Create new issues based on chats/channel conversations

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

Once an issue is created in Teams, Jira users can quickly respond and start working on it. Additionally, all future communications in Teams or Jira remain accessible through a the connected communication in Microsoft Teams.

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

Create new issues from Microsoft Teams

As discussions increase, so does the shared information. To maintain clarity, important conversations can be turned into new Jira issues.

Create issue - dialogue

When you click on “create issue”, a dialog box appears. Our app integrates with Jira, simplifying field completion. The highlighted Microsoft Teams message is added to the description, with options for additional information.

This feature lets you create the issue and link the Microsoft Teams message thread to the Jira issue for future reference.

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 MicrosoftTeams can see it (and in Jira if they have a Jira user).

Connecting Microsoft Teams messages to Jira issues

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.

View in Jira - newly created issue

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 needs to be established. This connection needs to be set-up by your Microsoft Teams team owner (refer to: Admin configuration)

User configuration

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

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.

Useful links

• Further information as well as the technical reference on shared office items can be found here: Sharing access to Microsodt 365 items

• Additional information on the process of automatic linking can be found here: Teams app