If you are using Jira to manage your projects and Float for team scheduling, this integration is for you. It's easy to sync your people and projects from Jira and allocate tasks directly onto the schedule in Float.
As the Account Owner, navigate to your Team settings, select the Integrations tab, and 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.
All existing/future people and projects are imported by default. To specify the projects/people you want to import instead, click 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 easy to identify in Float by the icon displayed next to each project on the Projects page.
Similarly, synced people are easy to identify 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.
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 are storing the duration of the last logged task on the Log team page. When dragging and dropping tasks from the integration sidebar, by default 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).
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.
Projects, people, and tasks created in Float are not synced to Jira.
Synced tasks won't show up in the Task list tab of the synced project until you schedule or log them from the integration sidebar.
Team members will be assigned to the project in Float if they have at least one issue already assigned in Jira.
The Jira Project Lead will be assigned the Float Project Owner, but only if that user already exists in Float with access rights.
All existing/future people and projects are imported by default. You can change that setting from the Jira integration menu.
People are imported from Jira by default when the integration is created. Any future teammates will be automatically synced as well as long as they have the same e-mail addresses linked to their profiles in both Float and Jira.
Additional fields that are 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 that has scheduled tasks, the project 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.
To disconnect the integration, head to Team settings > Integrations > Jira and click Edit > Disconnect Jira. You can keep the projects and people you've imported in Float or choose to archive them.