Link Microsoft Teams messages to issues

The Teams integration allows linking a Microsoft Teams conversation to an existing Jira issue, capturing additional information during project discussions. This ensures specific details are preserved across both tools. Moreover, new related tasks can be synchronized, offering a comprehensive overview of what needs to be done.

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Feature at a glance

Link Microsoft Teams messages to existing issues

At times, information shared in a Microsoft Teams conversation may relate to an issue or project your team is working on. To avoid losing this information and to share it with the team, you can easily link that message to an existing issue in Jira.

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Link to Jira issue dialogue - part 1

When clicking “link to Jira issue,” a dialog opens. The integration adopts the Jira interface, simplifying filling out required fields. The linked message is automatically available in the preview field (view-only).

Selecting “link first message in thread” (toggle on) ensures only Microsoft Teams conversations from the specific message you wish to link are synced to Jira. Leaving the toggle off displays the entire message thread in the Jira issue.

Choose among sharing options for the Microsoft Teams conversation to link to an existing issue. When sharing is enabled, all Jira users with access to the issue can view the conversation and details. If disabled, only you and MS Teams members with access can see the conversation (and eventually in Jira, if they have a Jira user).

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Link to Jira issue dialogue - part 2

Select “Channel & issue” to notify the channel via a bot notification and add a Jira comment about the linked conversation, or choose “don’t send notifications” to keep it private. This feature links the Microsoft Teams message and thread to the issue for future reference.

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Linkage between Microsoft Teams message and Jira issue

Linking a message to a Jira issue prompts the Smart Connect app bot to notify you with a link to the issue. This ensures any additional information in Microsoft Teams is reflected in the Jira issue, with seamless data synchronization across tools.

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Relation between sharing permissions and automation

The Smart Connect bot operates within Jira. It requires permissions from Microsoft Teams to link information with Jira issues.

If sharing is disabled, the bot will thus, be unable to access information from Microsoft Teams, which means it cannot back up any data (in Jira)

Feature configuration

First of all, in order to use Jira features in MS Teams (such as linking MS Teams chats / conversations to an existing issue) a connection between Jira and MS Teams needs to be established.

This connection needs to be set-up by your MS Teams team owner (refer to: Admin configuration).

User configuration

This feature offers instant accessibility with no user configuration needed; you can start using it right away.

Admin configuration

To get started, the installation of the Smart Connect for Jira app (free) is necessary. This task should be carried out by either the Microsoft Teams team owner or the Microsoft Teams admin.

The installation process is straightforward and can be completed in just a few clicks by following the instructions available within the Jira admin settings.

Useful links

• Further information as well as the technical reference on shared office items can be found here: Sharing access to Microsodt 365 items

• Additional information on the process of automatic linking can be found here: Teams app