You can link Jira issues to Workfront tasks or issues either automatically, or manually.
Only one item in Workfront can be linked to one item in Jira. You can never link one Workfront item to multiple Jira issues, nor one Jira issue to multiple Workfront items.
- Automatically Linking Workfront Items to Jira Issues
- Manually Linking Jira Issues to Workfront Items
- Unlinking Items between Jira and Workfront
As a system administrator, you can define triggers that can automatically create an issue in Jira every time certain conditions are met on a task or an issue in Workfront. The Workfront and Jira items become linked.
After you have completed the configuration of Workfront for Jira, when an item is either created or updated in Workfront to match your triggers a new item is automatically created in Jira.
Workfront users that create and update Workfront items do not need a Jira license to trigger the creation of items in Jira.
For more information about defining triggers for creating Jira issues automatically, see "Configuring Workfront for Jira."
NOTE You can create Jira items automatically by attaching a template to a project. If the template contains tasks with assignments that meet the Jira triggers, the new tasks generate new Jira issues.
Automatically linking a Workfront issue to a Jira issue is identical to automatically linking a Workfront task to a Jira issue.
To automatically link a Workfront task to a Jira issue:
- Ensure that your Jira system administrator has configured triggers for automatically creating Jira issues when Workfront items are assigned, then log in to Workfront with an access level that allows you to create a task.
For more information about access to tasks, see "Understanding Task Access."
- Navigate to a project and select the Tasks tab.
- Click New Task.
- Select an existing task, then click Edit.
- Specify or update any of the fields available for the task.
- Click Assignments and assign the task to a user, role, or team which is specified as a trigger in the Jira integration.
- Click Save Changes.
A new task is created in Workfront.
In the Updates tab of the new task, there is a comment to indicate that a new issue has also been created in Jira.
- (Optional) Click the link to the Jira issue to open it in Jira.
- (Optional) In the Integrations area on the Details panel of the task, click the Go to Jira link to open the Jira issue.
Any Jira user can immediately start working on items automatically created from Workfront and their updates will transfer to Workfront without needing a license for Workfront to do so.
Only the fields that you as a system administrator configured during the setup of the Workfront add-on are updated.
For more information about synchronizing fields between Workfront and Jira, see the "Setting Up Field Synchronization between Jira and Workfront Items" section in "Configuring Workfront for Jira."
NOTE The Jira issue is not assigned to anyone in Jira when it is automatically created from Workfront.
After items have been created in Jira and Workfront, independent of each other, you can manually link a Jira issue to an existing Workfront task or issue.
You cannot manually link a Workfront item from Workfront to an existing Jira item.
NOTE If the Jira issue is not on a project which is not identified as a trigger in the Workfront Integration you cannot manually link it to a Workfront item when using the integration with Jira On-Premise.
For more information about setting up triggers for the Workfront to Jira workflow, see "Configuring Triggers for Automatically Linking Items between Workfront and Jira."
When Workfront and Jira items are linked, certain fields from one item can be automatically updated on the other.
For more information about updating linked items, see "Updating Linked Items between Jira and Workfront."
To manually link Jira issues to Workfront items:
- (Conditional) Log in to Workfront and find an issue or a task that you want to link to Jira issue.
- (Conditional) From the address bar of the item, copy the URL of the item in Workfront.
- From the Details tab, copy the Reference Number of the item in Workfront.
NOTE You must have a Workfront license to log in to Workfront. Otherwise, a Workfront user must supply this information to you.
- In Jira, navigate to an issue that you want to manually link to the Workfront item.
- In the Workfront right panel, paste the URL or the Reference Number of the Workfront item which you want to link to it.
- Click Link.
The two items become linked and the Workfront right panel is populated with information from the Workfront item.
The following Workfront fields are visible in Jira, by default, in the Workfront right panel:
- The Name of the item: You can access the Workfront item by clicking the name in the panel.
- Project Name
- The Status of the item
- The Priority of the item
- The date on which it was created in Workfront
- The Planned Hours of the item
- The Reference Number: You can access the Workfront item by clicking the Reference Number in the panel.
For more information about enabling additional fields to display in the right panel, see "Setting up Field Synchronization between Jira and Workfront Items" section in "Configuring Workfront for Jira."
A comment from the Workfront system administrator associated with the integration is posted in the Workfront tab of the Jira issue to confirm that a new Jira item has been created. The comment contains a link to the Jira issue.
Linked items between Jira and Workfront can be manually unlinked from Jira.
You cannot unlink a Workfront item from their Jira counterpart in Workfront.
You need the following access to unlink manually linked item:
- You are the user who manually linked the items.
- You are the Jira system administrator.
Only the system administrator can unlink items that were automatically linked.
To unlink a Jira issue from a Workfront item:
- In Jira, navigate to an issue which is linked to a Workfront task or issue.
- Navigate to the Workfront right panel, and click the Unlink icon, then click Unlink.
The previously linked Jira and Workfront items are now unlinked. Any fields, comments, or documents that might be updated on them individually in the future are not updated on their previous counterpart in the other application.