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
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.
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.
Hi @Martin Kulp,
Jira does not support checklists natively.
It applies the selected checklist to all newly created issues of the selected type (e.g. Onboarding).
The app is simple to start and use (just install and go), but in case of any questions, feel free to leave questions here or reach our support directly.
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