Public ideas are linked with internal issues (in Ducalis, or task tracker). The statuses of these two parallel workflows should go in sync so that the status in the public idea reflects the actual progress status of the internal issue. Instead of doing the process of updating the progress status of public ideas manually each time you change the status of an internal issue, you have the option to automate this process.
Pros:
- What’s on the voting board reflects the current workflow in your internal backlog.
- Keep statuses between Voting board and task tracker in sync.
- No more wasting time manually updating public idea statuses.
Public idea status auto-sync is configured by settings Rules. You set up rules that when the status of an internal issue changes, the status of the public idea is also automatically updated.
For example, when the status of the Jira issue changes to In Progress, the status of the linked Ducalis public idea is automatically updated to In Progress.
Access Settings
To Access the status to set up a rule, go to the Voting board. Click Settings.
Find Automation in left menu.
To start creating a new rule, click +New Rule.
Selecting Platform
Select the platform with the internal issues (Ducalis or your task tracker).
Setting Up Rules
Choose the internal issues’ status.
Choose the public ideas’ status you would want them to be updated to.
Click Save to create the rule.
Follow the same steps to create more rules. You have the ability to create rules for all your statuses.