Preset: Teams

PROJECT FRAMEWORK

Project restrictions

Decide between Jira or JSM projects.
If you wish to modify the restriction, a new Preset must be created.

Preset name

Try to be as specific as possible that users can decide quickly.

Preset icon

Choose a suitable icon for the Preset.

Preset tag

Use tags e.g. “internal” / “external” / “sensitive” etc. to categorize the Preset for the team/user.

Preset description

Be as precise as possible to distinguish easier among Presets.

DEFAULT SETTINGS

Microsoft 365 log in: To access chat participants or MS Teams channels, you must log in using your Microsoft 365 account.

Chat title & message

Choose among established chat templates which content should be prefilled with a Preset for your Teams chats.

Participants

Static user: Search by email for required persons.
Jira field: Enter a Jira field term to be added here.

Chat access

Decide whether to share the content of the chat or keep it private.

CHAT NOTIFICATIONS

Smart Connect

Selectable with project restriction: Jira projects
Operating as a bot, our Smart Connect app will post updates into the corresponding chat.

Customer Portal
(with JSM projects only!)
(e.g. “Support”)

Selectable with project restriction: JSM projects
Operating as a bot, the customer portal will post updates into the corresponding chat.

Smart Connect & Customer portal
(e.g. “Support”)

Only selectable with project restriction: JSM projects
Decide which app should post updates into the corresponding chat. You cannot select both! (See differences above)

BUILT-IN AUTOMATIONS

Please note: Issue notifications (see above) will automatically be configured as built-in automations here.

Chat created >> add Jira comment

Whenever a Teams chat is created, a Jira comment will be added to the issue (and involved persons will be notified via email)

Issue updated (resolved) >> Backup Teams chat*

Whenever an issue is resolved, the corresponding chat(s)/conversation(s) will be backed up as a PDF file to the issue.

*Generate keyword comment

Define a set of keywords to easily find the PDF afterwards (in Jira).

FINISH SET-UP

Create

Create the Preset and it will be available to choose from in the Preset (admin/project) settings.
The Preset is not automatically available / selectable in Jira!

Create + activate

Create and activate the Preset to make it automatically available in Jira (for the users to choose from in Jira and for the project admins in Jira). Please note: the project admins need to activate the (new) Presets manually, if they have already preconfigured Presets for their projects on their own.