10min

Getting Started (Admin)

Thank you for choosing Troopr.

If you are not already connected to Jira, please read here about connecting your Jira Cloud or Jira Server to your Slack workspace.

You can get started by first inviting Troopr to a Slack channel. If you already invited Troopr to your channel during the onboarding process, you can skip this step.

1. Invite Troopr to Channel

Invite Troopr to a channel by typing the following command

/invite @Troopr Assistant





Click on the " Onboard Troopr" button and select Projects (Jira) option to set up the channel

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follow instructions to link your Jira project to the channel. Troopr Assistant will guide you to

  1. Setup notifications for the channel
  2. Setup Reports for the channel
  3. Setup issue creation & listing defaults for the channel



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You can change the configuration anytime by typing the following command in the channel

/t configure

2. Customize Channel Notifications

Get started by typing the following command in your channel

/t configure

Click on Notification Settings to be redirected to the Troopr web app where you can customize the channel notifications.

On the channel preferences page, click on an existing notification subscription or click on "Add subscription" and follow the instructions.

PS: Every notification message sent to the channel will contain a link to customize notification preferences.

3. Customize Personal Notifications

Get started by typing the following command in the "Troopr Assistant" bot channel

/t configure

Click on Notification Settings, you will see your current personal notification settings. Click on customize to be redirected to the web app where you can configure personal notifications.

PS: Every personal notification message sent to you will contain a link to customize your notification preferences.

4. Schedule Jira Reports

Get started by typing the following command in your channel

/t

Click on "Show Reports" to see the list of reports scheduled to be delivered to the channel. Click on "+ Report" to be redirected to the web app where you can manage scheduled reports.

In the web app, you can configure an existing scheduled report here or click on "Schedule New Report" and choose from one of the pre-built templates and customize as needed. Reports will be sent to the channel as scheduled.

5. Try Troopr Commands

The following commands should get you started with managing your issues in Slack.

/t list - to show the list of issues assigned to you (or any custom filter)

/t create - to create an issue in any project with any custom fields

/t find - to search any issue by key or keyphrase from across projects

You can update any issue by fetching the list of issues using list or find commands.

Troopr also has a persistent home page within Slack that appears when you click on Troopr Assistant on the Slack sidebar. If you do not see "Troopr Assistant" in your contact list, click on the "+" button next to Apps and choose "Troopr Assistant"

Troopr Home has all of your Jira information available at a glance without command inputs.

6. More resources







Updated 27 Dec 2021
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