Set up your service desk

Let's get your service desk ready to use by setting you up with a Jira Service Desk Cloud site. Cloud is our hosted offering and will allow you to set up your own site without installing a thing! 

If you have an existing Cloud site, skip ahead to create a service desk project. If your administrator has set you up as a project admin for an existing project, jump to Step 2 to create your request types.

Sign up for a Jira Service Desk site 

Signing up for Jira Service Desk Cloud will provide you with a fully-functional Jira Service Desk site for one month.

  1. Open this link in a new tab to view the signup page directly.
  2. Follow the signup form steps to enter your site URL and admin username. 
  3. Once you have completed the signup process, grab a quick coffee (or tea, if that's your preference) — it will take a few minutes for your Jira Service Desk Cloud site to be created. You will receive an email when your site is ready.

Create a project

Jira Service Desk comes with default project templates that you can use to suit your team's needs. There are three different templates to choose from:

  • The Basic Service Desk template is set up for internal business teams, like HR, finance, or small IT teams. The template comes with just a few recommended request forms and is easy to customize and expand with your needs.
  • We recommend the IT Service Desk template for IT teams who maintain a more complex infrastructure. The template comes with ITIL-inspired workflows for change, incident, and problem management.
  • If you help external customers and want to collect bug reports or take suggestions for new feature, we recommend the Customer service desk template. The template comes ready for your customers to request technical or billing help, and report issues.

For now, let's get you set up with a basic service desk project.

  1. Open the link just emailed to you to log in to your new site with the administrator credentials you selected. 

  2. From the sidebar, select Create () > Project.

  3. Under SERVICE DESK projects, select Basic

  4. Name your project. In this example, we'll use the project name "My first service desk". The project key should be automatically populated, but you can change the key if you'd like. If you see options to link another application, leave these options unchecked. 

  5. Select Submit to create your project. 

Nice work! You now have a service desk site with one project. You will now learn to set up request types, which define the requests customers can submit to your team's service desk project. 

Last modified on Sep 12, 2017

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