Templates
Overview
Add global and project-specific templates to quickly send standardized Outlook emails, meetings, and start Teams chats from within Jira.
set up templates globally or for a specific Jira project
use individual templates in your email/meetings/teams editor in Jira
you are still able to edit the text in the editor or you can send it right away
This is a neat feature for service agents working with Jira Service Management and Microsoft 365. It makes communication more efficient, as you avoid typing the same emails repeatedly. You can also use templates in your regular Jira projects. This video gives you an idea on how to set up an email template and how to use it.
https://youtu.be/8BQKjvb3d4g
Create templates
Add new templates
In the admin (or project admin) menu, click on “Templates” (“Microsoft 365 Templates”) in the sidebar
To create a new template, click on “Create” and choose “Email” or “Teams” or “Meetings”
Give your template a name and add a detailed description
Add a subject as well as the body with the native Jira editor
We provide you with certain issue details you can simply add to your template
Insert any additional Jira issue field with the shown handlebars syntax in the body and subject.
If you like to dig deeper feel free to learn more about smart values and functions.
Additionally you can select emojis for your template to categorize it.
The new template is now active.
You can use it in your editor in the Jira ticket.
Customize your default email template
You can choose which template will be applied automatically when opening the “Send email”/”Start conversation”/”Schedule meeting” dialog by selecting it as the default template. Moreover, you have the option to configure a Default Reply Template for your emails.
This can be configured globally but you may choose to select different default templates for projects.
You can always pick a different template, though.
Use your templates
In the Jira issue, click on “Send email”/”Start conversation”/”Schedule meeting” and choose a template via the button.
The template overwrites subject and body.
You can edit the text now or sent the template right away.