Jira

If your team organizes review requests through Jira, you can link the Jira Project to appear in Protege AI's dashboard for task management.

1. Access the Dashboard: Log in to your Protege account via the dashboard at app.tryprotege.com.

2. Navigate to Settings: Once logged in, navigate to the "Settings" section of the dashboard. This is located at the bottom of the navigation sidebar.

3. Link Jira: Within the Settings section, select the option "Task Managers." On that page, click on set up new integration option to begin the process.

   • It is recommended to create a Jira user under legal@[your company name].com. Comments and feedback left through Protege AI will show up under this identity.

1. Authorize Access: You will be redirected to the Jira sign-in page. Enter your Jira account credentials to authorize Protege AI to access your Jira projects and boards.

1. Grant Permissions: After signing in, Jira will request permission for Protege AI to access your projects and boards. Review the permissions requested and grant access as necessary.

2. Select Project Board: Once authorized, you will be prompted to select the specific project board within Jira that you want to link to Protege AI.

1. Confirmation: After selecting the project board, you will receive confirmation that Jira has been successfully linked to your Protege AI account.

2. Start Reviewing: With Jira linked, you can now preview your tasks and files to review in Protege AI for efficient task management.

Note:

• If the user who linked the board leaves the company or no longer has access, the board will need to be relinked.

• If you encounter any issues during the installation process or require assistance, please reach out to our support team at [email protected]. We're here to help ensure a smooth installation and seamless integration with your workflow.