how to define a project like business template

[Jonathan Zhou]

Dear 

can anyone tell me how to create or organize my own project with features like below?

for example, I want a project with functions like  Kanban from KANBAN template and also Form from CUSTOMER SERVICE MANAGEMENT template . how can I do it?

thank you  very much.

[Ste Wright · Accepted solution]

Hi @Jonathan Zhou 

It looks like your screenshots are from a Jira Service Management project.

Natively, these don't have a Kanban Board, and editing the side-bar options isn't possible. There are some options though!

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Project Type

Make sure you're picking the right Project type for you - for example:

• Jira Service Management (JSM): This is for Service Management; Projects that require an outwards-facing portal - so customers can raise issues or requests to the team, both internal staff, or external customers.
• Jira Work Management (JWM): For non-Software teams, this type offers a Kanban-style board, alongside Forms, Calendar view, etc
• Jira Software (JSW): For software teams - offering Scrum/Kanban Boards, Release Management, etc

It might be worth trying different types to find the best one that fits your needs!

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Board

If you choose a JSM or JWM Project, it doesn't stop you creating a Kanban Board for them - but, you will need to store it under a JSW Project.

To do this...

1. Select the search bar in the top-right corner
2. Below the results (in line with Go to all:), select Boards
3. Press the Create Board button
4. Choose to create a Kanban board
5. Choose to use a board from an existing project
6. Give the board a name, and select your JSM or JWM Project
7. List the Location as a JSW Project - this could be a dummy one for example - such as "All JSM and JWM Boards"
8. Press Create Board

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Let us know if this helps meet your need!

Ste

[John Funk]

Hi @Jonathan Zhou  - I am marking this as Answer Accepted. Let us know if you still need something.