Outlook to JIRA allows users to save time by configuring roles. The goal of Roles is to auto-populate the project name and the issue type based on the sender email when creating new or creating from email. for example: If the user is Alain, the project and the issue type should be X and Y.

Configure a rule

To add new role please follow the below steps:

  • Click on Outlook to JIRA tab
  • Click on New Role

  • Fill in the fields with the sender email, default project and issue type
  • Click on Save

Check the good functionality of the role by trying to create a new issue from an email which the sender is OTJ@infosysta.com and check that the project and issue type are predefined


Edit a Role

To add an existing role please follow the below steps:

  • Click on Outlook to JIRA tab
  • Click on View Role
  • Localize the role to edit in the list
  • Click on edit 


Delete a role

To delete an existing role please follow the below steps:

  • Click on Outlook to JIRA tab
  • Click on View Role
  • Localize the role to delete
  • Click on Remove 
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