Project Management migration
Field-level mapping, validation, and rollback between SmartTask and Jira. We move data and schema; workflows are rebuilt natively in Jira.
SmartTask
Source
Jira
Destination
Compatibility
9 of 12
objects map 1:1 between SmartTask and Jira.
Complexity
BStandard
Timeline
3-5 weeks
Overview
SmartTask organizes work around service-team priorities: client billing, rate cards, and recurring client deliverables. Jira is built for software development: sprints, story points, issue hierarchies (Epic, Story, Task, Bug, Subtask), and DevOps integration. The two platforms share a task-centric mental model but differ sharply in hierarchy depth, sprint semantics, and the presence of a DevOps-native link type system. We migrate SmartTask Projects as Jira Projects, Tasks as Jira Issues mapped by type (Story, Task, or Bug), Milestones as Jira Fix Versions, and Assignees via email-matched User resolution. The SmartTask custom field schema discovery step is critical: SmartTask allows custom field definitions to vary per project, so a workspace can have inconsistent field names across task records. We catalog every distinct field name and type before designing the Jira custom field schema, then pre-configure those fields in the destination Jira project before import. Workflows, automations, and SmartTask Templates do not migrate as automation logic; we deliver a written inventory of every active rule for the customer's admin to rebuild in Jira Automation or ScriptRunner.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a SmartTask object lands in Jira, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
SmartTask
Project
Jira
Project
1:1SmartTask Projects map directly to Jira Projects. Each SmartTask workspace can contain multiple projects with distinct views (Kanban, List, Timeline). We map each SmartTask Project to a Jira Project and configure the Jira Project's Issue Type Scheme to match the task type distribution in SmartTask. If the SmartTask workspace contains more than 10 projects, we recommend splitting across multiple Jira Projects to preserve the service-team segmentation that SmartTask uses.
SmartTask
Task
Jira
Issue (Story, Task, Bug)
1:1SmartTask Tasks map to Jira Issues. During scoping, we identify the distribution of task types (feature requests, bug reports, support items) and configure Jira Issue Type Scheme to support Story, Task, and Bug. SmartTask task priority (Low, Medium, High, Urgent) maps to Jira Priority (Low, Medium, High, Highest) with the value preserved in a custom field st_original_priority__c for audit. The SmartTask task description migrates as the Jira Description field in plain text.
SmartTask
Milestone
Jira
Fix Version or Epic
lossySmartTask Milestones are deadline markers that group tasks under a shared due date. In Jira, we configure these as Fix Versions (releases) if the milestone represents a delivery target, or as Epics if it represents a large work grouping with child stories. The customer chooses during scoping. We preserve the milestone name and due date on the Jira Fix Version or Epic.
SmartTask
Task Template
Jira
Issue Type Scheme + Issue Security Scheme
lossySmartTask Task Templates define reusable structures with pre-filled fields and checklists. Jira has no direct template object, but we configure Issue Type Schemes that pre-populate default labels, components, or custom field defaults per issue type. The template checklist items migrate as a separate Checklist custom field (via third-party app) or as child subtasks. Template automation triggers (if any) do not migrate and are listed in the rebuild handoff document.
SmartTask
Assignee
Jira
User
1:1SmartTask Assignees map to Jira Users. We resolve by email match against the destination Jira site's user directory. Any SmartTask assignee whose email does not have a matching Jira user goes to a reconciliation queue for the customer's admin to provision before record import resumes. Jira accounts must be active (or have a specific license) to appear in the assignee picker at import time.
SmartTask
Follower
Jira
Watcher
1:1SmartTask Followers (team members who receive notifications without assignment) map to Jira Watchers. We export the follower email list per task and add each email as a Jira watcher on the corresponding issue. If the watcher email does not have a Jira account, we flag the entry and skip the add rather than creating an orphaned watcher reference.
SmartTask
Custom Fields
Jira
Custom Fields
1:1SmartTask custom fields (string, number, date, yes/no) map to Jira custom fields of equivalent type. The critical step is schema discovery: SmartTask allows custom field definitions to vary per project, so a single workspace may have field_A defined in Project 1 but not in Project 2. We catalog every distinct custom field name and type across all projects before creating Jira custom fields, ensuring all migrated tasks have a matching destination field. Jira custom fields are global by default; we restrict scope to the relevant projects during configuration.
SmartTask
Comment
Jira
Comment
1:1SmartTask task comments migrate to Jira Comments on the corresponding issue. Author, timestamp, and comment body transfer directly. Jira renders comment body as Atlassian Document Format (ADF); we convert plain-text SmartTask comments to ADF format. Mentions and @-references in SmartTask comments are preserved as text and flagged for the customer's admin to re-link post-migration.
SmartTask
Attachment
Jira
Attachment
1:1SmartTask attachments (direct upload, Google Drive, Dropbox links) export as file references and URLs. Jira attachments migrate by re-uploading the file content via the Jira REST API if the file is accessible, or by preserving the URL as a Jira comment with a link reference if re-authentication is required for external storage. Jira does not support null filenames; we verify every attachment has a valid filename before import and flag any null-filename entries from the SmartTask export for customer review.
SmartTask
Tag
Jira
Label
1:1SmartTask Tags map to Jira Labels. We export the full tag vocabulary from SmartTask, create matching labels in Jira (creating them if they do not exist), and assign label values to the corresponding issues. Jira labels are not hierarchical; if SmartTask tags have a hierarchical structure (e.g., client-name > deliverable-type), we flatten them to hyphenated label strings.
SmartTask
Time Entry
Jira
Worklog
1:1SmartTask time tracking entries (duration or start/end) map to Jira Worklog records on the corresponding issue. Jira requires the user performing the worklog import to have the Work On Issues permission. We map SmartTask time entry author (by email) to Jira User and preserve the original duration or computed duration in seconds on the worklog. Note that not all SmartTask tiers expose time tracking; we verify time entry availability during discovery.
SmartTask
Recurring Task
Jira
Issue with Recurrence Label
lossySmartTask Recurring Tasks (daily, weekly, monthly, yearly, custom) preserve their recurrence rule and next-occurrence date in a custom field st_recurrence_rule__c. Jira has no native recurring issue concept. We migrate the recurrence metadata as a text field and deliver a written inventory of every recurring task with its schedule for the customer's admin to recreate in Jira Automation (or a third-party recurring issue app) post-migration.
| SmartTask | Jira | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Task | Issue (Story, Task, Bug)1:1 | Fully supported | |
| Milestone | Fix Version or Epiclossy | Fully supported | |
| Task Template | Issue Type Scheme + Issue Security Schemelossy | Fully supported | |
| Assignee | User1:1 | Fully supported | |
| Follower | Watcher1:1 | Fully supported | |
| Custom Fields | Custom Fields1:1 | Mapping required | |
| Comment | Comment1:1 | Fully supported | |
| Attachment | Attachment1:1 | Fully supported | |
| Tag | Label1:1 | Fully supported | |
| Time Entry | Worklog1:1 | Fully supported | |
| Recurring Task | Issue with Recurrence Labellossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
SmartTask gotchas
v1 to v2 migration can reset AppSumo LTD status
CSV export capped at 3000 tasks per operation
Deleted attachments ghost back into task activity feeds
Custom field schema varies per project
Jira gotchas
Unsupported workflow validators silently skipped during migration
Custom fields converted to flat text labels when migrating to non-Jira platforms
Historical status-change timestamps lost when exporting without a Marketplace plugin
Attachment import failures from oversized files and JQL reference corruption
Points-based API rate limits enforced on Jira Cloud apps from March 2026
Pair-specific challenges
Migration approach
Discovery and workspace audit
We audit the SmartTask workspace across account tier (Free/Professional/Business/Enterprise), total task count, project count, custom field definitions per project, assignee and follower email lists, time entry availability, active Recurring Task count, active Automation rule count, and attachment storage type (direct, Google Drive, Dropbox). We pair this with a Jira destination audit: Jira site URL, active user count, existing Projects, Issue Type Scheme configuration, and any existing custom fields that overlap with SmartTask custom field names. The discovery output is a written migration scope, a CSV chunking plan if task count exceeds 3,000, and a Jira custom field creation list.
Jira project and schema pre-configuration
We configure the destination Jira project before any data import. This includes creating Jira custom fields to match the SmartTask custom field vocabulary (with type mapping: string to Text Field, number to Number Field, date to Date Field, yes/no to Checkbox), configuring the Issue Type Scheme to support Story, Task, Bug, and Epic, creating Fix Versions or Epics from SmartTask Milestones, and setting up the Epic Link and Epic Name custom fields for hierarchical linking. We also coordinate with the customer's Jira admin to temporarily disable validation rules or required-field constraints during the migration window.
SmartTask export with chunking orchestration
We run the SmartTask CSV export in single or chunked operations depending on task count. For workspaces under 3,000 tasks, a single export covers all records. For workspaces above 3,000 tasks, we segment by project or date range, run separate exports, and stitch the results back together before mapping. During export, we run a field-level anomaly scan to identify task records that reference custom fields not present in their project schema, and flag those records for customer review before Jira import. We also scan for orphaned file attachment references from the historically resolved SmartTask forum bug.
Sandbox migration and reconciliation
We run a full migration into the customer's Jira Sandbox (or a clean Jira Cloud site) using production-like data volume. The customer's project manager or Jira admin reconciles record counts (issues in per type, fix versions, comments, attachments, worklogs), spot-checks 25-50 randomly selected issues against the SmartTask source, and validates that Epic-Story linkage is intact and that assignee and watcher assignments match. Any mapping corrections happen in this phase. No production data moves until sandbox sign-off.
Production migration in dependency order
We run production migration in record-dependency order: Jira Users (manual provisioning, validated), Fix Versions and Epics (from SmartTask Milestones), Issues (with Epic key populated for linking), Comments, Attachments (with null-filename entries flagged and skipped), Labels (from SmartTask Tags), Worklogs (via Jira REST API with Work On Issues permission), and Custom Field values last. Each phase emits a row-count reconciliation report before the next phase begins. SmartTask writes are frozen during cutover; any records modified during the migration window are delta-migrated in a final pass.
Cutover, validation, and automation rebuild handoff
We enable Jira as the system of record after the final delta pass, then deliver the Automation rebuild inventory document to the customer's Jira admin. The document lists every SmartTask Automation with its trigger, conditions, actions, and a step-by-step Jira Automation rebuild guide with screenshots. We support a one-week hypercare window where we resolve any reconciliation issues raised by the team. We do not rebuild SmartTask Automations as Jira Automation inside the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
SmartTask
Source
Strengths
Weaknesses
Jira
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across SmartTask and Jira.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
SmartTask: Not publicly documented.
Data volume sensitivity
SmartTask doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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