Outlook set-up
To set-up the Email feature of Microsoft 365 for Jira you have to take following steps.
Step 1: Activate email feature
JIRA ADMIN
As soon as Microsoft 365 for Jira has been installed, the Jira admin needs to activate the email feature to use Jira functionality in Outlook and vice versa.
🧠Learn more about the activation of features here.
Step 2: Create application link (Jira Cloud only)
JIRA ADMIN
The application link is a secure way to connect your Jira Cloud instance with Outlook.
🧠Follow the steps to create the application link.
For Jira Server/Data Center the link is created automatically.
Step 3: Install Outlook add-in
The email feature unfolds its full potential, when the right Outlook add-in is installed.
It is a prerequisite to use Jira features in your Outlook inbox.
🧠Learn why you need the add-in (below)
Follow the steps below to install the right add-in:
Step 1: Decide on the right add-in to install MS 365 ADMIN
Step 2: Deploy the add-in centrally for your users MS 365 ADMIN
Step 2: Alternatively, let your users install the add-in by themselves USER
Why Outlook add-in
Please note: Make sure to install the Outlook add-in to all those users, who work with emails a lot and want (and most probably need) to bring them to Jira. Otherwise, Jira user’s won’t be able to access emails in the issue in the first place.
Outlook add-in required
To access Jira features in Outlook and bring emails to Jira.
It is the Outlook add-in that enables Jira features in your Outlook inbox:
Outlook add-in not required
To only access Outlook features in Jira and see related emails in Jira.
Not every user in your team needs to necessarily install the Outlook add-in.
The following features can still be used without an add-in:
See issue-related emails in Jira JIRA CLOUD ONLY SERVER COMING SOON
Start new or answer back on emails JIRA CLOUD ONLY SERVER COMING SOON
Feature configuration options
If you like, you can configure the email feature to a certain extent.
Create Jira issues directly in Outlook
Search for related issues via sidebar
Put emails in a Jira context
Work with your emails in Jira
JIRA CLOUD ONLY SERVER COMING SOON
Only access Outlook features in Jira.
Not every user in your team needs to necessarily install the Outlook add-in. Users primarily working in Jira can also read and answer back on emails even if they haven’t installed the Outlook add-in in their inbox.
See issue-related emails
JIRA CLOUD ONLY SERVER COMING SOON
Start new or answer back on emails
JIRA CLOUD ONLY SERVER COMING SOON
