¶ Setup External Sources

eTask support collaboration by synchronizing different sources and centralize data into eTask so organization can work together without any concern.
When you have finished Adding eTask into a Channel. The eSource is the only default that eTask provide.

¶ Appvity eSource

For detail you can:

• Change the Appvity eSource name - The name will be shown accross the channel including in dashboard, filter, and forms.
• Enabled or disabled eBug for the source.
• Activate the source or disable the source.

You can setup Microsoft Planner, Azure DevOps, and Jira source afterward. Click on “+ New” and select the desired external source.

¶ Microsoft Planner source

¶ Add MS Planner to eTask

Note: There is only 1 Microsoft Planner is allowed to be synchronized in a channel.

Microsoft Planner source will load all the Planner projects of the current user has in O365.

• Enter the name for Microsoft Planner project: this name will be shown across channel including in dashboard, filter, and forms.
• Select the desired plan.

Done.

¶ Add Sync Job for Source

Sync Job is the automation progress that is used for updating data between Appvity eTask and external sources.

Setup the sync job for Microsoft Planner source:

• Name.
• Schedule: The recurrent frequency of the sync job.
• Filter:
  • By Date.
  • Bucket.
  • Status.
  • Priority.
    Note: unchecked all to get all the data in MS Planner.
• Test Query: eTask will start the sync progress (have not get the data yet) to check whether the filter above is correctly configured.

After adding the sync job successfilly, it will be shown in Sync Job table below.
The table will display:

• Name of Sync job.
• Schedule time.
• Last Sync Time:
  • Time remaining until next sync.
  • Syncing progression bar status.
• Status:
  • Success.
  • Failed.
    Note: there are several problems when the sync job is failed such as permission access to project, project is deleted in Planner, or any filtered field in sync job is removed from Planner, …
• Button “Sync”: To start synchronizing.
• You can “Edit” or “Delete” the sync job in action menu.

¶ Azure DevOps - VSTS

¶ Add Azure DevOps to eTask

The Azure DevOps projects will be loaded from O365 users with the Personal Access Token needed. Make sure that the user has permission to access to the project fully.

• Enter the name for Azure DevOps project: this name will be shown accros channel including in dashboard, filter, and forms.
• Enter host name.
• Token: Create a Personal Access Token (PAT)
  • After added token, click to load the projects.
    Note: If the user does not have enough permission to access to the project, it will not be shown in project list below.

After adding the Azure DevOps source successfully, add the sync job to start getting data from external source.

¶ Add Sync Job to Azure DevOps source

The Sync Job for Azure DevOps contains:

• Name.
• Schedule: The recurrent frequency of the sync job.
• Filter:
  • By Sprint:
    • All Sprint.
    • Starting at.
    • By Progress.
    • By Name.
  • Story.
  • Status.
  • Priority.
  • Severity.
    Note: unchecked all to get all the data in MS Planner.
• Test Query: eTask will start the sync progress (have not get the data yet) to check whether the filter above is correctly configured.

¶ Get Sprint with Starting At

• eTask will get all the sprint from a specific sprint onward, and does not load the sprint before that specific sprint.

¶ Get Sprint with By Progress

• eTask will get all the sprint that has current state as:
  • Past: The sprint has passed compare to today.
  • Current: The active/current sprint.
  • Future: The sprint in future compare to today.

¶ Get Sprint with By Name

• eTask will get the fixed specific sprints that you have selected.

¶ See More detail form

• Any property has the number of values more than 6, the extra value will be hidden in “See more” button.

¶ Jira Source

¶ Add Jira to eTask

The Jira projects will be loaded from username and password of Jira account. Make sure that the user has permission to access to the project fully.

• Enter the name for Jira project: this name will be shown across channel including in dashboard, filter, and forms.
• Enter host name.
• Username and Password.
• After added username and password, click to load the projects.

After adding the Jira source successfully, add the sync job to start getting data from external source.

Comment

Was this article helpful?

Write your comment

Thanks For Your Feedback