How to Setup Trello-Jira Integration in 2023: 2 Easy Methods

Jira and Trello are two of the most popular project management tools in the market. Both tools have their own set of unique features and advantages. While Jira is known for its customization and feature-rich interface, Trello is known for its simplicity and intuitive design. Many teams use both tools together to get the best of both worlds, and Jira Trello integration is the perfect solution to bring these tools together.

There are two popular approaches to integrating Jira and Trello. The first approach is through the Trello Jira Two-Way Sync app, which allows bi-directional syncing between the two tools. The second approach is through the Trello Power-Up for Jira, which offers seamless integration between Trello and Jira Cloud.

Why Use Trello and Jira Together?

Atlassian offers two task management tools: Trello and Jira. Trello is versatile and suits different projects, while Jira is mainly used for software development but also for incident and project management.

With the Jira Power-Up, you can integrate Jira and Trello to improve team collaboration. This Jira-Trello connection enables better project management.

• Link Jira issues to Trello cards for easy cross-tool collaboration.

• For a more comprehensive understanding of the problem, please refer to the back of the Trello card, where you can find detailed information.

• Create new issues in Jira from Trello cards and vice versa.

• Add a hyperlink to your board that allows you to navigate to your Jira project easily.

• Quickly check the status of your linked Jira issues with color-coded badges that update as the status changes.

Let’s now understand the benefits of using Jira and Trello together in detail.

Benefits of Using Trello and Jira Together

Integrating Jira and Trello provides numerous advantages for teams, including increased collaboration, productivity, and streamlined workflows. Here are some of the key benefits of using these tools together:

1. Centralized Project Management:

Teams can centralize their project management and keep all project information in one place by integrating Jira and Trello. This makes it easier to keep track of progress, collaborate with team members, and meet deadlines.

2. Seamless Collaboration:

Jira and Trello each have unique collaboration features that can be combined to create a streamlined workflow. Jira, for example, can be used for technical tasks and Trello for project management, allowing team members to effectively collaborate across departments.

3. Increased Productivity:

By integrating Jira and Trello, teams can save time on manual data entry while keeping everyone on the same page. This results in increased productivity and shorter turnaround times.

4. Better Communication:

Jira and Trello both have different communication features that can be used in tandem to improve team communication. Jira, for example, can be used for technical discussions and Trello for project updates.

5. Workflows are highly customizable:

In Jira and Trello workflows are highly customizable, allowing teams to create workflows that are tailored to their specific requirements. Teams can create workflows that combine the best features of both tools and optimize their processes for maximum efficiency by integrating these tools.

Jira-Trello Integration: 2 Best Ways

Jira Trello integration allows teams to sync data between Jira and Trello, so that they can use both tools together seamlessly. In this article, we will discuss two easy approaches to Jira Trello integration.

💡 Jira is an in-demand tool for development teams, and a Jira integration with digital tool stack goes a long way in improving overall developer experience of teams. See the following guides on Jira's integration with Asana, GitHub, and GitLab.

1. Trello + Jira Two-Way Sync

Trello Jira Two-Way Sync is a popular Atlassian Marketplace app that enables teams to integrate Jira and Trello. This app enables bi-directional syncing between Jira and Trello, which means that any changes made in Jira or Trello will automatically be reflected in the other tool.

Now, Let’s learn the step-by-step process for installation.

How to do Trello Jira Two-Way Sync Installation

Step 1: Install the App

• Log in to your Jira instance.

• Navigate to the Atlassian Marketplace or the Jira Apps section.

• Search for "Trello Jira Two-Way Sync."

• Click on the app to view details and installation options.

• Click "Install" button to add the app to your Jira instance.

Step 2: Link Your Trello Account

• After installation, access the Trello Jira Two-Way Sync app within your Jira instance.

• Follow the on-screen prompts to connect your Trello account to the app. This typically involves providing your Trello credentials and granting necessary permissions.

• Once you've successfully linked your Trello account, the connection between the two tools is established.

Step 3: Configure Data Sync

• Within the app, you'll find various settings and options for data synchronization. Review these settings and choose the data types you want to sync, such as cards, lists, labels, attachments, and comments.

• Customize your sync preferences by selecting specific criteria, such as projects, boards, card types, or labels. This allows you to sync data according to your project requirements.

• Adjust the sync schedule if the app provides options for real-time, periodic, or manual synchronization. Set up the schedule that best suits your workflow.

Step 4: Initiate Data Sync

• With your preferences configured, initiate the initial data synchronization. This may involve clicking a "Sync" button or setting the app to automatically synchronize data based on your chosen schedule.

• The app will begin syncing data between Trello and Jira, ensuring that changes made in one tool are reflected in the other.

Step 5: Monitor and Manage Sync

• Periodically check the synchronization status to ensure that data is flowing smoothly between Trello and Jira.

• Use the app's dashboard or notifications to stay informed about any errors or conflicts that may arise during the sync process. Resolve these issues promptly to maintain data accuracy.

Step 6: Customize and Fine-Tune

• As you use the synchronization, assess its effectiveness and adjust settings as needed. You may need to refine your criteria or make changes to your sync schedule to better align with your project needs.

Step 7: Utilize Synced Data

• With Trello and Jira now synchronized, make the most of the shared data to improve collaboration and streamline project management. Use the data in both tools as needed to enhance productivity.

By following these steps, you can effectively set up and utilize Trello+Jira Two-Way Sync for seamless data sharing between the two platforms.

One of the biggest advantages of Trello Jira Two-Way Sync is that it allows teams to work in their preferred tool while keeping everyone on the same page. For example, software development teams can use Jira for project planning and tracking, while the marketing team can use Trello for content planning and execution. With this app, both teams can sync their data and collaborate effectively.

2. Trello Power-Up

The Trello Power-Up for Jira is a powerful integration that allows teams to connect their Trello boards with their Jira Cloud instances. This integration offers features such as creating Jira issues from Trello cards, viewing Jira issue details from Trello cards, and linking Trello cards to Jira issues.

Now, Let’s learn the step-by-step process for Trello Power-Up installation.

How to do Trello Power-Up Installation

Step 1: Access the Trello App Directory

• Open your Trello account and go to the Trello App Directory. You can usually find this in the Trello sidebar or by clicking the "Show Menu" button.

Step 2: Search for the Trello Power-Up for Jira

• Search for the "Trello Power-Up for Jira in the App Directory." Use the search bar to find it quickly.

Step 3: Install the Power-Up

• Once you've found the Trello Power-Up for Jira, click on it to view details.

• Look for an "Install" or "Add" button and click on it. It will add the Power-Up to your Trello account.

Step 4: Authorize and Connect to Jira Cloud

• After installation, you'll be prompted to authorize and connect the Power-Up to your Jira Cloud instance. Follow the on-screen prompts to do this.

• You may need to provide your Jira Cloud credentials and grant necessary permissions.

Step 5: Link Trello Cards to Jira Issues

• With the Trello Power-Up for Jira installed and connected, you can now link Trello cards to Jira issues.

• Open a Trello card that you want to link to a Jira issue.

• Look for an option in the card's sidebar to link to a Jira issue. Typically, this will be a "Link to Jira Issue" or similar option.

• Click this option and follow the prompts to select the relevant Jira issue to link with the Trello card.

Step 6: Create New Jira Issues from Trello Cards

• In addition to linking, you can also create new Jira issues directly from Trello cards.

• Open the Trello card you want to use for creating a new Jira issue.

• Look for the "Create Jira Issue" button in the card's sidebar.

• Click this button to fill out the necessary details to create a new Jira issue associated with the Trello card.

Step 7: Use Linked Data Effectively

• With Trello cards linked to Jira issues and the ability to create new issues seamlessly, use this integration to enhance your project management and collaboration between Trello and Jira.

The Trello Power-Up for Jira is an excellent choice for teams that use Trello exclusively and want to create Jira issues or view Jira details without leaving Trello. It provides seamless integration, allowing teams to work in their preferred tool while staying on the same page.

Also, make sure to check out our detailed article on Jira GitLab Integration here!

Power of Jira and Trello Integration

In conclusion, combining Jira and Trello provides a powerful solution for teams looking to improve their project management processes. The Trello Jira Two-Way Sync app and Trello Power-Up for Jira are both excellent options for integrating these tools, each with its own set of features and benefits. Teams can streamline workflows, improve collaboration, and increase productivity by syncing data between Jira and Trello.

Establishing clear guidelines for how your team will use each tool is one tip for maximizing the benefits of Jira Trello integration. You can ensure that everyone is on the same page and that there is no duplication of effort by defining which tasks and projects will be managed in Jira and which will be managed in Trello.

To make the most of your project management tools, an engineering analytics tool is the need of the hour. Hatica offers metrics across 13 dashboards, powered by CI/CD tools, Jira, Asana, Trello, and GitHub. By collating tool activities at one place, Hatica helps teams streamline their workflow, cut through the clutter of unwanted alerts, and improve productivity. Request a demo with Hatica today!

FAQs

1. How do I move tasks from Trello to Jira?

To move tasks from Trello to Jira, you can export Trello data in JSON format and then use a tool like "Trello to Jira Importer" to migrate the data. Alternatively, manually recreate the tasks in Jira.

2. Are there any best practices for making the most of Trello-Jira integration?

To maximize the benefits, establish clear guidelines for how your team will use each tool. Define which tasks and projects will be managed in Jira and which in Trello to avoid duplication of effort and ensure everyone is on the same page.