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Jira

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jira.png Jira is an issue tracking product developed by Atlassian that allows bug tracking and agile project management.

When properly configured, Greenhouse Onboarding tasks that are assigned to Jira will automatically generate a ticket in the system via email. In this article, we will cover how to: 

 

Retrieve Jira Email 

Greenhouse Onboarding uses a Jira email address to automatically add tickets to the ticketing system when a task is generated in Greenhouse Onboarding.

Note: Jira provides your organization with a default mail server/service. If you have not already, you will need to set up a mail server/service with Jira. Click here to learn more.

To enable Jira as a 3rd-party task system, contact your organization's Jira administrator and provide Greenhouse Onboarding with the Jira email used for creating tickets.  

 

Configure Jira Email Settings

Your organization will need to configure your Jira email account before Greenhouse Onboarding can email Jira with tasks.

From your Jira account, navigate to cog.png > System > Mail > Incoming Mail.

Click Add incoming mail handler (or the Edit link next to an existing mail handler).

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From the Mail Handler dialog box, give the mail handler a:

  • Name 
  • Server
  • Handler

Note: We recommend that your organization titles the mail handler with a name that uniquely identifies it as being used for Greenhouse Onboarding. Additionally, we commend selecting Create a new issue or add a comment to an existing issue for the handler.

Click Next when ready.

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From the subsequent dialog box, specify which:

  • Project should Greenhouse Onboarding add tasks to
  • Type of issue that should be created
  • Default Reporter 

Note: It is necessary to select a default Reporter or else Jira will ignore the incoming issue.  

When finished, click Save.

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Enable Jira for Greenhouse Onboarding

Once the Jira email address is copied and configured, navigate to Greenhouse Onboarding and click Settings from the navigation bar. 

Select 3rd-Party Task Systems from the left-hand panel.

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From the 3rd-Party Task Systems page, click Add New

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Give the 3rd-party task system a name and select Jira from the provided System dropdown menu. 

Input the copied Jira email address in the Email Address field.

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Since Greenhouse Onboarding allows tokens to be inserted into tasks (which can reveal personally identifiable information), you need to explicitly configure which fields Jira can view.

Use the Viewable Fields dropdown menu to select which fields Jira can view. If a task with a non-viewable token is assigned to Jira, Greenhouse Onboarding will block Jira from viewing the information.  

When finished, click Save and Close.

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The Jira account will be added as a 3rd-party task system in Greenhouse Onboarding. Repeat the above steps for any additional Jira accounts that you need connected to Greenhouse Onboarding.

This Jira account (and any additional projects added to 3rd-Party Task Systems) can now be assigned tasks. To learn more, click here.