Setting up your service desk

Getting started for service desk admins

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  1. Setting up your service desk
  2. Creating service desk request types
  3. Making queues for your service desk teams
  4. Adding service desk agents
  5. Customize your service desk channels
  6. Bring your service desk to the next level
  7. Introduce customers to your service desk
  8. Explore a sample project

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.

Can't use Cloud?

If you cannot use Jira Service Desk Cloud, instructions for installing Jira Service Desk Server are available below.

Create a project

Jira Service Desk comes with default project templates that you can use to suit your team's needs. Create a basic service desk project for teams that only need a few request types, or create an IT service desk for teams working with change and incident management processes. 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. Select Projects > Create Project from the the top navigation bar of your site.

  3. Select "Basic Service Desk". 

  4. Name your project. In this example, we'll use the project name "Charlie Cake Franchises". 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. 

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Last modified on Mar 12, 2018

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