Teams: Work with Jira board in MS Teams

This feature is automatically available and does not require additional configuration.

Collaborate and communicate with your team - even outside of Jira. Add Jira boards to a Microsoft Teams tab of your choice and even allow non-Jira users access to Jira boards.

The look and feel is just like in Jira with its columns. Change the issue status via drag and drop, add new issues to the board (see specifics!), and see important issue information with just one click - all directly in Microsoft Teams.

Prerequisites

Setting up a Jira board in Teams (either from Teams or Jira) requires:

a Microsoft Teams owner or Microsoft 365 admin
a (licensed) Jira user with access to the desired board

Benefits

Non-Jira user access to Jira issues in Teams
(Licensed) Jira users can add new issues to a board in Teams (see specifics!)

Set up the Jira board as a tab in Microsoft Teams - coming from Jira

Choose your Jira project

Choose a project you wish to add to your Teams channel.

In the top right hand corner you’ll find the button “Add to teams” or “Microsoft 365 for Jira”. Click on it …

Add Jira board to Teams

… and choose the Teams channel where you want to add the board to as a tab.

Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and “Add to Teams”.

Set-up the Jira board as a tab in Microsoft Teams - coming from Teams

Choose a Teams channel

Choose the Microsoft Teams channel where you want to add the board to as a tab.

Click on the “+” in the ribbon and a new dialogue opens.

Search for our “Smart Connect” app.

Add Jira board to Teams

Choose a Jira board via the drop down menu.

Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and click “Save”.

Work with Jira board in Teams

Collaborate as a non-Jira user on Jira issues right in Microsoft Teams!

Get an overview

Jira and non-Jira users can now access all relevant issues at a glance right in Teams.

An issue is in progress now? Drag & drop* it right in Teams (if allowed in the settings).

Access issue details

Click on issue and have all necessary information about it at a glance. Even call involved persons, start a chat or add a Jira comment!

Please note: No custom fields are displayed yet.

Access backlog issues

Sure, you can also display your backlog issues in Teams.

Go to the Jira board tab in Teams > click on the arrows > choose “Settings” and toggle “Show backlog column”.

Jira project specifics

Business projects

Jira Work Management projects can only be added to Teams directly from Teams (see above)

Choose a Teams channel

As mentioned, click on the “+”-icon in the ribbon and decide on the settings for non-Jira users.

For business projects you also need to “adjust the column order” here > Click “Save”.

ITSM projects

Define project settings

With Jira Service Management projects you need to go to your “Project settings” first.

Go to “Features” > “Features tab” > and toggle “Boards”.

Add Jira board to Teams

In the top right hand corner you’ll now find the button “Microsoft 365 for Jira”.

Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and “Add to Teams”.

Software projects

Team managed projects

Add a desired Jira board to Teams with a click of a button (top right hand corner).

Decide on the settings for non-Jira users and add the board to a Teams channel.

Team managed projects

It is only with team-managed projects that Jira users (only licensed users) can add new issues to the board - right in Microsoft Teams!

Company managed projects

Add the board to Teams by clicking on “Microsoft 365 for Jira” > “Set up”.

Decide on the settings for non-Jira users and add the board to a Teams channel.

Good to know

*When transitioning an issue in the board via drag and drop, only the status of the issue changes. A ranking of issues via drag and drop in the board is not possible yet.
You can access attachments of the issue directly in this view (Coming soon: upload attachments)
For chats there is a technical limitation, so chats are currently displayed as a deep link (“related chats”).
MS Teams conversations linked to an issue are visible in the sidebar and can be started. You can also link multiple conversations or start new Teams conversations. The Jira issue will then be linked to that conversation.