Tana connects to your Jira account so the AI can turn what you discuss into filed and updated issues, without you switching tools. Talk through a bug or a task in a meeting or in chat, and the ticket gets created while the context is fresh. This guide walks through the one-time setup, what to expect from the authorization flow, and how to start using the integration in chat.

What you can do with Jira in Tana

Once Jira is connected, ask the AI in chat to:

Create issues: file a new issue from a discussion, with summary, description, type, priority, labels, assignee, and parent
Update issues: change fields on an existing issue, or move it through your workflow to a new status
Search issues: look up existing issues by keyword, useful for checking duplicates before you file a new one
List projects: see the projects you have access to, so issues land in the right place
Attach meeting screenshots: include screenshots shared on a call as links on the issue, so the ticket keeps its visual context

You can also attach skills to Tana types that drive Jira actions one-click from your documents. See Skills for how that works.

Connect Jira

You only need to do this once. The connection is per-account, not org-wide.

Open Settings with Cmd+,Ctrl+,, or from the account menu in the sidebar.
Open Integrations.
Find Jira under personal integrations and click Connect.
An Atlassian authorization window opens. Sign in if you aren't already, and authorize the Jira site you want to connect.
Review the access Atlassian lists for Tana, then approve it.
The window closes and Tana shows Connected next to Jira.

Permissions Tana requests

Tana asks Atlassian for the access it needs to work with your issues and projects: reading projects and issues, and creating or updating issues. Tana never reads or writes anything outside what you approve during connect, and it does not request billing, admin, or organization-management access.

Your access token is stored securely on Tana's servers, never in your browser.

You can review or revoke Tana's access at any time from your Atlassian account settings, under connected apps.

Use it in chat

Once Jira is connected, the AI can call Jira tools when a prompt asks for it. Some prompts to try:

"Check Jira for open issues about the login bug, then file a new one if there isn't a duplicate."
"Create a Jira issue in the ENG project: write up the bug we just discussed, set priority to High, and assign it to me."
"Move ENG-412 to In Review and add a note about what changed."
"What projects do I have access to in Jira?"

The AI picks the right Jira tool from your prompt and asks for clarification when something is ambiguous, for example which project, or which of two similar issues.

How Tana files an issue

A few things happen automatically when the AI creates or updates an issue:

Duplicate check: when you ask it to, the AI searches existing issues first, so you don't file the same bug twice.
Formatted descriptions: the AI writes the description in Jira's native format, so headings, lists, code, and links render properly in the issue.
Screenshots as context: if the issue comes from a meeting, the AI can attach screenshots shared on the call as links in the description.
A link back to the source: when an issue is filed from a Tana document, Tana stores a link to the new issue on that document, so you can move between the two.

To change status, the AI uses your project's workflow transitions. It can only move an issue to a status your workflow allows from where the issue is now.

Disconnect Jira

To remove the connection from Tana:

Open Settings → Integrations.
Open the Connected menu next to Jira and choose Disconnect. The same menu has Reconnect, which you can use to refresh access or switch to a different site.

Disconnecting stops the AI from reading or writing to Jira but does not change anything already in Jira or in Tana. To fully revoke Tana's access from Atlassian's side, also remove Tana from your Atlassian account's connected apps.

Troubleshooting

The AI says it can't reach Jira. The connection has likely expired or been revoked. Reconnect from Settings → Integrations.

You work across more than one Jira site. Tana connects one Jira site at a time, the one you authorize when you connect. To point it at a different site, reconnect from Settings → Integrations and choose the other site.

A status change didn't work. The AI can only move an issue along the transitions your workflow allows from its current status. If the path isn't available, change the status in Jira directly.

Something else? See Integrations for the broader integration overview, or reach out at support@tana.inc.