Service request handling checklist template
For service desk agents handling a request from intake to closure. The request is categorised and prioritised, acknowledged within the response target, fulfilled, and the requester must confirm it is resolved, with time spent logged.
- App: Checklist Flow for Jira
- Category: Service management (ITSM and JSM)
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 8 items, 5 required
- Suggested for: Service Request, Task
Items
#| Item | Required |
|---|---|
| Request categorised and priority set | Required |
| Requester acknowledged within the response target | Required |
| All required information collected | Required |
| Request type matches a catalogue item | Optional |
| Request fulfilled | Required |
| Requester confirmed the request is resolved | Required |
| Knowledge article linked or created | Optional |
| Time spent logged | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates