Getting set up with Jira on Cloud today can be done in minutes, and Jira Service Management is incredibly flexible to adapt to different needs. You can create projects for multiples teams and objectives in a few clicks. But sometimes that freedom leaves users, whether customers or agents, a bit lost. What if customers regularly leave out important details when raising requests through your portal? Or if troubleshooting a request requires following a specific procedure? Some structure could help. No matter how you need to guide users or add structure, Elements Checklist can help organize information in Jira without any clutter. Let’s see how the app works to add a form to a customer portal, add a table grid to issues, and >to provide checklist templates for support agents.
Add a form to your Jira Service Management Cloud customer portal
Your Service Management portal is set up to manage service requests from employees, perfect. But how to add a form to your customer portal so users can submit details? With Elements Checklist, you can create a form with multiple attributes and add it to specific request types to guide users. You can either use a template to insert preset data or let users add entries.
For example, users can submit details when creating a request, and their needs are organized in a table in the request form. When used as a form, Elements Checklist lets users add as many rows as they need.
For the person working on the request, it’s easy to update the user on the status of each item requested. This example uses a select list attribute for the status field, so it’s fast to update each row of the form.