System
Jira Cloud, SharePoint
App: SharePoint Connector for Jira
Short description
Optimize project management by accessing SharePoint documents and lists directly in Jira issues - eliminating silos, duplicate work, system switching, and outdated files.
Challenge
Project teams often need to coordinate work between Jira and SharePoint. Without integration, they must switch between platforms to find, download, and re-upload files or manually track updates, which slows down progress and creates the risk of working on outdated information. Having a centralized workspace where project tasks, related files, and SharePoint lists are accessible from Jira is essential to avoid version conflicts, reduce duplication, and keep the team focused on delivery.
Actors
👥 Joanna – Team Lead
👩💼 Lara – Project Manager
📝 Jamie – Content Creator / Knowledge Manager
📈 Anna – Product Manager
🛠️ Taylor – IT Admin
Actors Goals
Joanna – Team Lead
Wants a connected workspace between Jira and SharePoint so the project team can collaborate on files without constant system switching, allowing her to focus on delivery.
Lara – Project Manager
Wants all project documentation linked to Jira tasks to ensure the team always works with accurate, up-to-date information.
Jamie – Content Creator / Knowledge Manager
Wants to make sure that project guidelines, reports, and shared resources are accessible from Jira so the team has what they need at their fingertips.
Anna – Product Manager
Wants to track project progress and ensure all product documentation, roadmaps, and specifications in SharePoint are visible to the team inside Jira.
Taylor – IT Admin
Wants to deploy and maintain a secure integration between Jira and SharePoint that works for all project stakeholders.
Use Case Scenario (step-by-step)
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Joanna is overseeing a project milestone and needs the latest product specification stored in SharePoint.
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Taylor has already connected Jira and SharePoint so files can be opened directly from Jira issues.
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Lara ensures that the SharePoint folder for the project is linked to the relevant Jira epics, keeping all materials accessible where work is tracked.
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Anna opens the product specification from SharePoint within Jira, reviews it, and makes updates -changes are automatically saved in SharePoint.
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Jamie uploads a new project report from his computer directly into the linked SharePoint folder through Jira, attaching it to the related task for immediate visibility.
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Joanna reviews the linked SharePoint list in Jira to track deliverables alongside the related documentation.
Outcome
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Team leads like Joanna can oversee project progress with all documentation and lists visible in Jira.
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Project managers like Lara ensure a single source of truth by linking SharePoint files to relevant tasks.
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Knowledge managers like Jamie make sure updated resources are always available in the project workspace.
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Product managers like Anna can edit and review documents in SharePoint without leaving Jira.
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IT admins like Taylor provide a secure and reliable integration between both systems.
Implementation Details
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Install the app from Jira: Installation and Licensing (Cloud)
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Enable integration with SharePoint: Configure connection to SharePoint Online in app settings
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Grant permissions: Ensure team members have the necessary SharePoint access
Documentation
Additional content
Integrating Jira and SharePoint - Say Goodbye to System Switching and Version Control Frustrations
Boost Productivity with Our Newest Cloud App: SharePoint Connector for Jira