The relationship between Delibr and Jira

This article talks about the Jira integration, and how it works. 

For instructions on how to set up the Jira integration, see article: How to integrate Jira and Delibr

Setting the stage

Every company has their own unique setup in Jira. However, most teams use some kind of container, typically an epic, to group issues. For the sake of this article, we are going to assume the following setup in Jira: 

  • Epics are used as containers for larger pieces of work, typically to be completed in one or a couple of sprints. 
  • Epics consists of a number of issues, typically user stories. 

With a setup like the one above, Delibr documents are used as epics, with user stories being bullets in the document. Since you can create issues both at the root level of a document, and at the bullet level, it's natural to use the entire document as a container (i.e. an epic) and individual bullets for user stories. 

Note: It is possible to, for instance, have multiple epics, or no epic at all, in a Delibr document. If you need help setting up a workflow that suit your needs, please schedule a call with one of our refinement experts: Coaching session or send us a message

1. Creating an epic at the root level

To the left of the document title there's a hamburger menu (visible when hovering). To create an epic at the root level of a document, click on the hamburger menu, choose "Jira" -> "Create Jira issue". 

This will open up the "create issue modal", where you can select attributes and and create a new epic by clicking "Add". 

This creates a new epic in Jira, and than epic will sync with the document in Delibr. A link will appear under the document title, which you can use to move from the document to the epic in Jira and see the status of the epic. 

2. Creating issues from the document

Once the epic is created, it's possible to create for example user stories within the epic. There's a bunch of different ways to do this, and we will explore them further below. 

2.1 Batch adding issues

Batch adding issues comes in handy when there's a lot of them. Select the bullets that you want to turn in to Jira issues (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 choose issue type, assign story points, select what epic they belong to etc. 

2.2 Adding one issue at a time 

If there's a specific bullet that you want to turn into a Jira issue, click the bullet to open the bullet menu. Choose “Jira” and click “Create Jira issue”. The create issue modal will open, where you can choose issue type, assign story points, select what epic they belong to etc. 

3. The Delibr plugin

The ability to create issues directly from Delibr is a huge time saver, but not very useful if information is not synced between the two. Enter the Delibr plugin. 

With the Delibr plugin, developers does not need to leave Jira to read up on details regarding the issue. The plugin continuously syncs the latest information from Delibr with the issue, making sure that teams can collaborate in Delibr without having to worry about conflicting sources of truth or context switching. 

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