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Untitled-257In our latest blog post, we delve into the world of Jira Service Management to uncover the powerful features that can supercharge your team's productivity and improve customer satisfaction. Whether you're a seasoned Jira user or new to the platform, you'll find valuable insights into features like customizable forms, automation rules, knowledge management, and seamless integration with Slack/Microsoft Teams. Discover how these tools can streamline your service operations, boost collaboration, and provide exceptional customer support. Don't miss out on this guide to maximizing the potential of Jira Service Management.

Dynamic Forms/Proforma

The Dynamic Form Builder (formerly Proforma) for Jira Service Management is a powerful feature that enhances the capabilities of Jira Service Management by providing advanced forms and automation features. With JSM's Dynamic Form Builder, users can create customizable conditional forms tailored to their specific service management needs, streamlining request submission and data collection. These forms are highly flexible, allowing organizations to adapt them to various workflows and processes.

Additionally, the Dynamic Form Builder offers extensive automation options, enabling the automation of repetitive tasks and processes, which leads to increased efficiency and reduced manual work. Users can automate task assignments, notifications, and other actions based on form submissions and specific criteria. Furthermore, the form builder provides in-depth reporting and analytics features, allowing teams to gain valuable insights into their service management performance and make data-driven decisions.

In summary, Jira Service Management's Dynamic Form Builder empowers organizations to optimize their service management processes by offering customizable forms, robust automation capabilities, and comprehensive reporting tools, ultimately enhancing productivity and customer satisfaction.

In this demo, we cover some of the features of JSM's Dynamic Form Builder, including general form structure, conditional fields, and more!


Atlassian Statuspage is a platform for incident communication and status monitoring, offering customizable status pages to keep stakeholders informed during service disruptions. It integrates seamlessly with Opsgenie, another Atlassian tool, to facilitate efficient incident management. When Opsgenie detects an incident, it can automatically trigger status updates on the associated Statuspage, ensuring real-time communication with stakeholders. This integration centralizes incident response efforts and enhances collaboration among teams, resulting in quicker incident resolution. Overall, Atlassian Statuspage, in conjunction with Opsgenie, provides a comprehensive solution for incident management and communication.

In this demo, we cover a quick overview of Statuspage features, as well as a basic Opsgenie integration.


Atlassian Assist

Atlassian Assist is a service management platform designed to streamline and simplify information flow between Slack/Microsoft Teams and Jira Service Management. It enables teams to convert Slack messages into JSM tickets, helping them efficiently track, prioritize, and resolve requests. Atlassian Assist integrates seamlessly with Jira Service Management, enhancing workflow automation and ensuring a smooth transition of tickets to your existing JSM service projects.

The platform offers customizable ticket forms, automated routing, and assignment of requests, allowing organizations to tailor their service management processes to their unique needs. Atlassian Assist also provides real-time analytics and reporting, enabling teams to gain insights into their performance and make data-driven improvements. In essence, Atlassian Assist's service management connector empowers teams to provide more efficient and responsive support services while leveraging the familiar Slack/Microsoft Teams interface for a seamless user experience.

In this demo, we cover an end-to-end issue lifecycle of a JSM ticket opened up in Slack and connected using Atlassian Assist.


Approvals in Jira Service Management

Within Jira Service Management, you can configure various types of approval workflows to manage and control the progress of requests and changes effectively. These include:

  1. Singular Approvals: Singular approvals require just one approver to move the issue through to the next stage of the workflow.
  2. Sequential Approvals: Sequential approvals require one approver to review and approve a request before it moves to the next stage of the workflow. This is ideal for processes that have a strict order of approval, ensuring a linear progression.
  3. Parallel Approvals: Parallel approvals allow multiple approvers to review and approve requests simultaneously. It is suitable for scenarios where approvals can happen concurrently, speeding up the process.
  4. Conditional Approvals: Conditional approvals are based on predefined criteria. Requests are automatically approved if they meet specific conditions, eliminating the need for manual intervention in routine cases.
  5. Group Approvals: Group approvals involve an entire team or department reviewing and approving a request collectively. This is helpful when decisions require consensus or input from multiple stakeholders.
  6. Automated Approvals: Automated approvals leverage predefined rules and conditions to approve requests automatically, reducing manual effort and increasing efficiency for routine tasks.
  7. Manager-Based Approvals with Assets & Automation: This approval configuration leverages the full power of Jira Service Management, allowing for completely automated approval assignments using JSM's Asset Management capabilities and automation rules.

In summary, Jira Service Management offers a range of approval configurations, enabling organizations to tailor their workflows to match their specific processes and approval needs, ultimately improving efficiency and ensuring compliance with established procedures.

In this quick demo, we cover JSM's singular approval configuration.


Change Management and Risk Analysis

Some very exciting JSM updates have come to the Change Management platform, namely in terms of risk assessment & mitigation. Key features of JSM's risk assessment functionality include:

  1. Conflicting Changes: Existing scheduled changes impacting similar affected services that may conflict with the selected change.
  2. Freeze/Maintenance Windows: Scheduled freeze or maintenance windows impacting similar affected services that may overlap with the selected change.
  3. Ongoing & Closed Incidents: Existing or Past JSM incidents impacting certain affected services that may impact/delay the selected change.
  4. Risk Summary: A comprehensive risk summary of all of the above risks included in the change issue view.

In this demo, we cover each of these topics to give a comprehensive update to JSM's change risk analysis capabilities.

When to use Opsgenie vs. Jira Service Management

Opsgenie and Jira Service Management are two distinct Atlassian tools with different focuses, but they can complement each other for comprehensive incident management and service delivery:

  1. Focus and Purpose:
    • Opsgenie: Opsgenie is primarily an incident alerting and management tool, designed to detect and notify teams about operational issues.
    • Jira Service Management: Jira Service Management is a service desk platform that focuses on managing customer service requests and IT service delivery, including incident management.
  2. Incident Management:
    • Opsgenie: Specializes in incident detection, alerting, on-call scheduling, and rapid response.
    • Jira Service Management: Offers incident management as part of its service desk capabilities, allowing for ticketing, tracking, and resolution.
  3. Integration:
    • Both tools offer robust integrations with other Atlassian products like Jira Software and Confluence, enhancing collaboration and incident tracking. They also integrate with each other seamlessly.
  4. Automation:
    • Opsgenie: Strong automation capabilities for incident routing and resolution.
    • Jira Service Management: Offers automation for various service management processes, including incident triage and resolution.
  5. Service Request Management:
    • Opsgenie: Primarily focuses on incident-related functions and lacks extensive service request management features.
    • Jira Service Management: Specializes in service request management and ITSM processes, such as change management, asset management, and SLA management.

In summary, Opsgenie is best suited for incident management and rapid response, while Jira Service Management excels in broader service delivery and customer service request management. Combining the two can create a comprehensive solution for end-to-end service management, from incident detection to customer support. In this demo, we cover these similarities, differences, as well as how to integrate the two tools to seamlessly manage incidents across the two platforms.


Automation in Jira Service Management empowers organizations in several ways:

  1. Efficiency and Productivity: Automation eliminates repetitive, manual tasks by creating custom rules and triggers, saving time and reducing human error. This boosts overall efficiency and allows teams to focus on more strategic activities.
  2. Consistency: Automation ensures a consistent application of processes and workflows, reducing variations and improving the quality of service delivery. This consistency enhances customer satisfaction and reduces service disruptions.
  3. SLA Compliance: Automated workflows can prioritize and escalate requests based on predefined criteria, helping teams meet and even exceed service level agreements (SLAs) consistently.
  4. Data-Driven Insights: Automation generates valuable data and analytics, offering insights into service performance, bottlenecks, and areas for improvement. This data-driven approach enables informed decision-making.
  5. Scalability: As organizations grow, automation can scale with them, accommodating increased service requests and incident management needs without a proportional increase in manual effort.

Automation in Jira Service Management streamlines processes, ensures consistency, enhances SLA compliance, provides actionable insights, and supports scalability, ultimately contributing to improved service delivery and customer satisfaction. In this demo, we look at the basics of automation, setting up a quick automation rule and looking into the different components that go into it.


Knowledge Management & JSM Knowledgebase

Jira Service Management's knowledge base and customer portal search functionality provide powerful tools for enhancing customer support and self-service:

  1. Robust Knowledge base: Jira Service Management allows organizations to create and maintain a comprehensive knowledge base, housing articles, FAQs, and documentation. This knowledge base serves as a centralized repository for information and solutions.
  2. Intelligent Search: The search functionality is highly intelligent and user-friendly, utilizing advanced algorithms to deliver accurate and relevant results quickly. This empowers customers and support agents to find answers and solutions efficiently.
  3. Self-Service Empowerment: With the knowledge base and search functionality, customers can often resolve issues independently, reducing the volume of support requests and allowing support agents to focus on more complex tasks.
  4. Customization: Organizations can customize the knowledgebase and customer portal to match their branding and specific needs, ensuring a seamless and cohesive user experience.
  5. Analytics and Feedback: Jira Service Management provides analytics on search trends and customer feedback, enabling organizations to continuously improve their knowledge base content and search functionality, ultimately enhancing customer satisfaction.

Jira Service Management's knowledge base and customer portal search functionality enable organizations to provide efficient self-service options for customers while also offering valuable insights for ongoing improvement. In this demo, we touch on these key features to help your organization better manage their customer-facing documentation.

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