A PM’s dream-come-true: Triaging issues and feedback from Usersnap to Jira

Usersnap's pro tips to triage issues with Jira

Ready to level up your product management game?

Imagine crafting the perfect product—it’s like piecing together a puzzle where every element fits seamlessly. Jira isn’t just for tech teams; it’s your secret weapon for managing the entire product lifecycle. With Jira, you get a customizable dashboard that aligns big-picture goals with daily tasks.

Think of it as your Lego set: build, customize, and prioritize to match your unique workflow. Stay agile, responsive, and ahead of the curve with Jira. And with Usersnap’s Jira integration, triaging feedback and bugs is a breeze—making your sprint prep smoother than ever.

Let’s turn feedback into innovation together!

Here’s a step-by-step guide on how to create custom Jira integrations, neatly sending your Usersnap feedback items to save time and create process simplicity. 

Setting up a workflow to triage issues 

The first thing is to have a Usersnap project created. You can choose from a selection of QA use cases and customer experience projects depending on your needs, such as the beta testing and feature request project.

To install the project, simply copy the code and add it to your website or application. This only needs to be done once, and for the rest of your projects you can just click the “set it live” button on the dashboard. 

Your team and customers will know what to do with the feedback widget when they see it. Usersnap is designed to be very intuitive to use. 

“As a developer, I’m used to leading long training sessions on new tools. With Usersnap, we literally just added the tool and told users to click the Usersnap button if they wanted to provide feedback. Everyone has found the tool to be incredibly intuitive, yet inclusive of all the features we need.”

Colin Ulin, Pocket Prep

When feedback starts to come in, head to Usersnap’s Inbox or go to the project’s List view to manage the tickets.

View the comment, screenshot, system data and other details to identify the problem.

To forward a feedback item to triage in Jira, click the “send to” button and choose from a drop-down of integrated tools and configurations. 

Here you can see I have set up multiple Jira integrations:

  • Jira – story
  • Jira – task
  • Jira – bug
  • Jira – test project
  • Jira – ideas. 

This allows you, whether you are the product manager, development team or the account manager taking care of a client’s project, to directly triage within Usersnap. You no longer need to jump to Jira to change the fields.

Within Usersnap, there’s a handy feature that lets you categorize feedback using labels. Think of labels as tags that help you organize feedback into different buckets, like ‘report generation’, ‘navigation UX’, or ‘critical bug’. This organization step is super useful because it lets you spot common themes and urgent issues among the feedback you receive.

Once you’ve got everything sorted, you can quickly figure out what needs your attention most for your next sprint in Jira, making sure you’re always working on what matters most to your users.

How to set up the integration with Jira Software or/vs. Jira Product Discovery?

This part is so straightforward, maybe you don’t even have to read my instructions!

Setting up the integrations from Usersnap to Jira or Jira Product Discovery is crucial for efficient triage in Jira and only takes a few minutes. If you want to quickly test it out, we even have the “quick connection” integration that only requires user authentication so you can have it up and running in 20 seconds!

To comply with high standard security, two-sided installation is preferred, meaning you should add Usersnap to Jira from Atlassian’s app marketplace, as well as add Jira to Usersnap with the Webtrigger URL and secret field (via Jira).

From there, maybe you want to create different configurations. If so, just adjust the fields according to how you want to manage feedback items for issue tracking and roadmap planning.

There are three configurations that are particularly helpful in making your triage process flexible: Project, Assignee and Issue Type.

Project means your Jira project. You may have a main project for your development, as well as a few additional projects for testing and collecting ideas. To avoid overloading the sprint estimation and planning, you may want to keep the extra innovative suggestions and requests under your wing first.

Or for QA teams, you can categorize tickets collected on the staging environment to those for production. 

For Assignee configurations, you can pre-set the Default Assignee for Jira. Or do it by Usersnap’s own assignee feature, as shown. 

Triaging issues in Usersnap - Assignee feature

For Issue Type, you’ll see Story, Task, Bug and Epic. Depending on how your team uses the terms, you can create an integration for each type or just set up a Story and Bug. The more synchronized your settings are with your Jira process, means the less you have to do to rework or manage the sprints and development workflows.

Additional fields to edit upon forwarding the feedback to adjust individually for more flexibility.

Additional benefits of triaging issues with the Jira integration

All the metadata information captured by Usersnap is attached to your Jira issues. This includes: 

  • browser info 
  • screen size
  • URL
  • Javascript errors
  • date and time of screenshot captured
  • your personal notes under the feedback item in Usersnap.

Developers can receive detailed reports in a timely fashion, get to troubleshooting directly, and resolve bugs quicker.

If you’re managing various projects, set up different integrations to the respective projects and assignee, then allow your tickets to send automatically. Keep the triage and communication minimal and avoid switching between tools. Put the regained time into something that adds more value!

Jira triage product management with Usersnap

User research and feedback are key for Jira product management as you don’t only have to meet but exceed user expectations. In this digital age, where user preferences and market trends shift at lightning speed, staying aligned with your audience’s needs is more crucial than ever. That’s where Usersnap come into play, offering a suite of tools designed to bridge the gap between product teams and their users.

Understanding your consumer through user research

User research is all about getting to know who your users are and what they need. It’s basically a map that guides you through the product development journey. With user research, you make decisions based on what real people want and need, not just guesses.

This makes sure your product hits the mark with your audience. Employing user research effectively means aligning product offerings with actual market demands to significantly improve the potential for success.

Keeping up with the constant stream of user feedback

User feedback is crucial for keeping your product on track. Think of it as having a conversation with your users. Tools like Usersnap make it easy to hear what users are saying about your product, so you can keep improving it.

This way, you’re always building something that people find useful and enjoy using. Usersnap establishes an open channel for a constant feedback loop creating a flexible development process, where products evolve based on direct user insights, ensuring relevance and user satisfaction.

Addressing issues promptly with in-the-moment bug reports

When users run into problems with your product, it’s important to know about it right away. Usersnap lets users report bugs right when they happen, complete with screenshots and details. This means you can fix issues quickly, keeping your users happy and your product running smoothly.

The prompt bug workflow in Jira doesn’t only accelerate the resolution process but also minimizes disruptions and upholds the product’s reliability and user trust.

Checking in with micro surveys

Micro surveys are short, simple questions you can ask your users while they’re using your product. They’re a great way to check in and see how happy users are with what you’re offering. These surveys can give you quick insights into what’s working well and what might need some tweaking.

Triaging issues made easy with Usersnap

With the convenience of integrating Usersnap to Jira, you can embrace customer feedback and still keep your pace with triage and planning. 

After you’ve got the Jira integration configured, remember to try out the other amiable integrations with Usersnap. An open exchange of feedback is the driver to move forward and empower the voice of your customers.

Head over to your projects and set up the new Jira integration now.

Not on Usersnap yet? Try it out for free.

Capture user feedback easily. Get more insights and make confident product decisions.

Microsurveys by Usersnap

Getting feedback has never been easier and we hope you’ve realized that after reading this article. Let us know what you think, your feedback is important.

And if you’re ready to try out a customer feedback software, Usersnap offers a free trial. Sign up today or book a demo with our feedback specialists.