Jira is a tool used to track issue and bugs related to your software. It is also used for project management. You can integrate Profit with Jira to use it inside Jira software.

How to install Profit.co app in Jira software?

To perform this task, you must have Jira administrator email credentials. The same email id should be used to sign-up into Profit.co.

Step 1:

Go to the Atlassian https://id.atlassian.com website. Enter your email address in the login page and click on Continue or you can login with Google.

Jira login

login edit

Step 2:

Enter your password to login to your Jira account. It will redirect you to the Home page. Click on the Jira Software icon.

Jira product

Step 3:

Click on Jira settings on the left menu panel.

settings

Step 4:

Then click on Apps on left menu.

Jira apps

Step 5:

Click on Find new apps

Jira new apps

Step 6:

On the search bar, type in “Profit” and press Enter. Click on the Profit.co app.

Jira Profit apps

Step 7:

Now click on the Get app button to install Profit.co.

Jira get apps

Step 8:

A pop up will appear, click the Get it now button.

Jira add get now

Step 9:

You will see message showing Profit.co has been added.

Jira success message

 

How to configure Profit.co in Jira after installation?

Step 1:

Go to Manage Apps page and choose Profit.co app and click on Configure button.

apps congigure

Step 2:

You will be redirected to Profit app login page. Enter your email id and Jira API token. Click on the Submit button.

Note:

The email id should be the one you used to sign up to Profit.co and it must be the same as Jira administrator email id.

Jira credentials

Step 3:

If you don’t know your Jira API Token, please click on the “Get my API token” below the submit button.

A new tab will be opened with the API Token page as shown in the figure below. Click on copy to clipboard.

new API token

Step 4:

Once you submit your credential and API token, you can see the list of Jira users. Enter the email address in the Email id column and click on the Connect button against the email id.

manage user connect

Step 5:

Now you will be able to see Profit.co in Jira Software menu.

Jira project

Step 6:

Click on Profit.co to access your Profit app inside Jira Software.

dashboard
 

JIRA Epic with the key Result Flow

Step 1

Login to the Jira and view the epic from the list

Step 2

In the Epic, click the Profit.co link from the right side wizard

Step 3

While clicking on the Profit.co link, it will display the title “All My OKRs” in the right side wizard

Step 4

Below the title “All My OKRs”, the OKRs level dropdown will be displayed

A. By default, Individual-level will be selected from the filter

Below the filter, it will display all the Individual level OKRs

B. Users can view all other OKRs levels by selecting from the dropdown

The corresponding OKRs will be displayed below the filter option

Step 5

In the OKRs list, users can see the [+] icon which is displayed next to the Objective name

Step 6

Clicking on the [+] icon will display all the KPIs below the Objective name

Note: The user who has access to create OKRs in that particular OKR level can view this [+] icon

Step 7

Next to the KPIs name, users can see the Select button

Step 8

Clicking on it will display the summary of the selected KPI

Step 9

If the user wants to link this KPIs with the Objective, they can click on the Add button

Step 10

Once the user links any KPI with the Objective, the details of the Key Result which is linked with the KPI will be displayed

It will be reflected in the corresponding user’s profit firm too

Step 11

If the user wants to unlink the selected KPI from the Objective, they can click on the “Unlink” icon which is displayed next to the Objective name

It will be reflected in the corresponding user’s profit firm too

Step 12

If the user wants to go back to All My OKRs, they can click on the “Back to All My OKRs” option which is displayed with the-on the top of the detailed page

Step 13

After clicking on the Back option, the OKR list page will be displayed. The [+] icon will not be displayed in the Objective, once it is linked with any KPIs