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Once the plugin is installed and configured, you can link Projects, as well as Issues (e.g Epics, Initiatives or Stories) to TeamForm Teams. Once linked, you may easily switch between TeamForm and Jira by clicking on the hyperlinks created and manged in both Jira and TeamForm:

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Initial Setup

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Prerequisites:

Prerequisites

TeamForm Public API: If you have not setup TeamForm Public API access, you can request them for your TeamForm Tenant by raising a support request, using the contact us option at the bottom of the page. More information via TeamForm Public API

Note: If your TeamForm tenant is configured with IP based restrictions you will also need to request the Atlassian IPs be added (also via the contact us option)

A current list of Atlassian IPs can be found under the Outgoing Connections section on this page https://support.atlassian.com/organization-administration/docs/ip-addresses-and-domains-for-atlassian-cloud-products/

Info

This process can only be completed by a your Jira Admin.

  1. Install the 'TeamForm for Jira' Marketplace App into your Jira Cloud instance.

    1. A link to the Marketplace App is here: https://marketplace.atlassian.com/apps/1232958/teamform-for-jira

  2. Within Jira, navigate to the Admin Page for the Marketplace App:

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  1. On the Admin Page, fill in your TeamForm Public API details including:

    1. Tenant ID

    2. Client ID and Client Secret provided to you by TeamForm

    3. Workspace ID (if left blank, the plugin will use TeamForm’s default Workspace)

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If you have not requested Public API access, you can request them for your Tenant by emailing support@teamform.co.

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  1. Optional: If you use a Custom URL to connect to TeamForm, you can enter it on this page.
    e.g. company.teamform.co

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  1. Clicked ‘Change' Change with each of the new setup details.

How-to Use

Issue Linking

  1. Head to an Issue on any Jira board on the current Instance:

  2. Click on ‘TeamForm Team’ on the right-hand side.

    1. A panel will open, showing that this issue is currently ‘Unassigned’ to a TeamForm Team.

  3. To assign a Team, click the select box at the bottom of the panel. Click on one of the Teams to ‘link’ it to this Issue:

  4. To search for other Teams in TeamForm, type the name, or part of a name into the select box. The Marketplace App will query TeamForm, and show potential Teams relevant to your search term.

  5. For example, try typing: ‘customer', which should return 'Customer Success’ as the top result.

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