Teams: Work with Jira board in MS Teams
This feature is automatically available and does not require additional configuration.
Collaborate and communicate with your team - even outside of Jira. Add Jira boards to a Microsoft Teams tab of your choice and even allow non-Jira users access to Jira boards.
The look and feel is just like in Jira with its columns. Change the issue status via drag and drop, add new issues to the board (see specifics!), and see important issue information with just one click - all directly in Microsoft Teams.
Prerequisites
Setting up a Jira board in Teams (either from Teams or Jira) requires:
a Microsoft Teams owner or Microsoft 365 admin
a (licensed) Jira user with access to the desired board
Benefits
Non-Jira user access to Jira issues in Teams
(Licensed) Jira users can add new issues to a board in Teams (see specifics!)
Set up the Jira board as a tab in Microsoft Teams - coming from Jira
Choose your Jira project
Choose a project you wish to add to your Teams channel.
In the top right hand corner you’ll find the button “Add to teams” or “Microsoft 365 for Jira”. Click on it …
Add Jira board to Teams
… and choose the Teams channel where you want to add the board to as a tab.
Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and “Add to Teams”.
Set-up the Jira board as a tab in Microsoft Teams - coming from Teams
Choose a Teams channel
Choose the Microsoft Teams channel where you want to add the board to as a tab.
Click on the “+” in the ribbon and a new dialogue opens.
Search for our “Smart Connect” app.
Add Jira board to Teams
Choose a Jira board via the drop down menu.
Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and click “Save”.
Work with Jira board in Teams
Collaborate as a non-Jira user on Jira issues right in Microsoft Teams!
Get an overview
Jira and non-Jira users can now access all relevant issues at a glance right in Teams.
An issue is in progress now? Drag & drop* it right in Teams (if allowed in the settings).
Access issue details
Click on issue and have all necessary information about it at a glance. Even call involved persons, start a chat or add a Jira comment!
📌 Please note: No custom fields are displayed yet.
Access backlog issues
Sure, you can also display your backlog issues in Teams.
Go to the Jira board tab in Teams > click on the arrows > choose “Settings” and toggle “Show backlog column”.
Jira project specifics
Business projects
Jira Work Management projects can only be added to Teams directly from Teams (see above)
Choose a Teams channel
As mentioned, click on the “+”-icon in the ribbon and decide on the settings for non-Jira users.
For business projects you also need to “adjust the column order” here > Click “Save”.
ITSM projects
Jira Service Management projects require additional steps to be added. Please follow instructions.
Define project settings
With Jira Service Management projects you need to go to your “Project settings” first.
Go to “Features” > “Features tab” > and toggle “Boards”.
Add Jira board to Teams
In the top right hand corner you’ll now find the button “Microsoft 365 for Jira”.
Decide if non-Jira users are allowed to make changes to the board or if they can only see the board and “Add to Teams”.
Software projects
It is Jira Software Management projects which can be conveniently added from Jira with a click 🙂
Team managed projects
Add a desired Jira board to Teams with a click of a button (top right hand corner).
Decide on the settings for non-Jira users and add the board to a Teams channel.
Team managed projects
📌 It is only with team-managed projects that Jira users (only licensed users) can add new issues to the board - right in Microsoft Teams!
Company managed projects
Add the board to Teams by clicking on “Microsoft 365 for Jira” > “Set up”.
Decide on the settings for non-Jira users and add the board to a Teams channel.
Good to know
*When transitioning an issue in the board via drag and drop, only the status of the issue changes. A ranking of issues via drag and drop in the board is not possible yet.
You can access attachments of the issue directly in this view (Coming soon: upload attachments)
For chats there is a technical limitation, so chats are currently displayed as a deep link (“related chats”).
MS Teams conversations linked to an issue are visible in the sidebar and can be started. You can also link multiple conversations or start new Teams conversations. The Jira issue will then be linked to that conversation.