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Portal Sub-tasks / Docs / Get started (setup)

Get started (setup)

Last updated 11/11/2026

Setting up Portal Sub-tasks takes about two minutes per service project. You need the Administer Jira global permission. Nothing changes on your portal until you switch a project on.

Set up, step by step

  1. Install the app. On the Atlassian Marketplace, open Portal Sub-tasks for Jira Service Management, select Get it now, choose your Jira Cloud site and confirm. It installs through Atlassian Forge - there is no separate download and no external service.
  2. Approve the permissions. The app asks to read work items and service requests, add comments to requests, and store its own settings. It requests no external network access.
  3. Open the settings page. In Jira, go to Settings (cog) > Apps > Manage apps and choose Portal Sub-tasks in the left sidebar.
  4. Pick a service project from the Service project list.
  5. Switch on Show sub-tasks on the portal for this project.
  6. Choose what customers see. Summary and status are always shown. Under Visible to customers, tick any of Due date, Percent done (from time tracking) and Sub-task key.
  7. Set the internal label. In Hide sub-tasks with this label, keep the default internal or enter your own. Sub-tasks with that label are never shown to customers. Leave it blank to show every sub-task.
  8. Optional - status comments. Choose a Public comment mode (Off, Every sub-task status change, or Only when a sub-task is done) and edit the comment text. See Status-change comments.
  9. Select Save. The change takes effect the next time a customer loads a request page.
  10. Repeat steps 4-9 for each service project you want to switch on.

Check it works

  1. Open a request in the switched-on project and add a sub-task (Add > Child work item).
  2. Open the same request on the customer portal (as its reporter or a participant).
  3. Below the request details you see a Sub-tasks panel listing the sub-task and its status.