作者都是各自领域经过审查的专家,并撰写他们有经验的主题. All of our content is peer reviewed and validated by Toptal experts in the same field.
Rick Apichairuk
Verified Expert 在项目管理方面
24 Years of Experience

Rick is a project management expert with more than two decades of experience in IT. 他担任过各种职务, 包括作为高级软件开发人员, consultant, CTO, and Scrum master, 为eBay等国际公司提供服务, Live Nation, Cisco, and Intel.

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CTO

PREVIOUSLY AT

intelCiscoeBay
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Effective project management 是否取决于许多因素——包括是否有合适的工具和软件. With more than 15 years of experience managing software development and product teams, I know the right tools can offer timely insights and visibility, 促进合作, 简化流程, 提高生产力. The wrong tools, on the other hand, make it more difficult to achieve these outcomes.

Jira 由于其健壮的问题跟踪,在业界被广泛认为是一个强大的软件开发平台, adaptability, and scalability. 还可以将Jira与一系列第三方服务集成,以创建无缝的工作流. 这对于希望从其他应用程序获得更通用的项目管理功能的团队非常有用——您可以利用多个工具的优势,同时保持一致性,而无需手动传输数据.

如果您的组织包含许多项目和程序,那么将Jira与另一个平台集成也很有用. 跟踪这些可能是一项具有挑战性且耗时的任务- 43%的项目经理每月花费超过一天的时间手动整理项目状态, according to a 2021惠灵顿报告. Jira does offer an enterprise planning solution for this purpose, but it is costly. Instead, 通过连接项目管理平台,可以在整个公司范围内更有效地监控和管理项目进度,从而节省宝贵的时间和财务资源.

项目经理每月手工整理项目状态的时间:少于4小时:25.3%; 4 hours to 1 day: 25%; 1-2 days: 17.4%; more than 2 days: 25.8;, N/A: 6.4%.

In this article we explore integrating Jira with cloud-based 项目管理平台.com and outline the pros and cons of doing so via both native and custom options.

把Jira和周一结合在一起有什么好处.com?

There are many project management software options available, so it can be hard to know which one will be right for your team or company. Monday.Com是市场上性价比较高的平台之一,它非常受欢迎,这要归功于:

  • An intuitive and user-friendly interface with easily navigable boards.
  • Real-time collaboration features such as mentions, comments, and file sharing.
  • 高度可定制的工作流.
  • Project planning and tracking tools like Gantt charts and timelines.
  • 简化重复性任务的自动化选项.

结合周一的有效性.com with the power of Jira offers project teams and project managers several advantages:

增强的可见性: 项目专业人员可以获得对任务的全面监督, issues, and progress, 这有助于更明智的决策,并意味着问题可以主动解决. 您可以创建合并报表和指示板,从而提供全面的性能视图.

流线型的合作: 您可以弥合开发团队之间的差距, other departments, 和管理,以确保加强沟通.

Greater efficiency: 在两个平台之间同步数据消除了手动数据输入并降低了出错的风险.

There are two different paths you can take toward Jira and Monday.Com集成:本机或自定义. 每种方法都有自己的优点和挑战,您的选择主要取决于哪种方法更适合您的特定需求.

Monday.com和Jira:原生集成

要讨论的第一种方法是本机集成,它允许您快速连接您的星期一.. com工作空间与您的Jira项目. To kick things off, 在Jira中创建一个新项目, 选择集成类型, and select fields for synchronization: You can choose to sync an issue (任务、故事、bug或史诗), status, and/or summary field—and decide in which direction they will flow.

The drop-down menu that appears when selecting the Jira issue type to sync. 用户可以选择:任务、故事、bug或史诗.
原生集成允许用户选择他们想要与周一同步的Jira问题类型.com. (Jira)

还有一个双向同步选项, which ensures that something created in one platform is displayed in the other. 当你在周一创建一个特性请求时.com, for example, 问题将同步到Jira, Jira票证ID和URL将复制回周一.com. This ensures seamless connection and accessibility between the two platforms, 使跟踪信息变得更容易——对于管理多个项目尤其有用.

Monday.Com的双向同步选项允许用户勾选两个框,以确保新的创作在两个方向上流动.
Two-way synchronization ensures any new data is reflected on both platforms. (Jira)

Let’s look at the key benefits and drawbacks of the native integration approach:

本地整合的优点

Easy implementation: Setting up native integration is relatively straightforward. Users can quickly get started with minimal technical know-how, which is beneficial for teams looking for a simple solution.

双向同步: Monday.com’s native integration supports a two-way sync that keeps teams aligned, 确保在Jira或Monday发生更改时.在其他平台上自动镜像.

本土整合的缺点

S分项及分项: 原生集成的一个重要限制是它对子项和子问题缺乏同步. 只有顶级的Jira问题和周一.Com项目完全集成. 对于严重依赖于项目组织的子问题和子项的软件开发团队来说,这可能是一个缺点, particularly teams that often break user stories down into smaller subtasks.

同步约束: While native integration supports syncing fields like issue type, status, and summary, more complex field mappings may not be feasible with this integration.

减少的灵活性: 本地集成可能无法满足所有组织的独特工作流需求. 定制选项有限, the native approach is less adaptable for teams with specific needs.

Monday.com’s native integration offers a user-friendly experience and quick implementation. 但是如果子项和定制是项目管理工作流的关键部分, you may want to explore custom integration options to fully meet your needs.

Jira and Monday.com与Make:自定义集成

If you need more flexibility or support for sub-items and sub-issues, 定制集成可能是最适合您的解决方案. 这个选项技术性更强, however, and requires the use of a third-party integration tool to work.

Make (以前称为integrmat)是一个在线自动化平台,允许用户连接各种web应用程序和服务. 它使用户能够创建复杂的自动化场景, 通常称为集成, that connect two or more systems to perform specific tasks automatically. 以下是Make的一些关键特性,说明了为什么它是管理集成的理想选择:

自动触发和动作: Triggers can detect changes or updates and execute a preprogrammed action. 例如,在星期一创建新任务时.com, a corresponding issue will be automatically created in Jira. 您还可以为一系列操作设置触发器,使用户能够自动执行复杂的工作流.

广泛的应用集成: A wide range of popular web applications and services, including Monday.com和Jira,允许用户连接多个应用程序.

复杂的数据映射: The program can manipulate and transform data as it passes through the integration, which is useful for mapping fields from one app to another, 确保数据一致性.

Robust error handling: 错误处理功能允许用户实现在自动化过程中发生错误时触发的机制.

Flexible scheduling: Users can program tasks to run at specific times or intervals, 确保集成遵循预定义的时间表.

更大的定制: 高度的自定义允许用户定制集成以满足他们独特的需求和要求.

定制集成的真正价值在于细节:它支持一系列故事类型和史诗,并提供对字段配置的更多控制. 这使得查看和报告项目状态的方法更加精细. 为了实现这个价值, however, 需要注意的是,您需要一些技术知识才能成功地完成实现过程.

Let’s look at the key benefits and drawbacks of the custom integration approach:

自定义集成的优点

更细粒度的仪表板: 自定义集成提供了更详细的可见性,从而支持更复杂的报告.

全面支持分项和子问题: 定制集成的一个重要优点是它的灵活性和对子项和子问题的支持, 使其成为需要更高级功能和更深入报告的团队的理想选择.

Bespoke workflows: Custom integration is highly adaptable and can be fine-tuned to your specific processes, making it suitable for a wide range of industries and use cases.

软件优化: Custom integration allows teams to leverage the full extent of Monday.com和Jira功能.

自定义集成的缺点

更多的技术设置: Implementing custom integration is not as straightforward as native integration. An additional integration platform, such as Make, and deeper knowledge of webhooks and API calls 是使集成工作所必需的.

While Monday.com’s custom integration offers a better level of control and customization, 这是一项更为复杂的任务.

Native vs. 自定义集成:比较

Ultimately, deciding between native and custom Jira and Monday.com integration will depend on your specific needs and the nature of your projects. 如果你的团队只喜欢一个级别的票务, 或者可能在实现方面有时间限制, 那么本地集成可能更适合您. It is a straightforward solution for simpler project management tasks, offering a user-friendly dashboard and two-way synchronization.

If, however, your team uses a hierarchical ticketing structure with epics, user stories, and subtasks, 然后,自定义集成将更全面地支持您的流程,因为它为更复杂的工作流提供了所需的灵活性和特殊功能.

Jira和Monday等工具.Com是有效项目管理的关键组成部分, and with these integration options you can enhance your use of these two robust platforms, 提高效率, visibility, and collaboration.

了解基本知识

  • Jira集成了哪些平台?

    Jira integrates with a range of third-party applications and services, 包括Salesforce, Slack, Trello, and Monday.com. Integrating Jira with another platform can enhance oversight, 简化沟通, 并创建一个无缝的工作流.

  • 如何将集成添加到星期一.com?

    周一有两个集成选项.本土和习俗. 您选择哪一个将取决于您的项目的需求和性质以及您所拥有的技术专长水平. 本机集成实现起来既快又容易,但提供的支持和灵活性有限. 自定义集成提供了更多的专门化和控制, but requires in-depth technical knowledge as well as a third-party integration tool.

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Rick Apichairuk

Rick Apichairuk

Verified Expert 在项目管理方面
24 Years of Experience

Bangkok, Thailand

2019年7月1日起成为会员

About the author

Rick is a project management expert with more than two decades of experience in IT. 他担任过各种职务, 包括作为高级软件开发人员, consultant, CTO, and Scrum master, 为eBay等国际公司提供服务, Live Nation, Cisco, and Intel.

作者都是各自领域经过审查的专家,并撰写他们有经验的主题. All of our content is peer reviewed and validated by Toptal experts in the same field.

Previous Role

CTO

PREVIOUSLY AT

intelCiscoeBay

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