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How to embed monday.com boards in Jira issues

How to embed monday.com boards in Jira issues

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Add an integration to your Jira and monday.com stack

Jira and monday.com are two of the strongest competitors in the task & work management space. In some companies, different teams use each for a different purpose. Indeed, making one of the tools mandatory is not always the best approach. It’s often more convenient to use integrations that give visibility over what teams are doing on the other side.

There are plenty of solutions that can be used to synchronize or integrate monday.com with Jira cloud. To mention just a few of them:

  • You can create a monday.com Jira integration with a zap that creates a new item in a monday board for every new issue matching certain conditions in Jira. Zapier or automate.io are good platforms for this.
monday.com jira integration with a zap
  • You can also follow a more comprehensive approach to build a workflow architecture between monday and Jira with Unito
Complex workflow automation between monday.com and Jira cloud with Unito
  • Or, like in the case of the app we’re presenting, you can have monday boards embedded in Jira issues.

About monday.com for Jira

monday.com for Jira embed app

monday.com for Jira belongs to a family of embed apps for Jira and Confluence that have the potential of transforming Atlassian cloud applications into the single source of truth for every business process.

How to embed monday.com in Jira

This is the idea behind the app: technical teams that work with Jira Software and support agents on Jira Service Management shouldn’t lose time looking for information that business teams are managing somewhere else. Instead, they can find all the necessary details stored in Jira, with two main options:

  • monday.com for Jira cards embedded in the issue view
  • monday.com for Jira embedded in dashboards as gadgets

Note that Jira users do not need an account of monday.com!

As you can see in the product documentation, to embed a monday board in Jira you simply have to:

  • Open the issue where you want to place the board
  • Click on the monday.com icon
monday.com embed integration in Jira
  • Place the embed link (here are the instructions to find it)
monday.com link in a Jira issue
  • Give the board a recognizable name and choose an icon. And add as many cards as you can.
two monday.com boards embedded in a Jira issue

Then, your colleague will be able to see the board as a pop up or in full-screen mode (our favorite).

monday.com sales pipeline embedded in Jira
monday.com chart embedded in jira

5 different board views

Virtually any business process can be shared as a card.

  • Board: The classic, colourful view of list items.
  • Calendars: Jira doesn’t have native calendar views. And while that may change in the future, for now monday offers a pretty good alternative.
  • Timelines: If the big picture is what matters, timelines can be great planning allies. Particularly if you need to align deliverables of teams with different approaches, such as dev and marketing.
  • Workload: Who in the team is available to pick up some tasks? There’s a simple way to answer that now.
  • Charts: Statistics and simple graphs based on the data stored in a board. And always updated.

Project managers who often need to juggle information from different sources will be very pleased by the ability to combine information about team capacity with spreadsheet-like lists, calendars and timelines.

Including monday.com boards and cards gadgets in your Jira dashboards

monday.com gadgets for Jira cloud

monday.com for Jira includes two types of gadgets for Jira cloud dashboards available for each of the board views mentioned above:

  • Cards gadgets can embed several cards in the same gadget that work just like the cards in Jira issues
monday,com card gadget in a Jira cloud dashboard
  • Boards gadget will embed directly a board view for everyone to see
monday,com board gadget in a Jira cloud dashboard

Why you should embed monday.com cards in Jira

job recruitment board in monday.com

Give the right context for the job

How often have you had to ask a colleague to search for information in an application you can’t access? monday.com for Jira gives cross-platform visibility to align team collaboration. Instead of asking a colleague, users can just look.

Cross-team and cross-process collaboration

monday.com board with a list of vendors

Many monday main use cases include CRM management, sales pipelines, creative requests… but also something as mundane and useful as a list of vendors. Some of these can be important to make good product management or support decisions.

Save on monday.com licenses

Licenses start at 8 bucks per user, per month. This means that you should choose very careful which users should have write access to the application, and who should be able to read it from somewhere else.

Embed monday.com also in Confluence

monday.com for Confluence embed app

monday.com for Confluence is the leading integration between the work management application and the Atlassian wiki. You can use the same links and a similar process to share monday.com content with your Confluence cloud users!

monday.com for Confluence

Would you like to do more?

Integration with other sources of data? Creation of monday.com entities from Jira or the other way around? These are just random ideas, but we’d like to know what you think.

If you would like to do more with monday.com directly from Jira, let us know your thoughts! We’re actively collecting customer feedback to develop this integration further and make Jira a more transparent work management platform.

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What’s coming next?

The world moves fast and we release Embed Apps for Jira and Confluence constantly.

 

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