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This Marketplace App is still a work-in-progress. If you encounter any issues while using the App, please contact support@teamform.co.

The TeamForm Atlassian Marketplace App is for TeamForm customers who also use Atlassian’s Jira Cloud SaaS product.

The Marketplace App allows customers to ‘link’ their Jira Issues to a Team in TeamForm.

You can also link a whole Project to a Team in TeamFrom.

Setup & Usage Instructions

  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:

  1. On the Admin Page, fill in your TeamForm Public API details including Tenant ID, Client ID and Client Secret provided to you by TeamForm

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

Note: If your TeamForm tenancy is configured with IP based restrictions you will need to request to TeamForm Support the Atlassian IPs be added - a current list can be found under Outgoing Connections on this page https://support.atlassian.com/organization-administration/docs/ip-addresses-and-domains-for-atlassian-cloud-products/

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

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.

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

Project Linking

To link a project to one (or many) TeamForm Team(s):

  1. Click on ‘TeamForm’ on the left-hand sidebar.

    1. This will show the Project-level settings for the App.

  2. To assign a Team, click the select box at the bottom of the panel.

  3. Click on one of the Teams to ‘link’ it to this Jira Project.

  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.

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

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