Improve client onboarding process using JIRA

Question

Hello,

I'm looking for suggestions or a suitable method to improve the process of onboarding new clients. Currently, we utilise onboarding forms within Jira Support, but we've noticed that clients can sometimes feel overwhelmed by the number of tasks they need to complete. Even though we can't remove them or skip them, we want our clients to have a clear view of what's required.

Ideally, I'd like to provide clients with a way to track the progress of these tasks, so they can see what's been completed and what's still outstanding.

Any advice or recommendations would be greatly appreciated

Thank you,

Chrysanthi

ckarydaki · Answer

Thank you @Anna Mitina _Stiltsoft_  and @Nikola Perisic for your help!

I forgot to mention that our clients do not have and we don't want them to have access to JIRA, but for now I will use your suggestions and apply what we can accordingly.

Thanks again, appreciated.

Thanks,

Chrysanthi

Anna Mitina (Stiltsoft) · Answer

Hi @ckarydaki

I'm a Product Marketing Manager for izi LMS for Confluence. You mentioned that you'd like your clients to be able to track the progress on the onboarding tasks.

Some of these tasks may require a lot of reading. If you have a Knowledge Base within Confluence izi LMS might be a great help cause it allows to create courses and quizzes right in Confluence. You would be able to use your existing Confluence pages and make the onboarding process even more hassle-free. Progress tracking within the app is also included.

Watch a 2-minute video

If you have any other question, feel free to let me know :)

Nikola Perisic · Answer

Hello @ckarydaki

For onboarding your clients, you may want to refer to this page:

https://community.atlassian.com/t5/Jira-Content-Archive-questions/How-to-set-up-Onboarding-using-a-Jira-Software-Kanban-board/qaq-p/1441630

For the clients to track the progress of the tasks, there are few ways:

* Visual way - setting up a dashboard that you can share with your clients using the pie chart gadget that will have the "Status" as parameter selected
* Filters - you can create your own filters (basic or JQL ones) which will have the statuses displaying - this will list all of the issues based on the statuses that you filter out

Hope this helps.