Using Jira with Zoom Whiteboard

Zoom Whiteboard allows users to create, import, and manage Jira issues directly from the whiteboard. With Zoom Whiteboard, teams can easily assign tasks, set due dates, and track progress in a centralized location while leveraging the benefits of Jira's robust project management capabilities. This article will explore the various ways in which Zoom Whiteboard and Jira can work together to streamline team collaboration and increase productivity.

Note: This feature is only available for accounts with a Whiteboard Plus license.

This article covers:

Prerequisites for using Jira with Zoom Whiteboard

How to install the Jira app from the Zoom Marketplace

If your admin has installed the Jira app, the app will automatically be installed and available to you in the client.

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click Import Jira issues.
  4. Click Zoom Marketplace.
  5. Click Add.
  6. Confirm the permissions the app requires, and then choose Allow.
    After installing the app from the Zoom Marketplace, you will be redirected to the Connect to Jira page.
  7. Configure the Application Link.
  8. Enter your company’s Jira domain, and then click Connect.
    You will be redirected to Jira to confirm the connection. Once complete, you and your users will be able to configure their own notifications/subscriptions.

How to connect your Jira account in Zoom Whiteboard

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click Import Jira issues.
  4. In the Import Jira Issues as Cards dialog box, click Log into Jira Cloud.
  5. Select a Jira site and then click Connect.
    A new tab will open.
  6. Click Connect.
  7. Click Allow to grant Jira app read and write access to your data.
  8. Click Confirm.
    A success message will appear. In your whiteboard canvas, you will see the Select Issues dialog box where you can import the Jira issues.

How to create a Jira issue from Zoom Whiteboard

Follow the steps below to create a Jira issue from the Zoom Whiteboard.

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click Import Jira Issues.
  4. At the top of the Select Issues pop-up window, click New Jira Issue.
  5. Fill out the required fields to create a Jira issue:
  6. Provide information on the right-side panel:
  7. Click Done.

How to import Jira issues

Follow the steps below to import Jira issues to the Zoom Whiteboard.

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click Import Jira Issues.
  4. Customize the associated settings.
  5. Click Save.
  6. In the Select Issues pop-up window, click the check box next to the Jira issue you want to import. You can select and import multiple issues by clicking multiple check boxes.
  7. Click Import.
    Jira issues will be imported to the whiteboard as Jira cards.

     

Jira import settings

Import Jira issues using Jira Query Language (JQL)

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click Import Jira Issues.
  4. In the Select Issues pop-up window, click Switch to JQL.
  5. Enter your query in the JQL Query field.
  6. Click Import

How to add a new Jira card

Follow the steps below to create a new Jira card on the Zoom Whiteboard.

  1. Create or open a whiteboard.
  2. In the toolbar on the left side of the screen, click the More Tools icon .
  3. Click Card, and then click New Jira Card.
  4. Fill out the required fields for the Jira card.
  5. Click Done.

How to edit a Jira card

Follow the steps below to edit a Jira card created or imported from Jira to the Zoom Whiteboard.

  1. Create or open a whiteboard.
  2. Add a new Jira card or import Jira issues
  3. Click the Jira card to open the selection toolbar. In the selection toolbar, you can do the following: