The add-in sidebar shows you issues related to your current email with a detailed overview and lets you add comments. You can also see information on the sender as well as previous issues.
| Table of Contents |
|---|
Overview
The sidebar is available for all our users (yes, even on Outlook 2010). The sidebar allows you to quickly look up the status of linked Jira issues and to update them from Outlook.
...
How to find the sidebar
...
For Opening the sidebar, click in the ribbon on the button view issues.
If you work with our add-in more often you can also open the sidebar constantly and pin it.
...
Issue overview
The issue sidebar can show issues based on the current email conversation or based on the sender. All issues shown in the sidebar give you the most important information at a glance. It shows you the current status, the issue type, if you are the assignee of this issue and if you watch it.
...
| Table of Contents |
|---|
...
Feature overview
...
A separate sidebar makes it is easy to find related Jira issues of the conversation. It displays relevant issue information like status, due dates, or priorities. Get to Jira by clicking on the Jira issue key.
...
How-to
Select email where you like to find related issues to → Click on “Related issues” (in the ribbon) → Sidebar opens → Pin sidebar to have it constantly available (via pin) → Filter by “Conversation” or “Sender”.
...
The conversation tab
Issues for the current conversation are selected by multiple criteria:
Previously created issues based one of the emails in the conversation
Added an email to an existing issue
Link to a Jira issue within the body
Mentioned issue keys in subject or body
...
Email conversations are defined by Outlook. Most often it is a conversation if users are using Reply/Forward on the email.
...
...
The sender tab
To determine the sender issues, the add-in uses the email address of the sender and searches for it in Jira. It is limited to the last 5 modified issues.
...
Work with sidebar
Select an issue → Issue information appear in sidebar → Choose between three tabs:
Details: Shows most important issue information such as due date, assignee etc.
Comments: Shows all available Jira comments
Files: Shows all attachments to the email/issue
...
The best: Jump to Jira, if required by clicking on the issue key in the sidebar (below the “Details” tab)
...
Even change or adapt issue information right in Outlook and e.g. change the assignee or write a comment (in the “comments” tab)
...
Quick actions
You can even work with your issues in Outlook → Select an issue in sidebar → Click on menue dots → Decide on action you’d like to take (e.g. Assign to yourself, Watch/unwatch …)
...
No issues found
If the sidebar could not find any issues and remains empty, you can create an issue easily from the sidebar with the create new issue button or you can use the ribbon.
Available quick actions
...
The add-in will not replace the full Jira UI but it gives you the most important actions for your daily work in Outlook.
Even without open the issue in your sidebar you can use the three dots menu to trigger the actions in Jira or in Outlook.
Additionally you can click on the status indicator to change it.
If you need more information you can click on the issue and it opens in the sidebar with all details, comments and files.
You can also easily upload new images or emails with drag & drop on the issue overview and it will automatically save them in the files area.
Issue details
...
Clicking on any issue will open it in the sidebar.
Here you can see all the issue information and you can change them, if they are changeable in Jira.
Right now only the most important fields are shown in the details. It is on the roadmap to make this customizable.
Below the details, the add-in might show the linked issues and the description.
Comments and Files are shown on different tabs for an easier overview.
Write a comment
...
On the comment tab you can see all existing comments and add a new one. It provides a full graphical editor and you can also mention other users to get their attention.
Upload files on the issue
On the files tab you can see and download all existing attachments on the issue.
For images, it will automatically create a thumbnail to make it easy to find the right attachment.
You can also easily upload new images or mails with drag & drop.
...
Feature requirements
In order to use the sidebar in Outlook, the following set-up and configuration needs to done:
Step 1: Activate email feature in the admin settings
Status colour Blue title JIRA ADMIN TO DO Step 2: Decide on Outlook add-in (Office vs. COM add-in)
Status colour Yellow title MS 365 ADMIN TO DO Step 3: Install the Outlook add-in
orStatus colour Yellow title MS 365 ADMIN TO DO Status colour Green title USER TO DO
...
Jira & Microsoft deployment
Jira Cloud, Server and Data Center
Microsoft 365 & MS Exchange
...