How to Connect Standupify to Jira for Automated Daily Reports
Standupify streamlines your daily check-ins by integrating directly with Jira, automating the process of generating personalized task lists. This guide will walk you through connecting Standupify to your Jira instance, authorizing necessary permissions, and customizing your daily reports using Jira Query Language (JQL).
Prerequisites
Before you begin, ensure you have an active Atlassian account with access to the Jira instance you wish to connect, and that Standupify is set up in your Google Chat workspace.
Initiate Jira Integration
To begin, navigate to the 'Questions' tab within Standupify. If Jira integration isn't already set up, you'll be prompted to connect with a task manager like Jira.
Authorize Your Atlassian Account
You will be redirected to an Atlassian authentication page. Look for the header "Standupify is requesting access to your Atlassian account." Use the "Use app on *" dropdown to select the specific Atlassian instance you wish to connect.
Authorize Standupify to access your Atlassian account and Jira instance. Grant Required Permissions
On the authorization page, Standupify will detail the permissions it requires. These include extensive 'View' access to various Jira entities (such as issues, fields, projects, users, comments, and worklogs) and, critically, permission to 'Validate Jql'. Review these permissions and click 'Accept' to proceed.
Configure JQL for Personalized Task Lists
Once authorized, you can define custom Jira Query Language (JQL) queries within Standupify. These queries allow you to specify exactly which completed and planned tasks are pulled from Jira for your daily reports. For example, you can configure JQL to only show tasks with 'Done' or 'Resolved' statuses, encouraging task decomposition and focused reporting.
Receive Personalized Daily Reports
With JQL configured, Standupify will automatically generate highly relevant and personalized daily task lists from Jira, presenting them to you via the Google Chat bot for efficient daily reporting.
Frequently asked questions
How do I connect Standupify to Jira for daily reports?
Navigate to the 'Questions' tab in Standupify, then follow the prompts to authorize Standupify with your Atlassian account and grant the necessary Jira permissions.
What Jira permissions does Standupify require?
Standupify primarily requires 'View' access to various Jira entities (issues, projects, users, fields, etc.) and permission to 'Validate Jql' to function correctly.
How can I customize the Jira tasks that appear in my daily report?
After authorization, you can configure custom Jira Query Language (JQL) queries within Standupify to filter and select the specific tasks you want to see in your daily reports.
What is JQL and how does Standupify use it?
JQL (Jira Query Language) is a powerful query language used to search for issues in Jira. Standupify uses your custom JQL queries to pull relevant completed and planned tasks for your personalized daily reports.
