Tutorials
Elements Copy & Sync can be used in many situations. That's simple, each time you want to copy, link or display issues and don't want your users to do it manually, you should consider using it.
This section lists the most common uses of Elements Copy & Sync, but its diverse features mean it can be used in many more situations!
Keep your epics and stories synchronised
Epics are issue types delivered by Jira Software that are ideal when a big user story needs to be broken down. For teams dedicated to the Agile method, they are a vital element in structuring work over the long run. While the native features in Jira Software are impressive, one thing is missing: how to keep epics and stories in sync?
With Elements Copy & Sync, you can easily keep your epics and stories consistent and synchronize fix versions, sprints, and so on.
This tutorial will show you how to use Fields Mappings and Synchronisations.
Synchronise comments between Jira Software and Jira Service Desk
Thanks to Copy & Sync your JSD agents can create bugs and new feature requests directly from your JIRA Service Desk project to your JIRA Software project. However, the comments posted by your developers are not synchronised to JSD and are not visible to your customers unless they log out and use a designated agent account. What a waste of time!
With Elements Copy & Sync, you can synchronise to your JIRA Service Desk project the comments posted by your development team in JIRA Software.
This tutorial will show you how to set up comments synchronisation.
Streamline employee onboarding with automatic task creation
HR managers have strict processes to follow when a new employee joins the company, such as creating accounts, ordering IT equipment, request paperwork, etc. While the process is written in your knowledge base, during the execution you waste a lot of time sending notifications and reminders to the task owners.
With Elements Copy & Sync, you can automate and organise these tasks.
This tutorial will show you how to set up Operations, Synchronisations, and Data Panels.
Escalate issues to a team working in another Jira project
Working on two Jira projects at once can often lead to complex situations. Sometimes, JIRA Service Desk agents need to escalate issues to another team working in another Jira Core project. But what happens when they don't have enough permissions to create issues in this other project?
With Elements Copy & Sync, you can automate issue creation in another project even if you don't have enough permission to do so.
This tutorial will show you how to set up Operations, Fields Mappings and Post-functions.
Publish Jira issues in Confluence pages
Your software team manages their daily work directly in JIRA - it is where you write your epics, user stories and their corresponding requirements. Yet communicating your work outside of your immediate team is challenging: other departments might not have access to JIRA. In this situation, what is the best way to keep everyone in the know?
With Elements Copy & Sync you can create Confluence pages automatically from any JIRA issue, and everyone can have access to them.
This tutorial will show you how to set up Confluence operations.
Improve how issues are displayed in your Epics
While the native features in Jira Software are impressive, the way Epics are displayed could be optimized to improve how teams analyze the workload. For instance, it is not possible to sort and customize the epic panel columns visible within the issues, nor reorganize issues in the epic panel by specific conditions.
Elements Copy & Sync can present data in much more ways and have a major impact on the productivity of the users.
This tutorial will show you how to set up Data Panels.
Share information from linked issues through JSD customer portal
If you are in contact with your clients through Jira Service Desk, when customers ask for updates on the request they made in the customer portal, your JSD agents need to find the update and write a reply there. It takes a lot of time to go back to JSD when issues have been escalated to the operation team .
With Elements Copy & Sync, it's easy to give visibility to linked issues on the customer portal and let customers know what is the status of your internal task.
This tutorial will show you how to set up Data Panels in JSD.
Simplify issue linking for your users
As a Jira administrator, you don't want your users to be overwhelmed by options. Sometimes, the Jira native tools are simply too powerful when you need your users to perform specific tasks, and despite the best intentions they often make mistakes which can result in a messy Jira.
With Elements Copy & Sync, you can control precisely how issues can to be linked with each other in your Jira Project.
This tutorial will show you how to restrict issue linking to Data Panels.