Jira Service Desk 4 Small Business And Beyond

Tags: JIRA

Fast track to setup your Service Desk from scratch with real JIRA experts

Last updated 2022-01-10 | 3.8

- Create great Customer Service Desk experience in order to assist your customers and capture their feedback through a custom portal or via email
- Configure powerful Help Desk in order to manage common requests submitted through a custom portal or via email: like employee onboarding tasks
- purchase requests
- travel requests
- etc.
- Setup you JIRA Service Desk leveraging the core ITIL processes and key support capabilities.

What you'll learn

Create great Customer Service Desk experience in order to assist your customers and capture their feedback through a custom portal or via email
Configure powerful Help Desk in order to manage common requests submitted through a custom portal or via email: like employee onboarding tasks
purchase requests
travel requests
etc.
Setup you JIRA Service Desk leveraging the core ITIL processes and key support capabilities.
Setup JIRA Service Desk on Cloud and on Premise
Use JIRA Service Desk specific functions like
SLA's
Automations
Queues and KB

* Requirements

* There are no preconditions
* this course includes tips & tricks for use immediately JIRA Service Desk

Description

In this course you are going to learn how to setup, configure and use a JIRA Service Desk.

Mastering basic knowledge about JIRA Service Desk, you'll be able to create and adapt your Service Desk or Help Desk needs: in other words, your first support line. 

At the end of this path you'll have more than one Service Desk ready to use. In the last section, we'll give you a big example covering all the concepts introduced during the lectures.

Our target cover both IT and non-IT department, like Legal, HR or Governance. In our experience, not only IT department may benefit from Service Desk. For example, HR department can manage their main processes like recruiting, switch of duties, dismissal or retirement, etc.

Don't worry if you are not familiar with software installations, you can start with the cloud solution!

Who this course is for:

  • IT Department that needs to handle incidents and changes with built-in ITSM workflows that increase your teams' efficiency and integrate seamlessly with existing JIRA projects.
  • Non-IT Department (like HR, Governance, etc) that want manage employee onboarding tasks, purchase requests and other common requests submitted through a custom portal or via email.
  • All those who have to assist customers and capture their feedback through a custom portal or via email.
  • Who wants to fast learn how JIRA Service Desk works.

Course content

10 sections • 53 lectures

Introduction Preview 01:20

Key Concepts Preview 01:45

Setup Atlassian Cloud account Preview 03:45

Installing JIRA Service Desk on Windows Preview 05:45

Installing JIRA Service Desk on Linux Preview 05:19

Useful links for getting your JIRA Service Desk Preview 00:14

Get JIRA ready to use

Identify which JIRA version (Cloud or Server) is better for you and get it ready.

Service Desk Template Overview Preview 01:20

Create a project with simple data Preview 04:28

Agents vs. Customers Preview 02:49

Agent perspective: Queues Preview 02:36

Customer perspective: Portal Preview 03:59

Raise a Request type, Manage an Issue type Preview 04:07

Try for yourself: create a Customer Service project

It's your time to create a new JIRA Service Desk project.

Project settings overview Preview 01:34

Portal Settings Preview 06:16

Customize your Request types Preview 08:03

Collect customer satisfaction feedback Preview 02:48

Approving a Request Type Preview 01:36

Customer portal Review

Agent dashboard overview Preview 01:09

Agent role in deep Preview 06:14

Setting up your queues Preview 04:53

Setting up your SLAs Preview 07:26

Queues and SLAs review

Customers and Organisations overview Preview 01:06

Add and Manage Customers Preview 03:49

Add and Manage Organisations Preview 04:13

Working with Customers review

Email notifications Preview 01:56

Customer Channels email configuration Preview 01:05

Customer Notifications Preview 03:04

Emails and notifications review

Minimizing small and monotonous tasks with Automations Preview 01:04

Automations deep dive: preset rules Preview 09:04

Custom Automation rules Preview 07:04

Automations review

Workflows Overview Preview 02:20

Working with Workflows Preview 04:02

Screens Preview 04:36

Advanced Workflows Configurations Preview 06:10

Approval Step Configuration Preview 03:36

Workflows review

A new Service Desk from scratch Preview 01:54

Create a new Project and add a new Issue Type Preview 01:21

Custom fields and Screen Preview 04:31

Workflows Preview 07:02

Advanced Workflows configuration Preview 13:44

SLA, Queues and Knowledge Base Preview 05:03