Copy of Stand-Bot for Slack + Jira Integration

Stand-Bot for Slack helps teams run asynchronous stand-up meetings in Stride & create daily Jira status reports.

To get started with our app and begin running stand-ups in Slack, please take a look at our documentation.

1. Stand-bot for Slack

Installation

• Visit http://softwaredevtools.com/stand-bot/ and click on the "Add to Slack" button.

• Click on "Authorize" to allow Stand-Bot to join your Slack workspace.

• Add Stand-Bot to a channel and you're ready to go!

Setting up a stand-up

Once you've added Stand-Bot to your Slack workspace, you can go ahead and create a stand-up.

• Go to the channel in which you want to setup up a stand-up and add Stand-bot.

• He'll introduce itself and ask you if you want to configure a stand-up. Click on "Yes". 

• Stand-bot will ask you for the time of the stand-up. He'll create the stand-up in your timezone.

• Input the time you want to have your stand-up.

• Select the recurrence of your stand-up. 

• Input the username of the team's Scrum Master or type "me" if it's you.

• If everything is okay with your configuration, click on "Yes".

• Once you confirm, you're stand-up will be ready!

Stand-bot will send a reminder to each member of the channel to send their status once it's stand-up time.

Commands

You can fin a list of Stand-bot's commands here.

• Channel commands

  Stand-bot responds to the following commands inside a Channel.

• DM commands

  You can use the following commands through Direct Message with Stand-bot.

2. Jira integration

Installation

• Go to Stand-bot's listing on the Atlassian Marketplace and click on "Try it free".

Linking your Slack workspace to your Jira instance

• Once you've installed the app on your Jira instance, go to "Settings".

• Click on "Add-ons".

• Go to "Manage add-ons".

• Click on the Standbot app to expand its details.

• Click on "Configure" to link your Jira instance to your Slack workspace.

• Input the name of your Slack workspace and click on "Verify Team".

Note: You should have Stand-bot already installed in your Slack workspace for this verification to work.

• If the verification goes smoothly, you'll be taken to this screen.

• If you installed Stand-bot on Slack, he will send you the following message through Direct Message:

Note: If someone else from your workspace installed Stand-Bot on Slack, use the command "connect-jira" through DM with Stand-bot. It will prompt the Jira connection flow.

• Click "Yes" to confirm that you want to link Jira with your Slack workspace.

• After clicking "Yes", Stand-bot will add a link that reads "Verify your team". Click on it.

• You will be taken to this screen in Jira.

• Click on "Confirm" to link Jira with your Slack workspace.

• Once you do, you'll be able to Match your Jira projects to your #channels in Slack.

Matching Jira projects to Slack channels

• Once you've linked Jira to your Slack workspace, you'll need to click on "Go to Settings" to link projects with stand-ups.

• You'll be taken to this screen where you'll see all the channels in Slack with configured stand-ups. 

• To match a Project to a Channel, open the menu on the Channel you want to configure and select the Jira project you'd like to link to it.

• Once you're done matching Projects to Channels click on "Save". You will now be able to save your Stand-up Reports insid your Jira projects and see your Jira tickets when giving your status.

Now you'll just need to get your team to verify their accounts. 

Verifying teammates' Jira users

• Whenever you match a Jira Project to a Slack channel with a running stand-up, the bot will send this message to the channel's members:

• They will need to click on "Yes". Once they do, they'll see a link that reads "Verify your Jira account".

• They need to click on it to be taken to Jira, where they will see the following screen:

• They'll have to click on "Confirm".

• Once they do, they'll see the following screen and will be able to see their Jira tickets when giving their stand-up status.

Seeing your Jira tickets when giving your status

Once you've verified your Jira user, you'll be able to see your Jira tickets during your stand-up.

• Wait for the bot to ask you for your status or use the "standup" command to send it.

• Stand-Bot will show the option to see the Jira tickets you have "Assigned", those in "To Do", and in "Done".

• Select the type of Jira tickets you want to see first. Stand-Bot will display the 5 most recently updated in that category.

• You can take a look at another category by clicking on it.

• Once you've seen the categories that interest you, click on "None for now" to start typing your status.

Viewing your stand-up reports in Jira

Once you install the Jira add-on, you'll be able to view the history of your stand-up reports inside each project you linked to a channel.

• To do so, go to a Project you've linked to a stand-up and click on "Stand-up Reports" on the left sidebar menu.

• You will see your team's status for the day.

• You will also be able to navigate through your stand-up history to see past reports.