How to Create a Jira Task with a File?
When you found a problem in an uploaded file or need to pass a document to the technical team for processing, this instruction will help you quickly create a task with an attached file.
When It Will Be Useful
- You found an error in a document and need to report it to developers.
- A client sent a screenshot of a problem that needs to be passed to the technical team.
- You want to create a task for improvement based on file analysis.
What's Important to Know
- Jira — this is a task management system where the technical team tracks work.
- Task — this is a description of a problem or task with all necessary details.
- Attachment — the file will be available to everyone working with the task.
Before You Start
You are logged into ConnectiveOne You have access to the FileManager module You know which file needs to be attached to the task You have rights to create tasks in Jira
How to Do It
- Open the FileManager module — click
Appsin the main menu, thenFileManager. - Find the file — in the file list, find the one you need to attach.
- Select the file — click on the file to select it.
- Click "Create Jira Task" — the button is located in the context menu or action panel.
- Fill out the form — enter the task name, problem description, and select the project.
- Click "Create" — the system will create a task with the attached file.
What Happens After
A new task with an attached file is created in Jira. You will receive a task number and a link to it. The technical team will be able to see the file and start working.
How to Verify Everything Worked
- The system showed a message about successful task creation
- You received a task number (for example, "PROJ-123")
- The file is attached to the task in Jira
What's Important to Specify in the Task
- Name — brief description of the problem
- Description — detailed explanation of what's wrong with the file
- Priority — how urgently it needs to be fixed