Book Image

Jira 8 Administration Cookbook - Third Edition

By : Patrick Li
Book Image

Jira 8 Administration Cookbook - Third Edition

By: Patrick Li

Overview of this book

Jira is a project management tool used widely by organizations to plan, track, and release software. Jira administrators are at the heart of these processes and need to know how to successfully administer and customize Jira offerings. This updated Jira 8 Administration Cookbook demonstrates how to efficiently work with Jira Core and Jira Service Desk. The book starts with a variety of recipes to help you manage users and workflows. You'll learn how to set up custom forms and capture important data with custom fields and screens. Next, you'll gain insights into the latest email capabilities, which will assist you with everything from managing outgoing email rules to processing incoming emails for automated issue creation. Later, you'll be guided through running scripts to automate tasks, getting easy access to logs, and even working with tools to troubleshoot problems. The book will also ensure you understand how to integrate Jira with Slack, set up SSO with Google, and delegate administrator permissions. Finally, a dedicated section on Jira Service Desk will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with Service Level Agreement (SLA). By the end of this book, you'll have the skills you need to extend and customize your Jira implementation effectively.
Table of Contents (11 chapters)

Capturing the right information for service requests from your customers

In this recipe, we will explore how to customize the screen and field layout for different request types so that you can capture the necessary information from your customers and help your agents to resolve issues quickly. We will also look at setting up different screens and fields for agents so that they can capture additional information independently from the customer's view.

How to do it...

To configure the field layout for the customer portal, perform the following steps:

  1. Browse to the service desk to customize the field layout.
  2. Click on the Project settings option in the lower-left corner.
  3. Select the Request type option from the panel on...