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Integrate Jira Cloud with your Neatro Action Plan

Jira Cloud and Neatro work seamlessly together. Here’s how.

Integrating Jira Cloud with your Neatro Action Plan streamlines collaboration by allowing you to export action items directly from Neatro to your Jira workspace.

This guide walks you through the steps to ensure a smooth and efficient integration — helping your team strengthen its continuous improvement practices.

Why should I export Neatro action items to Jira?

Exporting action items to Jira offers several advantages:

Increase visibility: When your Neatro action items are visible in Jira, your team is less likely to forget them.

Save time: Export action items to Jira in just a few clicks. No need to recreate them manually.

Strengthen continuous improvement: Keeping your action plan visible in your project management tool reinforces accountability and follow-through.

How do I export Neatro action items to Jira?

Neatro allows you to export action items to Jira in two ways:

  • From your Team’s Action Plan board (Option A)

  • From a retrospective report (Option B)

Choose the option that best fits your workflow.

 

Option A: Export from your Team’s Action Plan board

  1. To get started, go to your team’s Action Plan board: https://app.neatro.io/action-items

  2. Click the action item you want to export to Jira. If you don’t have any existing action items, click the + Action Item button to create one.

  3. Click the integration logo at the bottom of the action item panel to start the Jira export process.

  4. In the integration options, select Jira.

  5. If you are not already logged in to Jira, you will be prompted to sign in. Make sure you have your Jira credentials ready.

  6. Next, select the appropriate Jira project, Sprint, and issue type for the exported action item. This ensures the item is properly structured within your Jira workspace.

 

Option B: Export from a retrospective report

  1. To get started, open your retrospective report: https://app.neatro.io/retrospectives

  2. Locate the action item you want to export and click the Integrations button next to it.

  3. Select Jira from the available integrations.

  4. If you are not logged in to Jira, you will be prompted to sign in.

  5. Then choose the Jira project, Sprint, and issue type for the action item. This ensures the data aligns with your Jira project configuration.

Optional fields

We also support optional fields such as labels and project components. These options will appear in the export form if they are configured in the selected Jira project.

Troubleshooting

You may encounter an error when exporting an action item that includes a due date. In this case, make sure the Due Date field is enabled in your Jira project settings.

You can refer to Jira’s official documentation for guidance:
https://confluence.atlassian.com/jirakb/due-date-field-is-missing-189431917.html