How to Sync Jira to Coda (Jira Coda Pack & Dashboard)
The Jira Pack in Coda allows one-way or two-way syncing between Jira and Coda. You can pull data from Jira (issues, tasks, projects, etc.) into a synced Coda table, which you can enrich with custom columns and use to create dashboards, or connect with your other existing systems in Coda.
If your engineering team uses Jira but you wish to visualize KPIs and other metrics in a platform that’s more customizable and familiar, using the Jira pack in Coda can be valuable for you. Getting insights into your team data can make you a better leader/manager, which directly impacts the enjoyment and value throughout your team.
Especially if you are in a scale-up phase and are pulled in many directions, data insights can enable you to establish clarity in decision-making. You may get answers to questions such as: (1) Are we shipping fast enough to hit Q4 goals? (2) Is quality dropping as we scale the team? (3) Who is overloaded?
Coda is customizable to the degree you wish, and it can be your source of truth, where your "Weekly All-Hands" doc lives with live Jira charts embedded right where you are discussing them. You can centralize your data in Coda, blending Jira data with other teams’ data (e.g., customer feedback, sales roadmap, etc.) in one place.
You could use the Jira Dashboard template (you can add it to any Coda page by using the dedicated slash command—type “/Jira Dashboard” and select the option) and follow the instructions for a plug-and-play experience, build your own custom dashboard using the Jira Pack, or anything in between. The principles of building a Jira Dashboard in Coda are the same regardless of which option you pick:
Connect your Jira instance via the Coda Pack. Once the pack is set up, it runs on autopilot and doesn’t require maintenance (unless there is a systemic issue in Coda/Jira that breaks something)
Select the data you wish to pull into Coda (projects, issues, tasks, etc.)
Apply any relevant filters (e.g., by project, assignee, etc.)
Select the columns you wish to sync. If you use the Jira Dashboard template, for the Burndown Chart and Team Workload formulas to work, you must include the
changelogandcreatedfields when choosing which properties to sync.Select the sync frequency (could be automatic every day/hour or manual) and the total rows synced from Jira (10k is the upper limit). Hourly automatic syncing is only available on the Team plan and above.
Select whether you want one-way or two-way sync. One-way makes the data in Coda read-only. Two-way makes it editable in Coda and those edits are reflected in Jira. With two-way sync, you can choose not to sync immediately. Edits sit as "pending" (highlighted) until you click a button to push them to Jira.
Create views (charts are also views in Coda) of the data — for example, issues by assignee, issues by status, issues by project stacked by status, etc.
You can notice how the steps are relatively simple, and Coda makes it easy to set this up. Watch the video to see all the steps in detail.
With this setup in place, you gain visibility into your team’s work. You can make decisions about your company’s strategy and plan, confident that you’re doing the right things at the right time based on the data and context, rather than guessing.
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