Create new issues based on chats/channel conversations

The Teams integration allows users to create new Jira issues directly from Microsoft Teams chats and channel conversations. This makes it easy to bring important discussions to Jira for further action.

Once an issue is created from Microsoft Teams, Jira users can quickly respond (from Jira) and start working on it. All communication related to the issue is saved and accessible in Microsoft Teams and in Jira.

We currently only support a relevant set of fields/custom fields when creating a new issue. If you are missing a custom field, please raise a support request.

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Feature at a glance

Teams use various tools to differing degrees. To ensure that information remains centrally accessible and to enhance collaboration across these tools, it is crucial to establish a connection between Jira and Microsoft Teams.

This connection allows for seamless information transfer between Microsoft Teams and Jira - and vice versa - if desired.

Create new issues from Microsoft Teams

Microsoft Teams serves as a collaborative platform that allows teams to jointly work on projects effectively. As new ideas emerge and discussions unfold, it is essential to also share insights and updates with team members primarily working in Jira.

To ensure clarity and centralize information for all participants, it is essential to bring conversations and their content into Jira, as well by creating new issues based on Microsoft Teams conversations.

Create issue dialogue

When you click on “create issue”, a dialog box appears. Our app integrates with Jira, simplifying field completion. This feature lets you create the issue and link the Microsoft Teams message thread to the Jira issue for future reference.

AI description

With “AI description” enabled, the selected MS Teams message, along with all previous messages, will serve as the basis for a suitable summary and description for the created work item.

• If the AI description is off (by default), you must add the summary manually. The description field automatically displays the content of the selected MS Teams message.

• If the AI description is on (manually), the AI will automatically generate a suitable title for the work item (summary). The description field will display a summary of the selected MS Teams message and the 20 previous messages.

Sharing options

You can customize the sharing settings for the conversation. When sharing is enabled, all Jira users with access to the issue can view the conversation. If disabled, only you and team members in Microsoft Teams can see it (and in Jira if they have a Jira user).

Connecting Microsoft Teams messages to Jira work items

Upon creating an issue in Microsoft Teams, the Teams app bot (Smart Connect for Jira) will quickly notify you with a link to the issue in Jira, ensuring easy access to all related information in both platforms.

Access work item in Jira

When switching to Jira, the issue and synchronized messages from Microsoft Teams are accessible.

Relation between sharing permissions and automation

The Smart Connect bot operates within Jira. It requires permissions from Microsoft Teams to link information with Jira issues.

If sharing is disabled, the bot will thus, be unable to access information from Microsoft Teams, which means it cannot back up any data (in Jira).

Follow link here to learn more about the automation action “Backup Teams messages”.

Feature configuration

In order to use Jira features in Microsoft Teams (such as creating Jira issues based on Microsoft Teams conversations) a connection between Jira and Microsoft Teams must be established by your Microsoft Teams team owner (refer to: Admin configuration)

Admin configuration

To get started, the installation of the Smart Connect for Jira app (free) is necessary. This task should be carried out by either the Microsoft Teams team owner or the Microsoft Teams admin.

The installation process is straightforward and can be completed in just a few clicks by following the instructions available within the Jira admin settings.

If you’re not a Jira admin but a team owner, you can follow this link to directly start the installation in Microsoft Teams: Install Smart Connect in Microsoft Teams.

User configuration

This feature offers instant accessibility with no user configuration needed. You can start using it right away.

Useful links

• Further information as well as the technical reference on shared office items can be found here: https://support.yasoon.com/M365FJ/sharing-access-to-microsoft-365-items

• Additional information on the process of automatic linking can be found here: https://support.yasoon.com/M365FJ/microsoft-teams-set-up#Teamsapp-Automaticlinking