Presets

Presets allow you to fine-tune Microsoft 365 for Jira settings for users.

This makes the configuration process more centralized and efficient, ensuring a smoother and more guided user experience. You can create individual Presets that will be available in your Jira or JSM projects.

Learn more about Presets below.

Hosting options

Responsibilities

Global Jira admin

• Creates the Presets globally in the Jira admin settings

• One Preset can only be defined for Jira or JSM projects

• If a project admin has already defined Presets for their Jira / JSM project, globally “created and activated” Presets by the global admin will not automatically be activated in these projects. They need to be manually activated (see below)

Project admin

• Creates Presets for their individual project(s) via the Jira project settings

• Newly created Presets by the global admin, need to be manually activated though in the settings.

• Globally defined Presets can only be viewed but not edited. However, they can be activated/deactivated.

Presets overview

Based on our app’s functionality, we offer Presets for the following features.

Teams Preset

Create Presets for users to choose from when they start a Microsoft Teams chat or channel conversation within an issue. Examples:

• Triage channel post

• Customer chat

• Internal chat

Use built-in automations like creating a chat that automatically adds a Jira comment.

Find out more about our Teams Preset

Email Preset

Create Presets for users to choose from when users send an Outlook email from within an issue. Examples:

• Project update mail to reporter

• External mail requesting further input

Use built-in automations like sending an email backup when an issue is resolved.

Find out more about our Email Preset

Meeting Preset

Create Presets that are available when users schedule an Outlook or Microsoft Teams meeting from within an issue. Examples:

• Project briefing meeting

• Triage MS Teams meeting

Use built-in automations like creating a meeting that automatically adds a Jira comment.

Find out more about our Meetings Preset

Benefits

Simplified configuration of features for admins

The setup process is easy to follow with all the necessary information in one place within the project settings.

Streamlined and efficient working environment for users

Admins can create global presets for Jira or JSM projects, giving users predefined templates. This helps standardize communication and internal coordination.

Structured workflow for users

Users can select pre-configured feature settings directly in their Jira issue communication. For example, when starting a Teams chat with a customer, key details like participants and sharing options are automatically filled in, speeding up responses and overall workflow.