Orange Tracker and Teams Integration

This integration allows for two-way integration to/from both Orange Tracker and MS Teams. The functionality included with this integration relating to MS Teams consists of:

Starting MS Teams Chats via Orange Tracker

1. Navigate to the Orange Tracker work item desired to start a chat

2. Select Start Conversation

3. Select desired chat template

Posting to MS Teams Channel via Orange Tracker

In order to post to an MS Teams Channel, a preset is required to be configured in the Project Settings. An existing channel can be used, or a new one can be created for this purpose.

Configure Channel Preset

1. Navigate to the Project Settings where this preset is desired. Must have project Administrator role.

2. From the sidebar, select Apps → Microsoft 365 Presets

3. Verify that the Teams tab is selected

4. Select New → Channel

   Open

   

5. Select Create on the first dialogue (create from scratch)

6. Fill in the preset settings

   1. Icon: Provides a multitude of icons to select from.

   2. Name

   3. Preset Tags: Displays next to channels created with this preset and are color coded for easy reference

   4. Description

7. Fill in the Channel Post Settings

   1. Channel: Expand the Channel section, then login and select a default channel. If the desired channel does not appear, the Smart Connect for Jira connector has not been installed. Use the link to install the connector.

   2. Access: Can leave as default or modify visibility.

   3. Content: If no custom templates have been created, use the defaults. Custom templates can be created in the Project Settings under Apps → Microsoft 365 Templates.

   4. Channel Notifications: Can leave as default.

   5. Other: Can leave as default.

   6. Automation: Default automation includes adding a comment to the Orange Tracker work item where this channel post was started stating that a channel post has been made. Leave as is.

8. Select Create & Activate

Create Channel Post

From an Orange Tracker work item:

1. Select Start Conversation from the action menu at the top

2. Select the desired preset (or the one that was just created)

   Open

   

3. Fill in any other additional info, then select Start Conversation

   Open

   

Creating Orange Tracker Work Items from MS Teams Message

Messages in MS Teams can be converted into an Orange Tracker work item. The Smart Connect for Jira is required for this functionality.

1. Navigate to the chat containing the Teams message desired to convert

2. Right-click the message desired to convert, then select Create Jira Issue

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3. Fill out the Create new Jira issue dialogue with appropriate project, request type, and other required/optional fields.

   Open

   

4. Confirmation of work item creation will display similar to the following:

   Open

   

Adding MS Teams Message as Comment to Orange Tracker Work Item

This function adds a comment to an existing request from an MS Teams message.

1. Navigate to the MS Teams message desired to convert into a comment

2. Right-click the desired MS Teams message, then select Add Jira Issue Comment

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3. In the dialogue select the project and existing Orange Tracker work item to add the comment to

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4. [Optional] Set the comment visibility

5. Button will update to the related comment visibility action (Reply to customer, Add internal note), select to create the comment

Integrating/Linking Existing Teams Chat with Orange Tracker Work Item

This function integrates an existing MS Teams chat with an existing Orange Tracker work item from MS Teams.

1. Navigate to the desired MS Teams chat to link

2. On any message in the chat, right-click and select Link to Jira Issue

   Open

   

3. In the dialogue, set the Orange Tracker work item (Issue) to link this MS Teams chat to

   Open

   

4. Select Link