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  1. 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:

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  1. 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.

  2. Try typing: ‘customer', which should return 'Customer Success’ as the top result.

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Note

If you need to remove a Team's Issue link, click the 'x' to the right of the Team in the list.

Tip

🎉 Congratulations, you have made a link between your project and a TeamForm Team.

The Team will appear in a side panel for any issue owned by this Team.

You can now jump straight to the Team in TeamForm, by clicking its name.

Mapping Issue Types to Team Types

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Linking & Importing

There are two 'levels' types of linking supported by the plugin.

  1. Project linking: When you link a Project to a Team, and say that all linked Projects should be imported, any child Issues under those linked projects are also imported.

    1. They will appear as Objectives of the linked TeamForm Team.in TeamForm on a Teams page

    2. They are only imported if their Issue Type has been Included (see below)

  2. Direct linking: When you link an Issue to a Team, only that Issue is imported as an Objective. No Child Issues are imported.

    1. They are only imported if their Issue Type has been Included (see below)

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Setting up Jira Issue Types to Show in TeamForm

Info

This process can only be completed by a Jira Admin.

We recommend only importing a subset of Issue types into TeamForm, so that only meaningful work items are visible in TeamForm, rather than work items of varying size and granularity
e.g. showing a bug that is open for day or two is not helpful to show in TeamForm, however a strategic Epic that other teams are contributing is essential to creating transparency

This section details how to include or exclude Jira issue types.

  1. On the Admin Page of the TeamForm for Jira App, click the Reveal button to show a secret URL and Key .(note: These are the credentials to be put into the Integration form)

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  2. Select which Issue Types you would like to include in the Import, by using the Included column.

    1. Click Excluded on the Issue Type you wish to import, to toggle it to Included.

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Note

Remember: even though an Issue Type is selected, only some of the Issues with that Issue Type will be imported: e.

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g only those whose Project is linked to a TeamForm Team. as described above

Setting up Jira Integration from TeamForm

  1. Log into your TeamForm instance, and navigate to the

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  1. Data Integrations Settings Page.

  2. Click Create on New Integration

  3. Select Connect next to Atlassian Jira

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  4. Click Create datasource

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  2. Paste the Key and URL revealed earlier into the relevant fields

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  2. Click

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  1. Update

  2. Optional: Configure a schedule for the Integration. This determines how often the data in Jira is automatically imported into TeamForm. For example, to import every 2 hours, use the frequency of 7200 seconds.

The Datasource can now reach out to the Jira pluginconnect with the TeamForm for Jira App, and import any Issue of a Type that has been mapped to a Team Type in TeamForm.

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