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Table of Contents
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Why

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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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use the TeamForm for Jira App

With TeamForm’s Jira App, an organisation’s Jira Admin(s) can link their Jira Projects to relevant TeamForm Teams. This allows a Jira user to click through from Jira to TeamForm to view the team and team members who deliver this project.

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We also offer a TeamForm integration, that combines with the TeamForm Jira app, to import Issues from Jira into TeamForm - displaying this team’s work items as Objectives.

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Initial Setup

Prerequisites:

Prerequisites

Identify your Jira Admin, you will need their help to establish the initial App Configuration.

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/

Note

This process step can only be completed by 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:
    If you have setup the TeamForm Public API - you will have this information already
    If you have not setup the TeamForm Public API before - contact TeamForm using the contact us option at the bottom of the page.

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    Copy the information below into your request.

    Code Block
    TeamForm for Jira App Setup request:
- please provide: Client Credentials (ID and Secret)

Access Level: <production, staging, test etc>
Tenant ID: <tenant id (as found above)>
Workspace ID: <workspace id>
Security Contact: <your email, or the email of the person responsible for the secure storage of the Client Credentials>
Atlassian Jira URL: <xyz.atlassian.net>

    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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