Preset: Meetings
Preset for the Outlook meetings feature can be defined for all kinds of meetings. Learn more about the configuration process below.

Configure a Preset for Outlook meetings
Click through this short demo to configure a Preset for your Outlook meetings.
Preset settings
Preset framework
Preset features | Decide between Jira or JSM projects. |
Preset name | Choose a specific name so that users understand the usage of the Preset. |
Preset icon | Choose a suitable icon for 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. |
Default settings
To access attendees options you must log in with your Microsoft 365 account via this button on the bottom of the page.
Meeting title and description | Give the Preset a name and choose among defined meeting templates which content should be prefilled with your meeting Preset. |
Date and time | Define a specific start and end date based on Jira fields or decide if it this Preset should be an all day meeting. By default, our app recommends a start date based on attendee’s calendar availability. |
Attendees | Static user: Search by email for a required persons. |
Online meeting | Define if the meeting should held online only. |
Permissions | Decide whether to keep the meeting private or make it public. |
Response options | Response required: Choose if a response to the meeting invitation is necessary. |
Dialog configuration
Time picker steps | Select the intervals at which our app should propose meeting time suggestions. |
Advanced mode | Decide if the user should have even more options to select from when scheduling the meeting e.g. Outlook sensitivity and categories. |
Built-in automations
Choose from built-in automations that integrate Microsoft 365 features with Jira. No manual setup is required. These settings are active throughout the chat's lifecycle and have no automation service limit.
Available built-in automation options | |
Meeting created | Attach a comment to the Jira issue, when a new meeting is scheduled. All involved persons will be notified via email. JSM ONLY Jira comment visibility:
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Meeting created | Choose a transition of the issue to apply when the chat is created. Select among options provided. ![]() 📌 Please note:
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Meeting created | The user will automatically be assigned to the issue, if they create a meeting to the issue (provided that the user has permissions to assign themselves). |
If you want to set up more advanced Jira automation rules with Microsoft 365, click here.
Finish set-up
Create only | Create the Preset and it will be available in the admin / project settings in Jira. It needs to be manually activated via the settings. |
Create + activate globally | Create and activate the Preset and it is automatically active in all Jira projects with no project-specific settings. 📌 Please note: If there are project specific settings, the project admin still needs to activate the Preset manually via the project settings. |
Create + force activation | Create and activate the Preset and it is automatically active in all Jira projects regardless of project-specific settings. 📌 Please note: Project specific settings will be overridden and the Preset will automatically be available and selectable in the Jira issue. |