JSM Checklists: How to Improve Client Visibility

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Jira Service Management (JSM) has become essential for many organizations, providing a powerful platform to manage tickets, prioritize tasks, and ensure smooth operations. However, one significant challenge remains for JSM users: sharing real-time progress and status updates with clients. This gap can often lead to confusion, repeated inquiries, and limited transparency, leaving clients out of the loop on the status of their requests.

Let us show you how to overcome this challenge with Tick. Using Tick, you can define detailed checklists, break down tasks, and create clear progress markers. Tick not only allows you to share these checklists directly with clients but also lets you control the level of detail they see. You can choose to share the full checklist or simply display a high-level progress update. As tasks are updated on your end, clients automatically see these changes, keeping them informed and engaged without extra effort on your part.

Tick automatically detects JSM issues and adds menu items to empower the agent to show or hide checklist with clients. You can access this menu by clicking three dots on top of Tick.

Agents can decide to either share a read-only version of the checklist or only the progress of the checklist with the client.

Here is a demonstration of sharing a read-only version of the checklist(s) with the client.

Here is a demonstration of sharing the checklist(s) progress-only with the client.

Here is a demonstration of sharing both read-only version and progress-only of the checklist(s) with the client.

Agents also can decide to hide read-only version of checklist or progress-only after  sharing with clients in the same menu.

Try Tick today and transform the way you communicate with your customers!

For more information on how Tick can enhance your JSM experience, visit the our blog post.

Bringing Transparency to Jira Service Management: A Guide to Sharing Progress with Users

[Stephen_Lugton]

Thanks for this article @Nurlan Mirzayev _Tick_ it's given some good insights