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Preset: Teams

Preset for our Microsoft Teams feature can be defined for chats and channel conversations.

Learn more about the configuration process below.

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Configure chats

Configure channel conversations

Settings explained

Description

editable
by user

not editable
by user

PROJECT FRAMEWORK

Project restrictions

Decide between Jira or JSM projects.
If you wish to modify the restriction, a new Preset must be created.

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Preset name

Try to be as specific as possible that users can decide quickly.

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Preset icon

Choose a suitable icon for the Preset.

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Preset tag

Use tags e.g. “internal” / “external” / “sensitive” etc. to categorize the Preset for the team/user.

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Preset description

Be as precise as possible to distinguish easier among Presets.

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Description

editable
by user

not editable
by user

DEFAULT SETTINGS

Microsoft 365 log in: To access chat participants or MS Teams channels, you must log in using your Microsoft 365 account.

Chat title & message

Choose among established chat templates which content should be prefilled with a Preset for your Teams chats.

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Participants

Static user: Search by email for required persons.
Jira field: Enter a Jira field term to be added here.

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Chat access

Decide whether to share the content of the chat or keep it private.

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Description

editable
by user

not editable
by user

CHAT NOTIFICATIONS

Smart Connect

Selectable with project restriction: Jira projects
Operating as a bot, our Smart Connect app will post updates into the corresponding chat.

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Notification options can be selected

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Customer Portal
(with JSM projects only!)
(e.g. “Support”)

Selectable with project restriction: JSM projects
Operating as a bot, the customer portal will post updates into the corresponding chat.

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Notification options are defined

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Smart Connect & Customer portal
(e.g. “Support”)

Only selectable with project restriction: JSM projects
Decide which app should post updates into the corresponding chat. You cannot select both! (See differences above)

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Description

editable
by user

not editable
by user

BUILT-IN AUTOMATIONS

Please note: Issue notifications (see above) will automatically be configured as built-in automations here.

Chat created >> add Jira comment

Whenever a Teams chat is created, a Jira comment will be added to the issue (and involved persons will be notified via email)

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Issue updated (resolved) >> Backup Teams chat*

Whenever an issue is resolved, the corresponding chat(s)/conversation(s) will be backed up as a PDF file to the issue.

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*Generate keyword comment

Define a set of keywords to easily find the PDF afterwards (in Jira).

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Description

editable
by user

not editable
by user

FINISH SET-UP

Create

Create the Preset and it will be available to choose from in the Preset (admin/project) settings.
The Preset is not automatically available / selectable in Jira!

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Create + activate

Create and activate the Preset to make it automatically available in Jira (for the users to choose from in Jira and for the project admins in Jira). Please note: the project admins need to activate the (new) Presets manually, if they have already preconfigured Presets for their projects on their own.

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