Learn how to create and edit spreadsheets, documents, and presentations with ikuTeam Office for Jira.
About creating and editing files
You can create Office files directly in your work items. You can also edit spreadsheets, documents, and presentations on work items where you attached Office files without downloading to edit and re-uploading multiple copies or locking other people out while editing the document.
Creating a new file
You can add a new spreadsheet, document, or presentation at any moment to your work item.
- Click the “New…” button.
- Select the desired format.
- Enter a name for your new file.
- Click save.
Refresh your browser view, and you’ll see the new file attached to your work item. You can now start editing by clicking the “Edit” button.
Editing a Microsoft Office or OpenOffice document
You can edit Office files attached to your work items by clicking the “Edit” button (also available in the full-screen preview).
A new tab opens, where the appropriate editor opens, and you can edit your document in a few seconds.
When editing a Microsoft Office document, spreadsheet, or presentation, you and your team can work together, as the ikuTeam Office engine supports real-time collaboration, so there are no file lockdowns. There's also an autosave feature, so when you finish, you can close the tab.
OpenOffice documents work the same way as Microsoft Office documents, using the ikuTeam Office engine, but do not support real-time collaboration.
Real-time collaboration
As mentioned before, Microsoft Office documents support real-time collaboration, and it's effortless to use.
Start editing a document that is attached to a work item or even from the file manager. When another person clicks to edit the same document, the editor creates a collaboration session seamlessly. You can continue to edit the document as before and leave it anytime by closing the browser tab.
Supported file formats for edit
- Microsoft Office documents: DOC, DOCX, DOCM, XLS, XLSX, XLSM, XLSB, PPT, PPTX, and PPSX
- Microsoft Office templates: DOT, DOTX, DOTM, POT, POTX, and POTM
- OpenOffice documents: ODT, ODS, and ODP
Jira Service Management
Due to Atlassian API limitations, editing attachments on Jira Service Management work items is not possible. Publishing an attachment to internal agents or external customers requires publishing a message with the attachment.
⚠️ We are working on a solution to support editing customer and agent attachments.
Permissions
To be able to edit attachments, please check if you have the right permissions defined in Jira. Permissions options:
- Users can only “Delete Own Attachments”: the user will only be able to edit files that they uploaded.
- Users can “Delete All Attachments”: the user will be able to edit any file attached to the work item.
ℹ️ You can define permissions for editing based on Jira user groups. Please check Atlassian documentation about how to set up attachment permissions: Configure file attachments.
Wrap up
That's all for creating and editing files attached to your work items.
If you still have questions about any of the topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.
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