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Connecting a Task Tracker to Auto-Create Tasks

Turn on Task Tracker in Tool Preferences so ComplyJet's compliance tasks get created in Jira automatically instead of living only inside ComplyJet.

Written by Upendra Varma

By default, the compliance tasks ComplyJet generates (from Home → Tasks) only live inside ComplyJet. If your team already tracks work in Jira, Setup → Settings → Tool Preferences lets you connect it so those tasks get created there too.

Under the Task Tracker section:

  1. Flip Enable Task Tracker on.

  2. Pick the connected provider under Task Tracker Integration — this list is populated from whatever you've already connected under Setup → Integrations' Task Trackers category, so connect Jira there first if it isn't showing up.

  3. Save Tool Preferences.

This is a company-wide setting, not per-task — once enabled, it applies to task creation going forward rather than being something you toggle per compliance item.

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