How to make a project template repeatable?

Stacie Doyle June 12, 2017

We are setting up JIRA Core for teams such as HR, Marketing and Finance. These teams have repeatable sets of tasks, such as onboarding a new employee.

For example, we have a list of 16 tasks that need to be completed each time a new hire starts:

  1. setup company email
  2. configure workstation
  3. set up user on Jira and Confluence
  4. set up phone and voicemail
  5. fill out W9
  6. Sign NDA
  7. Complete Direct Deposit form
  8. 401k enrollment
  9. Health Insurance enrollment
  10. Product employee badge
  11. Complete compliance training
  12. Complete safety training
  13. Complete sexual harrasement training
  14. Assign new hire a mentor
  15. Meet your department
  16. Introduce yourself to the team

Our assumption was that we would be able to set up this list of tasks one time and then the users would be able to initiate this list of tasks with each new hire without having to enter in each task again. Is there a solution for this use case in the Jira products?

0 answers

Suggest an answer

Log in or Sign up to answer