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Project board

Accessing and Managing Your Project Board

Each Jira project features its own Monday Board, displaying issues specific to that project.

Access from Jira Project Sidebar

Click on the 'ProjectBoard' button located on the left sidebar. This will direct you to the Monday board associated with your current project.

Access from Addon

Click on the 'Apps' button located on the left sidebar → monday.com Boards in Jira. This will direct you to the Manage boards page.
Note: The Project Board appears on the Manage Board page when any user navigates to the "Board setting" page. Upon opening the Board settings, a board named "[project key] board" is added to the "monday.com Inside Jira" Manage Board page.

Board Deletion

If a Project Board is deleted, the system defaults to displaying the Default board. Similarly, if a Jira project is deleted, the associated Project Board is also removed.

Local source customization

Local Jira Source Access

All users granted with "Browse Project" permission can access the Local Jira Source through their individual user accounts.
  1. Navigate to the Any Jira project.
  2. Locate and click on the "Project board" button.

Default Source Customization

Each board comes with a default source that includes a JQL filter for the current project. Feel free to modify this source as per your project requirements, including changes to the JQL filter, name, and color.
  1. Click on the ellipses (top-right corner) → Board Settings.
  2. On the "Board Settings" page, click on the "Configure" button near the "Local source."
  3. Make changes (JQL filter, name, color.)
  4. Push the "Save" button.
    Note: Only users with Administer Projects (permission) or Project Lead or Administrator (role) have access to "board settings."

Manage Monday Sources

To get a more comprehensive view and improve management of tasks and projects, consider adding additional Monday boards to your monday.com Boards in Jira.

Creation Visibility
When an Admin creates a Monday source, it becomes immediately visible to all other Admins on the Board Settings page. This ensures transparency and awareness within your admin team.
Ownership Assignment
If an Admin makes changes to a Monday source, they automatically become the source owner. This helps establish clear responsibility for any modifications made.
Editing Rights
As the source owner, you have exclusive rights to edit various components of the Monday source. This includes the Board, Status Field, Source Name, Source Key, and Source Color.
Disabling Sources
In order to provide maximum control, any Admin is granted the authority to disable a Monday source when necessary. This allows for effective management of your sources based on your project needs.
Note: With the monday.com Boards in Jira addon, you can add just one current Jira source. If you're looking to integrate multiple external sources such as Jira (server, DC, cloud), Trello, or Monday, the WatchTower addon would be a suitable choice.

Add Monday Sources

This will allow you to integrate and manage your Monday boards directly from Jira.

  1. Navigate to the Board Configuration Screen in the WatchTower platform. Look for the "Sources" tab within the Board Configuration Screen and click on it.
  2. Click on the CreateMonday Source button.
  3. Enter URL of the Monday instance you want to connect to into the URL field.
  4. Enter the API v2 Token into the "API v2 Token" field
  5. Push the "Authorize" button.
  6. Click on the Board drop-down
  7. Click on the name of the desired Monday board to select it.
  8. Click on the Status Field drop-down
  9. Click on the name of the desired Status Field to select it.
  10. Complete the source name field (provide a descriptive name for your source), fill in the source key, and select the colour for your source (choose a colour that visually represents your source). Find the "Save" button and click on it to add the source to monday.com inside Jira".
  11. Click "Save" to add the source to monday.com inside Jira".

After adding sources in monday.com Boards in Jira, they will be displayed in the sources tab. From this point, you can perform various management actions on the added sources:

Configure
Clicking on the "Configure" option allows you to access each source's settings and configuration options.
Delete
If you want to remove a source from monday.com Boards in Jira, select the "Delete" option.
Change order
If you have multiple sources added in monday.com Boards in Jira, you can typically change their order to determine how the data from each source is presented on the board or within the "monday.com Inside Jira" interface.
Note: The monday.com Boards in Jira add-on allows you to add only one Jira source, but you can add as many Monday sources as needed. The WatchTower add-on allows you to add multiple sources according to your needs. This means you can simultaneously connect to multiple platforms, such as Trello, Jira, Monday, and more.

Edit a Monday Source

  1. On the "Board Settings" page, click on the "Configure" button near the added "Monday source."
  2. Make changes ( Board, Status Field, Source Name, Source Key, Source Color.)
  3. Push the "Save" button.

Permissions

Here is a guideline for Managing Your Project Board:
Project Association
Each Project Board is linked to a specific Jira project, providing a clear and organized way to manage your projects.
Configuration Access
If you are a Project Lead or administrator or have been granted Administer Projects permission, you will have access to the configuration button on the board view page. This allows you to customize your Project Board according to your needs.
Visibility
Project Boards are not hidden away - they are visible to any user who has been granted the "Browse Project" permission. This ensures the right team members can access and collaborate on the projects.

Share Permissions

Default Board Authorization
Users who have access to the Default board are automatically authorized as shared users. This allows for seamless collaboration and sharing of information.
Automatic Sharing
Whenever an external source is added to your project, it is automatically shared with all users within the current Jira project. The users are granted "Edit" permission, allowing them to make necessary changes with their own credentials.
Permission Control
As the owner of the source, you have exclusive rights to modify sharing permissions. You can choose to restrict access by changing the share permission to "View", limiting other users to only viewing the content. After these changes, all users from the current Jira project will see this source by your credentials.
  1. Navigate to your "Project board"
  2. Click on the ellipsis (...) located at the top-right corner
  3. Select 'Board Settings'
  4. Navigate to the 'Sharing' tab.
  5. Click on the "Edit/View" switcher.
    Note: The ability to configure source settings is solely reserved for the source owner. This ensures that the integrity of the source content is maintained.
    Note: Please note that the Local Source does not appear active on the sharing screen. This is a default setting and is intended to maintain the structure of the sharing screen.

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