Pleexy automatically creates tasks in your Google Tasks from your Jira issues.
š”NOTE: The Jira and Google Tasks connection has a one-way sync. Tasks completed in Jira will be completed in Google Tasks. Tasks completed in Google Tasks will NOT be completed in Jira.
With Pleexy you can:
Include or ignore issues based on specified filters.
Automatically delete or complete Google Tasks tasks based on actions you take in Jira.
If you want to set this up just follow these steps:
Go to your dashboard in Pleexy
Select "Create a connection"
Choose the Jira connection card
You may need to connect to Jira with an API token. Check out this article to find out how.
Once you've created the connection you'll find a 5-step configuration process that will enable you to integrate Basecamp and Google Tasks in your preferred way.
1. Introduction
On this page, you can customize the connection's name. You can also adjust the settings for Source, Tasks, Destination, and Sync options. Letās go through your options for each.
2. Source of tasks
Source settings let you configure how Pleexy searches for issues in Jira. You have two options: Basic search or Advanced search.
Basic search allows you to filter issues by project, type, status, assigned person, and last update.
Project:
Select the projects Pleexy should search for issues. You can select all of them or choose specific ones.
Type:
Select which types of issues Pleexy should search. If you donāt 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, select the specific status/es to use. If you donāt select specific statuses, Pleexy will search all statuses.
Assignee:
You can also specify whether Pleexy will sync Jira issues assigned only to you or issues assigned to anyone.
Last update:
To focus on your most recent tasks, you can choose to ignore Jira issues you consider out-of-date. If you enter ā60ā in the "and ignore tasks older than ___ days" field, Pleexy will ignore issues that havenāt been updated in the last 60 days.
For example:
If you select the Planning project, the Story and Epic issue types, the To Do status, and issues assigned to yourself, then enter 30 days, Pleexy will search for issues that meet all of the requirements:
In the Planning project
Only Story and Epic issues
Only To Do statuses
Assigned to you
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 Google Tasks.
Tracking Completeness of Jira Issues
Finally, you can customize how Pleexy tracks the completeness of your tasks.
When a task is marked complete in Jira, Pleexy can complete the corresponding task in Google Tasks. Click the pencil icon to select which Jira status Pleexy will treat as completed:
Ignore completed issues:
Pleexy will not assume that any tasks are completed. If you complete a task in Jira, it will not be completed in Google Tasks.
Done statuses in workflows:
Pleexy will assume that tasks in the Done status in Jira are completed.
Custom status:
Choose a custom status for each Jira project that Pleexy will treat as complete.
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3. Tasks Template
In the Tasks template, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.
Customizing the Task Title Template
In the Task title field, customize how Pleexy names your tasks in Google Tasks by adding text and selecting any of the given elements. 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 tasks will look in a live example above the template field. You can combine the elements however you want as long as you get the formatting right.
Here are some ideas:
{title} from {reporter}: {key}
{key} - {status}: {project}
Note: If you manually edit a task title in Google Tasks, Pleexy wonāt update your edited title in Jira.
Synchronizing Due Dates and Descriptions
Under Due Date, toggle on the option if you want to copy your due dates from Jira to Google Tasks.
You can also choose to add an issue's description as details in Google Tasks.
4. Destination settings
Destination settings define how Pleexy creates tasks in your Google Tasks account.
You have two destination options:
Put all tasks in one Google Tasks list:
Create tasks from all Jira projects in the same Google Tasks list. Click the pencil icon to select the Google Tasks list to use.
Create tasks in multiple lists in Google Tasks:
Create tasks from each Jira project in individual Google Tasks lists. (Read this article for more details about how Pleexy creates multiple projects in the destination).
Note: If a Jira project has the same name as an existing list in Google Tasks, Pleexy will use it instead of creating a new one. This way, Pleexy can combine tasks from different source services in the same list. For example, Pleexy will create tasks from a āDevelopmentā project in Jira and a āDevelopmentā board in Trello in a single list in Google Tasks.
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4. Sync options
Sync options let you control what Pleexy will do with Google Tasks tasks when you delete or complete issues in Jira.
Specify what should happen in Google Tasks when you complete or delete an issue in Jira:
Complete task: Enable this option to mark the corresponding task as complete in Google Tasks when it's completed in Jira
Delete task: Enable this option to delete the task in Google Tasks when it's deleted in Jira
Note: If you selected Ignore completed issues in your Source settings, you will not have this option.
These are your options for integrating Jira with Google Tasks! Make sure to click Save when youāre finished customizing. Now you can automate your workflow and get more done.
If you don't have an account, we have a 14-day free trial for you to experience Pleexy.