✅ Task Manager Integrations

"Keep your teams working in their preferred tools, while you maintain centralized oversight."
Brainframe integrates with Jira, Asana, Monday.com, and Azure DevOps to give you a unified compliance view of all tasks.

1️⃣ How It Works

1. Set up API access

The first time you configure an integration, you’ll need to provide an API key.

• The API key grants read-only access to linked tickets.
• Brainframe cannot create tasks directly — you must first create them in the external tool.

2. Link tasks to documents

Use the ⚡ Lightning Bolt icon inside any document to link an external task.

Alternatively, use the New → Link to Cloud Service option to add tickets directly to a folder.

3. Search & select tickets

Depending on the selected tool, Brainframe opens a dedicated search interface where you can:

• 🔍 Search for existing tickets.
• 🕑 Quickly pick from recently created tickets.

4. Representation in Brainframe

All linked tasks appear as documents inside the folder structure.

If linked via the Lightning Bolt, they will also appear in the Tasks section of the document.

5. Viewing tasks inside Brainframe

Clicking a linked ticket opens it in document view. From here you can:

1. Open the ticket in its original tool (e.g., “Open in Jira”).
2. See the live status directly in Brainframe.
3. Review the latest ticket details without leaving Brainframe.

2️⃣ Best Practices

• ⚡ Use the Lightning Bolt for direct linkage when documenting risks, incidents, or non-conformities.
• 📂 Organize tickets in folders for process-based views (e.g., Audit Findings, Risk Treatments).
• 🔍 Rely on Brainframe search to quickly locate linked tasks across multiple integrations.

🎯 Visual Checklist

• [x] Tickets linked to key documents (risks, audits, non-conformities)
• [ ] Folder structure created for grouped ticket representations
• [ ] Task statuses verified against external systems
• [ ] Regularly audit API key validity and access scope

Updated on: 05/09/2025