Create a custom onboarding experience

Custom onboarding lets you create tailored onboarding experiences for different teams within your organization. This means you can embed your company’s best practices, internal Jira documentation, and branded welcome messages directly into onboarding flows. Read more about custom onboarding

Set up custom onboarding

When new users join Jira, the first thing they’re asked to do is select what kind of work they do. For example, do they work in Software development, Project management, Marketing, or another role? We use this information to suggest templates and features in Jira that will be most relevant to their role. 

Custom onboarding allows admins to create tailored welcome experiences for these roles, featuring your own company content and resources, to make the onboarding experience more relevant for your people. 

You can create custom onboarding for 14 different roles in your organization. Each role can only be assigned to one onboarding experience, but you can include multiple roles within a single onboarding. For example, you could have one onboarding experience that covers all 14 roles, or you could have a few different onboarding experiences that cover the most relevant roles within your company.

Create a custom onboarding experience

To create a new custom onboarding experience:

1. Select Settings (), then Products.

2. Select Custom onboarding in the sidebar.

3. Select Create new onboarding.

4. Enter a name for the onboarding experience.

5. Select what roles you want to target, then select Next.

6. Add your onboarding content:

   1. Select the title to enter your own title.

   2. Select the text below the title to enter your own welcome message.

   3. Under Useful link, select Edit () to add a link to your internal Jira documentation. This will be displayed as a Smart Link to enable dynamic content and permission controls. What products support Smart Links?

   4. Select Edit cover to embed a video or upload a background image (you can do either, or both). You can embed a video from Loom, YouTube, Google Drive, Vimeo, Dropbox, or Box.

7. Select Add step to add another step (up to a maximum of 3 steps).

8. Select Preview to check your content for errors.

9. Select Create onboarding to finish. Your custom onboarding experience will now be shown to new users who belong to the role you chose in step 5.

   1. To save your onboarding in a draft state, select Save without enabling. You can enable it later by editing it again or enabling it directly from the onboarding hub.

Edit or delete a custom onboarding experience

To update an existing custom onboarding experience:

1. Select Settings (), then Products.

2. Select Custom onboarding in the sidebar.

3. In the table, find the onboarding experience you want to edit and select More actions (•••)

   1. To update the onboarding experience, select Edit.

   2. To delete the onboarding, select Delete.

Enable or disable a custom onboarding experience

To enable or disable a custom onboarding experience:

1. Select Settings (), then Products.

2. Select Custom onboarding in the sidebar.

3. In the table, find the onboarding experience you want to edit and select More actions (•••)

   1. To hide the onboarding, select Disable. When an onboarding experience is disabled, it won’t be shown to anyone.

   2. To show the onboarding to new users, select Enable.

   3. To permanently delete the onboarding, select Delete. Deleted onboarding experiences can’t be recovered later.

Analyze custom onboarding

The custom onboarding hub shows a range of engagement metrics to help you evaluate the performance of your onboarding experiences. Find out how to understand and action custom onboarding data insights