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For Windows Add-in Users

For Office Add-in Users

After installing OTJ Jira for Outlook:

  1. Open Outlook
  2. Click on the “JIRA” icon displayed in the top right menu
  3. Click on “Setup” 
  4. A “JIRA Credentials” window will appear
  5. Fill the required fields:

After installing Outlook To JIRA:

  1. Open Outlook
  2. Click on the “JIRA” icon displayed in the top right menu
  3. Click on “Setup” 



  4. A “JIRA Credentials” window will appear



  5. Fill the required fields:
    1. JIRA URL: Link to access your JIRA instance
    2. Jira server users can login through username and password
    3. Jira Cloud users can login through Username or E-mail and password.
    4. Plugin Language: Choose your desired add-on language (Default Plugin language will be English) 

  6. Once all fields are filled with the right information, click on “Save”
  7. A “Connection Successful” message should appear (only if the information provided is correct).

8. Click on "OK"


You can save multiple JIRA profiles by clicking on the "pen" icon next to the "Account" Field

  1. Click on the "Pen" Icon
  2. Enter a name to your profile and press save

OTJ Jira for Office add-in will work with public Jira instances or Cloud 

After Adding OTJ Jira for Outlook Add-in:

  1. Select any email in your Outlook.
  2. From the Desktop Outlook menu

            
  3. The startup page section will appear

         

  4. Click "Get Started" view the login Form.
  5. Fill the required fields:
    1. JIRA URL: Link to access your JIRA instance
    2. Jira server users can login through username and password
    3. Jira Cloud users can login through Username or E-mail and password.