Integrating Jira and SharePoint

Say Goodbye to System Switching and Version Control Frustrations

Switching between systems to find documents stored in SharePoint and then returning to Jira can be frustrating and time-consuming. This process often leads to issues like verifying if the document is the most recent version. Managing projects and documents across different platforms is difficult and wastes time while causing version control issues. By integrating Jira and SharePoint, you can connect task management and document collaboration in one workflow. This integration simplifies your work, saves time, and ensures your projects stay on track without the typical version control headaches.

Addressing Key Challenges

Teams often find themselves struggling with issues like:

  • Duplicated Content: Different versions of the same document can waste time and create confusion.

  • Information Silos: When documents and tasks are in separate systems, collaboration suffers.

  • Version Control Problems: Ensuring everyone is working on the latest version isn’t always straightforward.

  • System Switching: Constantly moving between platforms disrupts focus.

  • Collaborative Access: Teams need quick, reliable access to updated files for effective collaboration.

Document Management Simplified with SharePoint

SharePoint is known for its strong document management features. When integrated with Jira, it’s easier to:

  • Attach Files and Folders: Directly link SharePoint files to Jira issues, ensuring all necessary documents are within reach. Furthermore, with the Project Folders tab in Jira, the Project Admin can predefine these essential folders for specific Jira issues so that everyone can access them directly within Jira. No need to search in SharePoint, just open the tab in Jira, and all your key folders are right there.

  • Create a Centralized Information Hub: Connect documents from SharePoint to Jira tasks, offering a single source of truth.

Task Management with Jira at Its Best

Jira’s strengths lie in task tracking. With the integration, users can access Jira Issues from SharePoint and stay informed on task updates without needing to switch between tools.

  • Advanced Filtering: Use JQL or text search for Jira issues.

  • Targeted Results: Select specific issues as needed.

  • Connect Multiple Sites: Access all Jira sites.

  • Instant Updates: Get real-time changes in SharePoint.

  • Customizable Display: Choose displayed fields for Jira issues.

Integrated systems, SharePoint with Jira, are a great way for teams to work on the most recent files, track changes in real time, and avoid manual version checks. This is great because it means projects can stay on track and team members are always in the loop.

We're delighted to say that teams using this integration have seen some fantastic results! The lovely folks on the IT support team can resolve issues in a flash by linking troubleshooting guides in SharePoint to Jira tickets. Business teams (Finance, HR, Marketing) love having tasks and documentation aligned and accessible, which makes it super easy to get things done!

Connecting Jira and SharePoint is a great way to make your workflows more efficient, boost your team's collaboration, and keep your documents safe and secure. We all know how important it is to tackle everyday challenges head-on so that our teams can stay productive and meet their project objectives.