Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Your home screen in Slack acts as a dashboard for Jira inside Slack. You can access your home screen as an easy way to interact with Jira from Slack.

Info
  • You can view lists of issues, create new ones, and update existing ones on your home screen.

  • You can set preferences and settings to control your home tab configurations.

  • You can update settings via the Settings button in the bottom right.

Navigating to the home screen in Slack

On this page:

Table of Contents
minLevel1
maxLevel6
outlinefalse
styledisc
typelist
printabletrue

Adding the app

  1. Navigate to the Apps section in Slack.

  2. Click the + button.

  3. Type Jira Jira and select Jira Integration+.

Image showing Jira in apps sectionImage Modified

Accessing the app

  1. Navigate to the Apps section in Slack.

  2. Click on Jira Integration+.

Image showing Jira Integration Plus in the Apps sectionImage Modified

Using the home screen

Learn how to use the home screen and greatly reduce the need to switch contexts between Slack and Jira.

Viewing issues assigned to you (default)

  1. Navigate to the Jira Integration+ app in Slack.

  2. View the list of assigned issues (or your configured default - see belowthe following).

  3. Optional: Expand or collapse issue information and quick actions.

    1. Click the checkbox to expand the issue information and view additional issue information.

    2. Click the checkbox to show quick actions to access quick issue actions.

Image of the home screen in SlackImage Modified

Changing the list of issues on the home screen

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Change button in the upper right.

  3. Choose Select from one of the default filters or use a utilize JQL query queries to find retrieve a targeted list of issues.:

    Issues assigned
    • Assigned to

    me
    • Me (

    default) - view the issues that are assigned
    • Default): Review issues allocated to you.

    • Watched Issues: Monitor issues

    - issues you are watching
    • you've marked for tracking.

    • Recently

    created
    • Created in

    a
    • Project(s)

    - find issues that have been created recently in one or more projectsSpecific status
    • : Identify issues created recently across specified projects.

    • Specific Status(es) by

    project
    • Project(s)

    - find issues in
    • : Locate issues within defined statuses across one or more projects

    that are in a specific status or set of statuses
    • .

    • Current

    sprint
    • Sprint by

    project
    • Project and

    status
    • Status(

    s
    • es)

    - view
    • : Examine issues

    in
    • within the

    current
    • ongoing sprint for a

    specific
    • designated project.

    • Custom JQL

    - enter your own JQL query to find a list of issues
    • : Craft personalized JQL queries to pinpoint specific issues.

  4. View the selected list of issues on the home screen.

The app remembers your preference for future visits.

Image of the change button in the home tab of Integration plus in SlackImage ModifiedImage of List of default filters found int he Integration plus home tabImage ModifiedImage of an example of creating a custom JQL in SlackImage Modified

Viewing a list of issues using JQL

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Change button in the upper right.

  3. Scroll down to the option Custom JQL Query option.

  4. Enter your JQL (learn more about JQL here).

  5. Click the Save button.

Create

New IssuesCreating issues from the home screen is the easiest way to create

new issues

in Jira without switching contexts.

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Create button.

  3. Fill out the form and click the Next buttonto create your issue. You can set your project and issue type in your personal settings.

Image showing the Create Issue button in the Integration plus Slack home tabImage Modified

Set your Quick Create defaults

The quick create settings allow you to set a default project and issue type when you create issues. This configuration will be utilized everywhere in Slack as your personal default.

  1. Click the Settings button on the home tab.

  2. Choose a Jira project to be your default.

  3. Select the issue type for for your default.

  4. Click the Save button to save settings.

Image of Quick Create section in SlackImage Modified

Find and share issues

Finding issues in Jira and sharing them with your team in Slack is a great way to prevent context switches. Use the home screen to make this process simple from Slack.

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Find Issue button.

  3. Enter your search term (the app searches in the issue name, key, and description).

  4. Select the issue that you were looking for.

  5. Share the issue with a channel or user in Slack.

Assign

Issues

issues and bulk-assign

You can easily find issues in Jira and assign them from your home screen. You can also assign multiple issues!.

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Assign button.

  3. Enter your search term (the app searches in the issue name, key, and description).

  4. Choose one or more issues.

  5. Choose the user to whom you would like to assign the issues.

Image showing the search terms in Slack Image Modified

Add a comment

  1. Navigate to the Jira Integration+ app in Slack.

  2. Click the Comment button.

  3. Enter your search term (the app searches in the issue name, key, and description).

  4. Choose an issue.

  5. Enter your comment on the issue.

  6. Click the Add comment button.

Image showing panel for adding a comment to a ticket in SlackImage Modified