Send to Backlog or Jira
Create issues (work items in Jira) in Backlog or Jira from the items of approved minutes. Without a connected account, export them as a CSV file and import it.
- For: All members
- About 5 min
What you need
- You have approved minutes open. On a draft, Send to has a lock icon and cannot be used until the minutes are approved.
- To create issues directly, connect your own Backlog or Jira account first. Without one, you can still hand the items over as a CSV file.
Steps
Press Backlog or Jira under Send to
TipFor how to use Send to, see “Choose where to send with Send to”.
TipThe project you used last time and the Task items start chosen.
TipThe assignee and due date written in the minutes are shown under the item title, on the line Minutes say:
CautionAn item showing Result unconfirmed may already have its issue, so check in Backlog or Jira.
TipExport CSV writes a CSV file with the types, assignees and other choices you made, without creating issues.
When you finish
The chosen items become issues in Backlog or Jira (work items in Jira). A CSV file becomes issues once you import it.
Import the CSV file
Import the exported file with bulk registration in Backlog or CSV import in Jira. For the import itself, follow the help of each service.
In a file exported without a connection, the assignee, issue type (type in Jira) and similar columns are empty. Set them in each service after importing.
To group the issues under an epic in Jira, fill in the Parent column of the file before importing.
If something does not work
An item cannot be ticked, or creating stops
AI items without supporting evidence cannot be sent. Such an item shows AI items without supporting evidence cannot be sent to an external service.
Items showing Created, Accepted, Running or Result unconfirmed cannot be ticked either, so that nothing is created twice.
If creating stops and Some items still need a destination. Fill the boxes that opened, then press Create again. appears, do as it says and press again.
The project or assignee choices do not appear
If Could not load the options. Check the connection settings and try again. appears, close the screen and open it again. If that does not help, check the connection from Manage connections.
“Result unconfirmed” is shown, or you cannot tell whether the request was accepted
An item showing Result unconfirmed may already have its issue, so this screen does not send it again, to avoid a duplicate. Open Backlog or Jira and check.
When the request cannot be confirmed, the button changes to Check whether it was accepted; press it. It only asks about the same request, so no issue is created twice.
The screen says an issue was not created
What to do is shown under the item. For Check the destination for this item, correct it with Set up details; for The destination did not answer, press “Create N item(s)” again.
For This account has to be reconnected, open Connectors from Manage connections and press Reconnect account.
“This is an earlier approved version” is shown and nothing can be created
An earlier approved version cannot create anything, so send from the latest minutes. In the dialog that creates issues, press Open the latest minutes under the message. The CSV file dialog has no such link: close it and open the meeting again from the Meetings list, which opens the latest version. If the latest minutes are a draft, approve them first.
Related guides
Post minutes to Slack
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