In this article:

  • How do I setup Jira integration?
  • Track progress of key results in Ally.io by story points
  • Track progress of projects in Ally.io by story points

How do I setup Jira integration?

To hit the ground running with Jira integration in Ally.io, here's what you need to do:

  • From the navigation menu, click on Admin > select the Integrations tab.
  • Against Jira, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Manage the enabled integration.
  • This integration can also be disabled from the same section by clicking on Change, and choosing Disable integration from the dropdown.

If you need additional help in setting up your connection, read our help article on Jira integration.

Track progress of key results in Ally.io by story points

The status of key results will be updated automatically depending on the story points completed in Jira.

  • While creating or editing a key result in Ally.io, choose the method using which you want to measure the progress — percent complete or KPI (success metric).

    If you choose to measure progress by the complete percentage,
  • Click on Connect data source to auto-update progress. From the drop-down menu, select Jira.
  • If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. Ally.io will prompt you to create a new connection only if there are no connections created or shared.
  • Provide the JQL, and from the drop-down menu for tracking progress, select Story Points.
  • Click Next > Save.

    If you choose to measure progress by the KPI metric,
  • The name of the metric will automatically be set as 'Story Points' if you choose to track the progress by story points. However, if you wish to have a different one, you can provide the name for the metric. Set a target value and starting value.
  • Click on Connect data source to auto-update progress. From the drop-down menu, select Jira.
  • If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. Ally.io will prompt you to create a new connection only if there are no connections created or shared.
  • Provide the JQL, and from the drop-down menu for tracking progress, select Story Points.
  • A checkbox for counting only the completed tickets will be ticked by default. This implies that the progress will be updated based on the number of completed tickets, and tickets in progress will not be counted.
  • Click Next > Save.

Track progress of projects in Ally.io by story points

The status of projects will be updated automatically depending on the story points completed in Jira.

  • While creating or editing a project in Ally.io, click on Select an option to add tasks to project. From the drop-down menu, select Jira.
  • If you have already created a connection, or if your administrator has shared a connection with you, that connection will be selected automatically. Ally.io will prompt you to create a new connection only if there are no connections created or shared.
  • Provide the JQL, and from the drop-down menu for tracking progress, select Story Points.
  • All the tasks associated with the JQL will be listed, along with additional task details — name, story points, assignee, and due date.
  • Click Next > Save.

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