Great, that you decided for the Teams feature! In order to use its full potential, please follow the steps below to finalize its set-up.
1. Prerequisites
The installation process below is relevant for Jira Cloud
The Microsoft Teams app needs to be installed by your Microsoft Teams owner or Microsoft 365 admin
Follow instructions here for Jira Server / Data Center.
2. Install Microsoft Teams app
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
The installation of our Microsoft Teams for Jira - Smart Connect app is a prerequisite to use the whole potential of our Teams feature
Only when installing the app, you can use Jira features in Microsoft Teams
| Info |
|---|
Please note: Since our app requires certain permissions, it can only be installed by a team owner in Microsoft Teams. When installing the Smart Connect for Jira app centrally, users will get notified since a bot has been set up. |
Step by step
Search for the app
In Microsoft Teams > go via the “…” tab or directly via “Apps”.
Alternatively, use this direct link: Smart Connect for Jira.
Can’t find it: Get help here.
Add to a team
Add the app to a team in your Microsoft Teams.
If this option is disabled, get help here.
Choose a team / channel
Choose where you want to install the app in. Select and continue.
If this step shows an error message, please find help here.
| Info |
|---|
That’s it! Now you can use the app in your team, after you have logged in with your own account. |
3. Deploy Microsoft Teams app
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
In certain environments, installing the Teams app might not be possible, not even by the team owner.
There are two ways to enable the app anyway, though an approval of a Microsoft Teams administrator will be required:
Allow team owners to install app by themselves
Install app individually for specific users
🚀 Either way, follow instructions here!
4. Customer portal in Microsoft Teams
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
Prerequisites
The Microsoft Teams owner or Microsoft 365 admin needs to install the Customer Portal into Teams.
Install the Customer Portal
Get your customer portal in the Microsoft Teams sidebar to allow your internal customers to raise support tickets right from Microsoft Teams. 🧭 Get the customer portal!
Why Microsoft Teams app
Microsoft Teams app required
| Info |
|---|
With the app you can access Jira features in Teams and start MS Teams channel conversations in Jira. |
Only when installing the Microsoft Teams app you canTo get the most out of the Microsoft Teams integration, you need to install our Microsoft Teams - Smart Connect app (free). Follow this link to start the installation right away in MS Teams.
The installation process can be completed in just a few clicks by following the provided instructions from within the Jira admin settings.
Install Smart Connect app
Who is in charge?
The installation and deployment can usually be done via the Microsoft Teams team owner.
However, in some cases the Microsoft Teams admin and/or Microsoft admin needs to take action. If this should the case, please follow the deployment options here.
Installation guide
The demo below shows you how to install the app into your team, starting from the Jira admin settings.
If you’re not a Jira admin but a team owner, please follow this link to directly start the installation in MS Teams: Install Smart Connect in MS Teams.
| Iframe | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Follow instructions here to install the app for Jira Server / Data Center.
Benefits
After installing the app in Microsoft Teams, you have connected your Jira instance with Microsoft Teams.
✅ You can now use the following features in MS Teams:
Post a Jira issue in a Microsoft Teams channel - from Jira
Discuss Jira issues in Microsoft Teams
Create new Jira issues in Microsoft Teams
View Jira board in Microsoft Teams
Create support tickets in Microsoft Teams
(requires in combination with the customer Teams portal ; see above)
Microsoft Teams app not required
| Info |
|---|
Without the app you can (only) start MS Teams chats in Jira. |
If you don’t like or haven’t installed the Microsoft Teams app (yet), you can only:
Start Microsoft Teams chats from Jiraapp)
Without installing app, you only have the ability to:
Start Microsoft Teams chats from Jira
| Info |
|---|
Check out all features in MS Teams 🚀Search for and share Jira issues in MS Teams |
Relevant facts
📌 Please consider the following:
If you install the Smart Connect for Jira app centrally (as a MS Teams admin), users will be notified that a bot has been set up.
You can’t post messages into your MS Teams channel?
Please install our Smart Connect app (free) to enable channel conversations from your Jira issue (e.g. triage tickets with the team). Follow instructions here for the installation.You don’t want to install the Smart Connect app (now)?
No problem. Please note, that you only can start MS Teams chat from Jira in that state.Due to MS Teams limitations, we currently can’t access private and shared MS Teams channels.
Automatic linking
Automatic linking
Decide if you want to link your Jira issues in your Microsoft Teams channels as soon as the issue key is mentioned.
About
Automatic issue linking is the process that helps you share information between Microsoft Teams and Jira. If you share a Jira issue in Microsoft Teams, our Smart Connect bot will detect this and link the conversation to this issue automatically. To try this, you can share an issue to any channel where the bot is installed and simply mention the issue key. Afterwards, the bot will post a reply, saying the issue has been linked. From now on, all replies will automatically be visible in Jira.
Options
Never link: Even if the issue key is referenced in a Microsoft Teams channel conversation, the issue will not be linked to the Jira issue.
Ask for linking: Whenever an issue key is referenced in a Microsoft Teams channel conversation, our Smart Connect bot will initially ask whether the issue should be linked to the conversation.
Always link: Whenever an issue key is referenced in a Microsoft Teams channel conversation, our Smart Connect bot will automatically create a link to the corresponding issue within this conversation.
Card designer
Please note:
This setting can only be changed by the Jira admin and applies for all Jira projects (globally).
Adaptive card designer
You can use the Card Designer to customize the way adaptive cards are posted by the Smart Connect bot in your Microsoft Teams chats.
About
Check out this short video tutorial on how to design the Jira card posted in your Microsoft Teams chats or channels.
| Iframe | ||||||
|---|---|---|---|---|---|---|
|
To learn more about Adaptive Cards check out the documentation by Microsoft: https://docs.microsoft.com/en-us/adaptive-cards/ .
To preview your custom card, click on the ‘Preview mode' button within the 'Card designer’. The default card template comes with issue actions such as comment and watch. If you removed these and want to re-add them, click on the 'Insert issue actions' button within the Designer.