If you're using Jira next-gen projects, support for JQL behaves differently compared to classic Jira projects. Any edit prompts a recalculation of current progress. The JQL query linked to the objective or key result can be edited at any time. You can copy and paste the query string into your integration with Viva Goals. Next, select the Advanced option, and Jira automatically converts your search into a JQL query. Search for issues you want to link to your objective by using the filters in Jira.
Jira issues that match the query will be linked to the success of the objective or key result.Ī JQL query can be copied from Jira. Select a connection, and add a JQL query to match any issues that would relate to the objective or key result. If you choose KPI, provide a metric, starting value, and target value. Select the method you want to use to measure the progress of the key result, percent complete or KPI (success metric). Viva Goals will prompt you to create a new connection only if there are no connections already created or shared. If you already created a connection or if your administrator shared a connection with you, that connection will be selected automatically. When you create or edit an OKR, select Connect data source to auto-update progress.
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How to link the Jira connection to an OKRĪfter you configure a connection, the next step is to link OKRs to stories or epics in Jira: These names are displayed to members when they link their OKRs to Jira stories. You can add names to your connections to differentiate them. Select New connection to add another instance. But Viva Goals allows you to connect with multiple Jira instances. You can edit the saved connection at any time. Select Next to get the integration running. See the instructions to generate an API token for your Jira cloud account. Select New Connection, and provide a name for the connection.įor Jira instances in the cloud, enter the email address and the application programming interface (API) token associated with your Jira account. The integration can be disabled from the same section: Go to Change and select Disable integration from the dropdown.Īfter you enable the integration, the first step is to configure a Jira connection:
If a connection was made previously or if the integration was already enabled, you'll have the option to Manage the enabled integration. In Jira, you'll have an option to Enable the integration. Viva Goals records that objective has hit its goal when 20 bugs are closed.Īdmins follow these steps to enable integration:įrom the sidebar, go to Admin and select the Integrations tab. They link their objective to an epic under which all bugs are filed, and they set the target of their key performance indicator (KPI) success metric to 20. As stories in the epic get completed, the objective gets closer to its goal.Īn engineering team resolves to fix 20 bugs in a quarter. Here are two scenarios where teams see the benefit of Viva Goals integration with Jira:Ī product manager links their objective, ship feature email campaign with an epic in Jira.
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This powerful functionality ensures that your OKR process isn't waiting for manual check-ins, as progress is updated in real time in Viva Goals. When you integrate Jira with Viva Goals, all updates on linked Jira user stories or epics are automatically tracked as progress on your objectives and key results (OKRs) in Viva Goals.
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