Using JWM for Project Intake

[John Funk]

I like to use Jira Work Management projects for the intake process of new tickets from other teams internally. This is done for a couple of reasons. 

1. Building and sharing forms in JWM is very simple and easy. You can add custom fields and capture most of the data that you need. 

2. It is much less expensive than adding Jira Service Management Agent licenses to build an intake form with a JSM project. Let your regular less expensive Jira Software licenses handle the intakes. And you probably already have those licenses, so no new costs!

Once an issue is created in the JWM project, you can add an automation rule to quickly create a new issue or clone the current issue into a Jira Software project. This allows you to create a single JWM intake project with a form that includes a custom field that would identify the appropriate JSW project that the issue will be created in. 

So, create a quick and easy JWM project. Add a simple form to capture intake data. Create a simple automation rule to clone the issue into a JSW project and VOILA! Simple integration of Atlassian products to meet your need!

[Jeremy Steuhl]

We do something similar as well because JSM licenses are so expensive, compared to JWM.  If only forms in JWM were the same as JSM.  Having to create custom fields for say a "check list" type form on a JWM issue, is cumbersome.

[Fabian Lim]

Great info @John Funk 

We do the same for Initiatives intakes.  Once it's approved, we use automation to create an initiative in the corresponding JS software project. 

[Dave Mathijs]

Interesting suggestion there with JWM as an intermediate between JSM and JSD @John Funk .