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. If you wish to modify the restriction, a new Preset must be created.
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. Jira field: Enter a Jira field term to be added here.
Online meeting	Define if the meeting should held online only.
Permissions	Decide whether to keep the meeting private or make it public. Public: All users can join the meeting. Private: Only meeting attendees can join.
Response options	Response required: Choose if a response to the meeting invitation is necessary. Hide attendees: Choose if the list of meeting attendees should be shown or not.

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 >> Jira comment	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: Internal comment: Decide, if the comment should only be visible for your team (internally). Customer comment: Decide, if the comment should be visible for the customer (notification will be send via e-mail, as usual)
Meeting created >> Transition issue PROJECT SPECIFIC	Choose a transition of the issue to apply when the chat is created. Select among options provided. 📌 Please note: Only transitions without screens are available. Only one “any status” can be selected. Multiple transitions from specific status can be selected.
Meeting created >> Assign user to issue	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.