JSM Triage - Tip of the week

Aug 25 / Robert Hean
Triage is a critical step to any service desk, but it can be tedious to open up and edit all those tickets. Fortunately there's a new feature that helps teams do this called "Triage". This button lets agents quickly assess tickets and update critical fields (Request type, status, priority, assignee).

What is Triage?

Triage is the process of reviewing a ticket to ensure critical information is present. This allows the ticket to be easily routed to the most appropriate resource, or to be placed in a lower priority slot to ensure other work can be accomplished.

Typically this is performed by the first person to touch a ticket and has a limited scope (e.g. only focus on a few specific fields). This process is especially important in higher-volume environments are more critical tickets can easily be lost in the shuffle.

How does the feature work?

The "Triage" feature only appears in the top right of Jira Service Management queues. Clicking it will bring up the "Triage work items' Screen, which lists all the tickets in the queue and uses Atlassian Intelligence to suggest updated/corrected values for several fields.

The feature is primarily focused on determining the best Request Type for the ticket. For example, it may suggest changing it from "Request a change" to "Get IT Help". Since Request Types are linked to Work Types, the change in Request Type may then also lead to a change in status. Priority and Assignee are also included in the menu, but the Triage tool won't suggest changes.

Agents can choose to accept the recommendation, or change it manually and then quickly move onto the next ticket.

This feature does require Atlassian Intelligence to be enabled, so if your org doesn't have it turned on, this won't work!

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Thank you!

My Thoughts

Personally I really like this feature since it helps solve one of the bigger challenges facing support teams - properly categorizing tickets. This is especially useful if you're using email intake, as those tickets always come into a single request type regardless of their content.

I can easily see teams using this feature once in the morning and again in the afternoon to help them quickly organize their incoming work.  Even just a few minutes spent triaging can help save a LOT of time realizing you sent something to the wrong spot!

There are some things I think it could expand on:

  1. I would like to see some more configuration options, for example being able to change the fields selected or tweak the mappings.
  2. I think it could benefit from being able to run automations or Rovo agents to help update tickets. 
Those minor tweaks aside, this is definitely a tool I would see myself using to speed up Triage.

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