Shorter Loop Help Center
HomeAPI ReferencesRelease NotesKnowledge Base
HomeAPI ReferencesRelease NotesKnowledge Base
Sign In
  1. Jira
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Propositions that address my persona's needs?
        • How do I upload attachments and research files to generate automated insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights?
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in Shorter Loop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other Shorter Loop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes Shorter Loop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
        • How do I access the Feedback Manager in Shorter Loop?
        • What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
        • What does the main Feedback Manager dashboard show me?
        • How do I turn ideas and issues into actionable work items?
        • How do I disconnect or unlink work items from ideas?
        • What information can I see in the work item quick view?
        • How do I filter and sort ideas and issues?
        • How do I create new ideas and issues?
        • How does voting work in the Feedback Manager?
        • What makes Shorter Loop's connected canvas approach unique?
        • How do I manage categories and organize feedback effectively?
        • What are Collections and how do they help organize feedback?
        • How does AI-powered collection generation work?
        • How do I create custom collections manually?
        • What can I do within a collection page?
        • How do I publish and manage collection visibility?
        • How does the AI summarization feature work?
        • How do I create opportunities from collection insights?
        • How does the "Identify more opportunities" feature work?
        • What types of opportunities does the AI identify?
        • How do I convert AI-identified opportunities into actionable work item?
        • How does opportunity status tracking work in Shorter Loop?
        • How does the "Connect to work item" feature integrate with product backlogs?
        • What makes Shorter Loop's opportunity identification unique?
        • How do I manage settings for my Feedback Portal, including custom domains and categories?
        • How do I control and customize the status of Ideas and Issues in Shorter Loop?
        • How can I import existing feedback and invite users to the Feedback Portal?
        • How do I manage and utilize User Segments in Shorter Loop?
        • How to Integrate Slack with Shorter Loop?
        • How do I manage my Shorter Loop profile, connect Slack, and view my voting activity?
        • Can I be a member of multiple Feedback Manager portals with on email address?
    • Strategize
      • Objectives
        • How do I define an experiment's hypothesis and success criteria?
        • How do I set up and track Key Results (OKRs) for an Objective?
        • How do I access the Product Strategy board to get started?
        • How do I navigate between my Objectives, Opportunities, Solutions, and Experiments?
        • What are the different ways I can view and edit the details of a strategic item?
        • How do I create my first Objective?
        • How do I set the strategic "Alignment" to show an Objective's priority?
        • How do I assign Owners and Teams to ensure accountability?
        • What are "Themes" and how can I use them to organize my strategy?
        • How can I add attachments or web links for more context?
        • How do I link an Opportunity to an Objective?
        • How can I see all the work (Opportunities, Solutions, etc.) related to one Objective?
        • What is the Opportunities Map and how do I use it to visualize my strategy?
        • How can I view and manage all experiments related to an objective?
        • How do I update the status of an experiment?
        • How can I see key details like budget and due date on an experiment card?
        • How can I visually track the progress of all work related to an Objective?
        • How can my team collaborate and discuss a specific Objective?
        • How can I use the "Notes" tab for documentation?
        • How can I filter my Strategy Board to find specific items?
        • How can I see the financial upside of an Opportunity?
        • What do the "Spread" and "Intensity" metrics on an Opportunity mean?
        • How do I share or delete a strategic item?
        • How do I use Storymaps and connect my strategy to my roadmap?
  • Product Integrations
    • Jira
      • Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • How to Create a Roadmap in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to apply Filters on the Roadmap?
    • How to Save or Share a Roadmap in one Click?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Account Settings
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
        • What are the image requirements for profile photos in Subscription Settings?
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
  1. Jira

Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories

Sync seamlessly both ways—push work items to Jira or import Jira tickets into Shorter Loop.
Keep your Jira projects up to date by enabling Jira Sync while you're exploring or switching to Shorter Loop.
Use CSV or APIs to perform a one-time import from Jira into Shorter Loop. Refer.: https://developer.shorterloop.com
Jira-SL.png

Overview: Flexible Transition Paths to Shorter Loop#

Teams adopt Shorter Loop in ways that best fit their workflows. Some opt for an immediate switch, importing all existing issues at once. Others prefer a gradual adoption, starting with a small team to evaluate the platform's fit.
To support a phased transition, Shorter Loop offers 2-Way Jira Sync. This feature enables seamless integration between Jira projects and Shorter Loop teams, ensuring that new issues created in either system are automatically synchronized. This bidirectional sync maintains consistency across platforms, allowing teams to collaborate effectively during the transition period.
Navigate to Integrations → Apps Section and click on Link from Jira.

Prerequisites & Permissions#

ADMINISTER permission
The Jira account you use to create the API token must have the GLOBAL ADMINISTER permission in Jira. This is required so Shorter Loop can register webhooks.
Once setup is complete, you can revoke that permission in Jira without breaking the integration.
If you don’t want to assign a Shorter Loop seat to this admin user or store that permission in Shorter Loop, see our FAQ for alternatives.
API Token lifespan
Atlassian tokens default to 7 days. When you generate yours, set its expiration to 1 year to avoid frequent renewals.

How to Setup?#

image.png
1.
Open the Link dialog
In Shorter Loop, go to Integrations → Apps, then click Link from Jira.
Link-jira-account.png
1.
Generate or locate your API token
In Jira: Settings → Security → API tokens → Create token (or copy an existing one).
On creation, choose an expiration of 12 months.
2.
Collect your credentials
API Token
Email for your Jira user
Jira Hostname (e.g. yourcompany.atlassian.net)
3.
Authenticate
In the Shorter Loop dialog, paste API Token, Email, and Hostname, then click Link.
4.
Confirmation
Success: You’ll see a green “Linked successfully” banner.
Error: A red message will explain what went wrong (invalid token, mistyped hostname, etc).
Screenshot 2025-06-24 at 5.10.57 PM.png
5.
Import of Projects
Immediately after linking, Shorter Loop imports every Jira project in your instance.
Reminder: Imported projects are not yet connected with Shorter Loop—no sync is active until you connect them to a team.
imported-jira-projects.png

Step 2 — Connect Projects to Teams#

image.png
Each Jira project must be paired with exactly one Shorter Loop team. Follow these steps:
1.
Ensure you have at least one team
If none exist, you’ll see: “You need to create at least one team to integrate with Jira.”
Head to Teams → Create Team, then return here.
2.
Start the connection flow
Under Integrations → Apps, locate your imported Jira projects.
Click Connect on the project you want to sync.
Connect-project.png
Step 1: Choose a Team
A three-step wizard appears.
Team dropdown lists only teams not already linked to another project.
If your current header-dropdown team is unlinked, it will be pre-selected.
Click Continue (or Back to cancel).
Select-team.png
Step 2: Select Work-Item Types
Pick which types of issues you want in sync (e.g. bugs, tasks, epics).
Click Continue.
Workitem mapping.png
Step 3: Map Fields
Align Jira fields (summary, description, status, etc.) with Shorter Loop fields.
Click Continue to finalize.
jira-workitem-mapping.png
Automatic Sync Activation
The moment you finish Step 3, Shorter Loop creates a Jira webhook and begins bi-directional sync:
Push: New or updated work items in Shorter Loop go to the respective Jira Project.
Pull: New or updated issues in Jira appear in Shorter Loop's team backlog.
Note: Only those Shorter Loop workitems are pushed to jira which has a Team assigned.
connected.png
webhook.png
Additionally, a webhook is also created in Shorter Loop.
webhook-sl.png

shorterloopId & Cleanup on Disconnection#

image.png

Duplication prevention#

A custom field named shorterloopId (this is our Smart key) is created automatically by Shorter Loop in Jira.

Update vs. create#

If an incoming issues carries a shorterloopId, we will update the existing work item; if not, it will create a new one.

Automatic field creation#

During the “Link from Jira” step, Shorter Loop automatically provisions the shorterloopId custom field in your Jira instance.

IMPORTANT: Team-managed projects#

For team-managed Jira projects, you must manually add the shorterloopId field to each work type in Jira:
1.
Go to Jira Project Settings → Fields → Add Field
2.
Search for shorterloopId, select it, and click Add
add-field.png
1.
Switch to Work Types in Project Settings
2.
Under each work type’s Text Fields, click shorterloopId to include it (You need to do it for all the work types you have in Jira)
adding-to-epic.png
1.
Save changes
Note: If this manual addition is not performed, there are chances of duplicate items in jira and Shorter Loop on each re-connection.

Disconnect cleanup#

When a user disconnects a Jira project, Shorter Loop removes all Jira metadata from the associated work items.
If a user fully unlinks from Jira, Shorter Loop deletes the Jira project connection and wipes out all Jira details from every synced work item.
Removing the jira connected Shorter Loop Team will automatically disconnected the jira project.
Modified at 2025-06-24 11:42:45
Previous
How do I use Storymaps and connect my strategy to my roadmap?
Next
Why is Shorter Loop a more comprehensive product management solution than Jira?
Built with