Preset for the Microsoft Teams feature can be defined for chats and channel conversations. Learn more about the configuration process below.

Configure a Preset for Teams chats

Click through this short demo to configure a Preset for Teams chats.

Configure a Preset for Teams Channel conversations

Click through this short demo to configure a Preset for Teams channel conversations.

Preset settings

Preset blueprints

You can create presets from scratch (first two options) or from a preconfigured blueprint (see options below under “recommendations”). Blueprints are available for specific use cases, such as incident chat or internal chat.

Teams chat/channel Preset blueprints provide pre-filled configuration options for:

Participants (Jira or static field)
Access options (sharing)
Chat notifications
Built-in automations

You can adjust or accept these options.

When creating a Preset, you can choose between a JSM or Jira project. Configuration options differ based on the Preset type.

Preset framework

Framework settings
not editable by the user

When selecting a Preset option, decide on a name & icon, a tag and add a short description.

Preset icon & name	Choose a specific name and icon so that users understand the usage of the Preset.
Preset tag	Use tags e.g. “internal” / “external” / “sensitive” etc. to categorize the Preset for the user.
Preset description	Be as precise as possible to distinguish easier among your Presets.

Chat/channel post settings

To access chat participants or MS Teams channels, you must log in with your Microsoft 365 account via this button on the bottom of the page.

Set defaults
editable by the user

Decide on participants (Jira field or MS user).

Add a template (or create a new one!) to predefine the message content.

Set access options.

The user can edit settings in Jira, if required.

Participants/
Teams Channel

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

Channel
Select the default Microsoft Teams channel where new conversations will be posted.

Access

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

Template/
Content

Chat

Choose among defined chat/channel templates to define the message content when using the Preset in Jira.

Creating a global Preset?
Only globally defined templates can be accessed.

Creating a project specific Preset?
Globally and project specific templates can be accessed.

Want to create a new template?
If existing templates do not meet your criteria, set up a new one directly from the Preset configuration.

Channel

Prioritize key content for your team and determine how its displayed.

Show card first: For incidents e.g. it is highly important to retrieve key Jira information first as it contains essential facts for the support team to resolve the incident. The text provides context.

Show text first: With development projects e.g., providing the team with content/information (text) can be more important than supplying brief (Jira) information . The card provides context here.

Adaptive card: Choose the main layout for the card (how Jira information should appear in Teams).

Template: See explanations for “Chats” above. Choose from existing templates or create a new one.

Chat notifications

Only one app per Preset can be selected!