Create chat channel and video conference for an incident

Once an admin has connected tools like Slack, Microsoft Teams, or Zoom to your site and project, you can create chat channels on Slack and Microsoft Teams, and Zoom meetings to collaborate on incidents. Learn more about using chat and video tools to resolve incidents

Slack

Create Slack channel for an incident

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to create the chat channel for.

3. In the Details section, find the Chat channel field and select Create channel.

4. If required, select a Slack workspace to create the channel in.

5. Edit the channel name and add a description.

6. Select Create.

Your channel will be created in your connected Slack workspace and be linked to the incident’s details section. We'll automatically add incident responders to that channel.

To go to the channel you’ve created, select Open [channel name] from the Chat channel field in the Details section of the incident.

Perform incident actions on Slack

Once a Slack channel has been created, you can perform several incident actions through that channel. As soon as the channel is created, you'll receive a summary of the incident from which you can add responders, affected services, inform stakeholders, and update the priority.

Remove Slack channel from an incident

When you remove a Slack channel from an incident, it isn’t deleted from Slack. You're only removing its connection with the incident in Jira Service Management.

To remove a chat from incidents:

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to remove the chat channel from.

3. In the Details section, find the Chat channel field.

4. Select X next to the chat channel name.

Microsoft Teams

Create Teams chat or meeting for an incident

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to create the chat or meeting for.

3. In the Details section, find the Microsoft Teams field and select Create chat or meeting.

4. Under the Type field, select Chat. To start a video call with your team, select Meeting.

5. You can edit the auto-filled Chat name.

6. Add a Chat description.

7. Add people to your chat using the Participants field.

8. Select Create.

The group chat you’ve created will be linked to the incident’s details section. Select Open [chat/meeting name] from the Microsoft Teams field in the Details section of the incident.

Perform incident actions on Microsoft Teams

Once a Microsoft Teams chat has been created, you can perform several incident actions through it. As soon as the channel is created, a summary of the incident will be sent to the chat so that participants can:

• update the incident priority

• assign the incident to themselves

• add chat messages from Teams as internal notes to the incident or as a reply to the customer. You can do this from More options of a chat message.

Remove Microsoft Teams chat or meeting from an incident

When you remove a Teams chat from an incident, it isn’t deleted from Microsoft Teams. You're only removing its connection with the incident in Jira Service Management.

To remove a chat or meeting from incidents:

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to remove the chat from.

3. In the Details section, find the Microsoft Teams field.

4. Select X next to the chat channel name.

Zoom

Create Zoom meetings for an incident

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to create the meeting for.

3. In the Details section, find the Zoom field and select Create meeting.

4. Edit the meeting topic and choose if you’d like to add the meeting’s recording as an internal note, and select Create.

5. You can copy the invite link to share it with your team so they can join it.

The meeting you’ve created will be linked to the incident’s details section. Select Join meeting from the Zoom field in the Details section of the incident or copy the invite link and share it with your team so they can join it.

Remove Zoom meeting from an incident

When you remove a Zoom meeting from an incident, it doesn’t end the meeting. You're only removing its connection with the incident in Jira Service Management.

To remove a meeting from incidents:

1. From the navigation on the left, select Incidents.

2. Open the incident you’d like to remove the chat from.

3. In the Details section, find the Zoom field.

4. Select X next to the meeting.