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1. How to Login

1.1 Authentication

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

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-6-30_12-34-55.png

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.

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-6-30_12-42-2.png

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

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-4-4_14-59-2.png

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

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-4-4_15-15-12.png

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.

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-4-4_15-16-35.png

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
Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-4-4_15-20-24.png

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.

8. Add / Remove Issue Link

8.1 Add Issue Link

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.

8.2 Remove Issue Link

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”.

Atlassian Products Documentation > User Guide - OTJ Jira for Outlook > image2021-4-4_15-37-35.png

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