For a quick overview, check the Jira integration video guide.
This integration is for you if you use Jira to manage your projects and Float for team scheduling. It's easy to sync your people and projects from Jira and allocate tasks directly onto the schedule in Float.
Setting up an integration
The Account Owner can set up the integration in the Integrations tab of Team settings.
After you click Connect, you will be redirected to the Atlassian Marketplace. Click Get it now to add Float to Jira.
Once Float has been added to your apps, select Go to Float to return to your account and complete the setup.
Back in Float, you will see the Finalize Jira Integration page with a list of your projects and people from Jira.
By default, all existing and future people and projects are imported. You can also choose to specify the projects and people you want to import by clicking Select projects/Select people.
💡 Here's a tip: To import an existing project later on, click Select projects and uncheck the box next to the project. You can disconnect individual projects the same way.
If you've set estimates for your Jira issues, you can sync the estimated time to Float by checking the Import estimated time box and choosing the field where your estimates are kept.
Once the integration is set up, synced projects are easily identified in Float by the icon next to each project on the Projects page.
Similarly, synced people are easily identified by the icon displayed next to them on the People page.
Schedule your projects
From the Schedule, click the Integrations icon to open the Jira sidebar. This is where your Jira issues live in Float.
Scroll or search for the issue you'd like to add, and then drag and drop it onto a team member's schedule to create a new allocation. You can move the allocations between team members as needed.
💡 Here's a tip: You can adjust any allocation directly on the Schedule by dragging it horizontally to increase its days, or vertically to decrease its hours.
By default, Jira issues you allocate onto the Schedule from the sidebar are the same duration as the estimate set up in Jira. Allocations without an estimate are set to be equal to your daily work hours limit (e.g., 8 hours).
Your Jira issues can be scheduled as many times as you'd like and do not disappear from the sidebar. Once an issue has been added as a task in Float, a white dot appears next to it on the sidebar to make it easy to identify.
Any changes you make in Jira will be reflected on the sidebar but will not impact tasks that you've already scheduled. The same is true when editing allocations on the schedule (e.g., if you edit the name of a scheduled task, it will not change the name of the issue on the sidebar).
You can collapse projects to hide their issues or use the search to quickly find the project, issue, or assignee you are looking for.
💡 Here's a tip: Allocations created from the sidebar can be viewed in Jira by opening the allocation menu and clicking View in Jira.
Time tracking
While we do not import logged hours to Jira (nor send them from Float to Jira), you can log time using cards from the integration sidebar. Just drag and drop a card onto a team member's schedule when in the Log team view, and the hours are recorded instantly.
📝Note: We store the duration of the last logged task on the Log team page. When dragging and dropping tasks from the integration sidebar, the duration of each task is the same as the last used logged time record (rather than the person's maximum work hours for the day or their last logged task). You can always modify it!
As with scheduled allocations, you can easily adjust the log time records by dragging them vertically to increase or decrease the hours. You can also update the logged time manually.
Disconnecting the integration
To disconnect Jira, navigate to Team settings > Integrations > Edit > Disconnect Jira.
You can keep the projects and people you've imported in Float or choose to archive them.
Check Jira's Technical & Security Information.
Additional notes
Projects, people, and tasks created in Float are not synced to Jira.
Synced tasks will not appear in the Task list tab of the synced project until you schedule or log them from the integration sidebar.
If team members have at least one issue already assigned in Jira, they will be assigned to the project in Float.
The Jira Project Lead will be assigned as Project Owner in Float only if that user already exists in Float and has access rights assigned.
By default, all existing/future people and projects are imported. You can change that setting from the Jira integration menu.
When the integration is created, people are imported from Jira by default. Future teammates will also be automatically synced as long as they have the same e-mail addresses linked to their profiles in both Float and Jira.
Additional fields synced from Jira to Float include project created/edited dates, type, and project lead; issue type and key; user email, avatar, and role.
If you disconnect a project with scheduled tasks, it is removed from the sidebar, and a copy of the project and its tasks remain in Float. Projects without scheduled tasks are removed completely.
Locking a project's task list in Float will not prevent new tasks from being imported to the sidebar.
You can only sync with one project management tool at a time in Float.
You can only integrate one Jira team into one Float team.