Track Work Items in Jira

CloudZero integrates with Jira so you can create Work Items from Optimize Recommendations, Anomalies, and Monitors Incidents and track their status directly in CloudZero.

Connect to Jira

What you need

• Permission to manage app integrations in CloudZero. See Users & Permissions.
• A Jira Cloud account to authenticate the integration. CloudZero files Work Items as this user, so consider creating a dedicated Jira user as a service account. The account needs the User project role and access to the relevant projects. Jira Data Center and Jira Service Management are not supported.

To set up a Jira app integration:

1. Ensure you are logged in to Jira with the appropriate user account.

2. In CloudZero, navigate to Settings > App Integrations and select Connect Jira:

3. Atlassian prompts you to grant CloudZero access. Select Accept to authorize the required permissions:

4. Verify your Jira instance is correct and select Confirm Instance:

The App Integrations page shows you that CloudZero is connected to Jira:

The Updated by field shows which user set up the integration.

You can now create Jira Work Items from CloudZero Recommendations, Anomalies, or Monitors Incidents.

Disconnect Jira

To disconnect the Jira app integration, navigate to Settings > App Integrations and select Disconnect Jira.

Existing Work Items remain in Jira, but you can no longer create new Work Items from CloudZero or sync status changes.

Create Jira Work Item

After the Jira integration is enabled, users who have access to Optimize, Anomalies, or Monitors in CloudZero can create or unlink a Jira Work Item without needing to log in to Jira.

Only one Work Item can be linked to a Recommendation, Anomaly, or Incident at a time. You can link the same Work Item to multiple Recommendations.

A Monitors Incident and its linked Work Item keep their statuses in sync in both directions. Changing the Incident's status in CloudZero moves the Work Item to the matching Jira status, and changing the Work Item's status in Jira updates the Incident's status. The most recent change on either side wins. To choose which Jira statuses match each CloudZero status, go to Settings > App Integrations, select Settings on the Jira integration, and update the Status Mapping section. For how each Incident status corresponds to a Work Item status, see Track an Incident in Jira.

Create Jira Work Item from a Recommendation

To create a Jira Work Item from a Recommendation:

1. Navigate to the Optimize page in the CloudZero app.

2. Open the Recommendations tab.

3. Select one or more Recommendations.

4. In the right panel, select Create Jira Work Item.

5. Review any notification that opens about existing connections to a Jira Work Item.

6. When the form opens to create a Work Item, complete the form and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.

7. After you create a Work Item, select the Recommendation and look for the link to the Work Item on the bottom of the panel. Select the Work Item link to view it in Jira.

Create Jira Work Item from an Anomaly

1. Navigate to the Anomalies page in the CloudZero app.
2. Select any one Anomaly.
3. At the bottom right of the Anomaly detail panel that opens, review any Jira Work Item already created or select Create.
4. When the form opens to create a Work Item, complete the form and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.

Create Jira Work Item from a Monitors Incident

1. Navigate to the Monitors page in the CloudZero app.
2. Open the Incidents tab.
3. Select an Incident.
4. In the footer of the Incident details flyout, select Create Work Item.
5. CloudZero pre-fills the title and description from the Incident. Edit the form as needed and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.
6. After you create a Work Item, the flyout footer shows its key, status, and a link to open it in Jira.

For details on Incidents and how the linked Work Item's status stays in sync, see Monitors.

Unlink Jira Work Item

To unlink a Work Item from a Recommendation or Anomaly, navigate to its detail and select Unlink in the Integrations section. To unlink a Work Item from a Monitors Incident, select Unlink next to the Work Item in the Incident details flyout. In either case, the Work Item remains in Jira but is no longer displayed in CloudZero. You can then link a new Work Item if needed.

Required Jira access scopes

During setup, you grant CloudZero the following access scopes in Jira. CloudZero does not request the delete scope and cannot delete Work Items.