Preparing onboarding materials so new team members can hit the ground running is essential to efficient team management. This workflow template allows you to automatically assign onboarding tasks to new members of a Slack channel.

Customizing the Assign Onboarding Tasks Workflow

After you download and import the template, fine-tune the workflow by evaluating and making adjustments to each step. You'll likely need to make some changes to perfect the workflow for your specific use by, for example, selecting a Slack channel for the workflow, choosing a Jira project, personalizing the text your coworkers will see, etc.

The template is best viewed as a head-start rather than a complete, ready-to-use workflow. Add a little personal spice and make it your own!

  1. With the template imported, open the workflow so all the steps are visible.
    If you just imported the template, the steps may already be visible. If they aren't, click Assign Onboarding Tasks - Template on the Your Workflows tab.
    If you renamed the workflow when you imported the template, click the new title.

  2. Click Edit next to each template step to review and update the contents (if necessary). 

    Here's a summary of each step in the workflow and details you may want to customize:

    New Channel Member Workflow Trigger
    This workflow kicks off each time a new member joins a specified Slack channel.
    Click Edit and select the Slack channel in which you want the workflow to exist, then click Save.

    Prompt for Jira Fields

    This step allows you to share field values between Jira and Slack.
    In this template, the user is prompted to select their Jira username, which then becomes a variable in later workflow steps. 

    Create Jira Issue

    Edit this step to select your desired Jira instance and project in which the new onboarding task is to be created. 
    Update the template's Summary and Description text with the issue details.

    Update Jira Issue

    This step declares the type of update you want to make to the Jira issue (comment, status, or assignee), and it defines the Jira issue that's to be updated.
    As noted in the app, it's useful to use this step in conjunction with the Prompt for Jira Fields step, so Jira values can be used as variables.

    Create a Jira Issue

    The same instructions apply to this step as the previous Create Jira Issue step. 
    Add another Create Jira Issue step for each additional task you want to assign to a new channel member.
         
    Update Jira Issue
    The same instructions apply to this step as the previous Update Jira Issue step. 
    Add an Update Jira Issue step for each Create Jira Issue step you use in the workflow.

  3. When you're finished fine-tuning the template, click Publish Changes at the top-right of the dialog.

  4. Test the workflow in Slack!
    It's always best to test the workflow before introducing it to your coworkers. Ensure that the steps are pulling the right info from Jira and working as you'd expect them to.