course

Manage work types and fields in service projects


duration

50 minutes

role

Jira Service Management Project Admin

level

Intermediate

product

Jira Service Management

Organize and customize

Explore ways to organize, track, and view requests in company-managed and team-managed service projects. Then, standardize work across company-managed projects and configure layouts according to team and customer needs. You’ll also see how to add work types and request types to team-managed projects and customize fields and layouts.
After this course, you’ll be able to:
  • Describe the purpose of work types, request types, fields, and more for company-managed and team-managed projects.
  • List the benefits of sharing schemes among company-managed projects.
  • Configure the work item layout.
  • Customize the fields on the request form or work item for a request type.
  • Create custom fields and configure the layout for work types and request types in team-managed projects.
  • Display important fields on cards.
  • Differentiate the work item layout and card layout.
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.

6 Lessons in this course

10 minutes
Explore work types, fields, and screens in company-managed projects

By the end of this lesson, you’ll be able to: - Differentiate work types, request types, fields, and screens - Describe the purpose of work types, request types, fields, and screens - Describe the relationship between request and work types


Sections
  • Categorize work with work types
  • Provide context with fields
  • Determine what users see with screens
  • Customize what users see in projects with layouts
5 minutes
Use schemes to standardize company-managed projects

By the end of this lesson, you’ll be able to: - Describe the different types of schemes - List the benefits of sharing schemes among company-managed projects


Sections
  • What are schemes?
  • Share schemes
  • Let’s explore an example!
10 minutes
Configure how fields appear on work items in company-managed projects

By the end of this lesson, you'll be able to: - Configure the layout for work items - Customize the fields on the request form or work item view for a request type - Describe how schemes impact layout in company-managed projects


Sections
  • Configure the layout for work items
  • What can you change in the layout?
  • Configure different layouts for work and request types
  • What if a field you need isn’t available?
10 minutes
Configure work types, fields, and layouts in team-managed projects

By the end of this lesson, you'll be able to: - Define work types, request types, and fields - Add work types and request types to a team-managed project - Create custom fields in team-managed projects - Describe the different sections fields can appear in - Configure the layout for work types and request types


Sections
  • Categorize work with work types and request types
  • Configure work types and request types
  • Configure fields
  • Configure layouts
10 minutes
Accelerate request management using AI

By the end of this lesson, you'll be able to: - Use AI to suggest request types and fields for your service project - Triage work items using AI


Sections
  • AI request type and field suggestions
  • How to create request type and field suggestions
  • Support request organization and prioritization
  • Steps to update the request types of work items
5 minutes
Customize card layouts for a Jira board

By the end of this lesson, you'll be able to: - Display important fields on cards - Differentiate the layout for work items and the card layout


Sections
  • Configure the work item card layout
  • Let's look at an example!
  • Compare card layout and the layout for work items