The relationship between Delibr and Jira
This article explains the relationship between Delibr and Jira, and how to create Jira issues from Delibr documents at various levels.
For instructions on how to set up the Jira integration, see article: How to integrate Jira and Delibr
Every company has their own way of working in Jira. For the sake of this article we are going to assume that the following is true. Epics in Jira represent a larger piece of work. Epics are in turn broken down into workable chunks: user stories and/or tasks.
If the above holds true, the relationship between Delibr and Jira is: a document in Delibr corresponds to an Epic in Jira, and thus Epics are created at the document level. User stories and tasks are broken down within the document, and added to JIRA at the bullet level.
NOTE: You can both create new issues from Delibr and link to existing issues. In this article we will focus on the creation of new issues.
Creating an Epic that corresponds to the document
To the left of the document title in your documents is a hamburger menu (visible when hovering). To create a new Epic that corresponds to the document, click "Jira" -> "Create Jira issue". The create issue modal will open, where you can select attributes and create a new Epic.
You have now created a new Epic that corresponds to your document in Delibr. A link appears under the document title, which takes you to the corresponding Epic in Jira.
Turning a single bullet into a Jira issue
There are two ways of creating issues from a Delibr bullet.
- Using the” /command”. When standing on the bullet that you want to turn into an issue, type “/jira”. A popover will appear, choose “Create Jira issue”. The create issue modal will open, where you can select attributes and add your issue.
- Using the bullet menu. Click on the bullet that you want to turn into an issue to open the bullet menu. Choose “Jira” and “Create Jira issue”. The create issue modal will open, where you can select attributes and add your issue.
Turning multiple bullets into Jira issues (batch add)
If you have multiple bullets that you want to turn into Jira issues, select all of them (by mouse or keyboard), click the three dots on the right hand side of the bullets, and choose “Create X Jira issues”. The create issue modal will open, where you can select attributes and add your issues.