Customer service management template jira

  • Can Jira be used for Service Management?

    Jira Service Management is designed to help you unlock high-velocity teams by 1) empowering every team to deliver great service fast, 2) bringing visibility to work, and 3) accelerating the flow of work between development, IT, and business teams..

  • How do I create a customer in Jira Service Management?

    To add a customer:

    1. From your service project sidebar, go to Customers
    2. Select Add customers
    3. Enter the customer's username or email.
    4. Separate customers by commas to bulk add multiple customers at once.
    5. Select Add

  • What are templates in Jira?

    Jira Software comes with a variety of project templates to help teams get set up quickly by creating projects tailored to a specific team or use.
    These templates include pre-configured issue types, workflows and other features relevant to their type.
    Learn more about creating a project using templates..

  • Set up an open portal

    1. From the top right of your screen, select Settings ( ) \x26gt; Products
    2. Under Jira Service Management, select Customer access
    3. Select Allow customers to create accounts
    4. Select Customers can access and send requests from the portal without logging in
    5. Select Save
  • Set up your ITSM project

    1. Create your project using the IT service management template
    2. Brand your portal so users know they're in the right place
    3. Set up email requests so users can email requests directly to your project
    4. Set up services
    5. Invite your team to your service project by adding them as agents
Ideal for teams, our Customer Service Template sets the stage and enables you to quickly deliver exceptional service experiences to your customers.

How can Jira service management help your business?

Meet customers where they are.
Use a simple API to create in-product support experiences.
Add your brand to Jira Service Management’s help center to make them feel at home.
Set up automated workflows to easily move support cases from one team to another without alerting your customers.
Make sure important requests get the attention they need.

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How do I create a customer service management project?

Select the Customer service management project template > Use template.
Name your project.
A project key is automatically generated based on the project name, or you can create your own project key if you wish.
We recommend choosing a descriptive prefix for your project’s issue keys to recognize work from this project easily (e.g. “CS”).

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How do I create a new issue in Jira software?

Navigate to your Project settings in the lefthand menu > Automation.
Select “Create rule.
Set the trigger to “When:

  1. Issue transitioned” to status (i
e “technical investigation”).
Set the action to “Then:Create a new issue” in your Jira Software project.
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What is a customer service management template?

Best suited for teams needing a branded support experience for external customers, this template is designed to deliver great service experiences by helping your external customers or business partners quickly get the help they need.
Learn more and try the customer service management template .


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