Has anyone worked with Jira for customer onboarding projects and being able to track them with your customers directly in the loop? Basically to be able to successfully onboard your customers from signing up on your platform to completing the next steps (verification, wallet funding activities, adding your debit cards etc.)
Hey @Kartikey Bhatia
you can try a Marketplace app Flower - Workflow Automation. They provide BPMN templates for customer onboarding. All templates can be adjusted by a graphical process modeler and for each step in your model, it creates a Jira task automatically.
cheers,
Florian
Hi @Andy Heinzer ,
apologize for acting against the community guidelines. I was not aware of the 6-month rule. I intended to show how we solve the Customer Onboarding process using one of our templates.
I got your point. sorry.
Florian
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Thanks
Andy
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