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Create a service project

Jira Service Management has a number of project templates tailored to a specific team or use. When creating a service project, selecting the template that best suits the needs of your team will help them to get set up and using their project quickly. Templates include pre-configured request types, workflows, and other features. Discover the different types of project templates

Only Jira admins can create projects.

To create a service project using a project template:

  1. From the top navigation, Select Projects > Create project.

  2. Select the Service management category, then select the template that best suits your work. Review the template details then select Use template. For some templates, you’ll have the option of a team-managed or company-managed project type. Read about the difference between these project types

  3. On the Create project screen:

    1. enter a name for your project.

    2. create a project key or use the key generated for you.

    3. select the type of team that will be using the project to manage incoming requests.

    4. select Change template if you want to switch to a different template.

  4. If you’re creating a team-managed project:

    1. choose an access level.

    2. choose a default language.

  5. If you’re creating a company-managed project, you’ll have the option to bring settings from another project into the one you are creating by selecting Share settings with an existing project and then selecting a project from the dropdown list. This will duplicate the set-up of that project and overwrite your current template selection.

  6. Select Create project.

If you’ve created a company-managed project, you'll see a welcome screen with a gallery showcasing the default request types included in the project template you chose. You’ll also have the option to preview, add, or remove request types, allowing for greater flexibility and helping to ensure that your project is tailored to meet your team’s specific needs.

  • Use the Added to project filter on the left to see all the request types for your project.

  • Use the categories on the left to browse the request type template library to find the one that's the best starting point for what you need.

  • Preview a request type to see the form fields your customers will fill out when raising a request in the portal.

  • Select a request type and review the request type’s details like the issue type it’s associated with, and the portal group(s) it will show up in. Select Add when you're done.

  • Select Remove to remove a request type from your project.

  • When you’ve finished editing your list of request types, select Continue to project.

  • Later, you can go to Project settings then Request types to see and edit the fields of the request types you've added to your project.

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