How to create Jiras from within the Siteimprove platform

JIRA is a platform developed by Atlassian that provides issue tracking and project management functions for software projects.

For both Jira Software Cloud and Jira On-prem (i.e. private installations), it’s possible to create Jiras from within the Siteimprove platform. 

Note: To create Jiras from siteimprove you must first set up a Jira connection on the Siteimprove platform. For further information on this see the article - "Siteimprove’s Jira Connector".

After you have set up the connection, options to create Jiras will be available within the Policy, Quality Assurance, Accessibility, and SEO modules of SIP. This allows you to easily report issues found by Siteimprove directly into your Jira issue tracking tool.

Typically you can create Jira tasks at both the Issue and Page Level.

This article covers the following areas:

• Creating a Jira from Policy
• Creating a Jira from Accessibility
• Creating a Jira from Quality Assurance
• Creating a Jira from SEO
• Creating a Jira from Performance
• Jira Create Modal
• Managing Jiras issues

Creating a Jira from Policy

1. Select Policy > My Policies in the left menu.
2. Identify the policy for which you want to create a Jira.
3. Select the “Create new Jira issue” icon to the right of the policy.
4. Complete the “Create Jira” modal box presented.

Note: It is also possible to create Jira issues at the page level by selecting the specific Policy and then clicking on the “Create new Jira issue” option to the right of the page title.

Creating a Jira from Accessibility

1. Select Accessibility > Issues in the left menu.
2. Identify the Issue for which you want to create a Jira.
3. Select the “Create new Jira issue” icon to the right of the Issue.
4. Complete the “Create Jira” modal box presented.

Note: It's possible to create Jira issues at the page level in Accessibility by selecting the specific issue and then clicking on the “Create new Jira issue” option to the right of the page title. Creating page level issues is currently not an option.

Creating a Jira from Quality Assurance

You can create a Jira in the following 4 locations within Quality Assurance:

• Quality Assurance > Links > Pages with broken links in the left menu.
• Quality Assurance > Links > Broken links in the left menu.
• Quality Assurance > Spellings > Pages with Misspelling or Words to Review in the left menu.
• Quality Assurance > QA Overview > See all issues below the “Fix these issues” table.

Once you identify the Issue for which you want to create a Jira.
Select the “Create new Jira issue” icon to the right of the Issue.
Complete the “Create Jira” modal box presented.

Creating a Jira from SEO

1. Select SEO > Optimize > Issues and Recommendations in the left menu.
2. Identify the Issue for which you want to create a Jira.
3. Select the “Create new Jira issue” icon to the right of the Issue.
4. Complete the “Create Jira” modal box presented.

Creating a Jira from Performance

You can create a Jira from Suggested Improvements under the Page Overview and Measurement Results pages under Performance:

1. Select Performance > Page Overview and select a page or navigate to Performance > Page Overview > Page Performance > Measurement Results. 
2. Under the Suggested Improvements area identify the Issue for which you want to create a Jira.
3. Select the “Create new Jira issue” icon to the right of the Issue.
4. Complete the “Create Jira” modal box presented.

Jira Create Modal

Each of the examples above requires you to complete the Jira Modal form.

• Admins/Account Owners are able to customize Jira Modals for specific projects and issue (field setup) types under the Integrations menu. For more details on how to customize this please review the article How to create, map and configure fields in a work item/task template.
• The Jira User is the account that users use to create Jira issues via a Jira connection. Jira users can be group accounts, used by multiple users in an organization. 
• Some fields within the Jira modal box will be prefilled for your convenience. These can be edited as required. See How to create, map and configure fields in a work item/task template.
• The modal displays the fields required to create the Jira task. Not all fields are mandatory.
• The functionality is subject to the same limitations as Jira’s user interface for a given account or user.
• Fields are inherited from your JIRA account, so languages differ, e.g. if SIP is in French but Jira is in English for the same user then the fields will be in English.
• The Reporter is technically also a registered user in Jira, but in cases where the Jira user is a group account, there can be multiple reporters using the same Jira user account.

Managing Jiras issues

Once you’ve created Jira issues via SIP, you can manage these in the Manage Jira issues section under Integrations > Task Management > Tasks.

Here you can see the issues, IDs, status, module, and connection details. You can also link to the issue in your Jira instance or in the Sitemprove platform. You have the possibility to filter the list and delete issues that are no longer required.

Note: Siteimprove is happy to help with questions regarding configuring the integration. Siteimprove does not provide support or product help for the third-party software with which you are connecting.