Although Trello and Jira are separate project management tools, they complement each other perfectly in bringing your projects to fruition. Trello is renowned for its user-friendly interface and attractive Kanban boards, while Jira is highly regarded for its comprehensive features in managing complex projects. By using them together, you can benefit from the strengths of both. This blog post will guide you through the process of seamlessly integrating Trello with Jira.
1. Set Up Your Trello and Jira Accounts
Before anything else, you need to have a Trello account and a Jira account. Both Trello and Jira offer free versions of their software, so you can easily set up an account for each platform if you haven’t done so already.
2. Connect Trello to Jira
Once your accounts are ready, it’s time to connect Trello to Jira. Follow these steps:
- Go to your Trello board and click on Show Menu.
- Then select Power-Ups.
- Search for the Jira power-up and enable it.
- Click on the settings button (gear icon) on the Jira power-up and choose Edit Power-Up Settings.
- Finally, connect Jira with Trello using your Jira account credentials.
3. Link Trello Cards to Jira Issues
With Trello connected to Jira, you can now start linking Trello cards to Jira issues. Here’s how:
- Open a Trello card that you want to link to a Jira issue.
- Click on the Jira button in the power-up section of the card.
- Search for the Jira issue that you want to link to the Trello card.
- Select the issue and click Attach.
4. Automate Syncing between Trello and Jira
To keep your Trello cards and Jira issues updated with each other, you can use the automation feature in Jira. This will allow you to create rules that will automatically update a Trello card whenever a linked Jira issue is updated, and vice versa.
To set up automation in Jira:
- Go to your Jira project and click on Project Settings.
- Click on Automation.
- Click on Create Rule.
- Choose a trigger for the rule (like when a Jira issue is updated), and an action (like updating a linked Trello card).
Conclusion
Pairing Trello and Jira can greatly enhance your project management capabilities. By integrating these two powerful tools, you can enjoy Trello’s visual simplicity and Jira’s robust functionality in one seamless experience. Happy project managing!