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
Framework settings
NOT EDITABLE BY THE USER
Create your Preset for all or only JSM projects.
Decide on a name and description. Find a little preview of your Preset on the right.
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. 
Set defaults
EDITABLE BY THE USER
Decide on meeting title and description (based on a template), attendees, meeting access permissions and response options (e.g. response required).
Set a fixed starting date based on a Jira field, if necessary and define an end date (by duration or field).
The user can edit these settings in the issue, if desired.
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
Dialog settings
NOT EDITABLE BY THE USER
Determine the specifics of the meeting dialog within the issue. Set up time picker options and whether the advanced mode dialog should open by default.
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.
Automate workflows
NOT EDITABLE BY THE USER
Set-up additional automations here to make workflows more efficient.
Meeting created | Whenever an Email is sent from Jira, a Jira comment will be added to the issue (and involved persons will be notified via email). |
If you want to set up more advanced Jira automation rules with Microsoft 365, click here.
Finish set-up
Create Preset
NOT EDITABLE BY THE USER
When finishing the set-up of the meetings Preset, you can decide between different activation options.
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. |