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

About this course

Is this course right for me?

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.


Note: Does not include usage of Insight or OpsGenie.

Objectives and outcomes

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.


-Access to a laptop.

-Internet connection

Modules breakdown

Module Sections

1. Introduction to Jira

  • Issues
  • Requests
  • Projects
  • Workflows

Lab Exercises

1. Access the training environment

2. Explore the interface

Module Sections

1. Overview and introduction to Jira Service Management

  • Getting help

2. The customer portal

3. Home screen

4. Ticket creation

  • Attachments
  • By email requests

5. Request types

6. My requests

7. Ticket interactions

  • Knowledgebase

Lab Exercises

1. Navigate the customer portal

2. Open a request

3. View a request status

4. Add an attachment

Module Sections

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

1. Using the Service Desk queues

2. View your own assigned tickets

3. Respond to a request

4. Action a request

5. View request status

Module Sections

1. Business projects

2. Software projects

3. Viewing Issues

4. Editing Issues

5. Attachments

Lab Exercises: Creating Issues

1. Log in as a collaborator

2. Clone and move an Issue

3. Edit an Issue

4. Attach a file

Module Sections

1. Searching

2. Advanced searching

3. Filters

Lab Exercises

1. Search for Issues

2. Basics of JQL

3. Save a filter

Module Sections

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 Sections

1. Incident management

2. Service requests

3. Change management

4. Problem management

5. Self-service (Confluence/Statuspage)

6. Asset control

Lab Exercises: Common uses

Group exercise: Design a workflow that works for you

“The instructor is very knowledgeable on the products and it was valuable having the training on-site. The instructor assessed the relevant experience of the class and structured the training based on that experience, which made the class interesting and very useful!”

Jim, Northrop Grumman

Download our training brochure

Our Atlassian training courses were designed for users of all abilities, to equip teams with the skills for success. Clearvision’s Atlassian training covers the full software development lifecycle – and includes collaboration strategies and project management techniques. Download a brochure and learn more about Atlassian training.

Download our training brochure

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