Project automation: Jira Software

Project automations save time and effort managing development projects across teams. Clear and consistent information among team members improves work and documentation efficiency.

Our project automations are simple to set up and offer multiple configuration options to fit your needs.

For Jira Software, you can use two automation types: epic chat and release/sprint channel. We are developing more automations for you. Stay tuned!

Epic chats

Centralized communication per Epic.

Our project automation ‘Epic Chat’ initiates MS Teams chats with predefined team members of your space, whenever a new epic is created. Use this chat to keep communication on current projects active and saved in one place.

Each child work item automatically syncs with the epic chat, ensuring full project transparency across the team.

Configure the automation to your specific needs and align it with your projects' different purposes and your team’s overall way of working.

Use Epic Chat automations for any other issue type as well, such as stories, tasks and bugs.

Steps before setup

Our project automation combines several features of our Microsoft 365 for Jira app. We recommend reviewing them first before jumping into the set-up of the automation itself.

Of course, you can configure these steps during the automation setup, as well.

Service User

To start a MS Teams chat from Jira, you’ll need a licensed Jira user. As you should not use your personal credentials, follow the link next to the “service user” tab in the automation settings to set them up.

Template

Define a text template as the basis for the initial chat message posted by the Service User. Make sure, that the text message aligns with the purpose of the chat and may already contain overall information for the team.

More information

Preset

A Preset for Epic Chats is required to sync built-in automations, e.g. that a JSM comment will be posted to the work item after the chat has been started or that the chat is backed up as a PDF file, if the work item is resolved.

More information

For existing epics, set up a dedicated Teams preset to start a Microsoft Teams conversation from Jira in the first place.

Configure the Preset to suit your needs, ensuring that message content, (number of) participants, sharing options, and built-in automations (see above) are set correctly.

More information

Feature at a glance

The automation solely works for newly created epics in your space. For existing epics, you need to set-up an explicit Teams Preset in your space settings.

If a new epic (story, task, bug) is created in your space, the automation will kick off a dedicated MS Teams chat with your team or specific participants (depending on your configuration).

Use epic chats to share updates, request approvals or reviews, and discuss challenges with all people involved. The chat will also be available in all related work items of the epic for full transparency.

Based on the configuration of the Epic Chat Preset (keyword: built-in automation), the Smart Connect bot will post updates on child work items into the chat via an adaptive card.

Feature configuration

The configuration needs to be done via a Jira project admin.

Project admin configuration

Via the project settings of your Jira Software space, the Jira project admin needs to configure the automation rules first.

Under “Microsoft 365 automations” → “Project automation”, the admin can access all setup steps. The process is simple, straightforward and takes just a few clicks.

Please take our recommendations into consideration.

User configuration

This feature offers instant accessibility with no user configuration needed. You can start right away.

Release/Sprint channel

Please note:
We are fine-tuning this feature and will share updates soon!

Useful links

• You require more a more extensive and detailed automation for your team? Check out our Microsoft 365 automations and configure individual actions and triggers globally: https://support.yasoon.com/M365FJ/automation-features