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.

Benefits of custom onboarding

• 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.

• Role-specific guidance: Create onboarding experiences for 14 different roles, including Marketing, Software Development, Design, Product Management, and more, so everyone sees information relevant to their job.

• 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:

• Software development: You might give a rundown on the most important tools for coding, collaborating, and tracking work, with a link to your company’s code release process.

• 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 their 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