Some ProductPlan integrations include the option to synchronize multiple fields. You can choose to automatically synchronize Percent Complete, Title, Description, and Date fields of Bars and Containers. Synchronization will occur once each day or you can manually sync at any time.
To enable syncing on your Roadmaps, go to the Integrations page and select the fields you want to sync. Syncing will replace the field in ProductPlan with the equivalent in the linked application.
*Note that the syncing options you choose will only affect Roadmaps you own. If you would like to sync Roadmaps that you're an Editor on, you'll need to have the Roadmap owner configure the integration for their Roadmaps.
Synchronizing percent complete will differ based on the integration you are using. You can read more details here about how percent complete is calculated for each integration.
Title and Description Fields
Syncing the Title and Description fields will replace the data in ProductPlan with the equivalent from your Integration source via the daily sync at 10 pm PST. If you have Bars or Containers with existing links at the time of synchronization, their data will be replaced. You can sync title and description fields for all of our Integrations except for Slack.
If you do not want to sync the Title or Description for an individual Bar or Container you can prevent this by going to the Details screen of the Bar and clicking the plug icon next to the field and unlinking it. You will also notice the box will no longer be greyed out.
Once you’ve configured your integration, you can select which fields you wish to synchronize. You can link multiple issues to a single Bar or Container, but only those with a single link will have their Title or Description updated.
Syncing the Date fields will replace the dates in ProductPlan with the equivalent from your Integration source via the daily sync at 10 pm PST. If you have Bars or Containers with existing links at the time of synchronization, their data will be replaced. You can sync date fields for our Jira and AzureDev Ops integrations.
Lanes and Legend
In addition to dates, Professional and Enterprise Jira users have the ability to sync custom dropdown fields in Jira with your roadmap legend and lanes.
Professional and Enterprise plans have included access to two-way syncing capabilities for Jira and ADO dates, Jira lanes, and Jira legends, with the ability to push changes from ProductPlan back into their integration source.
You can find additional support topics on syncing fields with Jira and Trello in our support base here.