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Overview: Reclaim's integration for Jira
Overview: Reclaim's integration for Jira

Use Reclaim's Jira integration to sync tasks between Jira and Reclaim.

Updated over 2 months ago

Reclaim's Jira integration allows you and your team to sync issues from any project within your Atlassian Jira workspace and automatically blocks time for them as smart Tasks via Reclaim, so you actually have time defended to get work done before deadlines.

Requirements for the Jira integration

  • You must have a Reclaim account with a calendar connected.

  • You must be a Jira administrator in order to add the Jira integration to a Jira workspace.

  • Your Jira workspace must contain at least one Jira project.

  • Your Jira workspace must be hosted using Jira Cloud. On-premise installs of Jira are not currently supported.

  • The following fields must be enabled on the default issue screen for any projects that you want to use the integration with:

    • Log work

    • Time tracking

    • Original estimate (if enabling the integration on a Team-managed Project in Jira)

    • Due date and/or fix version and/or Sprint

Set up the Jira integration in Reclaim

  1. Navigate to Settings > Integrations > Jira in Reclaim to manage your Jira integration configuration.

  2. Click Connect Jira on the Jira integration card.

  3. This will redirect you to install the Jira integration in the Atlassian Marketplace. You will then need to follow the next steps below:

Install the Jira integration as a Jira administrator

  1. Go to the Atlassian Marketplace link for Reclaim's Jira integration.

  2. Click the Get it now button in the top right of the page.

  3. If you're the administrator of more than one Jira workspace, you'll be prompted to select the workspace where you'd like the integration installed. You can install the integration across as many workspaces as you'd like.

  4. You'll be prompted to review and grant permissions from your workspace to the integration. Once you've reviewed them, confirm the integration to complete the installation.

  5. You're all done—now any user in the workspace can enable the integration.

Note: if you're not a Jira administrator, you can use the Atlassian Marketplace link to the integration to request installation by an administrator.

Enable the Jira integration as a user in Jira

  1. Navigate to a Jira issue.

  2. Click the Reclaim button. Sometimes it may be hidden behind a ... menu.

  3. Click Allow access button.

  4. You'll be redirected to a page to confirm access to your Atlassian account. Scroll to the bottom of the page and click Accept.

  5. You'll be redirected back to the Jira issue. Click Finish connecting to Reclaim to be redirected to Jira integration settings page in Reclaim.

Syncing your Jira tasks

When creating new items in Jira, Reclaim requires three details to get your tasks scheduled with the integartion.

Jira task requirements:

  • An estimate using the Original estimate field in Jira.

  • A due date and/or fix version and/or Sprint, unless specified otherwise by you as described here.

  • An assignee with an email registered in Reclaim who has the integration enabled.

If a Jira issue does not have all the required fields Reclaim needs in order for it to sync over will show what is needed for the sync to work:

Manual sync

The Schedule via Reclaim button will sync the issue to Reclaim to start blocking time for the Task on your calendar.

Synced issue

A Jira issue that has a sync to Reclaim will show:

  • A link to the associated Task in Reclaim.

  • The Task's first scheduled event.

Note: sometimes you'll need to refresh your browser in order to see updated states on your Jira issues.

How Reclaim schedules Jira issues

The Jira integration settings page allows you to manage how you want Reclaim to schedule your Jira items.

Manually sync specific issues

Issues won't be synced to Reclaim until you click the Schedule with Reclaim button within a Jira issue.

Automatically sync all issues

Issues will sync automatically once they have all the required fields.

Issues without due dates

The Jira integration allows you to decide whether or not you want to allow Jira tickets to be synced that don't have due dates.

  • If you select Sync Jira tasks without due dates, then tickets will be synced whether or not the ticket has a due date or Sprint end date in Jira.

  • If you select Don't sync Jira tasks without due dates, then a due date or Sprint end date is required for any ticket synced from Jira.

Multiple Jira workspaces

If you have the integration installed across multiple Jira workspaces you have access to, you can select different sync settings for different workspaces.

Sync Jira tasks to your calendar

Reclaim's Jira integration syncs status in both directions—from Jira to Reclaim and vice-versa—to help you track time, log your work, and automatically clear your calendar once an issue is complete.

Reclaim will attempt to schedule your Jira issue on your calendar before its due date, fix version, or Sprint end date. If multiple fields are present, Reclaim will pick the earliest date. Adjusting your due date, fix version, or Sprint end date will automatically change how events for that issue are scheduled.

Once an event on your calendar associated with a synced Jira issue begins, work will get automatically logged in the Jira issue's Time tracking section:

Jira workflows

  • If you move an issue in Jira to a Done state, Reclaim will automatically consider the task complete. That means that Reclaim will log any work that has been completed prior to then and remove any upcoming events for the issue on your calendar. For example, if you move an issue in Jira to Done after completing 2 out of 4 estimated hours, Reclaim will log 2 hours and remove the upcoming 2 hours from your calendar.

  • If you mark an issue as Complete in Reclaim, Reclaim will not automatically move it to Done in Jira, but will indicate in the Jira issue that the task is complete in Reclaim and log work accordingly.

  • If an issue is deleted from Jira, the task will be deleted from Reclaim.

How Reclaim prioritizes synced Jira tasks

Tasks synced via Reclaim's Jira integration will automatically honor the priority levels in Reclaim to the priority you marked the item as in Jira.

Priority in Jira

Priority mapped in Reclaim

Highest

Critical (P1)

High

High priority (P2)

Medium

Medium priority (P3)

Low

Low priority (P4)

Lowest

Low priority (P4)

You can change the priority of a synced task in Reclaim to adjust how the event is scheduled by Reclaim -- but this will not update the priority in Jira. If you want to update the priority of a synced task in the platform it was created in, you must do so from the source event in the app.

Learn more about how Reclaim Priorities work in this overview doc.

Connecting Multiple Workspaces

You can use Reclaim across multiple Jira workspaces by installing the Reclaim app in every workspace that you want Reclaim to sync issues from. Once you have the app installed in multiple workspaces, you should see a dropdown list of configured workspaces on the Reclaim Jira integration page, which gives you the ability to configure different rules per workspace.

Reclaim does not yet support multiple separate accounts (ie: more than one Atlassian login).

Disconnecting the Jira integration

Admins can go in and delete Reclaim from the workspace from the Manage Apps section of Jira.

Alternatively, a non-admin user can navigate to the Settings > Integrations in Reclaim and click the Disconnect button.

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