Use templates (globally / project-specific) to prepare specific content for chats, meetings and emails.
1. Overview
The below demo video shows an exemplary set-up of an email template.
Templates are all set-up the same way in Microsoft 365. So if you can do Emails, you can also set-up Chats and Meeting templates! 👏
Facts & Benefits
Add global or project specific templates to:
e.g. quickly send standardized Outlook emails
e.g. prepare meetings information (when scheduling a meeting)
e.g. and set-up preconfigured Teams chats (content) from within Jira (especially useful in JSM projects)
Benefit: Templates are set-up the same way for emails, chats and meetings
Create templates either globally for all Jira projects or only for specific ones
Benefit: Save time by simply choosing a suitable template when working in your Jira issue
Templates can be always edited / changed before using and sending them.
Benefit: especially for Jira Service Agents working with Jira Service Management and Microsoft 365 this is a neat feature. It allows for efficient communication without typing the same message repeatedly.
2. Create a template
Templates can be set-up on a global and project-specific basis. It both works the same way!
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Templates for Emails, Chats and Meetings follow the same set-up process! Below we exemplary show the set-up for an Email template. |
Jira admin settings (globally)
Option A: Go to your Jira admin settings → Click on “Templates”.
You get an overview of all templates created for emails, chats and meetings. Create a new one here, as well.
Project specific settings
Option B: Set-up templates in your Jira project.
Go to your project settings → Click on “Microsoft 365 Templates”. You can also select from templates created globally!
Set-up a template
Fill in the fields and get a preview when selecting an issue.
This way you can finetune your template, if necessary.
Insert issue details* relevant to the email, chat or meeting.
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Tip: Use emojis to better differentiate between the templates later in the overview |
(see below)
Choose a template/default
After saving and publishing the template, you can choose among all templates created.
Set a default template for your users. They can change it in their issue later, if required.
Jira issue view
Users now can get an accurate email, meetings or chat template when working in their Jira issue.
Choose among the drop down to use another template, if needed.
Smart values
* Insert any additional Jira issue field with the shown handlebars syntax in the body and subject.
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If you like to dig deeper feel free to learn more about smart values, functions and examples. |
Configurations
As mentioned templates are set-up the same way for Emails, Chats and Meetings. In order to keep our documentation complete and understandable, we complete some more useful links for you here:
Email Configuration - Templates
Chats Configuration - Templates