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Implementation guide

Implementation guide

Current State and Success Criteria

  • Existing Integrations: Identify any existing Slack–Jira integrations.

  • Define Success: Use metrics such as time saved, user satisfaction, reduction in Jira emails, and issues created from Slack.

  • Timeline: Establish a timeline and identify key stakeholders.

  • Connections: Determine the number of Slack workspaces and Jira instances you’ll connect.

  • Approval Process: Confirm any approvals required for adding bots or connecting with Jira.

 

 

 

Set Up a Sandbox/Test Account

Setting up a sandbox account lets you test and validate the app in a safe environment.

  1. Create or access a sandbox workspace in Slack.

  2. Add the app to the correct Slack workspace.

  3. Connect the bot to Jira (you can use a Jira sandbox if available).

  4. Run initial tests:

    • Create a Jira ticket from Slack.

    • Comment on Jira tickets from Slack.

    • Transition or assign Jira tickets from Slack.

    • Schedule Jira notifications in Slack.

Contact us with your bot ID for a free non-production license.

 

 

 

Get Started with the App

After connecting, explore the Slack-first interface for Jira. See our How-to Guide for more information.

 

 

 

Configure Access and Permissions

Adjust access levels as needed, beyond the default Jira permissions.

  • Account Types:

    • End User: Connects Slack and Jira accounts and inherits Jira permissions.

    • Channel Administrator: Manages channel-specific configurations.

    • System Administrator: Manages global settings and configurations.

Key Considerations:

  • Jira permissions are automatically enforced with Jira Integration+.

  • For most cases, keep channel configurations open for easier management.

  • Limit admin access as needed; add yourself as a user before saving.

  • Avoid configuring Jira Service Management and non-JSM projects simultaneously to prevent permission conflicts.

Adjust global settings during setup to fit your workflows.

 

 

 

Plan Your Roll-out

Define initial workspaces, channels, and users for the roll-out.

  • Announce the Bot: Let users know the bot is available, so they can add it and receive notifications.

  • Integrate Channels: Identify channels where bot features, such as scheduled reports, can improve collaboration.

 

 

 

Training and Communication

  • Training: Schedule a session to review Jira Integration+ features with our team.

  • Communication: Use your organization’s preferred channels to announce the launch, such as email, Slack, newsletters, or intranets. For Slack, we recommend using Block Kit for more engaging messages.

 

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