I remember looking at some video or reading an article about using Jira Service Desk (or maybe wasn't this application) for setting up new customers and following all the process through the system.
Every time we get a new customer we need to run a series of tasks, which involves things like sending them some contracts to review, waiting on them to send it back, setting up their account and depending on what they get we might need to do some configurations.
Is it possible? If it is, can you provide me please a link where I can check this and set it up in our instance?
You can, but this requires (usually a lot) of customization. We have set up a number of onboarding processes for clients using JSD. Depending on what you want to have it do, I would expect to purchase some number of apps to handle automation, etc for you. You can do a lot of the basic things without the need for additional apps, but if you want to manage relationships (manager/employee,) assets, account creations, etc, you will need apps and external integrations.
This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.Read more
...word of mouth, so by 2016, we were working with several other entities on campus to implement Jira Service Desk . The Atlassian motto of “for every team” has really come true for us in this case. We...
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