Presets
This part of our documentation is under construction as this feature is currently in early access only.
Presets allow you to fine-tune Microsoft 365 for Jira settings for users.
This makes the configuration process more centralized and efficient, ensuring a smoother and more guided user experience. You can create individual Presets that will be available in your Jira or JSM projects.
Learn more about Presets below.
Hosting options
Presets are currently only available for Jira Cloud
Presets are coming for Data Center, as well. Timeline will be shared, soon!
Responsibilities
Global Jira admin
Creates the Presets for their organization/team globally in the Jira admin settings
Presets are defined for Jira or JSM projects
However, if a project admin has already defined Presets for their Jira / JSM project, globally created and activated Presets will not automatically be activated in these projects. They need to be manually activated (see below)
Project admin
As mentioned above, the project admin can create own Presets for their project(s) via the project settings
If the global admin has created new Presets, they need to be manually activated
Globally defined Presets cannot be edited via the project admin (view-only). They can only be activated or deactivated in the project settings
Presets overview
Based on our app’s functionality, we offer Presets for the following features.
Teams Preset
Create Presets for users to choose from when they start a Microsoft Teams chat or channel conversation within an issue. Examples:
Triage channel post
Customer chat
Internal chat
Use built-in automations like creating a chat that automatically adds a Jira comment.
🧭 Find out more about our Teams Preset
Email Preset
Create Presets for users to choose from when users send an Outlook email from within an issue. Examples:
Project update mail to reporter
External mail requesting further input
Use built-in automations like sending an email backup when an issue is resolved.
🧭 Find out more about our Email Preset
Meeting Preset
Create Presets that are available when users schedule an Outlook or Microsoft Teams meeting from within an issue. Examples:
Project briefing meeting
Triage MS Teams meeting
Use built-in automations like creating a meeting that automatically adds a Jira comment.
🧭 Find out more about our Meetings Preset
Benefits
✍️ Simplified configuration of features for admins
The setup process is easy to follow with all the necessary information in one place within the project settings.
📌 Streamlined and efficient working environment for users
Admins can create global presets for Jira or JSM projects, giving users predefined templates. This helps standardize communication and internal coordination.
📋 Structured workflow for users
Users can select pre-configured feature settings directly in their Jira issue communication. For example, when starting a Teams chat with a customer, key details like participants and sharing options are automatically filled in, speeding up responses and overall workflow.