Use your Jira Service Management portal in a custom tab in Microsoft Teams!
Let customers create support tickets from Microsoft Teams. The support team sees the requests right in Jira Service Management and can chat with the user within the Jira issue – based on MS Teams chat.
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Note: Working with Forms in JSM? |
Customer portal
Customer portal - in Teams
Access the customer portal and pin it. Choose a service desk (if available) and raise your ticket.
Note: Your MS/Teams admin needs to install the portal first.
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You’re an admin? Learn how to deploy the portal. |
Customer portal - Jira settings
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Please note: The icon in your sidebar and the choice of service desks in your Microsoft Teams may differ, dependently of the settings and service desks determined by your admin. |
Raise a ticket
Raise a ticket
Pick a service desk and raise your ticket just like you’re used to in your Jira portal.
Suggested articles
As soon as you’re entering a “summary” (topic of your issue), our app provides you with suggested (documentation) articles of your Confluence space (if set so in your Jira settings - see above).
Create the ticket
Fill out the requested fields and raise your ticket within minutes.
Forms are also supported. So whenever you added forms (templates) to request types, they are displayed here.
Ticket created
As soon as your ticket has been created, you get a success banner in Teams telling you that you ticket has been successfully submitted.
My request tab
Overview of requests
Use the “my request” tab to stay in the loop of the status of your requests raised.
Click on an issue and even check out any details to it.
Detailed issue view
By clicking on one of your requests in the “my request” tab, you can access additional information to your ticket - right in MS Teams.
You can also cancel the request if the issue no longer exists or you already found a solution on your own.
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Choose your form
Choose your form (template) in Jira you’d like to add to your request type.
Choose your request type
Add the form to your request type in Jira.
Customer portal
Go to your customer portal in MS Teams to raise a ticket.
Use your form
Choose the request type and raise your ticket by using your form (template).
Create the ticket
When all fields are filled out, the ticket can be raised.
Feature requirements
In order to create support tickets from MS Teams, the following set-up and configuration needs to done:
Step 1: Activate Teams feature in the admin settings
Status colour Blue title JIRA ADMIN TO DO Step 2: Install the Microsoft Teams Portal app
Status colour Yellow title MS 365 ADMIN TO DO Status colour Purple title MICROSOFT TEAMS OWNER TO DO
Jira & Microsoft deployment
Jira Cloud, Jira Server & Data Center (Server needs to be publicly available)
Microsoft 365 & MS Exchange