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Note |
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This step can only be completed by your |
Install the '
TeamForm for Jira
' Marketplace App into your Jira Cloud instance.
A link to the Marketplace App is here: https://marketplace.atlassian.com/apps/1232958/teamform-for-jiraWithin Jira, navigate to the
Admin Page
for the Marketplace App:
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On the
Admin Page
, fill in yourTeamForm Public API
details including:Tenant ID
Client ID
andClient Secret
(refer below to TeamForm API)Workspace ID
(if left blank, the plugin will use TeamForm’s default Workspace)Optional: If you use a
Custom TeamForm URL
to connect to TeamForm, you can enter it on this page.
e.g.company.teamform.co
Click
Change
with each of the new setup details.
Info | ||||||||
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Note
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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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How-to Use
Issue Linking
Head to an Issue on any Jira board on the current Instance:
Click on ‘TeamForm Team’ on the right-hand side.
A panel will open, showing that this issue is currently ‘Unassigned’ to a TeamForm Team.
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:
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.
For example, try typing: ‘customer', which should return 'Customer Success’ as the top result.
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