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How to add a Jira Project and Board in Jira Align

Jira Align allows you to connect and sync your work items from a Jira Cloud or Jira Data Center instance.  You can connect existing Jira Projects by adding information into Jira Align, which will provide the details you need to enable the syncing of your work items.  

Shannon Wright
Adding a Project and Board in Jira Align
Adding a Project and Board in Jira Align

The process outlined below is a step-by-step guide to adding Projects and Boards to Jira Align. After you've completed these easy-to-follow steps, the Jira Project will be configured to allow Jira stories, epics, sub-tasks and sprints to sync to Jira Align.

Before you start, check that the Issue Type IDs and custom field IDs are set, and workflow state mappings configured.

To set the Issue Type IDs, go to Administration > Jira Settings > Jira Setup tab. Scroll down to the Issue Type section and enter the IDs for the Issue Types from Jira. You can read this article from Atlassian if you need to know how to find the Issue Types from Jira.

To set the Issue Type IDs

To set the custom field IDs, navigate to Administration > Jira Settings > Jira Setup tab. Scroll down to the custom fields section and enter the IDs for the custom fields from Jira. Here's how to find the custom field IDs from Jira.

To set the custom field IDs

How to add Jira Projects to Jira Align

1. In Jira Align, go to Administration – Jira Settings. (You’ll find the Administration gear in the bottom left corner of Jira Align, and then see the menu item Jira Settings.)

2. Go to the Manage Projects tab. (The Manage Projects tab is the first one in Jira Settings.)

3. Click Add Projects to add a new row. 
NOTE:  you can add multiple rows if you want to add more than one project at a time.

4. Enter the following information in the boxes provided:

  a. Add the Jira Project key.

  b. Type in the Project name.

  c. Select the Program within Jira Align from the drop-down menu to associate it with your specific Jira Project.

5. Click Save to complete the process.

The result:

When changes are detected in Jira, the work items will sync to Jira Align for the added projects. Depending on your settings within the Jira Setup tab, changes to items in Jira Align will also sync to Jira.

To verify your setup:

Go to the Administration > Jira Setting > Jira Setup tab. Scroll down to the Settings section. You will have settings for the sync direction for the Issue Types of Feature, Story, Bug and Task. 

You can choose to set Bidirectional syncor Jira to Jira Align sync.

How to add Jira Board to Jira Align 

1. In Jira Align, go to Administration – Jira Management. (You'll find the Administration gear in the bottom left corner of Jira Align, and then see the menu item Jira Management.)

2. Click Add Board to add a new row. 
NOTE:  You may only add one board at a time. The "Add Board" button remains disabled until you save the open row. Once you've entered all the items in the open boxes and clicked "Save", the "Add Board" button will be enabled again.

3. Enter the following information into the boxes provided:

  a. In the Jira Board ID field, enter the Rapidview ID for the board you want to add. The Rapidview ID is located at the end of the URL for the board. In the example above, the Rapidview ID is 8.

   b. From the drop-down field, select the Jira Align Program you want to associate with the board.

   c. Type in the team name that the associated board will be used.

4. Click Save to complete the process.

The result:
After you've added a Jira Board, any new sprints created within Jira on this board will sync to Jira Align. This allows any work the team performs within a Jira sprint to automatically reflect within the Jira Align system.  

NOTE: This requires that the incoming Jira Sprints are associated with the proper Sync Sprints within Jira Align. Look out for future blogs where we explore sprint management.

The process outlined below is a step-by-step guide to adding Projects and Boards to Jira Align. After you've completed these easy-to-follow steps, the Jira Project will be configured to allow Jira stories, epics, sub-tasks and sprints to sync to Jira Align.

Before you start, check that the Issue Type IDs and custom field IDs are set, and workflow state mappings configured.

To set the Issue Type IDs, go to Administration > Jira Settings > Jira Setup tab. Scroll down to the Issue Type section and enter the IDs for the Issue Types from Jira. You can read this article from Atlassian if you need to know how to find the Issue Types from Jira.

To set the Issue Type IDs

To set the custom field IDs, navigate to Administration > Jira Settings > Jira Setup tab. Scroll down to the custom fields section and enter the IDs for the custom fields from Jira. Here's how to find the custom field IDs from Jira.

To set the custom field IDs

How to add Jira Projects to Jira Align

1. In Jira Align, go to Administration – Jira Settings. (You’ll find the Administration gear in the bottom left corner of Jira Align, and then see the menu item Jira Settings.)

2. Go to the Manage Projects tab. (The Manage Projects tab is the first one in Jira Settings.)

3. Click Add Projects to add a new row. 
NOTE:  you can add multiple rows if you want to add more than one project at a time.

4. Enter the following information in the boxes provided:

  a. Add the Jira Project key.

  b. Type in the Project name.

  c. Select the Program within Jira Align from the drop-down menu to associate it with your specific Jira Project.

5. Click Save to complete the process.

The result:

When changes are detected in Jira, the work items will sync to Jira Align for the added projects. Depending on your settings within the Jira Setup tab, changes to items in Jira Align will also sync to Jira.

To verify your setup:

Go to the Administration > Jira Setting > Jira Setup tab. Scroll down to the Settings section. You will have settings for the sync direction for the Issue Types of Feature, Story, Bug and Task. 

You can choose to set Bidirectional syncor Jira to Jira Align sync.

How to add Jira Board to Jira Align 

1. In Jira Align, go to Administration – Jira Management. (You'll find the Administration gear in the bottom left corner of Jira Align, and then see the menu item Jira Management.)

2. Click Add Board to add a new row. 
NOTE:  You may only add one board at a time. The "Add Board" button remains disabled until you save the open row. Once you've entered all the items in the open boxes and clicked "Save", the "Add Board" button will be enabled again.

3. Enter the following information into the boxes provided:

  a. In the Jira Board ID field, enter the Rapidview ID for the board you want to add. The Rapidview ID is located at the end of the URL for the board. In the example above, the Rapidview ID is 8.

   b. From the drop-down field, select the Jira Align Program you want to associate with the board.

   c. Type in the team name that the associated board will be used.

4. Click Save to complete the process.

The result:
After you've added a Jira Board, any new sprints created within Jira on this board will sync to Jira Align. This allows any work the team performs within a Jira sprint to automatically reflect within the Jira Align system.  

NOTE: This requires that the incoming Jira Sprints are associated with the proper Sync Sprints within Jira Align. Look out for future blogs where we explore sprint management.