other teams that contribute to your team's Goals and whom you rely on

How the integration works in detail

Link Jira issues to Workpath Goals in Jira Cloud

Once the Jira integration is set up for your team, you can use the section Workpath Goals directly in the view of an issue in Jira to link the issue to an Objective in general or one or more Key Results of your team. When you click on "Workpath Goals", you will get a list of all the Goals of your team in the current Workpath Goal Cycle. Click on "Link" next to any Objective or Key Result, and you're done! The issue and the Goal will be linked and you will be able to see that both in Jira and Workpath:

 

Link Jira issues to Workpath Goals in Jira Server/Data Center

⚠️ If a Jira Project has not been linked to a Workpath team then you will not be able to see the Workpath section in a Jira issue. See here.

Once the Jira integration is set up for your team, you can use the section Workpath Goals directly in the view of an issue in Jira. 

• If you want to link the issue to the whole goal then just click the link icon next to the objective.
• If you want to link the issue to specific key results then just click on the link icon next to the KRs. The goal will also get checked as linking to a key results implies that the issue is also linked to the goal.

When you open an issue that is already linked to a goal, you can clearly see if the issue contributes to the whole goal or to specific key results.

See linked Jira objects in Workpath 

After you link an issue, epic, task, etc. to a team, navigate to the Goal Page in Workpath (clicking on the Goal name in Jira also works). You will see in the Initiative section the list of linked Jira objects and their status based on the Jira status category that is assigned to them.

Clicking on it will give you a list of all child and their current status (open: resolved or closed: not resolved).

 

Permissions in the Workpath Addon for Jira Server/Data Center

In the Workpath addon for Jira Server/Data Center, your permissions depend on your role in Workpath. Please note 2 things:

1. These permissions only reflect what you are shown or can do on the Jira side.
2. Only goals from Workpath teams that are linked to a Jira project are shown. When we say “any goal” we mean any goal from the Workpath teams that are linked to that Jira project.

Interaction with Jira app	WP Roles
	Admin	Program Lead	Regular User	Viewer	Assigned Coach	Team Lead	Team Member	Non-user
Link any goal to any issue	✅	✅	❌	❌	❌	❌	❌	❌
Link any goal from assigned team, or as a goal owner, or as a stakeholder,  to any issue	✅	✅	❌	❌	✅	✅	✅	❌
Unlink any goal from any issue	✅	✅	❌	❌	❌	❌	❌	❌
Unlink any goal from assigned team, or as a goal owner, or as a stakeholder, to any issue	✅	✅	❌	❌	✅	✅	✅	❌
View the linked goal	✅	✅	✅	✅	✅	✅	✅	✅
WP goal is a deep link	✅	✅	✅	✅	✅	✅	✅	❌

 

Setting up the Jira integration

💡The Jira Integration is available for the Advance Plan. This article describes how to set up the integration for a Workpath account as an admin. To find out how to link a Workpath team to a Jira project, follow this link.