Service Desk - generate custom checklist for certain Request Types

I'm new to JIRA and to Service Desk. We're running the Cloud server, and I'm trying to figure out a way to create a checklist for certain Request Types. For example, we have a "New Hire" Request Type. When this is selected, the Service Agent has a lot of tasks that need to be completed: purchase a computer, create accounts, set up email, and so on. I'm looking for some way to help the agent remember to do and keep track of everything that they have done. I'm open to recommendations - sub tasks seems like one option, but then we're relying on the agent correctly selecting all of the correct sub tasks. Seems like workflow might do it, but I don't see how to set it up.


6 answers

Very interested in this also.

Haven't tried that one, so just a rough idea - but maybe Automation plugin would solve it? E.g. when issue is created, create subtasks A, B, C, etc.

Thanks,, but Automation isn't available for Cloud

I was facing the same problem but to be after switching to the hosted version there are so many plugins to add to the platform you don't have any limitations. You should consider the hosted option if you get out of the boundaries a little bit otherwise you're gonna waste a lot of time trying to work around when it can easily be done with a plugin.

Yes, please! I'm trying to understand the process/workflow and there doesn't seem to be a way to integrate a checklist for support staff?

THere is a checklist add on called checklist for jira that is avaiable for cloud

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