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Inbox Rules

Paul Bennett
I'm New Here
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May 26, 2023

Hi All,

 

I'm new to Service Management, and maybe this is a stupid question. But, here goes.

 

I'm helping our finance team set up Jira Service Management for a general inquiries inbox where they receive lots of different email. We're setting up filters so that some emails don't land in Jira. Stuff like updates from the bank, newsletters, etc. This is all working fine. Actual service requests are landing in Jira. Win.

 

What I don't understand is how does our email inbox get updated as we address and eventually complete the ticket. It appears as though we have to go back to the inbox and archive the messages; otherwise they just pile up there. This means we have to now do double work: Manage the inquiries in Jira AND manage the inbox. That doesn't seem right.

 

What I really want to have happen is that when a ticket is created in Jira it gets archived in the inbox. As a result, the only stuff current (unarchived) in the inbox are all the non-Jira stuff that we don't have tickets for. Is this possible?

1 answer

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Answer accepted
Brant Schroeder
Community Champion
May 26, 2023

@Paul Bennett Welcome to the Atlassian Community

Usually when you setup a service management project inbox you only let the application access it.  So there would be no reason to archive the emails.  This also prevents emails from being missed by Jira Service Management (JSM).  (If a user reads the email then JSM will not pull it into the service management project)

If you would like to archive the emails you will need to create an additional rule on the inbox to handle it.  You could move it out of the inbox after it has been marked as read, immediately or after several days, to a folder for service management project emails.  JSM does not have built in functionality to do this.  

Paul Bennett
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 29, 2023

Ok, so best practice is to not use the inbox at all, and only use Jira. Ok.

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