course

Configure service projects for service request management


duration

50 minutes

role

Jira Service Management Project Admin

level

Intermediate

product

Jira Service Management

Improve customer care

Standardize your organization’s response, coordination, and fulfillment of service requests from users with service request management. Learn how you can reduce your IT team’s workload with Jira automation rules, use Atlassian Intelligence to generate rules, and follow best practices for automating service request management. You’ll also learn how to quickly evaluate your service practices with reports and how to get the most out of your data by following reporting best practices.
After this course, you’ll be able to:
  • List the advantages of using service request management.
  • Describe common use cases.
  • Identify Atlassian tools to use for service request management.
  • Describe how automation in service request management helps resolve common customer and service agent issues.
  • Use automation for onboarding new employees.
  • Use a virtual service agent to automate support interactions
  • Identify the most important metrics for service request management.
The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

4 Lessons in this course

10 minutes
What is service request management?

By the end of this lesson, you’ll be able to: - Define service request management - List the advantages of using service request management - Describe common use cases - Identify Atlassian tools to use for service request management


Sections
  • Service request management
  • Practice service request management
  • Goals of service request management
  • Service request management examples
  • Atlassian tools for service request management
15 minutes
Create Jira automation rules for service request management

By the end of this lesson, you’ll be able to: - Use automation to escalate work items when the SLA is breached - Use automation to auto-assign work items to your team - Use automation for onboarding new employees


Sections
  • Automation helps with service request management
  • Use automation to change status when SLA is breached
  • Use automation to auto-assign work items to your team
  • Use automation for employee onboarding
20 minutes
Set up the virtual service agent

By the end of this lesson, you'll be able to: - Use AI answers in a virtual service agent - Describe ways you can configure intents - Set up virtual service agent to recognize questions


Sections
  • Automate support interactions using virtual service agent
  • Resolve requests using the virtual service agent
  • Configure intents
  • Train your virtual service agent to recognize questions
  • How the virtual service agent’s data set is trained
  • Configure AI answers
5 minutes
Use reports to improve service request management

By the end of this lesson, you’ll be able to: - Identify the most important metrics for service request management - Use best practices to improve your service request management reporting


Sections
  • Gain insight from default reports
  • Create custom reports and dashboards
  • Reporting best practices

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