Presets
- Tamara Braun
- Britta Neugebauer
This part of our documentation is under construction as this feature is currently in early access only.
Presets allow you to fine-tune Microsoft 365 for Jira settings for users. This makes the configuration process centralised 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.
Preset settings can be accessed either through the admin section or project settings. This enhancement allows for a more streamlined and efficient configuration process, ensuring a smoother user experience.
Overview
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.
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.
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.
Where to find Presets
In the Jira admin settings
and project settings
Who is in charge:
For a global setting: Jira admin
For a project specific setting: user / project admin
What it does: Pre-configuration of a “templates” per feature when being used
Presets are available for our Email, Teams and Meetings feature
Presets contain specific configuration options per feature (including sharing, templates, notifications etc.)
Benefit:
Presets allow for “feature templates” → standardized workflows → saves time and is easier for users
Presets: Microsoft Teams
Teams Preset overview
Go to your admin or project settings and create a new Preset for Teams chats or channel posts.
New Preset: chat
With Teams chats, sharing options, chat (text) templates and (Jira) notification comments can be defined/preselected.
New Preset: channel post
With MS Teams channel posts only (Jira) comments can be defined.
Example Preset JSM “Teams chat”
Example Preset Jira Software “Teams chat
Presets: Outlook email feature
Email Preset overview
Go to your admin or project settings and create a new Preset for emails send from Jira (issues).
New Preset: email
With (new) emails from Jira, (text) templates, (Jira) notification comments, sharing options and participants can be defined / preselected.
Example Preset Jira Software “new email”
Presets: meetings feature
Meetings Preset overview
Go to your admin or project settings and create a new Preset for meetings send or scheduled from Jira.
New Preset: new meeting
With (new) meetings scheduled from Jira, (text) templates can be defined and set for the next meeting.
Example Preset JSM “new meeting”