Setting up a Pivotal Tracker Integration

If you use Pivotal Tracker to manage your development workflow, you can set up a direct integration between ProdPad and Pivotal Tracker.

The integration allows you to push ideas or individual user stories to Pivotal Tracker, once you’ve completed fleshing out your product specs in ProdPad.

Getting the integration with Pivotal Tracker set up is easy, and just requires you to follow these steps:

Part 1: Setting up the Pivotal Tracker integration in ProdPad
Part 2: Pushing Ideas to Pivotal Tracker
Part 3: Get your team on board


 

Part 1: Setting up the Pivotal Tracker integration in ProdPad

To start, log in to ProdPad as an Admin, and head to the Integrations page.

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On the integrations page, select Pivotal Tracker from the list in the available.

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In the following window, enter a name for the integration and then your Pivotal Tracker access token. 

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To find the access token log into Pivotal Tracker and select 'Profile' from the menu under your username.

You will now see a list of all of the projects* within your Pivotal Tracker account that you can push ideas to. Select one of the projects by clicking on the name.

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*Note: the list will only show 200 projects. Please get in contact if you have more than 200 projects in Pivotal Tracker

In the next step you will see a form that allows you to map the fields from the Idea Canvas to the fields in Pivotal Tracker for each idea. You can select none, 1 or more fields from the Idea Canvas to be added to each Pivotal Tracker field. 

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Our suggested mapping is:
“Name” => “title”
“Description” => “description, business case, functional specs”
“Labels” => “tags”
“Attachments” => “mockups, files”

Once you selected the mapping, you can move on to mapping over the status. This will tell ProdPad to change the status as your development team works on your ideas.

Important to note:

1. If no user stories are selected then it becomes a user story in Pivotal
2. If user stories are selected then it becomes an Epic in Pivotal
3. User stories are pushed always as stories

Only if the idea is created as a story in Pivotal will it reflect a status.

Your Pivotal Tracker integration is now ready to use!

 

Part 2: Pushing Ideas to Pivotal Tracker

Now that you've got an active integration with Pivotal Tracker set up, it's time to start pushing finished ideas from ProdPad to Pivotal Tracker.

Head to your Ideas List, and pick an idea that's ready for development. In the Idea Canvas page, click on Push. This will open up a modal window where you can choose to push the Idea via the Pivotal Tracker integration you've set up, or any of your other integrations.

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You should see the Pivotal Tracker integration you just created.

You will also be prompted to push over user stories. If you choose to do so, any associated user stories in the idea will be created as child stories of the ticket in Pivotal Tracker when you push the idea.

On the Idea Canvas now, there will be a link to the Pivotal Tracker ticket in the 'Links' section, and the ticket in Pivotal Tracker will link back to the ProdPad idea.

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Tip: Don't worry about pushing an idea without a title. ProdPad accounts for that by substituting in the idea number if the title isn’t available. If you wish to edit the name, hover over the link and click on the pencil.

 

Part 3: Get your team on board

To make it easy for your team to use the same integration mappings, you can share your integration with your team.

In your Integrations list, click on the "Shared with team" option.

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Once this is done, anyone in your ProdPad account can log in and go to the Integrations & API page, and select the original integration in the 'Available Integrations' list.

Looking to add multiple projects?

If you wish to setup another project within Pivotal Tracker, simply repeat the steps above. You may set up as many integrations as you like - and as long as they're the same account (base URL) they will only count as one integration. 

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    Gerrie Diaz
    Edited by Gerrie Diaz