Jira
Sync Tability initiatives with your Jira tickets
Overview
You can connect your Tability workspace to a Jira instance to:
Attach Jira issues to outcomes/key results in Tability
See the outcomes/key results related to a specific issue in Jira
Use Jira as a data source
How to connect Tability to Jira
Installing the Tability app in Jira
Find the Tability app in Atlassian's Marketplace
Install the Tability app on your Jira instance
Configure the integration
Configuring the Tability app in Jira
After installing the app in Jira, click on the Configure button to connect your instance to your Tability workspace. You will need 2 things to configure your workspace:
Workspace ID: the ID of your workspace, used in your workspace URL.
Workspace auth token: the secret auth token of your workspace
You can find your workspace ID and workspace auth token by going to your Workspace Settings page in Tability.
Using the Jira integration
How to sync Jira issues in Tability
Click on an issue
Copy the issue link
Open Tability to add an initiative/task
Paste the issue link in the input field
Tability will keep the Jira status in sync, and you'll be able to see an up-to-date state of the work in Jira without having to leave Tability.
How to see all the outcomes/key results related to a specific Jira issue
First, you need to complete the steps in How to sync Jira issues in Tability to connect your Jira issues to outcomes/key results.
Then, within Jira, all the goals related to a specific issue will be listed under the "Linked goals" section.
How to use Jira as a data source
You can use Jira as a data source to automatically pull the number of Jira issues corresponding to a specific JQL request.
Step 1. Open up the edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Jira as a data source
Go to the "Data source" tab and select Jira.
Step 3. Add your JQL
Add your JQL query in the input field, then click on Save & preview to complete the connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Jira every 48h and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.
Last updated
