This article provides instructions for linking Jira issues to ideas so that you can deliver to engineering teams in Jira, and keep track of this in Pendo. Specifically, with the Jira integration for Listen, you can:
- Link and unlink Jira issues and ideas from within Pendo and from within Jira.
- Create a Jira issue from within Pendo at the same time as creating a link from an idea.
- After a link is created, view that link from within Pendo and from within Jira.
For more information about this functionality, see Act on ideas and Jira integration with Pendo Listen. For instructions on how to set up the integration, see Set up the Jira integration with Pendo Listen.
Create a Jira issue from an idea
Listen users with Manager role permissions can create a new Jira issue from an idea. The Pendo user that creates an issue from within Listen is set to the Reporter in the Jira ticket.
- Go to Listen > Validate ideas.
- Find and open an idea to open its details.
- Select Actions in the bottom-left corner of the idea's details.
- Choose Link to Jira. This opens a window from where you can search for existing Jira issues.
- In the Create new tab, choose the relevant project and issue type.
- Enter a meaningful summary and description.
- Use the Show more fields dropdown to choose and set other details, such as Assignee, Team, Date, Story point estimate, and so on.
- Select Create issue.
A new Jira issue is created and appears in the Linked tab of your idea in Pendo. Additionally, the idea that the Jira issue is linked to appears in the Jira issue.
Link an existing Jira issue to an idea
You can link existing Jira issues to ideas in Listen by searching for the issue using the issue key, title text, or description text.
- Go to Listen > Validate ideas.
- Find and open an idea to open its details.
- Select Actions in the bottom-left corner of the idea's details.
- Choose Link to Jira. This opens a window from where you can search for existing Jira issues.
- Use the search tool in the Link to existing tab to find an existing Jira issue using the Issue Key, Summary, or Project name.
- Select Link to Jira to continue.
The Jira issue now appears in the Linked tab of your idea in Pendo and the idea it's linked to appears in the Jira issue.
Note: If you've set a custom Jira avatar (icon) for an issue type, the Link to existing dropdown menu shows a default Jira avatar for those issues instead.
View Jira issues linked to an idea
You can view the linked Jira issue’s Key and Status from within the details of an idea and open the linked Jira issue from the idea.
- From an idea in Listen > Validate ideas, open the Linked tab. This shows a list of any Jira issues (by Issue Key and Summary of the ticket) that are linked to the idea.
- Select the down arrow (v) to expand an issue and see its details. This shows you the Status, Due date, and Parent ticket for the Jira issue.
- Select the Open in Jira icon next to the title of the issue to see more details. This opens Jira in a new tab of your browser with the Jira issue open.
View ideas linked to a Jira issue
Ideas are linked to an issue in Jira from the Pendo section inside the Jira ticket. This allows you to see all ideas that are linked to an issue and to go to a linked idea in Pendo directly from within the Jira ticket. Select the idea to open it in Pendo.
Unlink an Jira issue from an idea
Unlinking an a Jira issue from an idea doesn't delete the Jira issue or idea. It only removes the link between them. To remove the link between an idea and a Jira issue in Pendo:
- Go to Listen > Validate ideas.
- Find and open an idea to open its details.
- Open the Linked tab. This shows a list of any Jira issues (by Issue Key and Summary of the ticket) that are linked to the idea.
- Hover over the relevant card for the Jira issue.
- Select the Unlink Jira issue (x) icon.
Unlink an idea from a Jira issue
Unlinking an idea from a Jira issue doesn't delete the idea or Jira issue. It only removes the link between them. To remove the link between an idea and a Jira issue in Jira:
- Find and open the Jira issue in Jira.
- Under the Pendo section, hover over the idea and select the Delete (x) icon at the end of the idea.
- Confirm that you want to delete the link.