Pleexy creates tasks in your Microsoft To Do from your JIRA issues. Pleexy can include or ignore issues based on project, type, status, and assigned person; synchronize due date; and automatically delete or complete tasks when you delete or complete issues in JIRA.

After you connect JIRA as a source service, you can customize your JIRA and To Do integration exactly the way you want. First, navigate to the page where you can change settings:

  1. From the Pleexy dashboard, inside the JIRA card, click Details.
  2. Click Edit settings.

On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, and Actions. Let’s go through your options.

Source settings

Source settings let you configure how Pleexy searches for issues in JIRA. You have two options: Select JIRA issues or Advanced mode.

Select JIRA issues allows you to filter issues by project, type, status, assigned person, and last update.

  • Project: Click the drop-down menu to select the projects Pleexy should search for issues. If you don't select specific projects, Pleexy will search all projects.
  • Type: Click the drop-down menu to select which types of issues Pleexy should search. If you don’t select specific issue types, Pleexy will search all types.
  • Status: If you want to limit Pleexy's search to only issues with a certain status, click the drop-down menu to select the status. If you don’t select specific statuses, Pleexy will search all statuses.
  • Assigned to: Click the drop-down menu to specify whose issues Pleexy should search. If you don’t specify whose issues Pleexy should search, Pleexy will search for issues assigned to you.
  • Last update: Pleexy can ignore JIRA issues that you consider out-of-date. For example, if you enter ‘60,’ Pleexy will ignore JIRA issues that haven’t been updated in the last 60 days.

Pleexy combines your settings for the filters. For example, if you select the Implementation project, the Bug and Test issue types, the To Do status, and issues assigned to anyone, then enter 30 days, Pleexy will search for issues that meet all of the requirements:

In the Implementation project

+ Only Bug and Test issues

+ Only To Do statuses

+ Assigned to anyone

+ Updated less than 30 days ago

Advanced mode is for expert JIRA users who want to use pre-defined JIRA filters. You can use the advanced filters you have set up in JIRA to tailor which issues Pleexy creates as tasks in your To Do.

Destination settings

Destination settings define how Pleexy creates tasks in your To Do. You have two destination options:

  • Create all tasks in one project: Create tasks from all JIRA issues in the same To Do project. Click the drop-down menu to select the To Do project to use.Note: If you want Pleexy to create tasks in a new To Do project, log in to your To Do and create the new project there. Back in your Pleexy settings, in the project drop-down menu, click Refresh to update the list of projects.
  • Use an individual project for each notebook: Create tasks from each JIRA issue in a different To Do project. Click the drop-down menu to select the root To Do project to use. Pleexy will create individual projects within the root project you select for the tasks from each JIRA issue.Note: If a project with the same name already exists in the root project you select, Pleexy will use it instead of creating a new project. This way, Pleexy can combine tasks from different source services in the same project. For example, Pleexy will create tasks from a “Development” issue in JIRA and a “Development” board in Trello in a single root project.

Task settings

In the Task settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.

Under Task title template, use macros to customize how Pleexy names your tasks. For JIRA integrations, seven elements are available for task names: {key}, {due_date}, {project}, {reporter}, {status}, {title}, and {type}.

As you change your task title template, Pleexy shows how your changes will look in a live example under the template field. You can combine the macro elements however you want, as long as you get the formatting correct. Here are some ideas:

  • {title} from {reporter}: {key}
  • {key} - {status}: {project}

Note: If you manually edit a task title in To Do, Pleexy won’t update or change your edited title.

You can also toggle-on several synchronization options:

  • Set task's Due Date according to Due Date of the issue: syncs the To Do task's due date with the due date specified for the JIRA issue.
  • Add issues' Description to the task in To Do: adds the description from the JIRA issue to the To Do task.
  • Set task's Priority according to Priority of the issue: syncs the To Do task's priority with the priority specified for the JIRA issue.Note: If you select this option, you need to specify how to map JIRA issue priorities to To Do priorities.

Finally, click the drop-down menu to select which JIRA statuses Pleexy should treat as completed. For example, if you don't want Pleexy to create tasks for issues that are marked with the "Ready for Testing" status in JIRA you can select that option from the drop-down menu. In this case, if a JIRA issue is marked as "To Do," Pleexy will create a task for it. If the issue is later updated as "Ready for Testing," Pleexy will delete the corresponding task.

Action settings

First, tell Pleexy what should happen in To Do when you delete an issue in JIRA. Click the drop-down menu to select one option:

  • Delete corresponding task: Pleexy will delete the corresponding task in To Do
  • Do not touch task: Pleexy will leave the corresponding task in To Do

Second, specify what should happen in To Do when you complete an issue in JIRA. Click the drop-down menu to select one option:

  • Complete task: Pleexy will mark the corresponding task as complete in To Do
  • Do not touch task: Pleexy will not mark the corresponding task as complete in To Do

Now you know all about your options for integrating JIRA with your To Do! Don’t forget to scroll down and click Save changes when you’re finished customizing.

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