Campaign management with Microsoft 365 for Jira

Product	Jira, campaign management project template
Category	Marketing
Stakeholders	Project managers, marketing teams

Run structured, collaborative marketing campaigns by combining Jira’s project clarity with the communication power of Microsoft 365.

Chat at any project level — space, epic, or work item — with conversations linked directly to Jira for full transparency and traceability.
Connect emails to Jira work items to make external communication visible and accessible to the whole team.
Keep everyone in the loop with automated campaign updates posted in Teams channels.

Work in progress: We’re improving use cases with Microsoft 365 for Jira. You want to talk about your individual use case? Get in touch.

Challenge

Running a marketing campaign often involves multiple teams, tight deadlines, and high visibility. But when campaign contributors such as designers, copywriters, or stakeholders don’t have access to Jira, important updates and context get lost. Conversations happen in silos, progress tracking is inconsistent, and communication becomes reactive instead of proactive. This slows down execution and affects the success of the campaign.

Solution

By integrating Jira Software with Microsoft 365, campaign management becomes transparent and collaborative without requiring everyone to use Jira. Campaign work is tracked in Jira, while Teams and Outlook provide flexible ways to plan, communicate, and monitor progress.

The process can be broken down into three key steps:

Campaign set-up	Campaign collaboration	Campaign monitoring

Benefits

Centralized campaign collaboration: Manage campaign tasks, timelines, and feedback in one place using Jira and Microsoft Teams. Keep conversations, boards, and briefs accessible to all team members and stakeholders.
Flexible communication with stakeholders: Share updates via Teams channels and Outlook without needing a Jira license. Use adaptive cards and automation to keep everyone aligned on progress, blockers, and next steps.
Clear visibility into progress: Visualize campaign milestones and deadlines with board and calendar views. Automations help surface blockers and track completion so nothing slips through the cracks.

Campaign set-up

Start every campaign with a clear structure. Briefings, task boards, and calendars are all connected between Jira and Microsoft 365, giving everyone immediate access to what’s happening.

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Briefing meetings from Jira: Schedule campaign kickoffs or syncs directly from Jira work items using Outlook so all meeting details and context are stored in one place.
Jira board in Teams: Embed your campaign board as a tab in a dedicated Teams channel. Team members and stakeholders can follow task status and responsibilities without needing Jira access.
Timeline and calendar view: Display key campaign dates, content launches, and sync meetings in a calendar tab powered by Outlook, all within Jira.

Details about timeline and calendar view

This calendar integration ensures that Jira and Outlook stay in sync, with campaign-related meetings and milestones updated in real time across both platforms.

What to maintain in Outlook: Use Outlook to manage personal appointments, one-on-one meetings, and general availability. These entries appear alongside Jira-based campaign events in the shared calendar view. Team members can also schedule meetings directly from the Outlook calendar inside Jira, with automatic meeting invites sent via Outlook. Personal calendars are only visible to the user and can be customized without requiring admin access.
What to maintain in Jira: Track structured campaign data such as briefing sessions, sync meetings, content launch deadlines, and milestone events. These are managed as Jira issues with defined start and due dates. Project calendars can be configured at the Jira project level, allowing administrators to define what should be visible, who can edit events, and how calendars are shared across the team.
Use templates to sync and display important dates from Jira, Outlook, and even Microsoft Teams. Toggle calendar visibility by source and configure viewing modes to show work weeks, monthly timelines, or filtered events - all directly within your Jira campaign project.

Campaign collaboration

Base your collaboration on your Jira campaign project. Teams chats, meetings, and emails are linked to specific epics or work items with no more copy-pasting or duplicate tracking.

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Topic-based chats: Start a Teams chat from any Jira epic or work item to focus conversations around specific tasks or topics.
Campaign-wide chat in Teams: Use a space-level chat to communicate across the entire campaign. Share status updates or decisions with the full team in one central place. COMING SOON
Outlook meetings from Jira: Schedule status update meetings based on Outlook calendars directly from Jira work items to stay in sync.
Linked campaign emails: Connect internal or external emails to Jira work items so that all correspondence is accessible and documented for the whole team.
Create work items from Teams or Outlook: Turn Teams conversations or Outlook emails into new Jira work items or link them to existing ones for quick context capture.
Sync to Microsoft To Do: Push personal Jira tasks to your Microsoft To Do list for easy daily task management.

Campaign monitoring

Track progress and keep everyone informed even those without Jira access. Use Teams channel updates, automation, and adaptive cards to highlight progress, blockers, and key milestones.

Automated Teams updates: Post status updates from epics or work items into the campaign’s Teams channel. Choose manual or automated triggers to share progress in real time.
Weekly summaries: Send weekly updates in Teams using adaptive cards with progress bars and blocker alerts so stakeholders can stay up to date without needing to check Jira. COMING SOON

Campaign management made collaborative

Campaign management with Jira Software and Microsoft 365 brings structure, visibility, and flexibility to your marketing operations. From planning and briefings to execution and updates, your team can manage every aspect of the campaign with clarity while keeping communication in the tools they use every day. Run faster campaigns with fewer silos and better outcomes.

You want to talk about your individual use case? Get in touch!