Skip to content
English
Customer Support
  • There are no suggestions because the search field is empty.

🔗 Jira Integration – Linking a Use Case to a Jira Epic

CREATE JIRA EPICS DIRECTLY FROM USE CASES, LINK EXISTING EPICS, AND KEEP TRACK OF ALL RELATED JIRA ISSUES — ALL WITHOUT LEAVING CASEBASE.

🗒️ Table of Contents

🔍 1. Requirements & General Information
✨ 2. Creating a New Jira Epic from a Use Case
đź”— 3. Linking an Existing Jira Epic to a Use Case
đź“‹ 4. Viewing Jira Issues Inside the Use Case
🗑️ 5. Removing Links & Handling Deleted Epics
⚡ 6. Best Practices


🔍 1. Requirements & General Information

To use Jira features at the use-case level, certain conditions must be met.
This section also explains when and where Jira actions become visible inside a use case.

A) Requirements for Using the Jira Integration

To link a use case with a Jira Epic or create a new Epic from Casebase, the following must be in place:

✔️ The Jira integration is configured in the workspace

An admin or moderator must activate at least one of the following features in: Workspace Settings → Integrations → Jira

  • Casebase → Jira – create new Jira Epics from Casebase or link to existing Epics & synchronize fields
  • Jira → Casebase – push Jira updates back into Casebase automatically
  • Jira Issue Listing – display child issues of the Epic directly inside the use case

➡️ Only activated features will be available to you in the use case.

 
✔️ You have edit permissions

Only users with editing rights for the use case can see Jira functions and link or create Epics.

B) General Information About Jira Feature Visibility

Once the integration is active and you have edit permissions, an additional section appears in the Use Case Summary: 👉 “Jira Integration”

Depending on the enabled features, this section will show the action: “Link Jira Epic”

Selecting this action guides you through the relevant workflow:

  • Create a new Jira Epic
  • Link an existing Jira Epic

After linking, you can remove or reset the Epic connection at any time.

✨ 2. Creating a New Jira Epic from a Use Case

You can create a new Jira Epic directly from a use case and place it in any Jira project.

How it works:

  1. Open the use case.
  2. Scroll to the “Jira Integration” section.
  3. Click “Link Jira Epic”.
  4. Select the Jira project where the Epic should be created.
  5. Confirm the creation.

The Epic will be created automatically in Jira and linked to your use case.

đź”— 3. Linking an Existing Jira Epic to a Use Case

3.1 Required Information

Before linking, you should know:

  • Which Jira project the Epic is located in
  • Which initial synchronization direction should be applied
    (this can be skipped and configured later)

3.2 Linking Process

  1. Open the use case.
  2. Navigate to “Jira Integration”.
  3. Click “Link Jira Epic”.
  4. Select the Jira project.
  5. Search for and select the Epic you want to link to the use case.
  6. (Optional) Choose the initial synchronization direction.
  7. Confirm — done.

The use case is now linked to the selected Jira Epic.

⚠️Note: Only one Epic link per use case
A use case can only be linked to one Jira Epic at a time. If an Epic is already linked, attempting to add another will trigger an error.

3.3 Choosing the Initial Synchronization Direction

After creating or linking the Epic, Casebase will ask: 👉 “Which direction should the first synchronization follow?”

Casebase → Jira

  • Casebase data overwrites fields in the Epic
  • Best when the use case is already well prepared in Casebase

Jira → Casebase

  • Jira fields overwrite fields in the use case
  • Best when Jira is the leading source of truth

Decide later

  • Synchronization will only run once you trigger it manually

đź“‹ 4. Viewing Jira Issues Inside the Use Case

If the “Jira Issue Listing” feature is activated, an additional section appears in the use case: 👉 “[Number] linked Jira issues”

Opening it displays:

  • Total number of child issues under the Epic
  • Issue types (Story, Task, Bug, Sub-task, etc.)
  • Status
  • Assignee
  • Direct links to each Jira issue

This gives you a quick overview of the implementation or development progress.

🗑️ 5. Removing Links & Handling Deleted Epics

✔️ Removing a link manually

  1. Open the use case.
  2. Go to “Jira Integration”.
  3. Click “Remove link”.

This removes the connection between the use case and the Epic. The Epic itself remains in Jira.

✔️ If a linked Epic is deleted in Jira

Casebase will recognize this automatically and display: ⚠️ “The linked Epic was deleted in Jira.”

You can then:

  • Permanently remove the link
  • Link a different existing Epic
  • Create a new Epic

⚡ 6. Best Practices

  • Before linking or creating, verify which Jira project the Epic should belong to.
  • Choose your sync direction carefully to avoid unwanted overwrites.
  • Use the Issue Listing to quickly assess implementation progress.
  • If a link becomes inconsistent, remove it and start fresh.
  • After adjusting data mappings, run a manual sync for individual use cases.