Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
The building blocks of any project are issues. Issues act as the packets of work that travel through their respective workflows within their projects, until the work is completed.
An issue can have subtasks that can be assigned and tracked individually. You can also control issue-level security to restrict an issue to select members of your team.
You need the Create Issue project permission for the issue's relevant project.
We're rolling out a new issue view for Jira Service Management, with one consistent screen to view and edit requests. It looks a little different and some procedures have changed slightly, so take a look at What is the new Jira issue view? to see what's new and get the latest updates.
To create an issue anywhere in Jira Service Management:
Select Create .
Type a Summary for the issue.
Complete all required fields and any other fields that you want.
Optional: To change which fields appear when you create another issue, select Configure Fields and select and deselect the fields you want. When you next create an issue, the selected fields will be displayed.
Optional: To create other issues with the same Project and Issue Type, select the Create another checkbox. Depending on your configuration and issue creation history, some fields may be pre-populated. Review these before creating the new issue.
When you're finished, select Create.
When you create an issue using the global navigation bar as above, you can select the roles to which you want to restrict the issue. Learn more about restricting access to an issue.
Clone an issue to quickly create a duplicate of it in the same project. The cloned issue contains most of the same details stored in the original issue, like the summary, affected versions, and components. Some details aren't cloned, like time logged, comments, history, and links to Confluence pages. The issue status also returns to the first step of the corresponding workflow, and the resolutions are cleared. The cloned issue can be linked to the original issue, but doesn't have to be.
To clone an issue:
Open the issue
Select more actions (•••) > Clone
Optionally edit the cloned issue's Summary
If applicable to the issue you're cloning, you can also select from these options:
Clone subtasks to copy existing subtasks
Clone attachments to add any existing attachments
Clone links to add any existing linked issues
Clone sprint values to copy across the issue's current and closed sprint values
Select Create.
A subtask can be created for an issue to either split the issue into smaller chunks or to allow various aspects of an issue to be assigned to different people. If you find a subtask is holding up the resolution of an issue, you can convert the subtask to an issue, to allow it to be worked on independently. If you find an issue is really just a subtask of a bigger issue, you can also convert an issue to a subtask.
You can only create subtasks if your administrator has enabled subtasks, and has added the subtask issue type to the project's issue type scheme.
Navigate to the issue you would like to be the parent issue of the subtask you are about to create.
Select more (•••) > Create subtask.
Fill in the details as needed, and then click Create at the bottom of the page.
To link issues and add content from Marketplace apps in the new issue view, use the quick-add buttons below the issue summary.
Quick-add buttons: Link issues and add content from Atlassian Marketplace apps via the ••• button.
Note that when you create a subtask, the following values are inherited from the parent task:
project
issue security level
You can customize the Create subtask screen to show fields you use most often. To do this, click Configure Fields at the top right corner of the dialog, and use the All and Custom links to switch between the default screen and your custom settings. Your changes are saved for future use.
After you create an issue, you may want to change its type to better represent the work that needs to be done. For example, you may want to turn an issue that was raised as a task into a bug.
Open the issue you're working with
Click the issue type icon in the top-left corner next to the issue key
Choose the new issue type
If there are different fields in the new issue type, or if it has a different workflow, we'll open the move issue screen to complete the change.
Navigate to the subtask issue you would like convert.
Select more (•••) > Convert to Issue.
In the Step 1. Select Issue Type screen, select a new issue type (i.e. a standard issue type) and click Next.
If the subtask's current status is not an allowed status for the new issue type, the Step 2. Select New Status screen is displayed. Select a new status and click Next.
In the Step 3. Update Fields screen, you will be prompted to enter any additional fields if they are required. Otherwise, you will see the message 'All fields will be updated automatically'. Click Next.
The Step 4. Confirmation screen is displayed. If you are satisfied with the new details for the issue, click Finish.
The issue will be displayed. You will see that it is no longer a subtask, that is, there is no longer a parent issue number displayed at the top of the screen.
Navigate to the issue you would like to convert.
Select more (•••) > Convert to subtask.
In the Step 1. Select Parent Issue and subtask type screen, type or select the appropriate parent issue type and the new issue type (i.e. a subtask issue type). Click Next.
If the issue's current status is not an allowed status for the new issue type, the Step 2. Select New Status screen is displayed. Select a new status and click Next.
In the Step 3. Update Fields screen, you will be prompted to enter any additional fields if they are required. Otherwise, you will see the message 'All fields will be updated automatically'. Click Next.
The Step 4. Confirmation screen is displayed. If you are satisfied with the new details for the issue, click Finish.
The issue will be displayed. You will see that it is now a subtask, that is, its parent's issue number is now displayed at the top of the screen.
You can't convert an issue to a subtask if the issue has subtasks of its own. You first need to convert the issue's subtasks to standalone issues, then you can convert them to subtasks of another issue if you need to. Subtasks can't be moved directly from one issue to another—you need to convert them to standard issues, then to subtasks of their new parent issue.
While we recommend working openly, there are times where you may want to restrict who can view a particular piece of work. For example, you may want to restrict who can view tasks related to sensitive financial information, hiring or other personal employment information, or security-related software engineering work.
You can restrict who can view an issue in both company-managed and team-managed projects, but the procedure is different in each.
In company-managed projects, you can restrict access by setting the issue’s security level.
To set the issue security level on issues in company-managed projects:
Choose the lock icon at the top-right of the issue. This icon only appears if the project has a security scheme configured.
Select the desired security level.
You can also remove an issue's security level by selecting the lock icon and selecting Remove security level.
Jira admins can add, edit, or remove security levels (and their membership) through issue security schemes. Learn more about issue security schemes
To delete an issue, you must have the Delete issues project permission in the project where the issue was created.
To delete an issue:
Navigate to the issue and view its details.
Select ... > Delete.
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