• Team Troopr

6 ways to create Jira ticket from Slack

Jira Slack Integration by Troopr solves fundamental problems with keeping Jira projects up to date and accurate. Troopr deeply integrates your project communications platform, Slack, and your project collaboration platform, Jira to break the friction in creating, updating and tracking Jira tickets from Slack.

This blog covers different ways to create Jira issues in Slack. Before we get to the different options it is important to set context on why Slack and Jira are the tools of choice for most teams and what are the problems with them existing as silos.

If you are familiar with both the tools, feel free to skip directly to the "Creating Jira ticket from Slack" section.

  1. Problems with Slack and Jira as information silos

  2. Integrating Jira and Slack with Troopr

  3. Creating Jira ticket from Slack

  4. Support for advanced Jira configurations

  5. Benefits of issue creation with Troopr

  6. Go beyond issue creation in Slack

  7. Your security is our top priority

  8. Get started

1. Problems with Slack and Jira as information silos

Slack is de facto workplace communication platform for agile teams. 750,000 organizations worldwide actively use Slack and say that - it is where most of their vibrant discussions at work take place. And Slack platform is especially popular with the software teams for its wide range of integrations that facilitates work even better.

Agile teams around the world also choose Jira for planning, managing and tracking their projects for its mature and customizable features.

Problems with Jira

Organizations have spent huge sums on Jira licensing and initially team members have embraced it for its full potential. But one of the top problems with Jira is the project data is not current - not reflecting the actual status of projects to the stakeholders and management. Reason behind this being users hate taking time out from their core work, switching tabs, waiting for the web page to load and keeping the Jira current - not reflecting the actual status of the projects to the stakeholders and management.

Analyzing customer feedback over years, we at Troopr came out with a solution hat talks to the very core of why Jira is not current. The solution removes the friction in creating, and updating Jira project issues without costing a lot of time from your core work.

Slack for Jira

Slack users spend on an average 9 hours per day on Slack. This is the best place to reliably find and nudge your users to take action. Traditional way to do this was to send a notification to Slack so the user can be informed and then is required to navigate to the app to take relevant action. There is enough friction in this process and converting nudge to action is hard. Slack bots today have the ability to fulfill actions in connected applications without leaving Slack.

Imagine having a conversation with your team colleague about a project. Many a times this needs to be captured as a ticket in an existing project in Jira but falls through the cracks. The typical process for creating a ticket is to copy paste the conversation or a part of it and navigate multiple screens and fill many form fields assuming you have the permission. The ticket will then be created but without any link to the actual conversation that took place in Slack. Slack bots today have the ability to convert Slack conversations to tickets with just a simple click of a button. This is game changing for project management delivering more accurate project data with all the linked context.

Integrating Slack with Jira automates frequent Jira actions into micro-interactions that facilitate some of the otherwise tedious actions from Slack in a fraction of the time. Just by using simple commands or push of a button from Slack Jira actions can be fulfilled directly from Slack, without even opening Jira. You no longer need to switch to Jira, wait for the page to load to execute a simple action of creating an issue.

Likewise, all other Jira actions like updating the status, adding comments, changing the priority, adding files, and more can be facilitated from Slack directly. Time saved on all these can be extrapolated to up to a several hours in a month for every team member.

Besides that, bringing actionable information to the team’s attention in a Slack channel facilitates better engagement and collaboration in the team that eventually contributes to keeping Jira current more often - which is mutually beneficial for the team members and stakeholders.

2. Integrating Jira and Slack with Troopr

Integrating Jira with Slack is a simple process and can be done in under a minute. The native Jira bot for Slack covers some basic ability to deliver notifications from Jira to Slack. You can get started with that if you are exploring the possibilities. If your team is looking for a robust integration for Jira Cloud or Jira Server / DataCenter, we have got you covered. You can get started by installing Troopr and then connecting your Jira instance to Slack. We have shared the detailed step-by-step integration process in another blog. Read here.

Once you have integrated Jira with Slack, Troopr sets out to automatically map user accounts on Jira platform to corresponding accounts in Slack workspace based on confidence in user profile match. Mapped users can start browsing their issues in Slack and receive @mention notifications in Slack from the connected Jira projects.

Troopr prompts to verify your Jira account before you can create Jira issues or take any action on Jira issues. Once you are done with the verification, you are all set to create Jira tickets from Slack. Beyond issue creation, there are a bunch of other Jira actions you can automate in Slack. More on this in the next section. Now let's get into details on automating issue creation workflow in Slack.

3. Creating Jira ticket from Slack

At Troopr, we have developed a functionality that facilitates you to create Jira ticket from Slack via simple commands or buttons.

  1. Troopr home

  2. Quick command

  3. Troopr launcher

  4. Shortcut menu

  5. Convert any Slack message into Jira ticket

  6. Convert any Slack file (attachments) into a Jira ticket

3.1. Troopr home

“Troopr Home” as we could say is the home tab of the Jira bot that appears on the right side of the panel. This App home comes with simple trigger buttons for almost all the Jira actions say, issues creation, Jira reports, standups, retrospectives and more. We have come up with this tab, so that the users can literally do anything and everything from here. It is absolutely a cumulative block of everything.

Issue creation is quite simple via the trigger “+ issue”, and this opens up the dynamic issue creation form that enables users to fill in the details directly on Slack - thus doing everything without ever leaving Slack.

The other actions are also quite straightforward like the above instance. All that you need to do is a push of a button to get work done in a fraction of a minute.

3.2. Quick command

Creating a Jira ticket in Slack is just a second away with this quick command “/troopr create [summary] +[fieldName]:[fieldValue]”.

For example: /troopr create Compress HTML file @Alex creates a ticket and assigns it to Alex, with the summary “Compress HTML file”

/troopr create Compress HTML file @Alex+Project:WR+issue type:Bug+Priority:1” creates a new issue using WR project, bug issue type, highest priority and assigns it to Alex.

Looks like a long line of commands? Never worry. We have got you covered.

/troopr create'' enables users to create an issue by opening the dynamic issue creation form and prompts to fill in the other fields, including summary, priority, assignee, issue type, any custom field and more on the form directly.

While these commands are supported both in both DM’s and Group DM’s in Slack. These commands come in handy when taking meeting notes or having team conversations, and users would be able to add those as issues right away in a fraction of time. With group DM’s it keeps everyone on the same page.

Also users can set up issue creation defaults (set the Project, Board, Issue type and save the settings for the channel). These fields are pre populated in the issue creation and automatically prompts users for the other required fields - ensuring quick creation in a fraction of seconds.

3.3. Troopr launcher

This one is quite similar to the first method, despite a teeny - yet a significant difference.

So, what’s the difference?

The difference lies in the visibility aspect. This method enables users to open Troopr launcher both in individual and group DM’s and create tickets as needed, and when this is done, the individual or entire team on the group gets to know that the issue is created. This way, the method brings in more visibility to the team.

This process is quite simple and involves just 2 steps

  1. Open Troopr launcher by calling the Jira bot to any individual or Group DM

  2. Trigger “+issue” opens up the issue creation form that prompts to fill in the necessary fields and the ticket is created

3.4. Shortcut menu

Shortcuts are a great way to get your work done faster. Troopr Jira bot comes with some options including issue creation and more on the shortcut menu. Users could navigate to the shortcut menu by clicking on the lightning button next to the message bar. This comes handy when users are at a meeting or taking notes and want to quickly convert those into Jira tickets.

Just like the other methods, issue creation is quite straightforward and involves 2 steps

  1. Users could navigate to the shortcut menu on the message bar on any individual or Group DM

  2. Selecting the issue trigger opens up the dynamic issue creation form that prompts to fill in the required fields for creation

The shortcut menu is available both on individual and Group DM’s, and brings in more visibility to the team by keeping everyone on the same page.

3.5. Convert any Slack message into Jira ticket

Ideally most of today’s conversation takes place on Slack. Have you ever been in a place, where you had a direct conversation with your team member or a group discussion and wanted to create a Jira ticket from it, an so you had to

  1. Open the next tab on the browser

  2. Navigate to Jira

  3. Find the right project

  4. Create the ticket by copying the message in the issue creation form

  5. Navigate back to Slack

This takes some time out of your work? Isn't it?

We have simplified this process for you. Troopr Jira bot provides an option to “Task It” without ever leaving Slack. This is how you can do it

  1. You can find the option “Task It” on every message on Slack

  2. All that you will need to do is select the message, select “Task It” from the message actions

  3. The summary and description fields on the issue creation form are populated from the message

  4. Additionally, you could specify the issue type, priority or any additional information to complete the form and get the issue created in a fraction of a minute

3.6. Convert any Slack file (attachments) into a Jira ticket

Likewise, have you been in a place where you will have to include an attachment that you’ve received from a colleague to an already existing or new Jira ticket? Well, then you are not alone.

Troopr’s Jira bot facilitates you to add attachments as a new issue in 2 simple steps:

  1. All that you will need to do is select the attachment, select “Task It” from the message actions

  2. The attachment gets automatically added to the new issue creation form and additionally fill in the necessary fields to get it tasked in a couple of seconds

Other way around, you could also add the attachment to an already created Jira ticket, and all these actions without ever leaving Slack.

4. Support for advanced Jira configurations

  • Support for custom fields

  • Support for required fields

  • Automatic discovery of custom field meta data

  • Editing/altering any custom fields

  • Respecting workflow permissions

Support for custom fields

Any custom fields configured on Jira can be made available on the Troopr’s issue creation form. Custom fields can be populated via 3 ways.

  1. The custom field that is changed into a required field in Jira will be available in issue creation automatically

  2. Custom fields can be populated by specifying the key value pairs in the quick create commands mentioned earlier in the section

  3. Also, custom fields can be populated/updated on the created issue by using edit any field option

Support for required fields

Troopr issue creation form supports any number of required fields. Troopr automatically shows all the fields in the issue creation form.

When issues are created with quick commands, for example “/troopr create <issue summary> @Chris” Troopr automatically populates issue summary and assignee in the issue creation form and then prompts the user to enter value for the other required fields.

The same behavior of maintaining context during issue creation happens when converting a Slack message to Jira issue with the “Task It” message action. Troopr auto- populates the available information in the creation form and prompts the user to fill in the required fields.

Automatic discovery of custom field meta data

Troopr identifies and renders the custom fields based on their data types. If a new custom field is of date type, Troopr shows a helpful date picker. If the field is a “list of values” Troopr inspects the metadata to identify the permitted values and helpfully pre-populates them in the dropdown in the issue creation form and allows users to easily select from it.

Editing/altering any custom fields

There are no restrictions in updating any custom field in Slack. Troopr supports editing abny custom field of any type using “edit any field” option available in every issue card in edit mode. Any action to a Jira issue that you take in the Jira web application, you can now do it in Slack with Troopr at fraction of the time.

Respecting workflow permissions

Jira has distinct privileges and permissions for the users with respect to what they can see and what they can do. Troopr dynamically understands and respects every user privilege and ensures that the users in Slack are only permitted to take the actions that they are permitted to take inside of Jira.

Jira supports different permissions on site level, project level and issue level. Troopr dynamically identifies and respects all the permissions when enabling users to create issue or take any other actions.

Some Jira actions are not allowed for some users at some levels, either site, project or issue. For example, a user may be restricted from accessing a project or an issue or performing an issue transition. Troopr respects all these permissions and workflow configurations and ensures consistency of behavior in Slack.

5. Benefits of issue creation with Troopr

Troopr Jira bot issue creation process is beneficial than the traditional one for the following reasons

  • Today most of the discussions are taking place in Slack and there is always a time where you will have to create a ticket based on a message from your colleague. Troopr promptly allows you to convert these messages into Jira tickets without ever leaving Slack

  • When you are writing a couple of lines on the tool (Slack) that you spend most time during a meeting - these line of messages can be converted into a Jira ticket instantly with Troopr

  • This brings in more visibility as the other team members get to see that the issue is created

  • Troopr eases out issue creation for any Jira configuration by supporting advanced capabilities around custom fields, automatic discovery of metadata values and fields as discussed in the previous section

6. Go beyond issue creation in Slack

In addition to issue creation, Troopr Jira bot also facilitates you to do the following

  • Act on Jira tickets in Slack

  • Convert any Slack message into a Jira comment

  • Bring issues to team’s attention

  • Get notifications on issues you care about

  • Stay updated with project progress

  • Automate Scrum ceremonies in Slack

Act to Jira tickets in Slack

The Jira bot enables users to take actions on Jira issues from Slack. Users could add comments to the issues, change the issue status, change assignee, change priority, change any default and custom fields directly from Slack

Convert any Slack message into a Jira comment

Have you been in a place where you will have to copy a Slack message and navigate to Jira, search for the issue, load the webpage and paste the copy as comment on the issue. Troopr’s Jira bot simplifies this process and allows users to convert any Slack message into a Jira comment via “Add comment” option that comes with the action button on every single message.

Bring issues to team’s attention

Troopr’s Jira bot enables users to initiate discussions on issues with the team by just mentioning the Jira key or associated keywords on individual or group DM. These commands find and unfurl Jira issues in Slack and keep it open for discussion. And allows the associated team members to take actions (answer/comment/update) on the Jira tickets from Slack.

Get notification on the issues you care about

Troopr’s Jira bot keeps users notified of Jira events based on some categories. Users receive notifications on their individual DM’s in Slack on the issues they have been assigned or mentioned. The associated team also receives notifications on Group DM’s in Slack for any changes to the Jira issues, say priority changed, assignee changed, issue edited, sprint started/closed, and more. All the related Jira events happening in the same delivery cycle are grouped and delivered as “one notification”. Correspondingly the related notifications are grouped into “one paginated notification message” - thus ensuring these notifications are not disruptive.

Stay updated with project progress

Troopr’s Jira Slack integration enables users to quickly review and track progress of the projects at a glance with scheduled personalized briefing, burndown chart, velocity chart, workload distribution chart, tasks that are due and need attention, completed stories and more.

Additionally, users can configure to deliver reports to stakeholders on their individual slack DM, even if they do not hold access to Jira account - keeping everyone on the same page.

Automate Scrum ceremonies in Slack

The Jira bot automates daily scrum via asynchronous standups in Slack. The reports are compiled and delivered to the stakeholders/project managers DMs in Slack. Also allows to run cross-team standups in a shared slack channel, involving the stakeholders outside the Slack workspace - in different workspace to be part of the meeting.

The Jira bot also automates most other common Scrum ceremonies, say planning poker, retrospective, and backlog grooming in Slack - In beta development.

7. Your security is our top priority

Troopr’s Slack integration for Jira adopts industry’s best practices and standards to protect your data and information from data loss, misuse and unauthorized accesses.

We adopt OAuth 2.0 authentication for the best in industry security standards.

At Troopr, we ensure that we do not store any data that goes from Jira to Slack and vice-versa. We connect the platforms via publicly available REST APIs and do not intend to store any of the data that passes from Slack through our servers to Jira and vice versa. Every command executed by Troopr user in Slack will make a fresh API call to Jira to get the data even if the same / similar command was executed recently. When a user specifically chooses delayed delivery of notifications, we cache notification metadata but only until it is delivered to the user/channel. At Troopr, we ensure that we only transmit data from Slack to Jira and vice versa and do not permanently store data in any scenario.

At Troopr, we also ensure accessing the minimal limited information to provide the functionalities and we adopt OAuth 2.0 authentication (token based authentication to access Jira APIs) for best in industry security standards. Read more about this in the Atlassian document.

8. Get started

Troopr is trusted by thousands of organizations including Vodafone, Electronic Arts, Delivery Hero, Accenture and more.

Troopr is designed to fit teams of any size and free to try. You can either get started by installing Troopr Jira Slack integration plugin from the Slack app directory or Atlassian marketplace.

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