Give your new quick step a catchy name and enter the Jira email address. Make sure to keep the “subject” part. To do this, click Create New in the Outlook quick steps area. Pro tip: Make sure to remove all unnecessary text from the subject and the email body, like the “FW:”-prefix.Īnd to create issues even quicker, you can create a new quick step in Outlook. For example, using the following subject line will create a new issue called “Link to Help Pages do not work” in the project that is configured for this mail handler. To do this, you can forward your customer email your Jira email address. The subject will be used to determine the title of the issue. A customer sends a bug report and you need to enter this into Jira Software to make sure it’s tracked and prioritized by your development team. You just need to know the following basics to get started.Ĭreating a new issue is probably the most common use case for integrating Jira Software and Outlook. The mail handler needs to be configured by a Jira administrator and, once set up, it will work for every product. For cloud systems, the default is: mysystem. Using this is as simple as sending an email to the address of your Jira system. (Note: I’ll be talking mostly about Jira Software, but these tips apply to Jira Core and Jira Service Desk as well.) Best practice #1: create Jira issues via emailĭid you know that Jira Software already offers an email integration out-of-the-box? It’s called the “incoming mail hander” and can be used to create new issues or add comments to existing issues. Have you ever wondered “Is there is a faster way to create a new issue?” Or “How do I work with the Jira Software notification emails?” These four best practices will answer those questions and show you how to get the most out of using Jira Software and Outlook together. In a software development setting, it’s a common requirement to transfer information from emails to Jira Software, Jira Core, or Jira Service Desk. And when we are talking email, Microsoft Outlook is the go-to tool. In most organizations, email is still the preferred medium for communication.
This is a guest post by Tobias Viehweger, cofounder at yasoon, creating awesome Outlook apps for everyone.
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