How to set up notifications?
Users can receive notifications within Microsoft Teams when there are updates or changes to Jira issues that they are involved in. This helps keep everyone informed.
Before starting the notifications setup, you have to decide what type of notifications you want to receive:
notifications to Microsoft Teams channels are notifications sent to a specific channel within a Microsoft Teams workspace. They are visible to all members of that channel, and anyone who has access to the channel can see these notifications. These notifications are often related to specific projects, teams, or topics and help keep everyone on the same page regarding the progress of projects.
personal notifications help reduce message noise and ensure that users only receive information that is directly relevant to them. They are not visible to other members of the Microsoft Teams workspace.
Notifications to Microsoft Teams channels
To set up notifications sent to the Microsoft Teams channels you have to create a notification rule which allows you to configure specific conditions or triggers for receiving notifications in Microsoft Teams.
To set up notifications sent to the Microsoft Teams channels:
Go to app settings on a level which meets your needs: global or project.
Click on Create.
Create notification rule with specified filters and Microsoft Teams channel (see the table below).
Click on Save and receive a confirmation message to the Microsoft Teams channel.
Below you can find a short definition of each parameter you can specify:
Parameter | Definition |
|---|---|
| the event or action that will trigger the notification; it allows you to select from a list of predefined events. |
| the status to trigger notifications: when an issue transitions to this status in Jira, a notification is sent to the connected Microsoft Teams channel. For example, you can set up notifications when an issue transitions to "In Progress." |
| switch this toggle to define specific conditions using JQL (Jira query language). |
| switch this toggle to use Jira Filters (saved queries that define sets of issues). You can use a Jira Filter to select a predefined set of issues, and when those issues are updated or transitioned, notifications are sent to Microsoft Teams. |
| by enabling this parameter, the notifications to Microsoft Teams for comments that are marked as internal in Jira Service Management will not be sent. Internal comments are typically meant for the support team's internal discussions and are not intended to be visible to customers. |
| Jira project(s) for which the notification rule applies; notifications will only be triggered for events occurring within the selected project(s). Avaible only for Global Level (for Jira Administrators). |
| specify the types of issues (e.g., bug, task, story) for which you want to receive notifications. |
| filter notifications based on issue priorities (e.g., high, medium, low). |
| choose the users who reported the issues. |
| filter notifications based on the assignees of the issues. This parameter allows you to receive notifications for issues assigned to particular team members. |
| filter notifications based on the watchers of the issues. |
| this parameter refers to the individuals or roles responsible for specific actions in Jira, such as issue creation or transition. |
| set up notifications to be triggered when issues with specific labels are updated or transitioned. Also, specify how labels are treated in notifications. You can define whether notifications should trigger when any of the specified labels are present, or all of them are present. |
| in this section filter notifications based on the values in custom fields. |
| define what information should be included in the notification card in Microsoft Teams, choose which Jira fields (e.g., issue summary, status, description) are displayed in the notification card to provide context and details about the issue. |
| this parameter defines the delivery channels where notifications will be sent. Here you can choose between 2 options:
Move Work Forward with Jira app should be added to the selected team, otherwise, the notifications will not arrive. The step-by-step guide is here: How to add Jira bot to the Microsoft Teams channel?
How to create Incoming Webhooks? Learn more about the functionality differences here. |
| a name for the notification rule for easy reference and identification. |
Personal notifications
To use this functionality:
Jira admin needs to set up this integration before: Get started guide for Jira administrator.
You need to connect your Jira and Microsoft Teams accounts: How to connect/disconnect Jira and Microsoft Teams accounts?
Once your Jira and Microsoft Teams accounts have been connected you are ready to proceed with notifications set-up.
To set up personal notifications sent to the 1-on-1 chat with the bot you have to create a notification rule which allows you to configure specific conditions or triggers for receiving notifications.
To set up personal notifications sent to a 1-on-1 chat in Microsoft Teams:
Click on your user avatar and pick Microsoft Teams in the menu.
Click on Create.
Create notification rule with specified filters and Microsoft Teams channel (see the table below).
Click on Save and receive a confirmation message to the Microsoft Teams channel.
Below you can find a short definition of each parameter you can specify:
Parameter | Definition |
|---|
Parameter | Definition |
|---|---|
| select your relation to the Jira issues you want to be notified about. |
| the event or action that will trigger the notification; it allows you to select from a list of predefined events. |
| the status to trigger notifications: when an issue transitions to this status in Jira, a notification is sent to the connected Microsoft Teams channel. For example, you can set up notifications when an issue transitions to "In Progress." |
| Jira project(s) for which the notification rule applies; notifications will only be triggered for events occurring within the selected project(s). |
| specify the types of issues (e.g., bug, task, story) for which you want to receive notifications. |
| filter notifications based on issue priorities (e.g., high, medium, low). |
| set up notifications to be triggered when issues with specific labels are updated or transitioned. Also, specify how labels are treated in notifications. You can define whether notifications should trigger when any of the specified labels are present, or all of them are present. |
| in this section filter notifications based on the values in custom fields. |
| define what information should be included in the notification card in Microsoft Teams, choose which Jira fields (e.g., issue summary, status, description) are displayed in the notification card to provide context and details about the issue. |
| a name for the notification rule for easy reference and identification. |
Actions on the Jira issue from the notification card
To use this functionality you need to connect your Jira and Microsoft Teams accounts:
How to connect/disconnect Jira and Microsoft Teams accounts?
Our integration provides the ability to take immediate actions on the Jira issue to ensure effective collaboration in Microsoft Teams, such as:
assign the Jira issue to themselves;
leave comments;
log time;
change the issue status.
All you need is to click on the action you need on the notification card and make the updates you need.
How to group Microsoft Teams notifications by related Jira issue?
How to add Jira bot to the Microsoft Teams channel?
How to add Move Work Forward with Jira app to all new teams automatically?
How to create Incoming Webhooks?
Updated: