By adding your preferred Jira board as a tab in Microsoft Teams, you provide access to valuable Jira information, keeping non-Jira users informed.
The Jira board in Microsoft Teams mirrors its appearance from Jira, allowing drag-and-drop status changes, direct work item creation, and quick access to work item details - all within Microsoft Teams.
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Feature at a glance
Having a clear overview of new, ongoing, or completed work items/tasks is essential, particularly for those in leadership roles. By integrating the Jira board into Microsoft Teams, even team members who do not have a Jira user (or don’t work in Jira anyways) can easily access pertinent information. Furthermore, even Jira users can retrieve relevant data without the need to switch tools.
Access the Jira board in Microsoft Teams
To gain a comprehensive overview, you can integrate Jira boards as a tab into your preferred Microsoft Teams channel. This allows even non-Jira users to access and collaborate on Jira work items seamlessly.
Filter work items by assignee, like in Jira, to access those relevant to you or specific colleagues.
Transition work items and change status
You can manage Jira work items in Microsoft Teams, changing their status easily via drag and drop (Side note: ranking work items by priority is not yet available). Status changes will reflect in Jira.
Access work item details
Non-Jira users can click on a Jira issue to access more detailed information. The work item view in Microsoft Teams keeps the conversation within the full context of Jira, improving collaboration on projects.
Please note: You can only access related Teams channel conversations, if they are shared within that specific Team (e.g., IT department). Channel conversation information tracks per Team in Teams, not across different Teams.
An example: If you have additional channel conversations about the work item in the "Design" team, that information won't appear on the board shared with the "IT Department" team. Conversely, accessing work item details on the board shared with "Design" won't show channel conversations from the "IT Department" team.
Related chats appear as a deep link, opening in a new window when clicked. You can access issue attachments directly from Microsoft Teams, but adding new attachments is not yet available.
View work item preview from Teams chats
Once information about a new epic or child work item is posted to a dedicated Teams chat, access details about it via the menu dots on the adaptive card.
This lets you view related actions and updates at a glance without switching tools. Through the card, you can see related Teams chats and join conversations (if being shared) by clicking on the chat title.
Please note: Our app cannot access any related Teams channel conversations, when being shared into a Teams chat. You must switch to your Jira board in Teams to access them.
Watch & filter work items and stay in the loop
You can watch specific issues directly in your Jira board in Microsoft Teams. Stay informed about changes and updates to work items.
Assign work items to yourself, if the task is unassigned.
Please note: This functionality does not work for non-Jira users.
Feature configuration
In order to use Jira features in Microsoft Teams (such as creating Jira work items based on Microsoft Teams conversations) a connection between Jira and Microsoft Teams must be established by your Microsoft Teams team owner (refer to: Admin configuration)
Admin configuration
To get started, the installation of the Smart Connect for Jira app (free) is necessary. This task should be carried out by either the Microsoft Teams team owner or the Microsoft Teams admin.
The installation process is straightforward and can be completed in just a few clicks by following the instructions available within the Jira admin settings.
If you’re not a Jira admin but a team owner, you can follow this link to directly start the installation in Microsoft Teams: Install Smart Connect in Microsoft Teams.
User configuration
This feature offers instant accessibility with no user configuration needed. You can start using it right away.