# Troopr > Help center and product documentation for Troopr. Home: https://docs.troopr.ai/ ## Docs - [Ask Troopr](https://docs.troopr.ai/ask-troopr): Ask plain-language questions about your team's work in Ask Troopr. Get answers grounded in real Jira, GitHub, and Slack activity. ## Getting Started - [What is Troopr](https://docs.troopr.ai/what-is-troopr): Install Troopr in your Slack workspace in a few clicks — visit troopr.ai, click Try Troopr, approve the permissions, and Troopr is ready for your team to use. - [Emoji Actions](https://docs.troopr.ai/emoji-actions): Add a ticket emoji to any Slack message to convert it into a JSM request. Customize the trigger emoji to any emoji of your choice. - [Understanding the Team Home Dashboard](https://docs.troopr.ai/understanding-team-home-dashboard-1): Learn how to use the Troopr Team Home dashboard to manage AI search, check-ins, and connections like Jira, Slack, and GitHub. - [User Commands](https://docs.troopr.ai/user-commands): Extend Troopr's /t Slack command with custom command actions. Workspace admins create and customize new commands that anyone in workspace can invoke from Slack - [Slack App Home](https://docs.troopr.ai/slack-app-home): Troopr's Slack App Home is a personalized tab for issues, reports,Check-ins. Admins set a global default layout; each user can customize their pages and buttons - [Administrator Roles](https://docs.troopr.ai/administrator-roles): Troopr has two administrator role types — workspace administrator (one for the whole Troopr install) and channel administrator (one or more per Slack channel). - [Channel administrator](https://docs.troopr.ai/channel-administrator): Channel administrators in Troopr configure per-channel notification preferences, issue creation defaults, and the list of admins for the channel itself. - [On-premise solution](https://docs.troopr.ai/on-premise-solution): Deploy Troopr inside your own server network to connect Slack to private Jira Server or DC without exposing Jira publicly Enterprise-only contact sales to setup ## Getting Started / Install Troopr - [Get Started](https://docs.troopr.ai/get-started): Set up Troopr Projects as a team member in three steps — find the Slack app, verify your Jira account, invite Troopr to a channel.Admin Jira connection required - [Install from Troopr website](https://docs.troopr.ai/install-from-troopr-website): Install Troopr Projects to your Slack workspace from the Troopr website. Click Try Troopr, approve the Slack permissions, and follow the onboarding prompts. - [Install From Slack App Directory](https://docs.troopr.ai/project/install-from-slack-app-directory): Install Troopr Projects to your Slack workspace from the Slack App Directory. Click Add to Slack, approve the permissions, and follow the onboarding prompts. - [Verify Troopr Installation](https://docs.troopr.ai/verify-troopr-installation): Troopr is an AI solution for Slack that automates the daily mundane job of engineering and IT teams in Confluence, Jira Software, and Jira Service Management. ## Getting Started / Setup Jira Connection - [Connect to Jira cloud](https://docs.troopr.ai/connect-to-jira-cloud): Connect Troopr to your Jira Cloud instance in five steps — enter your domain, create and secure an Application Link in Jira, then set up a demo project channel - [Connect to Jira Server / DC](https://docs.troopr.ai/connect-to-jira-server-dc): Connect Troopr to your self-hosted Jira Server or Data Center. Admins whitelist Troopr's IPs (inbound and outbound), then set up the connection in Troopr app - [Verify your Jira account](https://docs.troopr.ai/verify-your-jira-account): Verify and connect your Jira account with Troopr Assistant to create issues, manage projects, and perform Jira actions directly from Slack. - [Map Slack users to Jira accounts](https://docs.troopr.ai/map-slack-users-to-jira-accounts): Map every Slack user to a Jira account so Troopr can list their issues and send @mention pings — even before they verify Jira. Admins map manually or auto-match - [Add Troopr to Slack channel](https://docs.troopr.ai/project/add-troopr-to-slack-channel): Learn how to add Troopr Assistant to a Slack channel, configure Jira project settings, enable issue previews, and copy preferences from existing channels. ## Getting Started / Workspace administrator - [Add, Remove Other Administrators](https://docs.troopr.ai/add-remove-other-administrators): Add or remove workspace administrators in Troopr. Workspace admins manage the team from Settings → Admin in the web app. Note: you cannot remove yourself. - [Enable / Disable Products in the Workspace](https://docs.troopr.ai/enable-disable-products-in-the-workspace): Turn Troopr products on or off across your Slack workspace. Workspace admins can enable or disable Projects, Reports, or Check-ins from Settings → Products. - [Configure Internal Feedback Management for the Workspace](https://docs.troopr.ai/configure-internal-feedback-management-for-the-workspace): Configure internal feedback management for the workspace Administrators can configure custom feedback for the workspace. This is useful when you have a helpdesk - [Manage Billing Profile for the Workspace](https://docs.troopr.ai/manage-billing-profile-for-the-workspace): Manage your Troopr workspace billing — update payment method, download invoices, change your subscription plan, or edit billing profile info from the web app. - [Link / Unlink Atlassian billing](https://docs.troopr.ai/link-unlink-atlassian-billing): Pay for Troopr through Atlassian billing instead of Stripe. Workspace admins can link or unlink their Atlassian account anytime from the Connection settings. - [Manage Connections in Troopr](https://docs.troopr.ai/manage-connections): Manage Slack, Jira, and GitHub connections in Troopr at the workspace level. Set once for the whole org and every team shares them. - [Manage Jira connection](https://docs.troopr.ai/manage-jira-connection): View and manage your workspace Jira connection in Troopr so it can read ticket activity and draft updates on your behalf. - [Manage Slack Connection](https://docs.troopr.ai/manage-slack-connection): View and manage your workspace Slack connection in Troopr. Slack is set once at the org level and shared by every team. - [Manage GitHub Connection](https://docs.troopr.ai/manage-github-connection): View and manage your GitHub connection in Troopr. See connected repos, map Slack users to GitHub accounts, and track shipped work - [Remind users to verify their Jira accounts](https://docs.troopr.ai/remind-users-to-verify-their-jira-accounts): Nudge unverified team members to connect Jira in Troopr. Admins send reminders to all unverified users at once, or to individuals both from User Mapping page - [Setup notification preferences on behalf of users](https://docs.troopr.ai/setup-notification-preferences-on-behalf-of-users): Set default Jira notification preferences for all team members in Troopr. Applies to first-time verified users only — users who customize their own settings - [Customize Troopr Bot](https://docs.troopr.ai/customize-troopr-bot): Rename the Troopr Assistant bot in Slack messages and the sidebar Enterprise plan only. Workspace admins set a custom bot name from Settings → Slack app in web ## Troopr Projects - [Troopr Projects](https://docs.troopr.ai/project): Connect Jira and Slack with Troopr Projects. Create, update, and track Jira issues directly in Slack channels, with two-way sync that keeps both tools in step. - [Get Started for administrators](https://docs.troopr.ai/project/get-started-for-administrators): Connect Jira Software projects to Slack with Troopr Assistant. Create issues, get notifications, preview issues, and sync Jira updates directly in Slack. - [Emoji Markers](https://docs.troopr.ai/project/emoji-markers): Auto-add emoji reactions to Slack messages based on Jira activity. Troopr marks issues when they're created, assigned, closed, or unattended for 5 minutes. - [Enable Guest Access](https://docs.troopr.ai/enable-guest-access): Let Slack users without verified Jira accounts create,update issues through a shared service account. Admins control which users, projects, and bots have access - [Project Restrictions](https://docs.troopr.ai/project/project-restrictions): Control which Jira projects users can create issues for in each Slack channel. Troopr admins can allow only selected projects or block specific ones per channel - [Support Slack grid](https://docs.troopr.ai/project/support-slack-grid): Troopr Projects works across Slack Enterprise Grid. User profiles and Jira account verification are shared across workspaces. ## Troopr Projects / Create Issues in Slack - [Emoji Actions](https://docs.troopr.ai/project/emoji-actions): Convert Slack messages into Jira issues instantly using emoji actions. Use the default 🎫 emoji or create custom emoji actions with Troopr Assistant. - [Global Shortcut](https://docs.troopr.ai/project/global-shortcut): Create a Jira issue from anywhere in Slack with Troopr's global shortcut. Hit the + next to the message bar, type "create," fill the form — no message required - [App Home Button](https://docs.troopr.ai/project/app-home-button): Find Jira issues from the Troopr App Home tab in Slack and see your personalized issue list. Troopr remembers your filters and keeps the list current no command - [Auto create issues](https://docs.troopr.ai/auto-create-issues): Turn a Slack channel into a Jira intake queue. Troopr auto-creates issues from messages — every message, on emoji reaction, after 5 minutes unattended - [Customize issue creation behavior](https://docs.troopr.ai/customize-issue-creation-behavior): Set default Jira project, board, and issue type for issue creation in Troopr globally for the workspace or per channel, with channel settings overriding global ## Troopr Projects / Create Issues in Slack / Task It message action - [Task It message action](https://docs.troopr.ai/project/task-it-message-action): Convert any Slack message to Jira issue by clicking on “More actions” and selecting "Task It". If "Task It" is not available, look for it in - [Multi Message Action](https://docs.troopr.ai/multi-message-action): Turn a Slack conversation thread into one Jira issue with Troopr. Mark the first message with 🎫, then run Task It on the last to capture up to 10 messages ## Troopr Projects / Update issues in Slack - [Comment It](https://docs.troopr.ai/project/comment-it): Add any Slack message as a comment to an existing Jira issue. Click More actions → Comment It in Slack, search for the target issue by key or summary, submit - [Launcher](https://docs.troopr.ai/project/launcher): Find or list Jira issues from any Slack channel with Troopr's Launcher. Type /t, then search by key or summary, or browse issues assigned to or reported by you. - [App Home buttons](https://docs.troopr.ai/project/app-home-buttons): Find Jira issues from the Troopr App Home tab in Slack and see your personalized issue list. Troopr remembers your filters and keeps the list current no command - [Commands](https://docs.troopr.ai/commands): Reference for every Troopr Slack command — /t find, list, update, status, comment, log, and link for Jira issues. Full field syntax with examples. ## Troopr Projects / Preview issues in Slack - [Preview issues in Slack](https://docs.troopr.ai/project/preview-issues-in-slack): Paste a Jira issue key or URL in any Slack channel and Troopr unfurls a rich preview automatically. Customize what shows up using /t configure → Advanced. - [Customize issue message](https://docs.troopr.ai/project/customize-issue-message): Customize how Jira issue cards appear in Slack with Troopr. Change the title format, pick which fields show in details, swap the action buttons, and tune thread ## Troopr Projects / Sync Jira issues with Slack - [Sync Jira issues with Slack](https://docs.troopr.ai/project/sync-jira-issues-with-slack): Sync Jira issues and Slack threads two ways with Troopr. Comments and files added in either tool show up in the other — works for Jira Software and Service Desk - [Text sync and Image sync](https://docs.troopr.ai/project/text-sync-and-image-sync): Sync Slack thread messages — text and image attachments — into Jira issue comments with Troopr. Mirrors back the other way too, so both tools stay in step. - [Channel Sync](https://docs.troopr.ai/project/channel-sync): Create dedicated channels that sync 2-way with a Jira issue Channel Sync Key Features All updates and activities from Jira will be posted on this channel All co ## Troopr Projects / Get notifications - [Channel Notifications](https://docs.troopr.ai/channel-notifications): Subscribe Slack channels to Jira project notifications with Troopr. Channel admins pick events, format, and delivery frequency filter with JQL for advanced rule - [Personal Notifications](https://docs.troopr.ai/project/personal-notifications): Set your own Jira notifications in Troopr — choose mentions, prebuilt filters, or JQL rules, and pick a delivery frequency. Admins can set defaults for the team ## Troopr Reports - [Troopr Reports](https://docs.troopr.ai/report): Schedule Jira progress reports and actionable nudges to Slack with Troopr Reports. Send to team channels or to individuals privately, with charts, click-to-list - [Get Started With Reports](https://docs.troopr.ai/report/get-started): Set up Troopr Reports as a team member in four steps — find Slack app, verify Jira, build a personal report, take action on team reports. Admin Jira setup reqd - [Get Started for administrators](https://docs.troopr.ai/report/get-started-for-administrators): Set up Troopr Reports for your team as an admin — connect Jira, verify your account, create personal and channel reports, and manage scheduled reports and nudge - [Deep dive into report templates](https://docs.troopr.ai/report/deep-dive-into-report-templates): Browse all 16 built-in Troopr report templates for Jira — burndown, velocity, issues by status/assignee/priority, missing estimates, ready for QA and custom JQL - [Private Jira Reports](https://docs.troopr.ai/report/private-jira-reports): Build your own Jira reports — charts or issue lists — that show in your Troopr Assistant home tab in Slack. Personal to you, no broadcasting to channels. - [Take action in Slack](https://docs.troopr.ai/report/take-action-in-slack): Act on Jira issues directly from your Troopr report in Slack. Change status, add a comment, log time, or update any field — all from buttons on each issue card. ## Troopr Reports / Schedule reports - [Custom Reports](https://docs.troopr.ai/report/custom-reports): Manage existing Troopr reports and nudges in Slack — reconfigure filters and schedules, rename, run on demand, or disable temporarily. Re-enable anytime. - [Report templates](https://docs.troopr.ai/report/report-templates): Schedule a Jira channel report in Slack using a Troopr template — burndown, velocity, issues by status and more. Customize the filter, pick a delivery schedele - [Manage scheduled reports and nudges](https://docs.troopr.ai/report/manage-scheduled-reports-and-nudges): Manage existing Troopr reports and nudges in Slack — reconfigure filters and schedules, rename, run on demand, or disable temporarily. Re-enable anytime. ## Troopr Check-ins - [Troopr Check-ins](https://docs.troopr.ai/troopr-check-ins): Troopr Check-ins automate standup meetings, retrospectives, planning poker and other agile ceremonies in Slack. - [Get Started with Check-ins](https://docs.troopr.ai/get-started-with-check-ins): You can run standups, retrospectives, and other agile ceremonies async with the assistance of Troopr Check-ins. - [Get Started for Managers](https://docs.troopr.ai/get-started-for-managers): You can run standups, retrospectives, and other agile ceremonies async with the assistance of Troopr Check-ins. - [Check-in administrators](https://docs.troopr.ai/checkin/check-in-administrators): Troopr supports administrator roles at both Check-in level and account level. Every account and Check-in can have one or more designated administrators. - [Test Run](https://docs.troopr.ai/test-run): Learn how to test run a Troopr Check-in from the Slack home tab or the Troopr web app, so you can preview a Check-in before sending it to your team. - [Slack Grid Support](https://docs.troopr.ai/checkin/slack-grid-support): Troopr user profiles are shared between workspaces in the Slack grid, enabling Troopr to identify external users who are taking action in a workplace. ## Troopr Check-ins / Check-in Features - [Understanding the Automated Standup Report](https://docs.troopr.ai/understanding-the-automated-standup-report): A comprehensive guide to the Troopr Automated Standup Report, featuring AI summaries, team metrics, and follow-up actions. - [Late Submission](https://docs.troopr.ai/checkin/late-submission): Troopr Check-ins accept late submissions by default, letting participants answer after wait time ends. Disable this anytime from Settings in the Troopr web app. - [Submit Answers Before Time](https://docs.troopr.ai/checkin/submit-answers-before-time): Check-in participants can submit answers to the next Check-in before time. How to use To access this, switch to your Slack workspace. In the left side panel, cl - [Shared Channel Standup](https://docs.troopr.ai/checkin/shared-channel-standup): Setting up You can set up a shared channel Standup with people outside your organization. you can create a Shared Channel Standup from within a shared channel - [Multiple Timezones](https://docs.troopr.ai/checkin/multiple-timezones): Run Troopr Check-ins across distributed teams. Schedule each participant in their local time zone, and choose when reports post after wait time or per response - [Modifying a Check-in](https://docs.troopr.ai/modifying-a-check-in): Edit an existing Troopr Check-in from the Slack home tab or the web app. Update any setting — schedule, questions, participants — without notifying the team. - [Manually Triggered Check-ins](https://docs.troopr.ai/manually-triggered-check-ins): Learn how to manually trigger Troopr check-ins for your whole team or specific individual members via Slack. - [Reminders](https://docs.troopr.ai/reminders): Set up automatic Troopr Check-in reminders 15 minutes before wait time ends, or send a manual reminder from web app to nudge participants who haven't replied - [Insights](https://docs.troopr.ai/checkin/insights): Track team engagement and mood patterns with Troopr Check-in Insights. Filter historical responses by date, participant, or question then export or email result - [Email Reports](https://docs.troopr.ai/checkin/email-reports): Email yourself Troopr Check-in report data for any date range or set of participants. Select the period and members in the History tab, then click Send as email - [Auto complete Jira issue mentions](https://docs.troopr.ai/checkin/auto-complete-jira-issue-mentions): Jira issue keys mentioned in Troopr Check-in responses auto-expand into a summary and link in your reports. Just connect your Jira account in Troopr to enable. - [One Check-in per Type Model](https://docs.troopr.ai/one-check-in-per-type-model): Learn about Troopr's one-instance-per-type model for check-ins to prevent duplicates and streamline team reporting. - [Conversational Answering](https://docs.troopr.ai/conversational-answering): Make Troopr Check-in responses richer with Slack formatting — bold, italic, code, lists, links, and blockquotes. Use @mentions and emojis to follow up faster. ## Troopr Check-ins / Templates - [Types of Check-ins and Team Rituals](https://docs.troopr.ai/types-of-check-ins-and-team-rituals): Explore Troopr's check-in types including Automated Standups, Retrospectives, and Planning Poker to automate your team rituals. - [Automated Standup Check-in](https://docs.troopr.ai/automated-standup-check-in): Run async daily standups in Slack with Troopr. Customize questions and schedule, pull activity from Jira automatically, and post a digest to your channel - [Task Check-in](https://docs.troopr.ai/checkin/task-check-in): Run a Jira-integrated Standup with Troopr's Task Check-in. Participants update their assigned issues in Slack and Troopr compiles the activity into daily report - [Retrospective](https://docs.troopr.ai/retrospective): Run async sprint retrospectives in Slack with Troopr. Pick from 20+ retro templates, let the team vote and comment in threads, and track action items in Jira. - [Retrospective Anonymous](https://docs.troopr.ai/checkin/retrospective-anonymous): Run anonymous sprint retrospectives in Slack with Troopr. Teammates share feedback without attribution, vote and discuss in threads, and track actions in Jira - [Planning Poker](https://docs.troopr.ai/checkin/planning-poker): Run async Planning Poker sessions in Slack with Troopr. Estimate Jira stories on schedule, collect votes privately, update story points without leaving Slack - [Instant Planning Poker](https://docs.troopr.ai/checkin/instant-planning-poker): Run Planning Poker live in Slack with /t poker. Troopr collects hidden estimates from your team, reveals them on demand, and works in shared channels with guest - [Team Mood](https://docs.troopr.ai/checkin/team-mood): Add an optional mood question to your Troopr Standup Check-in. Teammates pick from five emoji answers — Excellent to Bad — and a mood indicator lands in reports - [Team Mood Anonymous](https://docs.troopr.ai/checkin/team-mood-anonymous): Run anonymous Team Mood Check-ins in Slack with Troopr. Members share mood ratings, comment, and reply — all anonymously — so quieter voices feel safe to speak ## Teams - [What is a Team in Troopr ?](https://docs.troopr.ai/team-in-troopr): A Team is the core organizing unit in Troopr v2. It groups the Slack channel, Jira projects, GitHub repos, and people that work together, so Troopr can coordina - [How to Create a team in Troopr ?](https://docs.troopr.ai/how-to-create-a-team-in-troopr): Creating a Team is self-serve: point Troopr at a Slack channel or a Jira project, and Troopr pulls the roster and sets your defaults automatically. [!NOTE\] Prer - [Team Switcher](https://docs.troopr.ai/team-switcher): Troopr always knows which Team you're working in. If you belong to more than one Team, the switcher lets you move between them without losing context. How the s - [Managing Team Settings: General Tab](https://docs.troopr.ai/managing-team-settings-general-tab): Configure team names, Slack channels, and automated standup schedules in Troopr's Team Settings. - [Managing Team Settings : Sources and Current Work](https://docs.troopr.ai/managing-team-sources-current-work): Configure Jira projects, GitHub repos, and Slack channels to define your team's work scope and active sprint settings in Troopr. - [Understanding Team Memory in Troopr](https://docs.troopr.ai/understanding-team-memory): Discover how Troopr uses AI to synthesize team patterns from Jira, GitHub, and Slack into a durable, structured Memory. - [Managing Absences and Holidays](https://docs.troopr.ai/managing-absences-and-holidays): Configure individual time off and global holidays in Troopr to automate check-in skips and pause standups for your team.