Project planning in Freehand with the Jira add-on

The Jira add-on for Freehand allows you to combine Freehand’s flexible canvas with Jira’s structured project tracking tool, seamlessly taking product collaboration from ideation to execution. You can import Jira issues to Freehand and create Jira issues directly from sticky notes, and any changes made to the Jira ticket details (i.e., issue ID, summary, type, priority, or status) will be reflected live in the Jira card in Freehand.

Import Jira issues to Freehand

To import a Jira issue to Freehand using the Jira add-on:

1. Log into InVision and open your freehand.
2. On the bottom toolbar, click the More tools menu icon (•••) and select Jira. The Jira modal will appear.

   Click the pin icon next to the Jira add-on to pin it to the sidebar.

3. Select one of the following options:
   • Connect Jira Cloud: If it's your first time using this add-on, you will be prompted to authorize the plugin to connect to your Atlassian account.
   • Configure Jira Data Center: If it's your first time using this add-on and you’re an Admin in your Enterprise account, you will be prompted to configure Jira Data Center; if you’re not an Admin in your account, reach out to your organization’s Admin to configure Jira Data Center.
4. In the modal, select a Jira site and project and click Continue.
   
   You will be able to switch to a different site and project later.
5. Select the issues you want to add to your freehand and click Import issues from Jira. A new Jira card that includes the Jira issue ID, summary, type, priority, and status will appear for each issue in the Freehand canvas.
6. Click on the issue ID to open the issue in Jira.

You can set and change the color of the top border of Jira cards by selecting a card and clicking the Color icon () in the contextual menu that appears above the card.

Create Jira issues from sticky notes and cards in Freehand

To create a new Jira issue from sticky notes or cards in Freehand:

1. Select a sticky note or a card in your freehand to open the contextual menu. You can also select multiple sticky notes or cards to create different Jira tickets.
   
   The sticky note(s) and card(s) need to have text, and this text will become the Jira issue summary.
2. In the contextual menu, click the sticky note icon or the card icon .
3. Select Convert to Jira issue
4. In the Jira modal, select a Jira site and project and click Continue.
5. In the dropdown, select the issue type and click Create new Jira issue. A new issue will be created in your Jira project, and the sticky note or card will appear now as a Jira card that includes the Jira issue ID, summary, type, priority, and status.
6. Click on the issue ID to open the ticket in Jira.

You can use boards to organize Jira cards in Freehand and the templates Sprint Planning and Project Task Prioritization to run your planning meetings.

Search for Jira issues

The Search field at the top of the Jira add-on modal allows you to search for the issues you want to add to Freehand. Type your search query and click Enter to view a list of the Jira issues in your project that match that search.

Once you type your search query, you can click JQL below the Search field to search for issues in your project using Jira Query Language (JQL). To switch back to a basic search, click Basic below the Search field.

You can search for Jira cards in the Freehand canvas by using the keyboard shortcut Cmd+F.

Switch to a different site and project

Once you've used the Jira add-on and chosen a Jira site and project, you'll see that site and project selected as default the next time you use the Jira add-on. That said, you can easily switch to a different site and project in the Jira add-on modal.

To switch to a different site and project:

1. In the Jira add-on modal, click Change next to the current project name.
2. Select a new site and project and click Continue.

Configure Jira Data Center to use the Jira add-on in Freehand

If you’re using Jira Data Center, an Admin or Owner on your InVision account will need to configure Jira in order to use the Jira add-on in Freehand. Learn how to configure Jira Data Center to use the Jira add-on in Freehand here: Configuring Jira Data Center to use the Jira add-on in Freehand.