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New service Project ?

Jyotsna Palbabu September 5, 2023

Hi, I need to create a simple service management project with two stage approval process. What should be the next step once a project is created in Jira instance? Like to create the Request type first or the issue type first? Can someone please outline the sequence of things to be created?

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September 5, 2023

Hi @Jyotsna Palbabu 

Once you create project, by default the project gets associated with default issue types, requests types, workflows & default fields. If you dont want to use default issue types then create custom issue types first & then request types, request types are associated with your issue type, so has to be created after issue type creation.

To set up approval process, you need to modify workflow & setup approvers on desired statuses. You can follow this article for detailed setup process.

Hope this helps!

Jyotsna Palbabu September 5, 2023

Thank you Vishal. This helps.

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Joseph Chung Yin
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September 5, 2023

@Jyotsna Palbabu -

Welcome to the community.  When you setup a new JSM project, you can customize your new project in the following way -

1) Configure your project's request type -

2) Conduct WF customization of your issue types used in your project by adding approval process - Look at this reference link (

Those can be your first steps that I would recommend.

Please also review the materials (topics) on how to setup company managed projects for your env -

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

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