Set up your Jira integration
The oak9 Jira integration allows for automatic and manual creation of Jira issues for design gaps.
Get a Jira API token here
How to set up the Jira integration
To connect the oak9 account to the Jira account, go to the integrations page and click on the “Add Integration” under Jira.
Give the integration a name, for example: “oak9 integration”
Enter the email address for the Jira user.
Enter the Jira domain URL, for example: https://oak9.atlassian.net
Paste in the Jira API token.
If needed, generate the API Token from https://id.atlassian.com/manage-profile/security/api-tokens
(Note: This generates a token for the current user (whoever is logged in) so it is important that the person logged in has the necessary permissions)
Adding Jira to the project
Now that Jira is integrated into oak9’s platform, select the project that needs the Jira Integration from the Projects Tab. In the Project screen, select the edit button on Integrations.
Select Workflow and then click “Add Integration“ button
Select Jira from the Integration Type dropdown
Select Integration Name
Select the project key the issues will be assigned to
Select who to assign issues to
Choose your severity automation preferences
Press green checkmark to save
If successfully implemented, the design gap panel will display like below
Choosing Design Gap Severity Automation
While choosing which design gaps to automate, the options to select from are Critical, High, Moderate & Low design gaps. The selected design gaps, will automatically create issues on Jira. For example, if critical design gaps are selected, all critical design gaps will have issues automatically created in Jira. If Critical & high are both selected, both design gaps will have issues automatically created.
Creating Manual Tickets
If “Manual” was selected in the “Automate User Stories” selection, a Jira button will appear next to the design gap in Visual Designer that allows a Jira issue to be created.
If “Always” create Jira tickets automatically was created, a Jira issue will automatically be created with oak9’s issue details copied across into the relevant fields.