1. How to Login

1.1 Authentication

  • Go to Home Tab.
  • Click on OTJ Select
  • Jira Login page will open

  • Select a Profile, enter Jira server URL.
  • Click Sign In.
  • If user has created an application link. OAuth 1.0 Authentication Page open. (How to create application Link).
  • If user hasn't created an application link, he/she must enter the username and password.

Note: Jira Cloud users must authenticate with OAuth 1.0. only. 

1.2 Connect Outlook to Jira

  • Go to the OTJ Jira for Outlook add-on
  • Click on "Create Issue"
  • Add your Jira website link
  • Sign in with your email
  • Click on "Generate an API Token"
  • Click on "Create API Token"
  • Add a short label
  • Click on "Create"
  • Ensure you copy and save the token 
  • Add it to the empty space

2. Four ways to create a ticket from email

2.1 From Mailbox

  • Right click on an email
  • Select OTJ and click on Create


2.2 From Home tab

  • Go to Home tab in outlook.
  • On the right of the page, click on Create from E-mail.

Note: Creating an issue from Email will automatically add email attachments, subject and content to the issue

2.3 From OTJ Icon

  • Click on OTJ icon and select Create New.

  • Create Issue page will open.
  • Select a Project, Issue Type and click

2.4 From Calendar

  • Go to Calendar
  • Right click on an appointment and click on OTJ
  • Select Create


  • Fill all the required fields and click
  • A success Message will appear with link to the ticket created.

3. Three ways to Edit from E-mail

3.1 From Mailbox

  • Right click on an email
  • Go to OTJ, select Edit from E-mail

3.2 From Home Tab

  • Go to Home Tab in outlook
  • On the right of the page, click on Edit from E-mail.

3.3 From Calendar

  • Go to Calendar
  • Right click on an appointment and click on OTJ
  • Select Edit From E-mail.


  • Issue Search page will open.

 

  • Search for a ticket.
  • Select the ticket you searched for and click Next
  • Edit Issue page will open


  • Edit one or more fields and click update
  • A success message will appear with a link to the ticket updated

4. Three ways to add a comment

4.1 From Mailbox

  • Right click on an email
  • Go to OTJ and select Comment

4.1 From Home Tab

  • Open Home Tab
  • On the right of the page, Click on OTJ Icon
  • Select Comment

4.3 From Calendar

  • Go to Calendar
  • Right click on an appointment and click on OTJ
  • Select

 

  • Issue Search Page will open
  • Search for a ticket and click Next
  • Add Comment page will open.

  • Add a comment and click on Comment
  • A success message popup will appear with a link to the ticket

5. Two ways to log a work

5.1 From Mailbox

  • Open Mailbox
  • Right click on an email
  • Go to OTJ and click on Log work

5.2 From Calendar

  • Go to Calendar
  • Right click on an Appointment
  • Go to OTJ and Select Log Work


  • Issue Search Page will open
  • Search for an issue and click Next


  • Log Work page will open

Add Log work time and click on Log Work button


6. My Tasks

  • Open Add-in tab in Outlook


  • In My Tasks Section, there are three actions
    • Assigned to me: Will display all tickets that are assigned to the signed in user.
    • Reported by me: Will display all tickets that are reported by the signed in user.
    • Last updated by me: Will display all the updated tickets by the signed in user in descending order.


7. Three ways to create Sub-Tasks

7.1 From Mailbox

  • Open Mailbox
  • Right click on an email
  • Go to OTJ and Select Create Sub-Task.

7.2 From Home Tab

  • Go to Home Tab in outlook
  • On the right of the page, click on OTJ Icon.
  • Select Create Sub-Task.

7.3 From Calendar

  • Go to Calendar
  • Right click on an appointment and click on OTJ
  • Select Create Sub-Task.

  • Issue Search Page will open
  • Search for an Issue and click Next.
  • Create Sub-task page will open.
  • Sub-task will be selected automatically as an issue Type. Click Next
  • Create Sub-task page will open again.


  • Fill all required fields and click Create.
  • A success message will appear with a link to the sub-task created.
  • Go to
  • Right click on an email and Select
  • Click on Add Issue Link.


  • Issue Search page will open.
  • Search for an issue and click Next
  • A success message pop up will appear


  • An OTJ Tag will be added next to the selected email


Note : “Enable e-mail markups “must be checked from the setting to user be able to add OTJ tag next to the email.

  • Go to Mailbox in Outlook.
  • Right click on an email and click on
  • Select Remove Issue Link.
  • The OTJ Tag next to the email will disappear

9. Change Issue Status

  • Go to Mailbox in Outlook
  • Right click on an email and click on
  • Select Change Status.
  • Change Status page will open



  • Select one of the Available Transition.
  • A success message will appear

10. Browse Issue

To browse an issue in a browser, follow these steps:

  • Go to Mailbox in Outlook
  • Right click on an email and click on
  • Select Browse

  • The selected issue will open on a browser.

11. Two ways to Open Issue

11.1 From MailBox

  • Go to Mailbox in Outlook
  • Right click on an email and click on
  • Select Open

11.2 From Home Tab

  • Go to Home Tab in Outlook
  • On the right of the page, and click on Open “Issue Name”.



  • Edit Issue page will open

 

  • After editing the issue click on Update button
  • A success message will appear with a link to the ticket updated

12. Settings

  • Go to Home Tab
  • Click on OTJ Icon and Select


  • Settings page will Open

12.1 To add OTJ Tag next to an email when creating or editing a ticket

  • Check Enable e-mail markups

12.2 To add Jira ID in email subject when creating, or commenting from email

  • Check Insert JIRA ID in email subject








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