Preset: Teams

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

Learn more about the configuration process below.

Configure chats

Configure channel conversations

Settings explained

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PROJECT FRAMEWORK
Project restrictions	Decide between Jira or JSM projects. If you wish to modify the restriction, a new Preset must be created.
Preset name	Try to be as specific as possible that users can decide quickly.
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 team/user.
Preset description	Be as precise as possible to distinguish easier among Presets.

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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.
Participants	Static user: Search by email for required persons. Jira field: Enter a Jira field term to be added here.
Chat access	Decide whether to share the content of the chat or keep it private.

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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. Notification options can be selected
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. Notification options are defined
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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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)
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.
*Generate keyword comment	Define a set of keywords to easily find the PDF afterwards (in Jira).

Description

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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!

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.