| 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:
...
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
...
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.
...
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
...