While Pivotal Tracker provides teams with a medium for data-rich projects, many teams would like a curated, high-level picture of their projects & tasks. To better visualize your Pivotal Tracker projects in a consumable, simple-to-understand roadmap, users can create a one-way connection with Pivotal Tracker, which allows them to pull content into their roadmaps and visualize it against other projects across all the tools your team uses on a daily basis.
Getting Started with Pivotal Tracker
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Strategic Roadmaps to your Pivotal Tracker Instance
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In order to connect your Roadmaps to your instances & projects in Pivotal Tracker, an Account Admin on your Roadmunk Strategic Roadmaps account will need to establish the connection between Roadmunk Strategic Roadmaps and Pivotal Tracker first. Once this connection is established, users will be able to view and select this integration option during their on-roadmap setup and save both instance & credential details for future setup of additional roadmaps.
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To create a new Pivotal Tracker integration in RoadmunkStrategic Roadmaps:
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To update an existing Pivotal Tracker integration in RoadmunkStrategic Roadmaps:
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To delete an existing Pivotal Tracker integration in RoadmunkStrategic Roadmaps:
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Strategic Roadmaps in Pivotal Tracker
In order to authorize the data transfer between Roadmunk Strategic Roadmaps and Pivotal Tracker, Roadmunk Strategic Roadmaps relies on a user-generated credential which allows the user to view and pull their data from their projects. In this case, we require the API Token provided in your Profile page on Pivotal Tracker as your credential and during the roadmap setup will allow you to set a Credential Label so you can easily differentiate this particular token from others you may use (in the case of teams working across multiple active Pivotal Tracker deployments).
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It's a quick and easy process to set up an integration between your Pivotal Tracker projects and your team's roadmaps in RoadmunkStrategic Roadmaps. The setup process can be broken down into three stages: triggering the integration, applying synchronization settings, and applying field and filter settings. Once those have been completed, your roadmap will be set to pull and visualize data from Pivotal Tracker as needed.
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All fields pulled from Pivotal Tracker are Account-Level by default - Since the properties and values of these synchronized fields are managed in Pivotal Tracker, we automatically promote them to account-level so they can be accessible as common fields in Portfolio roadmaps.
There is an External ID field that appears in the Items Table view - When synchronizing data from Pivotal Tracker, we pull in the ID of each task for reference on your roadmap. This is clickable and linked out to your team's Pivotal Tracker instance, so you can quickly access the respective work item from either your Table view and Item Card.
Unable to change or add new projects on a single roadmap - As with our other integrations, we limit connections between roadmaps and third-party tools to be a 1:1 connection. This means that you will be unable to sync multiple projects into a single roadmap; however, you will be able to create multiple roadmaps for each project and use those as sources in a Portfolio roadmap.
Additional Date fields will be read-only - Due to a variance in field formatting between Roadmunk Strategic Roadmaps and Pivotal Tracker, any additional Date fields selected which are not mapped to Start and End Dates will be pulled in as read-only text fields.
Tokens may expire a set number of days after being created - Unlike API tokens generated for credentials in other tools, API Tokens generated in Pivotal Tracker are expired and refreshed when your password is changed. For accounts with Enterprise password requirements that may have to change on a regular cadence, please be aware that this may impact your integration with Pivotal Tracker.
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