Jira Service Management Essentials (Cloud)

Training Course Jira Service Management (Formerly Jira Service Desk) Essential training provides an understanding of features, functionality of Service Desk.

By the end of this course, students will understand basic Atlassian Jira concepts.

They’ll be able to assist customers with raising service requests while using Jira to manage queues, SLAs and customer satisfaction levels.


This course is ideal for anyone new to the Atlassian Cloud version of  Jira Service Management (formerly Jira Service Desk), from the perspective of customers, agents and internal collaborators. No previous experience with Jira is required.


  • Basic knowledge of Windows Interfaces
  • No experience with JIRA necessary


Module 1: JIRA Key Concepts 

1. Introduction to JIRA

  • Issues
  • Requests
  • Projects
  • Workflows

Lab Exercises

  • Access the training environment
  • Explore the interface

Module 2: The Customer View

  1. Overview and introduction to Jira Service Management
    • Getting help
  2. The customer portal
  3. Home screen
  4. Ticket creation
    • Attachments 
    • By email request
  5. Request types
  6. My requests 
  7. Ticket interactions
    • Knowledgebase

Lab Exercises

  • Navigate the customer portal
  • Open a request
  • View request status
  • Add an attachment

Module 3: The Agent View

  1. The Agent View
  2. Service Desk Queues
    • Overview
  3. Ticket Activities
    • Raise requests on behalf of a customer
    • Canned responses
    • Ticket Appearance
    • Ticket Participants
  4. Workflow and Status
  5. Approvals
  6. Knowledgebase

Lab Exercises

  • Using the service desk queues
  • View your own assigned tickets
  • Respond to a request
  • Action a request
  • View request status

Module 4: The collaborator view

  1. Business Projects
  2. Software Projects
  3. Viewing Issues
  4. Editing Issues
  5. Attachments

Lab Exercises

  1. Log in as a collaborator
  2. Clone and move an issue
  3. Edit an issue
  4. Attach a file

Module 5: Searching

  1. Searching
  2. Advanced searching
  3. Filters

Lab Exercises

  • Searching for Issues
  • Basics of JQL
  • Save a filter

Module 6: Reporting

  1. SLAs
  2. Service Desk Reports
  3. JIRA Reports
  4. Dashboards

Lab Exercises 

  1. Check your performance
  2. Run a report
  3. Create a dashboard

Module 7: Common uses and best practices 

  1. Incident management
  2. Service requests
  3. Change management
  4. Problem management
  5. Self-service (Confluence/Statuspage)
  6. Asset control

Lab Exercises: Common uses

  1. Group exercises: Design a workflow that works for you


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