To connect with JIRA, navigate to the Integrations page > JIRA and then get your DailyBot Organization JIRA URL to then configure the webhook in JIRA.
What are the steps?
- Get your own URL from DailyBot Integrations page > JIRA, copy that URL.
- Go to your JIRA global settings.
- Click on WebHooks, then "Create a WebHook".
- Paste your DailyBot hook URL, add a name and select the events to be tracked, recommended: issue (created, updated, deleted), worklog (updated), comment (created), sprint (closed), version (released)
Now the integration is ready on the JIRA side. Please read below to make sure that your JIRA activity displays properly inside DailyBot.
Matching DailyBot and JIRA users
It is recommended that all your team members configure their own JIRA ID or User Names on DailyBot's JIRA page. They should access the Integrations page > JIRA, and then just set their ID or User Name. It's an important step and every DailyBot member should do this.
If the ID or User Name is not defined, DailyBot will try to match the users based on the full name they have in DailyBot vs. the full name they have in JIRA. If that information does not match, the JIRA event will be ignored and no activity will be tracked.
How to know the JIRA User ID
The simplest way to know your JIRA User ID or Account ID is:
- Access your JIRA User Profile (using the JIRA dropdown menu at the top-right of the page)
- You'll get a URL like this one: https://acme.atlassian.net/jira/people/557888:7363514a-8cd1-4a07-976e-84bd7b8f029f
- Copy the string/text that comes in the URL after people/, in this example it would be "557888:7363514a-8cd1-4a07-976e-84bd7b8f029f" — your ID could be shorter in some cases.
How to know the JIRA User Name
Go to your profile, and copy your full profile name (first name and last name) as you have it configured in your Atlassian account. We recommend the User ID method as it's more reliable. If you use the User Name method and there are two people with the same name in your company then DailyBot could get confused and will ignore JIRA events related to those users.
How can I get data related to just some specific JIRA projects?
JIRA allows you apply JQL (Query Language) during the WebHook configuration, by using JQL you can filter the events that should be notified to DailyBot. Learn more here.
In example, if you only want to get events in DailyBot related to a JIRA project named "DailyBot", you'll configure WebHook with this extra setting:
Activating the activity tracking for your Follow-Ups
Finally, please make sure you enable the "Activity Tracking" for the Follow-Ups where you want the external activity to be displayed. Once you enable this feature you'll see a new column in the web reports, and also some extra summary will be attached to the reports that are shared via chat.
- Go to to Follow-Ups > Skill Settings, then open the Follow-Up Settings for the follow-up where you want to add the external activity.
- Find the "Activity tracking" section and turn ON the feature.