Onboarding Specialist

[Nancy White]

need a checklist or workflow for about 20 tasks for different people

[Viktoriia Golovtseva _TitanApps_]

Hey @Nancy White 

If you're looking for a structured way to manage ~20 onboarding tasks across different assignees, I highly recommend checking out this article: Employee Onboarding Template for Jira: Streamline New Hire Integration.

It walks you through setting up a reusable onboarding workflow using Jira, along with Smart Checklist and Smart Templates by TitanApps. The setup is great for HR, Recruiting, and any team involved in onboarding. You’ll be able to:

• Create a master onboarding template with dynamic variables (like employee name, role, start date)

• Break down onboarding into department-specific checklists (e.g., IT setup, legal forms, team intros)

• Assign tasks to different team members while keeping everything in one place

• Automate onboarding task creation using Jira Automation

[Adaeze_Jude_HEROCODERS]

Hi @Nancy White,

Welcome to the Community! 

To effectively manage recurring tasks across various team members, I recommend using Checklist for Jira free or PRO.

With Checklist for Jira, you can utilise Templates to standardise your process. The templates can easily be reused across multiple Jira work items.
These templates can be applied automatically through the Default Checklist feature or by leveraging Jira Automation when a new issue is created.

Checklists can be organised into sections to reflect different stages, departments, or task groups, making them easy to navigate and track.

as shown:

You can also assign individual checklist items to specific users. Once assigned, team members will receive notifications, ensuring clear ownership and accountability.

Additionally, Checklist for Jira supports post functions and validators, allowing you to enforce workflow rules, such as preventing issue transitions until required checklist items are completed.

I'd be happy to give you a DEMO of the App; please reach out to us here. 

P.N - I'm on the HeroCoders team

[Team Appbox]

Hi @Nancy White 

Welcome to the community!

If you’re managing onboarding tasks across different people, Appbox Checklist can help you stay organized without overcomplicating things.

The best checklist interface with Tabs and Sections to manage your templates better. It’s designed to make recurring processes like onboarding easy to manage and track.

https://marketplace.atlassian.com/apps/1224000/checklist-for-jira-enterprise?tab=overview&hosting=cloud

Here’s how you can use it:

- Set up a reusable checklist template that covers all your onboarding tasks

- Assign tasks to different team members, so everyone knows what they’re responsible for

- Group tasks into sections and tabs by department or phase (like IT setup, HR paperwork, etc.)

- Use automation rules to add the checklist to issues automatically

- Track progress in real-time and even require all items to be completed before moving an issue forward

- Put checklist progress on Kanban boards and use JQL to filter checklists.

You can check out more details in our docs here:  https://docs.appbox.ai/checklist/

Let me know if you’d like a quick walkthrough — I’d be happy to show you how it works.

Best,

Appbox Team

[Michał Kowalewski_SolDevelo]

Hi @Nancy White,  Welcome to the community!

You can try our Multiple Checklists for Jira marketplace app, which allows you to manually or automatically add multiple checklists to different tasks (basic automation or with JQL).

It is possible due to the saved templates feature, which will help you with the onboarding process.

There are many more functions in the app that can help you with the process. We have prepared a blog post on the things you can track with Multiple Checklists for Jira.

Feel free to contact us or schedule a meeting if you have any questions.

(Disclaimer: I work for this marketplace app vendor.)