how to define a project like business template

Question

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 Answer

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!

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!

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...

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

Let us know if this helps meet your need!

Ste