What is custom onboarding?

Custom onboarding allows you to create a tailored welcome experience for your new users. Instead of relying on generic, one-size-fits-all onboarding, you can now deliver guidance that reflects your company’s unique ways of working. This means everyone gets the context they need to hit the ground running, whether they’re joining marketing, finance, software development, or another team.

カスタム オンボーディングのメリット

• Personalized welcome experience: Greet new users with a custom message, useful links, your company’s branding, and a cover image or embedded video that introduces them to their team’s way of working.

• ロール別のガイダンス: マーケティング、ソフトウェア開発、設計、製品管理など、14 種類のロール用のオンボーディング エクスペリエンスを作成し、全員が自分の仕事に関連する情報を確認できるようにします。

• Embedded resources: Add links to your organization’s internal documentation to help people find what they need to work effectively in Jira.

• Actionable insights: Track engagement with your onboarding experiences using built-in analytics, so you can see what’s working and continuously improve your approach.

How to use custom onboarding

Here are a few ways custom onboarding can be used to help new Jira users get started:

• ソフトウェア開発: コーディング、コラボレーション、作業追跡のための最も重要なツールの概要について、会社のコード リリース プロセスへのリンクとともに提供するとよいでしょう。

• Project management: You could provide instructions on how to set milestones and track budgets using Jira, with an embedded video demo.

• Marketing: You can share Jira space setup guides, campaign tracking workflows, and tips for using custom fields specific to their team.

You can access custom onboarding from your Jira admin settings. Choose the roles you want to target, and start building custom experiences to help new users get familiar with your company’s Jira setup and processes from day one. Create a custom onboarding experience