Use templates (globally / project-specific) to prepare content for chats, meetings and emails.
The below demo video shows an exemplary set-up of an email template (globally).
Templates are all set-up the same way in Microsoft 365. So if you can do emails, you can also set-up chats and meeting templates! 👏
Facts & Benefits
Fact: add global or project specific templates to
e.g. quickly send standardized Outlook emails
e.g. prepare meetings information (when scheduling a meeting)
e.g. and set-up preconfigured Teams chats (content) from within Jira (especially useful in JSM projects)
Benefit: Templates are set-up the same way for emails, chats and meetings
Create templates either globally for all Jira projects or only for specific ones
Benefit: Save time by simply choosing a suitable template when working in your Jira issue
Templates can be always edited / changed before using and sending them.
Benefit: especially for Jira Service Agents working with Jira Service Management and Microsoft 365 this is a neat feature. It allows for efficient communication without typing the same message repeatedly.
2. Create a template
Tip: Use emojis to better differentiate between the templates later in the overview 😉 (see below)
Smart values, functions and examples
* You can access all custom fields and insert these values in the body and subject.
Configuring templates is a general feature we offer in Jira. The set-up of a template is all the same for emails, meetings and chats, thus, we do not offer specific documentation for each option.