Lattice's Jira integration allows users to connect their Lattice goals and have them automatically update progress when Jira is updated. Jira syncs with Lattice at the start of the hour, if there have been any updates, your goal's progress will be updated.
Connect Jira to a Goal
Step 1: From your Home page, select Create goal > Key result.
Step 2: Under How will you measure progress?, select Jira Integration and Connect.
Step 3: Run a JQL Query within the textbox and Search.
If you come across a Search error, note that you may not be searching using proper JQL.
Learn more in JQL by Atlassian or use the basic search feature in Jira and then convert to a JQL to copy and paste the query into Lattice. Note: The Jira integration does not pull subtasks into the query. Therefore, to ensure accurate goal progress calculation, you must expand the JQL query to pull in appropriate subtasks.
Step 4: A preview will appear––Click See all [number] issues in Jira to confirm the query is correct. Select Next.
Step 5: Select how you would like to track progress and insert a Start and Target amount.
- Issue count: The total number of issues within the query
- Story point count: The total number of story points within the query
- Issue completion: The % of issues completed within the query
- Story point completion: The % of story points completed due to completed issues within the query
Step 6: Connect and continue to create your goal.