Jira Integration Features

• Import Wizard Features
• Create & Modify Tickets and Dependencies
• Creating a New Jira Ticket
• Modifying a Jira Ticket
• Dependencies

Import Wizard Features

Figure 1. Import Wizard diagram.

1. Click on the Import button on the top left Menu Bar in any Workspace and select the Jira Integration
   
   
2. Sign in with your Atlassian credentials

Once the Import Wizard appears, you can do several things to search for the necessary information to bring into the Workspace:

• Use the Project, Type, and Status scrollbars to narrow down your import selection
  • You can use the Search bar to manually type in the item
    
    
• Use the up/down arrows next to the Type, Key, Summary, Assignee, Due date, and Status fields to sort the results
  
  
• Use the topmost checkbox to select all or use the checkboxes to the left of each individual item to add it to the bulk import list
  • If you are trying to import items from multiple searches, make sure you import selections from one page at a time
    
    
• Use any of the dots on the left side of the items to drag your selections directly into the Workspace or click the Import button on the bottom right corner of the window
  • If working within a Pull Plan, and you’ve set up the Plan to include the correct timespan of the project, you can click Place on plan to situate the Jira Tickets directly on their designated due dates
  • If you do not have your Module set up to accommodate the dates, they will drop in outside of the Plan

Your Import from Jira wizard will minimize and snap to the top left hand side of your Workspace screen, and you can click on the box to reopen the wizard.

Create & Modify Tickets and Dependencies

Figure 2. Jira Ticket appearance.

• The item icon type and its ID will display on the top left of the Ticket
  
  
• The Title and its Description will display below
  
  
• If the item has upstream or downstream dependencies, icons with arrows pointing either to a square or out of a square will appear on the top right
  
  
• Assignee, Reporter, or Owner will appear as colored icons on the top right
  
  
• Priority, Status, and Due date will appear as tags on the bottom right

Creating a New Jira Ticket

1. Drag and drop any Note or Shape into the Workspace
   
   
2. Type in the title of the new ticket you’d like to create
   
   
3. Confirm the changes made to the sticky note by pressing Enter/Return on your keyboard
   
   
4. Right click on the Note or Shape
   
5. Click on the Note icon on the far left side of the Context Menu
   
   
6. In the dropdown menu, click Send to Jira
   
   
7. Select which Project you’d like it to belong in and what Type of item it is
   
   
8. Click the Send button
   
   
9. Wait a moment, and the Note or Shape will transform into a Jira Ticket
   a. You can do this for a group of objects as well, just use a Selection tool to select all necessary items to send to Jira

Figure 3. Send to Jira.

Modifying a Jira Ticket

To make any edits to the Ticket, which will be sent back to Jira, double click on the Ticket to open the Editor. Any field in the lighter gray color will be editable. Admins of the Workspace, can toggle which fields are visible by clicking on the gear icon highlighted in yellow in Figure 4. 

Figure 4. Jira Ticket Editor.

Once you make your modifications, make sure to click the Save button to upload the information back into Jira. Hoylu will close the Ticket Editor, and you will see the modified information in the Jira Ticket.

✏️  Note: You are able to change the following fields in Hoylu however, there may be limitations of the editing capability of Hoylu on some fields, in particular if there is some custom behavior defined for them in the linked Jira instance: 

• summary
• description
• due-date
• assignee
• status
• priority
• components

Dependencies

Figure 5 & 6. Dependency icons on the Ticket and the open Connections Menu.

If your Ticket has dependencies in Jira, the upstream/downstream dependency icon will appear, and you can either jump to the location of the dependency in the Workspace or import it if it is not in the Workspace yet. 

Import a Dependency into the Workspace

1. To import a dependency, click on the dependency icon
   
   
2. Identify which dependency you’d like to bring into the Workspace
   
   
3. Click the import button
   
   
4. Hoylu will import the Jira ticket next to the original ticket

Jump to a Dependency in the Workspace

1. To jump to a dependency in the workspace, click on the dependency icon
   
   
2. Identify which dependency you’d like to navigate to in the Workspace
   
   
3. Click the destination icon
   
   
4. Hoylu will bring you to the page where that dependency is located and highlight it for you