Tutorial: Starting from scratch

This tutorial will guide you through the most important aspects of Insight, essentially taking your from zero to hero. Here's what you'll learn:

  • Create a basic object schema
  • Create object types 
  • Add attributes to object types
  • Create objects for each object type
  • Link your object schema to a Jira project
  • Add your objects to Jira issues

Before you begin

The tutorial takes you through all the basic actions you'll need to know about in Insight. This, however, has some disadvantages:

  • You'll be adding custom fields to screens in Jira, which requires admin permissions.
  • You'll be creating object types, attributes, and objects manually, which might take some time.

If you don't have sufficient permissions (but can create projects) or want to see a schema pre-filled with data, you can also try the ITSM tutorial that uses sample data to create a nice object type schema.

In this tutorial

Here are all the steps you'll follow in this tutorial:

Last modified on Feb 2, 2021

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