Jira is a project management tool that helps team plan, track and manage software development and other projects. By integrating Jira with Zoho Cliq, you can track work items and manage software projects directly inside Cliq.

Installation 

1. Go to the Zoho Cliq Marketplace and search for Jira, and install it.

2. Alternatively, click the provided link to install the integration.   

Authentication  

After successful installation, a bot message will be posted.

1. Click on Getting Started.

2. Enter the email ID, API token, and subdomain, then click Authorize.

To create an API token:   

1. Select Click Here. You will be redirected to Atlassian's account page. Log in using your account credentials.

2. On the API token page, click Create Token, then enter a name for your token.

3. Copy the generated token and paste it into the API token field.

To view your subdomain:  

In your Jira Cloud account, navigate to any project. In the URL https://example.atlassian.net/, the term 'example' is the subdomain.

Bot   

Upon successful authentication of the account, a bot message will be posted along with the following bot menu actions:

• Configure

• Help

• Summary

Configure

The configure bot menu action allows you to set your subdomain, choose a default project and map channels to a project for receiving notifications.

Subdomain

Follow the steps provided in the bot to configure your subdomain.

Set Default Project

Your default project determines what appears in your selections, which notifications you receive, and where your actions are applied.
You can change your default project at any time or switch to another project as needed.

Map a Channel

You can map a project to any channel to receive project-related notifications. To do this:

• Select Map Channel.
  

• Choose a project and a channel, then click Map Channel.
  

• Once mapped, notifications will be posted in the selected channel.
  

View Mapped Channels

Click View Mapped Channels to see all project-channel associations.

Help   

Selecting Help, posts a message from the bot that explains the functionalities available in this integration.

How to Configure Jira Channel Notifications 

Note: You only need to configure one webhook per subdomain.

Step 1: Open Jira settings   and access webhooks    

1. Click the Settings icon (to the left of your profile icon).

2. Navigate to System > Advanced, then select Webhooks.

3. Click Create a Webhook.

Step 2: Create the Webhook  

1. Enter a suitable name in the Name field.

2. In the URL field, paste the following link:

https://cliq.zoho.com/company/631836344/api/v2/applications/4958//incoming?appkey=*****&zapikey=******

Step 3: Choose Events to Trigger the Webhook  

Select the following event categories:

Issue Events  

• Created

• Updated

• Deleted

Comment Events  

• Created

• Updated

• Deleted

Click Create to save and activate the webhook.

 Summary 

• You can configure AI Summary via the Jira bot.

• You can choose your preferred AI service provider — ChatGPT, Claude or Gemini.
  

• Enter the API key.
  

Scheduler    

Widget   

The widget has four tabs: To Do, In Progress, Done, and Summary. Across the To Do, In Progress, and Done tabs, you can perform the following actions:

• Edit Default Project: Switch from the current project to a different one.
  

• Add Work Item: Add a work item to a project and work type.
  

• Filter: To search for a particular work item, use the Filter button. Here, you can select the work type, enable the option to filter only your work items, or enter a keyword that matches your search.
  

• Configure Fields: You can choose which fields you want to display in a work item’s details. Click the Configure Fields button and select the fields you need.

• Move: You can update the status of a work item by moving it from one status to another.
  

• Comments: Under the Comments section, you’ll find all the comments related to the work item. You can edit or delete a comment, or add a new one.
  

• Other Work Items: Here, you’ll find other work items under the tab. You can click the Open button to view them in the Atlassian site, or select View Details to view the work item details inside Cliq.

1. To Do  

Display all work items with the To Do workflow status.

2. In Progress  

Displays all the work items being worked on.

3. Done  

Displays all completed work items.

4. Summary  

A summary of the workflow status will be displayed as a graph. Additionally, a table will present the list of issue statuses based on assignees and work type along with the issue count in Team Summary.

You can also switch to Individual Summary and view the work items based on their status.

Use the filter option to view the work items based on the assignees.

The work items will be listed based on the selected assignee.

You also have the option to unlink closed threads as well as all the thread for a specific time using the Disconnect Threads option.

Slash commands   

By using the slash command "/jira" in any chat, you have the following options to select from:

• My Epics due today

• My Subtasks due today
  

• My Features due today
  

• My Tasks due today
  

• My Storys due today
  

• My Bugs due today
  

On selecting an option, you can view the tasks or sub-tasks that are due for the day.

Message actions   

In Zoho Cliq, you can use message actions to convert a message into a work item.

Link preview     

You can now quickly share your files in any chat with just the task link, which will unfurl the link and provide the details of the file to the users. You can add your comment from here.
Through this, users can view the details without even shifting to Jira.

Note: 

When an issue you is marked as done, you will receive an update now in a dedicated thread. And if AI Summary is enabled, the work item will be summarized before the thread is closed.

All the updates will be available in that specific thread.