Create subtasks automatically for new user onboarding

Martin Kulp

I created a new user onboarding request for HR to use, and what I'd like to do is have it create subtasks automatically when HR clicks "submit." A checklist for the helpdesk to use when setting them up. Something like:

* User created in Active Directory

* Office 365 license assigned

* User added to distribution groups

* Etc

I would also like these subtasks to not be created as entirely new tickets, but rather as a sort of built-in checklist.

I've searched around for answers to this but so far have not found anything satisfactory.

We are using Jira cloud.

Payal _appbox_ai_

Hi @Martin Kulp 

As you mentioned that you don’t want to create a separate sub-ticket for each activity, One possible way to track employee onboarding activity from within the same HR ticket is to use a third-party checklist app for JIRA.

There are a couple of options available on the marketplace. Our company offers Checklist for Jira Cloud. Free which works with Cloud and can load a custom onboarding checklist on a ticket based on a JQL Condition, say in your case when match [request-type = "HR Onboarding" -> Load a template]. 

I hope this gives you a pointer to start, Happy to help in case you have further questions.

Thanks,
Payal.