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* Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
* Get started with Jira Service Management for agents
Learn how to succeed in your role as a service project agent.
* Configure a company-managed project as an administrator
Set up your service project in a way that empowers your agents and your
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* Manage and administer team-managed service projects
With team-managed service projects, your teams can manage their own work and
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* Discover IT service management (ITSM)
Learn about ITSM and the strategic approach to designing, delivering,
managing, and improving the way businesses use IT.
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Create powerful rules to start automating your manual, repetitive processes.
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Jira Service Management Cloud
Documentation
*
Get started with Jira Service Management for admins
*
Get to know your Jira Service Management project
* What is Jira Service Management?
* Sign up for a Jira Service Management site
* What is a service project?
* What are the project templates?
* What users and roles are there in Jira Service Management?
* Get to know the main Jira Service Management features
* Get to know the project settings sidebar
* Edit your service project details
* How to use modern incident management
* Get to know Opsgenie
* Create, edit, or delete a shortcut
* What are issues and requests?
*
Quick reference guides for starting your service project
* Jira fundamentals
* ITSM project basics
* Changes
* Incidents
* Level up your project
*
Set up queues for your team
* How are queues used in Jira Service Management?
* Raise a request to put into your queues
* Go to your queues
* Create a new queue in Jira Service Management
* Arrange queues into groups to prioritize work for your team
*
Customize the channels that customers use to get help
* Add a name and logo to your portal
* Use an existing email address to receive requests
*
Capture the right request details with request types
* How are request types used in my service project?
* Create a new request type
* Organize your request types into portal groups
*
Involve the people who use your service project
* Add your customers so they can raise requests
* Add your service project agents to work on requests
*
Visualize trends in your service project with reports
* What are reports used for?
* Go to your reports
* Create a custom report for your service project
*
Explore a demo service project
* Assign yourself to a customer's request
* Update your customer on your progress
* Resolve a customer's request
*
Add customers and learn how they request help
* How customers create requests by email
* Check out the help center
* How do customers send requests to your service project?
*
Set up your service project agents to resolve requests
* Make queues for your team
*
Trash, archive, restore, and delete service projects
* Trash and restore a project
* Archive and restore a project
* Permanently delete a service project
*
Get started with Jira Service Management for agents
*
Become an agent for your service project
* What do agents do in Jira Service Management?
* Accept the invitation and join your service project team
* Go to your service project
* Get to know your service project sidebar
* Accept your invitation to be a service project agent
*
Learn the tools to work on customer requests
* Raise a request for a customer
* Check out your queues
*
Dive into the issue view of a customer request
* See everyone involved in a request
* Talk to the customer or service project team members
* Close a request when you finish helping a customer
* Transition an issue through its workflow
* Go to the issue view of a customer request
*
See how customers send requests to your service project
* Check out the online help center
* Give customers an email address to send requests to
*
Use your knowledge base to help customers self-service
* Write knowledge base articles for your customers
* Share articles with customers from the issue view
*
Configure a company-managed project as an administrator
*
Set up service project users to work on requests
* Overview of Jira Cloud permissions
* View team member roles
* Add an agent to your service project
* Remove an agent from a service project
* Unlicense agents
* View team member licenses
* Manage service project role memberships
*
Permissions for your service project and Jira site
* How customer access settings impact project permissions
* Change access settings for your portal-only customers
* Change project customer permissions
* Change service project permissions
*
Categorize customer requests into request types
* What are request types?
* Create a request type
* Delete request types from your service project
* Organize request types into portal groups
* Customize the fields of a request type
* Customize the workflow statuses for a request type
* Overview of Jira Cloud workflows
* Hidden fields and unsupported fields in request types
* What can I do to help customers find the right request type?
*
Customize the field layout of your issue view
* About the issue view in Jira Service Management
* Configure the request form and agent view for a request type
* Add or remove available fields from a request type
* Add, edit, or remove field tabs from an issue type
*
Triage customer requests for your agents with queues
* What are queues?
* Create a new queue
* Edit queues
* Delete queues
* Use keyboard shortcuts in your queues
*
Set up an approval stage
* What are approvals?
* Set up approvals
* Add a new custom field to a service project
* Add an approval to a workflow
* Define approvers for a request type
* Allow customers to choose approvers
* Add a conditional field to a service project
* Manage settings for approval by email
* Request approval from approvers associated with a service
*
Receive requests from an email address
* How do customers send requests by email?
* Add a custom email account
* Choose a request type for email requests
* Add request participants through email
* What are customer permission settings for email requests?
* How does Jira Service Management process email requests?
* Email process for POP, IMAP, cloud, and other email types
* Change how emails are processed across service projects
* Test your custom email channel connection
* Change how you process emails in global mail settings
* Manage your allowlist
* About email logs in Jira Service Management
* Allow external emails to be added as comments on issues
* Disable all email requests to the email channel
* Manage DMARC authentication for incoming emails
* Manage your blocklist
* Switch your Microsoft and Google email accounts to OAuth
* View the email processing and connectivity logs
*
Add and remove customers
* What are service project customers and organizations?
* Add a customer to a service project
* Remove a customer from a service project
* Delete a customer's account
* Add customers in bulk to your service project
*
Group customers into organizations
* Add an organization to a service project
* Add a customer to an organization
* View customers by organization
* Remove a customer from an organization
* Remove an organization from a service project
* Delete an organization from a site
*
Collect requests from anywhere with an embeddable widget
* Set up an open portal
* Allow anyone to view knowledge base articles
* Embed a widget onto a web page
*
Receive requests from an online portal and help center
* About the portal and help center
* Show a workflow transition in the portal
* Customize the columns in your customers' requests list
* Give agents permission to add announcements to the portal
* Give agents permission to add announcements to help centers
* Add request participants through the help center
* Set up and manage portal access
*
Customize your help center and portal
* What can I customize about the help center?
* Brand your portal
* Brand your help center
* Add announcements to your help center or portal
* Add a login message in your help center
* Edit the home page layout in your help center
* Feature service projects in your help center
*
Set up a knowledge base so customers can serve themselves
* What is a knowledge base?
* Link spaces from Confluence sites to your service project
* Manage knowledge base permissions from your service project
* Unlink Confluence spaces from your service project
* Set up article suggestions in portal request forms
* How are my knowledge base articles performing?
* Authenticate portal users to access knowledge base articles
* Restrict access to knowledge base articles
*
Set up notifications for your customers and team
* What notifications do my customers and team receive?
* Change the look and feel of customer notifications
* Create and edit the content of your customer notifications
* Send notifications from a custom domain email address
* Disable service project notifications for internal users
* Choose HTML or plain text for customer notifications
*
Set up rules to automate repetitive tasks
* What is legacy automation?
* Available preset automation rules
* Add a preset automation rule
* Edit a preset automation rule
* Create a custom automation rule
* When, if, and then statements
* Disable an automation rule
* Debug automation rules in the log
* Automation log details
* Advanced automation rule options
*
Try one of our common automation recipes
* Automatically approve requests
* Automatically comment to share knowledge base articles
* Automatically update agents about a linked issue's progress
*
Discover new trends with service project reports
* What are default reports?
* What are custom reports?
* Create a new custom report
* Edit a custom report
* What is a report series?
* Add reports to a dashboard
*
Create service level agreements (SLAs) to manage goals
* What are SLAs?
* Create an SLA
* Set up SLA conditions
* Set up SLA goals
* Set up SLA calendars
* Auto-close resolved service requests
* Auto-close incidents after they are resolved
*
Use Jira Query Language to create service level agreements
* Write JQL queries for SLAs
* How is JQL used to create SLA goals?
*
Collect customer satisfaction on your team's performance
* Track customer satisfaction feedback trends
* Turn on customer feedback
* What are customer satisfaction surveys (CSATs)?
*
Provide help in multiple languages
* What is language support?
* Why change the customer portal default language?
* How are translations kept up to date?
* Add translations to serve customers in different languages
* Change your service project's default language
* Review, update or add translations for email templates
* Review or update translations for custom content
* Stop supporting a language
* How changing language preferences affects default content
* Let customers know how to set their language preference
*
Keep track of your team's items with asset management
* What is asset management?
* Install an asset management app
* Link an asset to an issue
* Customer permission to link assets from the help center
* Filter asset search results
* Change the name of the linked asset field
* Add additional asset fields
* Hide an asset field
* Delete an asset field
* Uninstall your asset management app
*
Integrate your service project with other products and apps
* Integrate Jira Service Management Cloud with Zapier
* Use CRM for Jira Cloud
* Overview of Jira Cloud products
* Integrate Jira Cloud and Slack
* Use Jira Cloud for Sheets
* Integrate Jira Cloud with Confluence
* Connect Jira Service Management Cloud to AWS Service Catalog
*
Give your team access to additional features
* Add Services, Alerts, and On-call to your navigation sidebar
* What is the feature lab?
* Find similar requests
*
Manage and administer team-managed service projects
*
Learn how company-managed and team-managed projects differ
* What are Jira Service Management team-managed projects?
* Is my project company-managed or team-managed?
* How does project setups differ in team-managed projects?
* How issue and request types differ in team-managed projects
* How do company and team-managed workflows differ?
* How does the role of admins change in team-managed projects?
* Approvals in company and team-managed service projects
* Migrate between team-managed and company-managed projects
* Get the team-managed Jira Service Management experience
* Create, edit, and delete team-managed service projects
* Set up request types in team-managed projects
*
Receive requests from emails in team-managed projects
* Add request participants by email in team-managed projects
* Add a custom email account in team-managed projects
* Manage domains on your allowlist
* Manage domains and email addresses on your blocklist
*
Customize request fields in team-managed service projects
* Available custom fields for team-managed service projects
* Add or remove people from your team-managed service project
*
Manage how people access your team-managed service project
* Overview of permissions in team-managed service projects
*
Manage how work flows in your team-managed service project
* Create, edit, and delete statuses in team-managed projects
* Manage workflow rules in team-managed service projects
* Manage transitions in team-managed service projects
* Available workflow rules in team-managed service projects
*
Set up notifications in team-managed projects
* Who receives notifications for team-managed requests?
* Choose your default email notification style
* Disable team-managed notifications for internal users
* Edit a team-managed customer notification
* Customize the style of team-managed customer notifications
* Customize internal notifications in team-managed projects
* Send notification emails from your own domain
*
Set up an online portal in team-managed projects
* Customize your customer portal in team-managed projects
* Customize your help center in team-managed service projects
* Add announcements to your portal or help center
* Group request types in the portal in team-managed projects
* Let agents add announcements in team-managed projects
* Set who has permission to send requests to your portal
*
Set up a knowledge base in team-managed service projects
* Give permission to link assets from help center
* See how your knowledge base articles are performing
* Link Confluence spaces to your team-managed project
* Unlink Confluence spaces in team-managed projects
* Manage knowledge base permissions in team-managed projects
* Restrict access to articles in your knowledge base
*
Use automation rules for tasks in team-managed projects
* How do when, if, and then statements work for automation?
* Add a preset automation rule in team-managed projects
* Create a custom automation rule in team-managed projects
* Edit an automation rule in team-managed service projects
* Disable an automation rule in team-managed projects
* Debug automation rules with log in team-managed projects
*
Manage approvals in team-managed projects
* What are approvals in team-managed projects?
* Add an approval to a request type in team-managed projects
*
Manage assets in your team-managed service project
* What is asset management for team-managed projects?
* Install an asset management app for team-managed projects
* Link an asset to a request in team-managed projects
* Change the name of a linked asset field
* Delete an asset field in team-managed service projects
* Uninstall an asset management app for team-managed projects
* Hide an asset field in team-managed service projects
*
Support multiple languages in team-managed projects
* What is language support in team-managed service projects?
* Add a language in team-managed service projects
* Edit language translations in team-managed service projects
* Stop supporting a language in team-managed service projects
* Keep languages up to date in team-managed service projects
*
Visualize trends with reports in team-managed projects
* What are reports in team-managed service projects?
* What are default reports in team-managed projects?
* What are custom reports in team-managed projects?
* Create a custom report in team-managed service projects
* Edit a custom report in team-managed service projects
* Export reports in team-managed service projects
* What is a report series in team-managed service projects?
* Add reports to a dashboard in team-managed service projects
* Delete a report in team-managed service projects
*
Collect CSAT metrics in team-managed service projects
* Turn on customer feedback in team-managed service projects
* Visualize customer feedback in team-managed projects
*
Use service level agreements in team-managed projects
* Create and edit SLAs in team-managed service projects
* Create a new SLA calendar in team-managed service projects
*
Discover IT service management (ITSM)
*
Get started with IT service management
* Learn about the IT service management template
* Test, explore and learn with your sample space
* Set up an IT service management project
* Can I move my existing project to the new ITSM template?
* Add an ITSM category to any of your service projects
* Remove an ITSM category from your service project
* What are compatible and incompatible issue types?
* Make an issue type compatible with an ITSM category
*
Manage your request types and ITSM categories
* What are ITSM categories?
* How categories work in IT service management
* What are request types in IT service management?
* What are ticket channels?
* Resolve an ITSM ticket
* Assign request types to an IT service management category
* What are unassigned request types?
*
Manage your service requests
* What are service requests?
*
Manage your incidents
* What are incidents?
* What are major incidents?
* Escalate an incident
* Set SLAs in incidents
* What is the incident timeline?
* Use chat and video tools to resolve incidents as a team
* What is the Incident Command Center (ICC)?
* Create or join an Incident Command Center session
* Set permissions for the Incident Command Center
* Connect a new Slack workspace to your service project
* Create a chat channel from an incident
* Add or remove the responders field from your service project
* What are responder alerts?
* What are alert priorities?
* What are linked alerts?
* Set up your alert notifications
* How can I add and manage internal stakeholders?
* How the Opsgenie stakeholder role works in unmerged accounts
* Add missing features to an incident
* What is incident investigation view?
*
Manage your problems
* What are problems?
*
Manage your changes
* What is change management?
* What are changes?
* Configure your change management deployment pipeline
* Automate change management with Jenkins
* Link Jira Service Management with Jenkins
* Set up deployment tracking
* What is deployment gating?
* Set up deployment gating
* Use deployment gating with Jenkins
* Use deployment tracking with Jenkins
* Change management automation rules
* Create automation rules for change management
* What is the change calendar?
* Show change requests on the change calendar
* Create, edit, or delete change requests
* Coordinate changes with Team Calendars for Confluence
* Add or remove a service from the affected services field
* Disconnect a service
*
Manage your post-incident reviews
* What are post-incident reviews?
* Post-incident review best practices
*
Manage your services
* What are services?
* Create a service
* Edit or delete a service
* Add a service relationship
* What are service tiers?
* Remove a service relationship
* Create or edit an ITSM report
*
Automate your Jira Cloud processes and workflows
*
Learn the basics of automation
* Get started with automation
* Differences between Automation in Jira Server and Jira Cloud
*
Add and configure automation rules
* What are automation rules?
* Create and edit rules
* Enable and disable your rules
* Organize your rules with labels
* Optimize your rules
* Automation triggers
* Automation conditions
* Automation actions
* What is a rule actor?
* Run rules as another user
* Import and export automation rules
* Automation branches
* Transfer automation rules from one user to another
* What is rule branching?
*
Measure and track your automation usage
* View your usage
* How is my usage calculated?
*
Monitor your automation activity
* What is the audit log?
* What are service limits?
* View data for a rule
* Debug a rule
* View performance insights
*
Advance your rules with smart values
* What are smart values?
* Smart values - general
* Smart values - lists
* Smart values - text fields
* Smart values - users
* Smart values - date and time functions
* Smart values - conditional logic
* Smart values - math expressions
* Smart values - projects
* Smart values - JSON functions
* Smart values - Insight
* Use smart values to access listed values
* Use smart values to manipulate text strings
* Use smart values to manipulate and format dates
* Use smart values to insert numerical values
*
Automate your work with issues
* What are issue conditions?
* Manually run a rule against an issue
* Work with related issues with rule branching
* Edit issue fields
* Advanced field editing - JSON
* Find the smart value for a field
* Handle wiki markup and HTML
* Move an issue with automation
* Transition an issue with automation
* Convert usernames to account IDs
*
Use automation with other applications
* What third-party applications can I integrate with?
* Use automation with Slack
* Use automation with Microsoft Teams
*
Help customers as a service project agent
*
Work on customer requests
* What are request participants?
* Raise a request on behalf of a customer
* Close a request to mark it as complete
*
Use the old issue view to resolve customer requests
* What is the old issue view?
* See who's involved in an issue in the old issue view
* Take action on an issue from the old issue view
* Add request participants from the old issue view
* View an issue using the old issue view
* See the details of an issue using the old issue view
* Talk to customers or team members from the old issue view
* Move an issue through its workflow from the old issue view
* Approve or decline an issue from the old issue view
* Sort an issue's activity in the old issue view
* View, sort, and edit issue activity in the old issue view
* About the issue view in Jira Service Management
*
Manage your incoming requests with queues
* Assign requests from your queue
* Update workflow status from your queue
* Sort requests within a queue
* Add comments to multiple requests at the same time
* Assign multiple requests at the same time
* Delete multiple requests at the same time
* Star your favourite queues
* Transition multiple requests at the same time
*
Write and share effective knowledge base articles
* Write knowledge base articles
* Feature knowledge base articles in your help center
* Use keywords to help people find articles
* Categorize knowledge base articles
* Add a knowledge base article to multiple categories
* Delete a knowledge base article category
* Search for a knowledge base article in a request
* Share article links with customers from your knowledge base
* Share knowledge base articles with customers in a request
* View a list of your drafts
*
View service level agreements (SLAs)
* What are SLAs and how do I view them in my service project?
*
Use the issue view in company-managed service projects
* About the issue view in Jira Service Management
* Update issue details from the new issue view
* Move an issue through its workflow from the new issue view
* Link subtasks, issues, and pages from the new issue view
* Watch, vote, and share issues from the new issue view
* Talk to the customer or team members from the new issue view
* Approve or decline a request from the new issue view
* Clone a request
* How do date and time formats work in the issue view?
* Respond with an article from the new issue view
* What are the different types of activity on a request?
*
Use the issue view in team-managed service projects
* Update issue details from the issue view
* Link issues, pages, and app content from the issue view
* Watch and share issues from the issue view
* Move an issue through its workflow from the issue view
* Talk to the customer or team members from the issue view
*
Best practices for teams using Jira Service Management
*
Best practices for IT teams using Jira Service Management
* How is a service catalogue used in my IT service project?
* How is ITIL used in Jira Service Management?
* Which service project workflows help teams work better?
* Help customers serve themselves with a knowledge base
* Create a project using a service project template
*
Best practices for change management
* What is the change management workflow in service projects?
* Use the change calendar to manage change requests
* Default form fields for change requests
* How do you set the time limit for reviewing normal changes?
* Request approval from Change Advisory Board (CAB) members
* Enforce an approval step for change reviews
* Auto-approve standard changes
* Remind change reviewers automatically
* Customize the default change management workflow
* Enforce an approval step
*
Best practices for incident management
* The incident management workflow for service projects
* Default fields in an agent's view of an incident
* Link incident records to a task in another project
* Customize your incident management workflow
*
Best practices for automatically prioritizing requests
* What are priority levels in Jira Service Management?
* How impact and urgency are used to calculate priority
* How should my team define impact and urgency of requests?
* How do I create an impact urgency priority matrix?
* Create an automation rule to prioritize your incidents
* Set mandatory fields to automatically prioritize incidents
*
Best practices for problem management
* Create a problem issue
* What is the ITIL problem management process?
* What is the aim of problem management?
* Default fields for problem requests
* Document known errors in your knowledge base
* What is Jira Service Management's default problem workflow?
* Customize your problem workflow
*
Managing service requests in your IT service project
* Customize your service request workflows
* What service request workflows come with my service project?
* Customize fields in your IT service project
* How can I make my service request forms more effective?
*
Collaborating with teams in other Jira products
* Create linked issues to collaborate with other Jira products
* How can service project and software teams work together?
* Sharing requests with other Jira team members
* Jira user permission to comment on service project issues
* Jira Service Management and Software can share custom fields
* Give Jira users permission to view service project issues
*
Working on bug reports with Jira Software teams
* What workflow helps service project agents resolve bugs?
* What are the advantages of sharing custom fields?
* What can I do to improve the way customers report bugs?
* How agents and development team work on bug reports together
* Add a step to involve the development team in resolving bugs
* Customize the workflow for bugs
*
Best practices for serving external customers
* Fill a knowledge base so customers can help themselves
* Set up request types to get information from your customers
* Create a customer service project
* Support multiple clients with a single Jira site
* Best practices for managing escalations
*
Learn the Jira fundamentals powering Jira Service Management
* Get to know the new Jira experience
*
Work with requests and issues in Jira Cloud products
* How can my Jira admin customize issues for my team?
* Schedule an issue
* Create issues with the CSV importer
* Link issues together
* Edit and share issues
* Create issues and sub-tasks
* Move a request to another service project
* Log time on an issue
* Attach files and screenshots to issues
* Edit multiple issues at the same time
* Review and modify the agent view layout configuration
*
Use advanced search with Jira Query Language (JQL)
* Advanced search reference - JQL fields
* Advanced search reference - JQL functions
* Advanced search reference - JQL operators
* Advanced search reference - JQL keywords
*
Use basic search and filters to find requests and issues
* Add a gadget to a dashboard
* Save your search as a filter
* Manage your filters
* Work with search results
* Search syntax for text fields
* Manage dashboards and gadgets
* Construct cron expressions for a filter subscription
* Overview of basic search
*
Manage your Jira user profile
* Allow OAuth access
* Manage your Jira personal settings
* Overview of Jira Cloud keyboard shortcuts
*
Manage your assets and configuration items with Insight
*
Get to know asset and service management with Insight
* What is Insight in Jira Service Management Cloud?
* Get started with Insight in Jira Service Management
* Compare Insight in Cloud & Insight for Data Center/Server
* How services work with Insight in Jira Service Management
*
Manage roles with Insight
* What are roles?
* Add users or groups to an object schema role
* Remove users or groups from an object schema role
* Add users or groups to an object type role
* Remove users or groups from an object type role
*
Manage object schemas
* What are object schemas?
* Create an object schema
* Change the name or description of an object schema
* Delete an object schema
* Allow other schemas to reference objects from a schema
* Import an object schema
*
Manage object types
* What are object types?
* Create an object type
* Change the name or description of an object type
* Copy an object type
* Delete an object type
* Allow attributes to be inherited by object type children
* Disable the ability to create objects within an object type
* Set the label of an object type
*
Manage objects
* What are objects?
* Create an object
* Edit an object
* Edit multiple objects
* Clone an object
* Delete an object
* Delete multiple objects
* Search for objects by label, key or ID
* Search for objects by attribute value
* Search for objects with Insight Query Language
* Export objects
* Enable quick creation of referenced objects
* Validate object attributes in quick object creation
*
Manage attributes
* What are attributes?
* Create an attribute
* Add a suffix to an attribute
* Delete an attribute
* Filter attribute values using Insight Query Language
* Inherit all parent attributes
* Set the cardinality of an attribute
* Show the sum of multiple attributes
* Validate attributes with regular expressions
* Verify attribute values to be unique
* Create a reference
* Create a reference that includes child objects
*
Manage references
* What is a reference?
* Add a reference
* Edit a reference
* Delete a reference
*
Manage statuses
* What is a status?
* Add a status
* Edit a status
* Delete a status
*
Manage icons
* What is an icon?
* Edit an icon
* Delete an icon
*
View Insight objects directly from the issue view
* What is the Insight objects field?
* Set up the Insight object field
* Configure the Insight object field
*
Use Jira and Insight Query Languages with Insight
* Insight JQL Functions
* Use Insight Query Language (IQL)
* Use placeholders to replace information depending on context
* Automate your objects in Insight
*
Discover objects in your environment with Insight Discovery
* What is Insight Discovery?
* Download and extract Insight Discovery
* Configure common settings in Insight Discovery
* Configure pattern settings in Insight Discovery
* Configure scan settings in Insight Discovery
* Configure credential settings in Insight Discovery
* Run Insight Discovery
* Update Insight Discovery and the Insight Discovery collector
* What are Insight Discovery patterns?
* Create a custom pattern
* What is the Insight Discovery service?
* Configure the Insight Discovery service
* What are Insight Discovery agents?
* Configure Insight Discovery agents
* Install Insight Discovery agents
* What is the Insight Discovery Collector?
* Configure the Insight Discovery collector
* Run the Insight Discovery collector
* Insight Discovery knowledge base
* Object hash settings for Insight Discovery
* Commands executed by Insight Discovery
* Data collected by Insight Discovery
* Export data from Insight Discovery to Insight Cloud
*
Import objects into Insight in Jira Service Management
* What are imports?
* Prepare your data for importing into Insight
* Create an import configuration
* Create a predefined structure and configuration
* Create objects from data using object type mapping
* Create attributes and references from your data
* Create a parent and child hierarchy for your data
* Execute an import
* View changes to an import configuration
* Migrate Insight Cloud to Insight in Jira Service Management
* Import a JSON file into Insight
* Generate a token for importing
* View process results
*
Moving to Jira Service Management Cloud
* Compare Jira Service Management cloud and server
*
Merging Opsgenie with Jira Service Management
* Should I merge Opsgenie with Jira Service Management?
* Merge Opsgenie with Jira Service Management
*
Use forms in Jira Service Management
* About form settings
* Add a form to the portal form for a request type
* Add or unlink a data connection from a form
* Copy a form to another project
* Create an issue using a form
* Create or edit a form
* Create, edit, test, or delete data connections for forms
* Delete a form from a service project
* How do forms work in the issue view?
* Link a form field to a Jira field
* Reopen, delete, or download a form from an issue
* View, add, or edit a form on an issue
* What are form states?
* What are forms?
* Where can forms be used?
Atlassian Support
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Jira Service Management
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Resources
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Data Center and Server
GET STARTED WITH JIRA SERVICE MANAGEMENT FOR ADMINS
* Get to know your Jira Service Management project
Sign up for an Atlassian Cloud site. No installation required!
View topics
* Quick reference guides for starting your service project
Use these quick reference guides to learn how to start a Jira Service
Management project.
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* Set up queues for your team
Queues allow teams to better manage requests.
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* Customize the channels that customers use to get help
Find out some of the basic changes you can make to help customers get help.
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* Capture the right request details with request types
You can create request types from your service project.
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* Involve the people who use your service project
Add your users to your service project so they can interact with each other.
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* Visualize trends in your service project with reports
Take your service project to the next level with reports.
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* Explore a demo service project
We’ve created a demo service project for you to play around with.
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* Add customers and learn how they request help
Add customers to your service project so you can start helping them.
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* Set up your service project agents to resolve requests
Add service project agents so they can start helping customers.
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* Trash, archive, restore, and delete service projects
Learn how you can trash, archive, restore, and delete service projects.
View topics
Last modified on Jan 27, 2021
Cached at 6:57 PM on Dec 22, 2021 | Refresh
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