Manually Linking Existing Projects Tasks and a Jira Issue

If you use the PSA Direct for Jira, you can manually link existing PSA project tasks and Jira issues.

Note:

Depending on how the connector is set up in your org, you might use PSA project tasks as the source of truth or Jira issues as the source of truth. Step 4 only applies if PSA is the source of truth.

Warning:

You can only link a single PSA project task to a single Jira issue. You must not enter the same Jira Correlation ID for multiple PSA project tasks.

To manually link a PSA project task to a Jira issue:

1. Open the project task that you want to link to a Jira issue.
2. In the Jira Correlation ID field, enter the key of the Jira issue. For example, 78954.
3. If PSA is the source of truth, do the following:
   • In the Jira Issue Type Category field, select "Standard Issue Type" or "Sub-task Issue Type", depending on the type of Jira issue. For example, if the issue is a story in Jira, select "Standard Issue Type".
   • In the Jira Issue Type, select the type of issue or sub-task, for example, "Story". The list displays only the issue types of the selected category. If you select an issue type that is in the list but the same issue type is not available in the Jira project, then the connector sends you an email notification that one or more Jira issue types are not available or invalid.
4. [Optional] If the relevant feature is enabled, the connector can automatically sync future changes made to the project task with Sync. To enable this, select the Sync with Jira checkbox.
5. Click Save. The PSA project is now linked to the Jira issue.

Note:

If Jira is the source of truth, the Jira Issue Type Category and Jira Issue Type fields are automatically populated the next time that a Jira user changes the linked issue.